ApproveThis manages your Ora Integration approvals.

When Project Management Meets Approval Power

Let’s be real – nothing kills momentum like waiting for Karen in accounting to approve the budget spreadsheet she hasn’t opened yet. Ora helps you organize tasks, but ApproveThis actually gets decisions made. Together? They’re like giving your approval processes a Red Bull and a GPS.

Why This Combo Works (Besides Saving Your Sanity)

Ora’s great at telling you what needs doing. ApproveThis handles the who said yes. Connect them through Zapier, and you’ve got a system where:

• Tasks don’t get stuck in “waiting for sign-off” limbo
• Approvers can say yes/no without learning new software

Bonus: External clients or contractors can approve stuff in ApproveThis without needing a seat in your Ora workspace. No more paying $30/month for someone who just needs to click “approved” twice a quarter.

Three Ways This Actually Plays Out in Real Offices

1. New Task? Automatic Approval Request

How it works: Create a task in Ora → Auto-send for approval in ApproveThis → Decision feeds back into Ora.

Who cares: Marketing teams approving campaign budgets, agencies getting client sign-off on deliverables.

Real example: A pharma company uses this to ensure compliance reviews happen before any trial-related task moves forward. Lawyers get ApproveThis emails, click approve, Ora task auto-unblocks. Zero chasing.

2. Approval Updates Become Task Comments

How it works: Someone starts an approval in ApproveThis → Summary appears as an Ora comment → Full context without switching tabs.

Who cares: Remote teams, anyone dealing with auditors (“See? Jim approved this on 3/14 at 2:47 PM”).

3. Approved? Auto-Create Next Steps

How it works: Request gets approved in ApproveThis → New card appears in Ora’s “Action” column → Team moves instantly.

Who cares: Manufacturing teams launching production runs, IT rolling out approved system changes.

Setup That Takes Less Time Than Your Morning Coffee

1. Create a Zapier account (free tier works)
2. Connect Ora → Choose trigger (new task, comment, etc.)
3. Connect ApproveThis → Set approval rules, thresholds, approvers
4. Test with a $1 expense request before going live with the $50k PO

Pro tip: Use ApproveThis’ calculated fields to auto-approve small expenses but escalate big ones. Your VP will love you.

Department-Specific Wins

Procurement Teams

Ora tracks vendor negotiations → ApproveThis handles 3-way PO matching approvals. Over budget? Routes to CFO automatically.

Creative Agencies

Client approves draft in ApproveThis → Ora card moves from “Review” to “Production”. No more “I thought you were handling that!”

IT & Security

Infrastructure change request in Ora → Requires approvals from 2 senior engineers → Approved? Ora card updates with implementation details.

FAQ for the Skeptics

Q: What if an approver denies a request?
A: Configure ApproveThis to notify specific people in Ora, reopen the task, or trigger a new “rework” process. Denials aren’t dead ends.

Q: Can we customize approval levels?
A. Yep. $500 request auto-approves with manager OK. $5001 needs director + legal. All defined in ApproveThis, no coding.

Q: How’s this different from Ora’s built-in approvals?
A. Ora’s basic. ApproveThis adds conditional logic (“if X, require Y approval”), delegation rules, and proper audit trails.

Bottom Line

If your projects get delayed waiting on decisions, you’re basically paying people to wait. The Ora-ApproveThis combo through Zapier turns approvals from speed bumps into launch pads.

Get ApproveThis | Ora’s Site | Zapier Integration Hub