ApproveThis manages your Scope.ws Integration approvals.

Let’s cut to the chase: approval processes suck when they’re manual. Teams waste time chasing signatures, client onboarding gets delayed, and someone always forgets to click “approve” before going on vacation. That’s why pairing Scope.ws with ApproveThis via Zapier isn’t just smart – it’s borderline necessary for companies scaling between 50-5,000 employees. Here’s how these two platforms turn approval bottlenecks into competitive advantages.

What Happens When Work Management Meets Approval Automation

Scope.ws keeps customer onboarding and implementation projects moving. ApproveThis keeps decisions from getting stuck. Together? They create closed-loop automation where work gets done and approved without constant babysitting.

Think about your last client onboarding project. How many times did these happen?

• Delays waiting for budget sign-off
• Confusion about who needs to approve what
• Last-minute scrambles to get legal review

With Scope.ws managing the work and ApproveThis handling the gatekeeping, teams like customer success, finance, and operations stay aligned without endless Slack pings. Better yet – external clients can approve directly via email without needing Scope.ws licenses. No more “I can’t log in to your PM tool” excuses.

Three Real-World Workflows (That Actually Work)

1. Client Onboarding Without the Approval Black Hole

Customer success teams using Scope.ws for implementation projects can auto-trigger approval requests when:

• New client companies are created in Scope
• Project milestones hit budget thresholds
• Change orders require client sign-off

Example: A SaaS company onboarding enterprise clients auto-routes contract amendments through ApproveThis when Scope.ws tasks exceed initial scope. Legal gets email approvals, CSMs avoid awkward “we need more money” calls, and approvers don’t need Scope.ws access.

2. Procurement That Doesn’t Require Mind Reading

Operations teams can connect Scope.ws purchase requests to ApproveThis workflows that:

- Auto-approve recurring orders under $5k
- Escalate premium SaaS tool requests to department heads
- Require triple signatures for capital expenditures

An e-commerce company uses this combo to approve warehouse inventory purchases. Their Scope.ws tasks trigger ApproveThis workflows that factor in real-time COGS calculations before routing to the right approvers.

3. Compliance Reviews That Actually Happen On Time

For regulated industries, ApproveThis adds audit trails to Scope.ws project timelines. When compliance checklists in Scope.ws are marked complete:

- Quality teams get parallel approvals via email
- Rejected items auto-create Scope.ws tasks
- All decisions sync back to Scope.ws company records

A healthcare tech company uses this to manage SOC 2 compliance projects. Their security team approves controls directly from Outlook while project managers track everything in Scope.ws.

Setting This Up Without Losing Your Mind

Here’s the non-technical breakdown:

1. Connect via Zapier: Both apps have pre-built triggers/actions
2. Map Critical Fields: Scope.ws company IDs ⇢ ApproveThis custom fields
3. Set Fallbacks: Use ApproveThis’ vacation delegation so nobody blocks the workflow
4. Test with Risky Scenarios: What happens if a request is denied? How are Scope.ws tasks updated?

Pro tip: Use ApproveThis’ calculated fields to auto-approve small Scope.ws task budgets (under $1k?) while flagging larger spends for human review.

Why Your Finance Team Will Stop Yelling

Approval thresholds turn accounting’s pet peeves into systemized rules:

- Auto-approve routine Scope.ws tasks under $X
- Require CFO approval for budget overages
- Add dynamic approval chains based on project type

A manufacturing company’s AP department uses this to process 60% of Scope.ws procurement requests without manual review. The kicker? Approvers get context directly in approval emails – no login required.

What Customer Success Leads Care About

Reducing client-side approval friction is the holy grail. With ApproveThis:

- Clients approve change orders via email
- Approvals auto-update Scope.ws project timelines
- Denials trigger alternate task workflows

One Scope.ws user in enterprise IT services cut their client approval time from 6 days to 8 hours using this setup. Bonus: All decisions are logged in both systems for contract renewal ammo.

The Hidden Benefit Nobody Talks About

Using ApproveThis as Scope.ws’ approval layer means:

- External partners never see your internal Scope.ws projects
- Temporary contractors can approve without Scope.ws access
- Offboarding approvers doesn’t break historical records

An agency client uses this to let freelance developers approve scope changes without exposing their entire Scope.ws board. When the contract ends? Just disable their ApproveThis access.

When Not to Use This Integration

This isn’t magic fairy dust. If your team:

- Has zero documented approval processes
- Prefers all decisions via hallway shouting
- Still runs on “trust me bro” accountability

...maybe fix that first. But for companies scaling past 100 employees? Connecting Scope.ws and ApproveThis via Zapier is like adding power steering to your workflow engine.

Getting Started Without the BS

Try this today:

1. Grab an ApproveThis trial
2. Connect to Scope.ws via Zapier
3. Automate one approval process that currently annoys you

Worst case? You save 3 hours/week on chasing approvals. Best case? Your team actually hits project deadlines for once.