
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:
- Pick your trigger (new card, completed card, etc.)
- Map Pipefy fields to ApproveThis template
- Set approval rules (who, thresholds, etc.)
- 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

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

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.

Action
Move Card
Move a card in Pipefy.
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