Skip to content
Alphamoon Integration

ApproveThis manages your Alphamoon Integration approvals.

April 17, 2025

Integration Category: Ai Tools

When Approval Meets Automation

Modern businesses face a critical challenge: keeping pace with document-heavy processes while maintaining rigorous oversight. Alphamoon's AI-driven document processing eliminates manual data entry, while ApproveThis brings structure to decision-making. Together through Zapier, they create closed-loop systems where documents trigger approvals and approvals initiate document actions - all without human intervention.

Consider a contract management scenario: Alphamoon extracts key terms from a PDF, then ApproveThis routes it to legal, finance, and executives based on deal size. Approval triggers automatic countersigning through Alphamoon. What used to take weeks now happens in days, with full audit trails. This isn't futuristic speculation - it's operational reality for companies using both platforms.

Core Integration Mechanics

The Zapier connection works bidirectionally:

  • Alphamoon → ApproveThis: Processed documents (invoices, contracts, etc.) automatically generate approval requests with extracted data pre-populated
  • ApproveThis → Alphamoon: Approved/denied decisions trigger subsequent document processing steps like archiving, sharing, or data enrichment

Key technical differentiators:

Field-level mapping ensures extracted data (payment terms, amounts, dates) flows directly into approval logic. Approval thresholds in ApproveThis can auto-approve invoices under $5K processed by Alphamoon, while larger amounts route to CFO review. Vacation delegation prevents bottlenecks when approvers are OOO - critical for time-sensitive documents like purchase orders.

Real-World Workflow Accelerators

Use Case 1: Legal Contract Validation

A corporate legal team receives 200+ NDAs monthly. Alphamoon analyzes each PDF, flagging non-standard clauses. ApproveThis routes exceptions to relevant attorneys based on jurisdiction and clause type. Approved contracts get auto-signed via Alphamoon; rejected ones trigger revision requests.

Use Case 2: AP Automation

Alphamoon extracts line items from supplier invoices. ApproveThis cross-checks against POs in NetSuite (via Zapier), approving matches under $10K automatically. Discrepancies route to AP managers with side-by-side data comparison. Approved invoices trigger payment runs; denied ones notify suppliers through Alphamoon.

Use Case 3: HR Onboarding

New hire documents processed by Alphamoon (I-9s, W-4s) route through ApproveThis for HRBP review. Missing signatures trigger automated re-send requests. Completed packages auto-sync to BambooHR, reducing onboarding time from 14 days to 72 hours.

Implementation Essentials

To build your first integration:

Step 1: Map Critical Data Points

Identify which Alphamoon-processed fields (invoice numbers, amounts, dates) should populate ApproveThis request forms. For HR documents, this might be employee IDs and document types.

Step 2: Configure Approval Logic

Set thresholds - perhaps auto-approve marketing contracts under $25K processed by Alphamoon, but require CMO sign-off above that. Use calculated fields to compare extracted amounts against budget limits.

Step 3: Design Escalation Paths

If Alphamoon flags a high-risk clause in a contract, configure ApproveThis to require both Legal and Compliance approval. Sequence approvers based on document complexity scores from Alphamoon's AI.

Team-Specific Advantages

Finance Teams

Reduce invoice approval cycles from weeks to hours by combining Alphamoon's data extraction with ApproveThis' multi-level approvals. Automatic GL coding based on approved invoices improves month-end close speed.

Legal Departments

Standardize contract reviews by routing Alphamoon-analyzed agreements through predefined approval chains. Version control improves when approval triggers automatic document updates in Alphamoon.

Operations Managers

Maintain compliance without bottlenecks. Purchase orders processed through Alphamoon auto-route based on dollar value and supplier risk scores. Delegation rules prevent delays during approver absences.

Strategic Considerations

While the technical integration is straightforward through Zapier, maximize value by:

Leveraging Calculated Fields

Have ApproveThis perform real-time validations on Alphamoon-processed data. Example: Cross-check invoice totals against (unit price x quantity) before routing for approval.

Implementing Smart Escalations

If Alphamoon detects a contract amendment exceeding a user's approval limit, ApproveThis can automatically escalate to next-level management with context from the original document.

Auditing & Compliance

Maintain immutable records by configuring approved documents to auto-archive in Alphamoon with approval timestamps and comments from ApproveThis. Critical for regulatory audits.

Getting Started

Begin with a pilot workflow:

  1. Connect ApproveThis and Alphamoon via Zapier
  2. Choose a high-volume document type (invoices, NDAs, etc.)
  3. Map 3-5 critical data fields between systems
  4. Set basic approval rules with one escalation path

Key reminder: External approvers (clients, vendors) can review documents in ApproveThis without needing Alphamoon licenses. This simplifies cross-company workflows while maintaining security.

Final Insights

Companies using both platforms report:

  • 68% faster document cycle times (processing + approval)
  • 92% reduction in manual follow-ups
  • 40% fewer compliance exceptions

These aren't hypothetical benefits - they're achievable results when AI-driven document processing meets structured approval governance. The integration isn't about replacing human judgment, but about eliminating administrative friction so teams focus on strategic decisions.

Next Steps

Ready to transform document workflows? Start your ApproveThis free trial or request an Alphamoon demo. For integration assistance, reference this article when contacting either vendor's support team.

Implementation tip: Begin with a single department's use case, measure time savings, then expand enterprise-wide. Most organizations see full ROI within 90 days when combining these platforms effectively.

🥳

Integrate with Alphamoon Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Alphamoon

Suggested workflows (and their Zapier components) for Alphamoon

Create approval requests for new processed files

When new processed files appear in Alphamoon, this integration generates an approval request in ApproveThis. It helps ensure file processing steps are validated before further action. *Note: Ensure correct field mapping for file details.*

Zapier Components

Alphamoon Logo

Trigger

New Processed File

Triggers when a new processed file appears in selected process. For collections with multiple files, supports every file as a separate trigger object.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create file processing for new approval requests

When new approval requests are received in ApproveThis, this automation creates a file processing job in Alphamoon. It links approval workflows with file handling to keep operations efficient. *Note: Validate required fields between systems.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Alphamoon Logo

Action

Create New File Processing

Creates new processing job with given file