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Vertask Integration

ApproveThis manages your Vertask Integration approvals.

April 17, 2025

Integration Category: Todo Lists

How ApproveThis + Vertask Cuts Approval Chaos (Without the Headaches)

Let’s be real: approval processes are the soggy fries of the corporate world. Everyone needs them, nobody’s excited about them, and they slow everything down. But what if you could turn those cold fries into a well-oiled machine? That’s where ApproveThis and Vertask come in – like ketchup and salt for your workflow burger.

Why These Two Tools? Let’s Break It Down

Vertask handles tickets, assets, and client records like a champ. But when approvals enter the chat? Things get messy. ApproveThis steps in as the bouncer at the velvet rope, deciding who gets in (approved) and who stays out (denied). Together, they automate the “Hey, can you check this?” dance that eats up your team’s time.

Vertask’s Sweet Spot

Great at tracking stuff, bad at deciding stuff. Vertask keeps your assets organized and tickets moving, but it’s not built to handle complex approval chains. That’s like having a sports car with no steering wheel.

ApproveThis’s Killer Move

Specializes in making decisions stick. Custom workflows, auto-escalations, and approvals via email mean no more chasing down MIA managers. Bonus: approvers don’t need Vertask licenses. Perfect for working with clients or departments allergic to new software.

4 Ways This Combo Saves Your Sanity

1. IT Teams: Stop Playing Asset Approval Whack-a-Mole

Picture this: Your helpdesk gets 50 new laptop requests. Vertask collects the tickets, ApproveThis automatically routes them based on cost thresholds. $1k laptop? Team lead approves. $5k server upgrade? Escalates to CFO. IT gets to focus on actual tech issues instead of playing secretary.

2. Operations: Client Onboarding That Doesn’t Suck

Marketing agencies, listen up. New client in Vertask? Auto-trigger approval requests for contracts, budgets, and NDAs. Legal reviews via email, sales gets notified in Slack when approved. No more “Did you check the revision?” Zoom calls at midnight.

3. Finance Teams: Budget Approvals That Can’t Hide

Expense report in Vertask? ApproveThis slaps on approval rules like “Over $10k needs dual signatures” or “Client meals need receipt attachments.” Real-time tracking means no more “The system ate my request” excuses.

4. Cross-Team Projects: No More Approval Black Holes

Product launch in Vertask needs design, legal, and engineering sign-offs. ApproveThis creates parallel approval paths with deadlines. If the legal team ghosts? Auto-escalate after 24 hours. Vacation mode ensures someone’s always covering approvals.

Setting This Up Without Losing Your Mind

Here’s the beauty part – you’re not building the space shuttle. Connect through Zapier in three steps:

  1. Pick Your Trigger: New Vertask ticket? Asset list update?
  2. Map the Data: Drag-and-drop fields between apps
  3. Add Logic: “If denied, notify manager in Slack” type rules

Pro tip: Start with one workflow (like asset approvals) before going all Tony Stark on complex automations.

Features You’ll Actually Use

ApproveThis isn’t just another tool taking up digital real estate. These features matter when paired with Vertask:

  • Email Approvals: External clients can approve without logging into Vertask
  • Vacation Coverage: Auto-reassign approvals when Karen’s on PTO
  • Thresholds: Auto-approve small expenses, flag big ones

Real Talk: When This Combo Shines

Scenario: Manufacturing company using Vertask for equipment maintenance tickets
Problem: $20k repair needs plant manager + CFO approval
Solution: Vertask ticket triggers approval chain. CFO rejects via email, asks for bids. Updated ticket auto-creates new approval. Both approve, work order auto-generated.

Scenario: Healthcare provider onboarding new clinics in Vertask
Problem: Compliance requires 4 department sign-offs
Solution: New clinic profile triggers parallel approvals. Legal gets contract, IT gets data requirements. All approved? Clinic goes live automatically.

The Bottom Line

ApproveThis + Vertask isn’t about being fancy – it’s about cutting the approval crap that slows you down. Whether you’re managing 50 assets or 5,000 service tickets, this combo keeps decisions moving without the endless follow-ups.

Ready to stop being everyone’s approval secretary? Book a demo or start your free trial. Your future self (and your team) will thank you.

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Best Approval Workflows for Vertask

Suggested workflows (and their Zapier components) for Vertask

Create approval requests for new assets

When Vertask provides an assets list, use ApproveThis to initiate an approval process for new assets. This integration streamlines asset validations and ensures the right approvals are in place. *Note: Set filters in ApproveThis for asset categories if needed.*

Zapier Components

Vertask Logo

Trigger

Assets List

Triggers when a list of assets is required.

Action

Create Request

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

Create tickets for new approval requests

When a new approval request is initiated in ApproveThis, create a task in Vertask to address it. This integration bridges approval processes with task tracking for efficient workflow execution. *Note: Ensure task details are mapped correctly from the approval request.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Vertask Logo

Action

Create Ticket

Creates a task/ticket

Create approval requests for new clients

When Vertask provides a list of clients, create an approval request in ApproveThis to validate new client data. This integration helps streamline client onboarding with automated approval processes. *Note: Map client data fields carefully between apps.*

Zapier Components

Vertask Logo

Trigger

Users List

Triggers when a list of clients is required.

Action

Create Request

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

Create assets for completed approval requests

When an approval decision is made in ApproveThis, automatically create an asset in Vertask to reflect the outcome. This integration supports efficient processing by linking approval decisions with asset creation. *Note: Verify approval statuses are correctly transmitted.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Vertask Logo

Action

Create Asset

Creates and asset