
ApproveThis manages your ApproveThis Integration approvals.
April 17, 2025
Integration Category: Productivity
Why Your Team Needs Fewer Meetings and More Automation
Let's be real - approval processes are where productivity goes to die. You've got budget requests stuck in legal limbo, vendor contracts waiting on three VPs who never check their project management tool, and marketing teams sending Slack pings that read like ransom notes. This isn't just annoying - it's expensive. For companies between 50-5,000 employees, every stalled decision risks missed deadlines, supplier penalties, or worse.
ApproveThis fixes this by becoming your approval central nervous system. It doesn't replace your existing tools - it connects them through Zapier to automate decision routing. While your CRM, accounting software, or project management platform handles data entry, ApproveThis handles the human factor: who needs to sign off, when, and based on what rules. The result? Requests get answered days faster without micromanagement.
How This Works (Without the Tech Jargon)
Imagine your project management tool automatically creates an approval ticket when someone marks a task "Ready for Review." ApproveThis then routes it to the right people based on amount, department, or project type. Approvers click "yes" or "no" right from their email inbox - no new logins required. Once decided, Zapier pushes that answer back to update records everywhere else.
Key difference: Other apps track work. ApproveThis tracks decisions. It's the difference between documenting what needs approval versus making sure approvals actually happen.
Real-World Use Cases for Teams That Move Fast
1. Marketing Teams: Kill Creative Gridlock
Scenario: A 200-person e-commerce company uses Google Forms for campaign requests. Every submission needs legal, finance, and CMO approval. Without automation, the marketing coordinator plays carrier pigeon - downloading PDFs, emailing stakeholders, and manually updating spreadsheets.
Fix: Zapier connects the form to ApproveThis. Each submission auto-creates an approval ticket with calculated budgets and attached assets. Legal gets first review (sequential approval), then finance auto-approves amounts under $5k (threshold rules), then the CMO gets final say. Approved? The CRM campaign launches automatically. Denied? Comments route back to the requester without three days of "Per my last email..."
2. Procurement Departments: Stop Playing Tag with Vendors
Scenario: A manufacturing firm uses Zoho Inventory for purchase orders. Their approval chain involves warehouse managers, department heads, and external suppliers - but everything's tracked through WhatsApp and Excel.
Fix: ApproveThis integrates with Zoho. When stock levels drop below threshold, Zapier triggers a PO approval workflow. Warehouse managers approve quantities, department heads confirm budget codes, and vendors receive automatic emails with terms. Bonus: Vacation delegation ensures the plant manager's absence doesn't delay urgent orders.
Setup That Doesn't Require an IT Degree
1. Connect Zapier: Zapier's interface lets you pick triggers from your existing apps (new form entry, CRM opportunity, etc.).
2. Map Your Fields: Tell ApproveThis where to find key data - dollar amounts, requesters, due dates. This takes longer to explain than to do.
3. Set Approval Rules: Define who approves what. Pro tip: Use calculated fields to auto-route requests. Example: "If total > $10k, add CFO approval step."
Total setup time? Less than a coffee break. No code, no consultants, no PowerPoint decks.
Features Your Approvers Will Actually Use
• Email Decisions: Approvers don't need another app login. They click approve/reject in their inbox - perfect for clients or execs allergic to new software.
• Escalation Safeguards: Auto-approve small expenses but flag anomalies. Example: "Normally Jane approves up to $20k, but this vendor isn't in our system - notify internal audit."
• Audit Trails: Every decision records who approved what, when, and why. GDPR/SOX compliance without the spreadsheet nightmares.
Who Benefits Most? (Spoiler: Everyone)
Finance Teams
Control budgets without being the bad guys. Set approval thresholds so only large or irregular expenses hit your desk. Automatic QuickBooks updates mean no more manual entries.
Operations Managers
Track SLAs for approvals like you track project timelines. Know exactly which department causes delays (looking at you, legal).
HR Departments
Onboard new approvers instantly. When someone leaves, reassign their approvals in one click instead of hunting down spreadsheet permissions.
The Bottom Line
ApproveThis isn't another tool - it's the glue between your existing stack. It works for 50-person startups where the CEO approves everything and 5,000-employee enterprises with Byzantine compliance rules. By handling the decision layer, it removes the human lag from automated workflows.
Best part? You don't need to overhaul current processes. Start with one workflow (expenses, PTO requests, content approvals) and expand as teams get hooked on actually hitting their deadlines.
Ready to Stop Being a Human Routing Bot?
If your answer isn't "Hell no," let's fix that. Sign up for ApproveThis and connect your first Zap in under 15 minutes. Or schedule a demo to see how approval automation can actually make your job easier (we promise not to say "synergy" or "disrupt").
P.S. If you're still manually forwarding approval emails, we're not judging. But your CFO might be.
Integrate with ApproveThis 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 ApproveThis
Suggested workflows (and their Zapier components) for ApproveThis
Create approval requests for new approval workflows
When a new approval request is initiated, this automation creates a new request entry in ApproveThis for processing and tracking. It streamlines intake and centralizes approvals for efficient decision making. *Note: Configure additional filters if needed to target specific workflow types.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create follow-up requests for completed approvals
After an approval decision is made, this automation creates a follow-up request in ApproveThis to trigger subsequent actions or document additional details. It enhances workflow continuity and ensures all decisions are recorded for further processing. *Note: Adjust parameters to capture decision outcomes as needed.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Create Request
Creates a new request, probably with input from previous steps.
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