ApproveThis manages your Pagico approvals.

When Approval Meets Action

Let’s get real: approvals suck. They’re the traffic jam in your workflow highway. ApproveThis fixes that by automating the "waiting for someone to click a button" part of your process. Pagico? It’s where work actually gets done – tasks, projects, files, all in one place. Together, they’re like giving your approval processes a GPS and a turbo boost.

Here’s the thing: approvals aren’t just about getting a yes/no. They’re about what happens after. That’s where most tools drop the ball. We don’t. Connect these two through Zapier, and you’ve got approvals that automatically turn into action items, tasks that only exist if they’re approved, and full visibility without micromanaging.

Why This Combo Works for Teams That Actually Ship Work

Mid-sized companies (50-5,000 employees) aren’t startups anymore, but they’re not enterprises either. You need process without bureaucracy. That’s where most project management tools fail – they’re either too rigid or too loose. Pagico gives structure without handcuffs. ApproveThis adds guardrails without red tape.

Key benefits you’ll actually notice:

• No more approval black holes: See where every request is stuck in real time
• Approvals become tasks automatically: Approved budget increase? Instant task in Pagico to adjust forecasts

Bonus: Your approvers don’t need Pagico licenses. Client needs to sign off on a deliverable? They get an email, click approve, and it auto-creates the next steps in Pagico for your team. No client training required.

Real Uses for Real Teams (Not Just Theory)

1. Marketing Teams: Kill Campaign Delays

Scenario: New ad copy needs legal approval before going live. Old way: Email thread hell. New way:

ApproveThis triggers when Pagico tasks are marked "Ready for Legal." Legal team gets email with one-click approve/deny. Approved? Automatically becomes a task in Pagico for the media buyer with all assets attached. Denied? Task goes back to copywriter with rejection reasons.

Why it works: Uses ApproveThis’s calculated fields to check if compliance checklist is complete before routing to legal. Pagico’s shared workspace keeps all versions and comments in one place.

2. Procurement: Stop Overpaying for Office Supplies

Scenario: Department needs new laptops. Old way: PDF form emailed to CFO. New way:

Employee submits request via ApproveThis with vendor quotes. If under $5k, auto-approved via approval thresholds and creates Pagico task for IT to order. Over $5k? Routes to CFO with cost comparison. Approved? Creates purchase task with budget codes. Denied? Logs reason in Pagico for audit trail.

Why it works: Approval groups ensure CFO only sees big spends. Vacation delegation covers approver PTO. Pagico tasks include all docs needed for purchasing.

3. Client Services: Stop Chasing Sign-Offs

Scenario: Client needs to approve project phase. Old way: Weekly check-in calls. New way:

Phase completion in Pagico triggers ApproveThis request. Client gets email with mockups attached. They approve/deny from phone. Approval auto-updates Pagico project timeline. Denial creates task for team to revise with client notes.

Why it works: Clients don’t need logins. Email-based approvals work on any device. Pagico’s timeline view shows impact immediately.

Setting This Up Without an IT Degree

If you can order DoorDash, you can set this up:

1. Create a Zapier account (free tier works)
2. Choose your trigger: "New Request" in ApproveThis or "New Item" in Pagico
3. Pick the action in the other app (Create task, note, etc.)
4. Map fields – e.g., ApproveThis request title → Pagico task name
5. Test with real data (approve a dummy request)

Pro tip: Start with one workflow. The "Approved requests → Pagico tasks" zap takes 8 minutes to set up and immediately shows ROI.

Features You’ll Actually Use (No Bloat)

ApproveThis isn’t just another checkbox:

• Conditional routing: Send high-risk requests to legal first, others straight to finance
• Real-time dashboards: See which approvers are bottlenecks (looking at you, Bob from accounting)
• Auto-approvals: Let small stuff flow through instantly

Pagico strengths we leverage:

• Cross-platform sync: Approvals update tasks on mobile and desktop
• Workspaces: Keep client projects separate from internal

Who Benefits Most (Besides Your Sanity)

Operations Teams: Audit trails for every decision without manual logging

Remote Teams: Async approvals that don’t depend on time zones

Scale-ups: Processes that work at 100 employees and 1,000

Compliance-Heavy Industries: Healthcare, finance, legal – all get version control and attestation

Common Objections (And Why They’re Wrong)

"We just use email approvals" – Cool. How many get lost? How long to find who approved what last quarter?

"Our project tool has approvals" – Does it auto-route based on amount? Handle delegations? Create audit trails? Thought so.

"We’re not technical enough" – Zapier requires zero code. If you can forward an email, you can set this up.

Next Steps That Don’t Suck

Option 1: Register for ApproveThis, connect your Pagico account via Zapier in 15 minutes

Option 2: Book a 12-minute demo – we’ll show how your specific workflows would run

Pro move: Pick one approval process that’s currently a pain point. Set up the integration. If it doesn’t save 3 hours/week, we’ll buy your team coffee.