ApproveThis manages your Assigned Integration approvals.

Why Combine ApproveThis with Assigned?

Businesses thrive when decisions move quickly and tasks get done without bottlenecks. ApproveThis accelerates decision-making through structured approval workflows, while Assigned ensures tasks reach the right people at the right time. Together, they create a seamless bridge between getting a "yes" and turning that approval into action.

Through Zapier, these platforms automate handoffs between teams and external partners. Project managers gain real-time visibility into both approvals and task progress, while finance teams maintain control over budgets without slowing down operations. For client-facing teams, this integration means fewer emails, fewer missed deadlines, and more time spent on high-value work.

Key Business Benefits

Eliminate Manual Handoffs

When a marketing agency client approves a campaign budget through ApproveThis, Assigned automatically creates tasks for designers and copywriters. No project manager needs to manually parse approval emails or update task boards.

Maintain Compliance Without Sacrificing Speed

Construction firms use approval thresholds to auto-approve small material purchases while routing large orders to senior managers. Once approved, Assigned immediately alerts suppliers and site supervisors, keeping projects on schedule.

Collaborate Externally Without Licensing Headaches

Approvers from client organizations can review documents or budgets directly via email without needing access to your internal Assigned workspace. This simplifies partnerships with freelancers or third-party vendors.

Real-World Use Cases

1. Client Project Kickoffs

Marketing agencies often struggle with delayed campaigns waiting for client sign-off. With this integration:

• Clients receive approval requests via ApproveThis with embedded project briefs
• Upon approval, Assigned auto-creates tasks for internal teams

A Phoenix-based agency reduced project launch delays by 40% using this workflow, ensuring approved campaigns immediately entered production.

2. Procurement to Fulfillment

Manufacturing companies handle hundreds of purchase requests monthly. By connecting ApproveThis with Assigned:

• Requests exceeding $5k get routed to department heads
• Approved orders trigger Assigned tasks for procurement teams

One automotive supplier cut PO processing time from 3 days to 6 hours using calculated fields for budget impact analysis.

3. Cross-Departmental Collaboration

Healthcare providers use approval groups for equipment purchases requiring both clinical and financial sign-off. Once approved:

• Assigned tasks go to facilities teams for installation
• IT receives equipment onboarding tickets

A hospital network reduced equipment deployment errors by 62% through automated task creation based on approval comments.

Implementation Guide

Step 1: Connect Your Tools

Create Zapier accounts for both ApproveThis and Assigned. Use the Zapier interface to authenticate both applications - this usually takes under 2 minutes per tool.

Step 2: Build Approval-to-Action Zaps

For client onboarding workflows:

1. Trigger: "New Request" in ApproveThis
2. Action: "Create Assignment" in Assigned

Map critical fields like due dates, assignment descriptions, and attached files between platforms. Test with a sample request to ensure task recipients receive all necessary context.

Step 3: Configure Escalation Paths

Set approval thresholds in ApproveThis to auto-route high-value requests. Pair with Assigned's priority tagging to ensure urgent tasks surface appropriately. For example, purchases over $10k might trigger both CFO approval and "High Priority" assignments.

Team-Specific Advantages

For Project Managers

Automatically convert approved scope changes into updated task lists. Use ApproveThis's calculated fields to adjust timelines based on approval delays, then push revised deadlines to Assigned.

For Finance Teams

Track approved budgets against actual spend by syncing Assigned task completion data back to ApproveThis. Set up alerts when assignments exceed time estimates that could impact financial forecasts.

For External Partners

Clients approve proposals via ApproveThis's email interface without needing Assigned logins. Once approved, their team automatically receives Assigned tasks through their existing project management tools via Zapier.

Advanced Configuration Tips

Dynamic Task Routing

Use ApproveThis's conditional logic to determine which department receives Assigned tasks. For example, IT approvals might route to technical teams, while marketing approvals go to creative staff.

Two-Way Sync

Create a closed-loop system where Assigned task completion triggers ApproveThis status updates. This works well for phased projects requiring sequential approvals.

Audit Trail Generation

Combine ApproveThis's approval history with Assigned's task activity logs for comprehensive compliance reporting. Particularly valuable for industries like healthcare or finance.

Overcoming Common Challenges

Approval Bottlenecks

If tasks pile up waiting for approvals, configure ApproveThis's vacation delegation to automatically reassign approvers. Pair with Assigned's task redistribution features to prevent workflow stalls.

Version Control Issues

When dealing with contract approvals, use ApproveThis's document attachment features paired with Assigned's file versioning. Ensures teams always work on the latest approved drafts.

Cross-Platform Reporting

Use Zapier's filter steps to send critical approval metrics to BI tools while routing task completion data to Assigned's dashboard. Provides unified performance insights without manual data wrangling.

Getting Started

Begin with a pilot workflow - expense approvals work well. Connect ApproveThis to Assigned so approved reimbursements automatically generate accounting tasks. Measure time saved versus manual processing, then expand to other use cases.

Most teams see ROI within 30 days through reduced follow-up emails and faster cycle times. The combination of structured approvals and automated task creation particularly benefits organizations with:

• Client-facing approval processes
• Complex multi-department workflows
• Strict compliance requirements

Ready to transform how your organization handles decisions and tasks? Schedule a demo to see real-time examples of ApproveThis and Assigned working together, or start your free trial to begin building integrations today.