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Pipefy Integration

ApproveThis manages your Pipefy Integration approvals.

April 17, 2025

Integration Category: Project Management

When Process Meets Permission

Let's cut through it: You're using Pipefy because spreadsheets and email threads for process management make you want to flip tables. But here's the kicker – even the slickest workflows get stuck waiting for Karen from legal to approve that contract or Todd from finance to greenlight the budget. That's where ApproveThis comes in like your favorite project manager with a double espresso.

Pipefy organizes your workflows. ApproveThis organizes the people who hold your workflows hostage. Together? You get processes that actually finish before the next quarterly meeting.

Why This Isn't Just Another Integration

Most approval tools just shoot emails around and call it automation. ApproveThis does the heavy lifting where Pipefy leaves off:

The Nuts and Bolts

When a Pipefy card hits your "needs approval" phase, ApproveThis:

  • Routes it to the right people (not just whoever's inbox is empty)
  • Chases slackers with auto-reminders
  • Escalates if Todd's on vacation
  • Feeds approval data back into Pipefy without manual entry

Your approvers don't need Pipefy logins – huge for clients or contractors. Just click "approve" in their email and keep moving. No new software to learn, no extra licenses to buy.

Real-World Uses That Don't Suck

1. The "Done Means Done" Check

Zap: Pipefy completed card → ApproveThis review → Pipefy archive

Marketing teams: Imagine your designer marks a campaign card as done in Pipefy. ApproveThis automatically pings your compliance lead to verify legal disclaimer placement. No more "I thought you checked that!" before launch.

2. The Gatekeeper Special

Zap: New Pipefy card → ApproveThis → Card moves to "In Progress"

Procurement example: Sales team requests $25k in new demo gear. Pipefy card starts, triggers ApproveThis to check budget availability. CFO approves directly from iPhone during her commute. Card auto-updates before the sales guy finishes his cold brew.

3. The Two-Way Street

Zap: ApproveThis decision → Moves Pipefy card → Logs reason

HR teams: Department head requests a new hire. Gets approved? Pipefy card jumps to "Recruiting Active". Denied? Moves to "2025 Budget Planning" with comments attached. No more lost vetoes in Slack purgatory.

Features Your Team Will Actually Use

Beyond basic approvals, here's where ApproveThis kicks spreadsheet processes to the curb:

Set It & Forget It Rules

Auto-approve purchases under $5k. Escalate anything over $50k to the board. Change thresholds quarterly without IT help.

The Todd Problem Solver

Todd in accounting taking PTO? ApproveThis shifts his approvals to Susan automatically. No more "out of office" reply chains.

Math for People Who Hate Math

Dynamic fields automatically calculate things like "Total Cost = Units x Price + Shipping" before routing for approval. No more back-and-forth over miscalculations.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect Pipefy to ApproveThis via Zapier:

  1. Pick your trigger (new card, completed card, etc.)
  2. Map Pipefy fields to ApproveThis template
  3. Set approval rules (who, thresholds, etc.)
  4. Connect approval decisions back to Pipefy

Pro tip: Start with one workflow (like content approvals) before scaling to company-wide processes.

Who Gets Their Life Easier

Operations Teams

Stop being the approval middleman between departments. Automatic routing based on project type + dollar amount = less "Who needs to sign off on this?"

Finance Departments

Enforce budget controls without being the bad guys. Set hard limits in ApproveThis – if a request exceeds department budgets, it auto-denies with a policy reminder.

External Collaborators

Client needs to approve designs? They get an email, click approve, done. No client logins to manage or security headaches.

The Bottom Line

Pipefy keeps your processes moving. ApproveThis keeps your people moving. Together, they turn "waiting for approval" from a productivity killer into a checkbox.

This isn't about fancy tech – it's about cutting the bureaucratic crap that slows down companies between 50-5,000 employees. Less herding cats, more hitting deadlines.

Get started with ApproveThis (takes 8 minutes) or schedule a demo if you want to see the Pipefy magic live. No sales drones, just a 15-minute walkthrough.

🥳

Integrate with Pipefy 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 Pipefy

Suggested workflows (and their Zapier components) for Pipefy

Create approval requests in ApproveThis for done Pipefy cards

Ensure that every completed task matches overall business requirements by integrating Pipefy with ApproveThis. When a card is marked as done in Pipefy, an approval request is automatically created, facilitating structured review processes and enhancing compliance.

Zapier Components

Pipefy Logo

Trigger

Done Card

Triggers when a card is done.

Action

Create Request

Creates a new approval request in ApproveThis.

Initiate approval workflows in ApproveThis for new Pipefy cards

Automatically initiate an approval process in ApproveThis whenever a new project or task card is created in Pipefy. This ensures that all new initiatives undergo a standardized review and approval process before proceeding, ensuring alignment with strategic objectives.

Zapier Components

Pipefy Logo

Trigger

New Card

Triggers when a new card is created.

Action

Create Request

Creates a new approval request in ApproveThis.

Move Pipefy cards upon approval decision in ApproveThis

When a request is approved or denied in ApproveThis, streamline your task management by automatically moving the corresponding card in Pipefy to the next phase, ensuring tasks proceed according to their approval status while maintaining focus on priority work.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied in ApproveThis.

Pipefy Logo

Action

Move Card

Move a card in Pipefy.