ApproveThis manages your PieMatrix Pie Integration approvals.

Two Platforms, One Powerful Workflow

PieMatrix Pie brings structure to complex projects through visual process management, while ApproveThis adds precision to decision-making with automated approval workflows. Together, they create an operational rhythm that keeps teams aligned and leadership informed. This integration isn't about replacing tools - it's about amplifying what each platform does best through strategic automation.

For teams managing compliance-sensitive projects or client deliverables, this combination solves three critical challenges:

• Eliminating approval bottlenecks in multi-stage projects
• Maintaining audit trails for process-driven work
• Enabling external stakeholders to participate without software training

Strategic Alignment: Where PieMatrix and ApproveThis Excel

PieMatrix's strength lies in creating repeatable project templates ("pies") that blend agile flexibility with waterfall structure. ApproveThis complements this by adding governance layers where they matter most - at decision points that impact timelines, budgets, or compliance requirements.

Real-World Impact Across Industries

A medical device manufacturer uses this integration to manage FDA documentation reviews. Their quality team builds PieMatrix templates for each submission component, with ApproveThis gates at critical verification stages. External consultants approve technical specs directly via email without needing PieMatrix licenses, maintaining strict access controls.

Three Core Use Cases (And When They Matter Most)

1. Content Governance for Regulated Industries

The "New Post Approval" workflow isn't just for marketing teams. Financial institutions use this to review client-facing knowledge base articles, while healthcare organizations manage patient education materials. When a PieMatrix post triggers an ApproveThis request:

• Legal teams review compliance language via email
• Subject matter experts verify technical accuracy
• Version history automatically documents changes

2. Phase-Gate Project Management

Construction firms and software developers benefit from the "New Task Approval" integration. Each task completion in PieMatrix triggers mandatory approvals before subsequent phases begin. A custom approval threshold in ApproveThis automatically escalates budget overruns to finance directors, while routine approvals stay with project leads.

3. Change Control for Process-Driven Teams

The "Updated Post Approval" workflow supports organizations with strict change management protocols. When engineering teams modify equipment maintenance checklists in PieMatrix, ApproveThis:

• Routes updates to safety officers and plant managers
• Maintains revision history with approval timestamps
• Uses calculated fields to flag significant procedure changes

Implementation Made Simple

Connecting PieMatrix and ApproveThis through Zapier takes under 15 minutes:

1. Create your Zapier trigger from PieMatrix (new post, task, or update)
2. Map key PieMatrix data to ApproveThis request fields
3. Configure approval rules and thresholds in ApproveThis
4. Test with a live PieMatrix item

Pro Tip: Use ApproveThis's calculated fields to auto-approve minor updates (like typos) while flagging substantive changes for review.

Team-Specific Benefits

For Project Managers

Maintain velocity without compromising oversight. Approval statuses from ApproveThis appear directly in PieMatrix dashboards, creating a single pane of glass for project health monitoring.

For Finance Teams

Connect budget approvals to project phases. When a PieMatrix task includes procurement needs, ApproveThis can require PO approvals before unlocking the next project stage.

For External Collaborators

Client stakeholders approve deliverables via email without PieMatrix logins. Vacation delegation in ApproveThis prevents delays when contacts are unavailable.

Beyond Basic Approvals: Advanced Configuration

While the core integration handles most needs, power users leverage:

Conditional Routing: Route PieMatrix change requests based on impact level. Low-risk edits auto-approve, while high-impact changes go to steering committees.

Dynamic Deadlines: Set approval SLAs in ApproveThis that adapt to PieMatrix project timelines. Critical path approvals get shorter response windows.

Bi-Directional Updates: When approvals occur in ApproveThis, automatically update PieMatrix task statuses and trigger next steps.

Common Pitfalls to Avoid

While the integration is powerful, success requires:

Do: Align approval stages with PieMatrix phase gates. Don't create separate approval processes that duplicate project milestones.

Don't: Over-notify approvers. Use ApproveThis's reminder settings that respect PieMatrix project timelines.

Do: Leverage PieMatrix's visual process maps to show approvers where their decision fits in the bigger picture.

Getting Started

Ready to transform how your team manages approvals in process-driven projects? Start your ApproveThis free trial or explore PieMatrix Pie's templates.

For complex implementations, request a custom demo showing how ApproveThis and PieMatrix can support your specific compliance needs or client delivery models.