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BuildTopia Integration

ApproveThis manages your BuildTopia Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Bureaucracy Meets Bulldozers

Let’s be real – construction projects don’t get delayed because someone forgot to order concrete. They get stuck waiting for Karen in accounting to approve the change order, or for the client’s project manager to sign off on the new plumbing vendor. This is where ApproveThis and BuildTopia come in like a wrecking ball to approval bottlenecks. We’re talking about connecting the dots between your construction management system and the people holding the rubber stamps. No hard hats required.

Why This Combo Works (Besides the Obvious)

BuildTopia keeps your projects moving – schedules, prospects, purchasing. ApproveThis keeps decisions moving – approvals, sign-offs, escalations. Together? They turn “I’ll get back to you next week” into “Approved, now go pour that foundation.” Here’s the kicker: approvers don’t need BuildTopia licenses. Your client’s finicky CFO can approve budget overages via email without ever logging into your system. That’s the kind of flexibility that keeps projects (and profit margins) intact.

The Nuts and Bolts of Automation

Using Zapier, these two platforms hand off tasks like a relay race. New prospect in BuildTopia? Auto-send for credit check approval. Schedule delayed? Immediately flag for PM sign-off. Approved vendor change? Update BuildTopia before the contractor finishes their coffee. It’s about making the admin work keep up with the physical work.

Real-World Uses That Actually Matter

1. New Prospect? Don’t Let Them Cool Off

Picture this: A custom home builder using BuildTopia gets a new prospect – a couple wanting a $2M lakehouse. Without automation, the sales team emails the VP for approval, waits days, and risks losing the lead. With the integration? The moment that prospect hits BuildTopia, ApproveThis pings the VP, the CFO, and the lead architect via email. The CFO approves the preliminary budget, the architect OKs the timeline, and the sales team gets the greenlight – all before the clients finish their lunch meeting. Bonus: Use approval thresholds to auto-approve smaller projects under $500K, so your execs only see the big fish.

2. Approved in ApproveThis? BuildTopia Updates Itself

Here’s where most systems drop the ball: approvals happen, but nobody updates the original system. Not here. When that lakehouse gets approved, ApproveThis automatically pushes the client to “Approved” status in BuildTopia, triggers a contract template, and notifies the project manager. If denied? BuildTopia moves them to “Lost Prospects” and alerts sales to follow up. No manual data entry. No “I thought you updated that.” Just clean records and cleaner handoffs.

3. Schedule Changes That Don’t Derail Everything

Rain delays happen. Supply chain issues happen. But when someone updates a schedule date in BuildTopia, ApproveThis can require superintendents to confirm the change won’t blow the budget. Example: A commercial contractor reschedules drywall installation. The integration triggers an approval showing the new timeline’s impact on subcontractor fees. The PM approves via email, BuildTopia adjusts, and the accounting team gets alerted to renegotiate rates. All before the drywall arrives on-site.

Features You’ll Actually Use (No Bloat Here)

Forget “nice-to-have” features. These are the tools that make the BuildTopia integration stick:

  • Vacation Delegation: Your estimator’s on PTO? Approvals auto-reassign to their backup so schedules don’t stall.
  • Calculated Fields: Automatically flag requests that push labor costs over 18% of budget – perfect for change order approvals.

And yes, everything’s tracked in a dashboard even your least tech-savvy project manager can understand.

Setting This Up Without the Headache

If you can send a Slack message, you can set this up. Here’s the blueprint:

  1. Connect BuildTopia and ApproveThis to Zapier (takes 3 minutes).
  2. Pick a trigger – “New Prospect” or “Schedule Date Changed” in BuildTopia.
  3. Map the key data points (budget, timeline, project ID) to ApproveThis.
  4. Set who needs to approve what – sequential for client sign-offs, consensus for internal teams.
  5. Test with a real change order or prospect. Watch the magic happen.

Pro tip: Use ApproveThis’ conditional logic to route high-risk approvals to legal and low-risk ones to department heads. Because not every decision needs a lawyer.

Who Benefits? (Spoiler: Everyone)

Project Managers: Less Herding, More Building

Your job is to hit deadlines, not chase signatures. When subs submit change orders through BuildTopia, auto-route approvals based on cost impact. Under $10K? Auto-approve with a notification. Over? Escalate to the client with one click. You’ll shave hours off weekly admin work.

Sales Teams: Close Faster, Upsell Smarter

New prospects in BuildTopia should trigger approvals for custom upgrades. Imagine a buyer wants a premium flooring option. Sales submits the upsell through ApproveThis, the client approves via email, and BuildTopia updates the spec – all before the concrete slab is poured. No more “I’d love to, but we need approval” lost revenue.

Procurement: Stop Playing Telephone

Vendor price increases hitting your BuildTopia purchasing module? Auto-route them for approval with context: original quote, new price, project impact. Approvers get all the info in one email – no digging through spreadsheets. Plus, auto-update BuildTopia’s vendor contracts post-approval so procurement stays in sync.

The Bottom Line (Because Time Is Money)

Construction isn’t getting simpler. Clients demand real-time updates, margins are tight, and delays cost thousands daily. Connecting ApproveThis and BuildTopia via Zapier isn’t about cool tech – it’s about cutting the crap that slows your team down. Approvals happen where the work does (yes, even in the field via email). Decisions are tracked alongside project data. And nobody’s waiting for a sign-off that could’ve been automated.

Ready to stop babysitting approvals? Get a demo or start a free trial. Your supers will thank you. Your clients might even notice things actually finish on time.

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Integrate with BuildTopia 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.

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Best Approval Workflows for BuildTopia

Suggested workflows (and their Zapier components) for BuildTopia

Create approval request for new BuildTopia prospects

When a new prospect is created in BuildTopia, this integration creates an approval request in ApproveThis to streamline prospect evaluation and decision-making. *Note: Ensure approval criteria are configured before triggering the integration.*

Zapier Components

BuildTopia Logo

Trigger

New Prospect

Triggers when a new prospect is created in/from BuildTopia.

Action

Create Request

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

Update BuildTopia prospect for approved requests

When an approval request is completed in ApproveThis, this integration updates the corresponding prospect in BuildTopia to reflect the approved changes. *Note: Verify field mappings between ApproveThis outcomes and BuildTopia prospect data.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

BuildTopia Logo

Action

Update Prospect

Updates a Prospect/Buyer in BuildTopia project.

Create approval request for schedule date changes

When schedule dates are modified in BuildTopia, this integration creates an approval request in ApproveThis to validate and review the changes. *Note: Confirm that schedule records align with approval criteria before activation.*

Zapier Components

BuildTopia Logo

Trigger

Schedule Date Changed

Triggers when a Schedule start or finish date is modified.

Action

Create Request

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