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Knowify Integration

ApproveThis manages your Knowify Integration approvals.

April 17, 2025

Integration Category: Project Management

When Paperwork Slows Down Progress

Let’s be real – construction crews don’t get paid to babysit approval emails. But here you are: a project manager waiting on a client’s signature for a change order while your team twiddles their thumbs. Or an accountant stuck tracking down three department heads to okay a subcontractor invoice. Every hour spent nudging people to click “approve” is an hour not spent bidding jobs, managing sites, or keeping projects profitable.

That’s why pairing Knowify with ApproveThis isn’t just about connecting software – it’s about fixing the approval bottlenecks that eat into margins. Think of it like adding an automatic transmission to your existing project management setup. Same power, less grinding gears.

What Happens When Approval Meets Execution?

Knowify keeps contractors organized. ApproveThis keeps them moving. Together, they handle the two things that make or break construction timelines: getting shit done and getting shit approved. Here’s why this combo works:

ApproveThis Brings the Muscle

While Knowify tracks budgets and schedules, ApproveThis handles the decision-making logistics:

  • Multi-step approvals that mirror your actual chain of command (no more CC’ing the whole company)
  • Automatic escalations when invoices exceed budget thresholds
  • Email approvals so clients can sign off without logging into yet another portal

Knowify Brings the Blueprint

ApproveThis plugs into where your projects already live:

  • Auto-create tasks when change orders get approved
  • Trigger contract jobs the moment a bid clears legal review
  • Update billing statuses without manual data entry

Four Ways This Combo Gets Projects Unstuck

1. From Signed Contract to Active Job in One Click

The Problem: Your sales team lands a new client in Knowify. Now someone has to manually create the project, assign phases, and notify the crew. That “someone” is usually you at 7 PM.

The Fix: Auto-trigger new Knowify projects when ApproveThis greenlights the contract. Example: A residential builder sets up a workflow where approved client contracts automatically spin up “Foundation” and “Framing” phases in Knowify. Field leads get notified before the ink’s dry.

2. Stop Playing Accounting Tag

The Problem: Bills sit in approval limbo because your project manager is on site and your CFO is in meetings. Meanwhile, your accounts payable guy’s sending passive-aggressive reminder emails.

The Fix: Knowify bills trigger ApproveThis workflows with conditional routing. Example: A mechanical contractor sets invoices under $5k to auto-approve with project manager review. Anything over routes through PM → CFO → client. Payments happen 11 days faster on average.

3. Client Onboarding Without the Headaches

The Problem: New clients mean new contracts, insurance checks, and compliance forms. Your team wastes days shuffling PDFs between departments.

The Fix: New Knowify clients auto-generate approval requests with calculated fields. Example: A commercial GC requires legal to review contracts over $250k, while smaller jobs only need operations sign-off. Approvers get exactly what they need to decide – no digging through emails.

4. Change Orders That Don’t Kill Momentum

The Problem: Clients take weeks to approve change orders because your system relies on “Reply All” email chains. By the time they sign, material costs have jumped.

The Fix: Knowify change orders trigger ApproveThis workflows with deadline reminders. Example: An electrical contractor includes dynamic pricing that auto-updates based on approval date. Clients get a clear “Approve by [X] to lock rates” notice. 63% fewer cost overruns.

Why Your Finance Team Will Love This

Approvals aren’t just about speed – they’re about audit trails. ApproveThis adds layer of accountability that makes your CPA’s life easier:

Budget thresholds: Set hard limits where any invoice over $X requires CFO review. No more “Oops, we accidentally approved a $50k overage.”

Approval chains: Every decision is timestamped and tied to a specific user. Perfect for those “Who approved this?!” moments during tax season.

How Field Teams Benefit (Without Even Logging In)

Most crews won’t touch approval software – and they shouldn’t have to. Here’s the kicker: ApproveThis works through email and SMS. Superintendents can review/deny requests from their phone between site walks. No app installs, no passwords, no excuses.

Setting It Up Without Losing Your Mind

If you can order a pizza online, you can connect ApproveThis to Knowify. Here’s the playbook:

  1. Create your Zapier account (it’s the middleman that makes the magic happen)
  2. Pick your trigger: “When X happens in Knowify…” (e.g., new bill, contract signed)
  3. Choose your action: “…do Y in ApproveThis” (e.g., route for approval, update status)

Pro tip: Start with one workflow (like client onboarding) before scaling to more complex automations. Most teams get their first Zap live in under 18 minutes.

The Fine Print That Actually Matters

No duplicate licenses: External approvers (clients, subs, inspectors) can review requests via email without a Knowify login. Saves you $40/user/month on unnecessary seats.

Vacation coverage: ApproveThis auto-reassigns tasks if your project manager’s fishing in Montana. Knowify stays updated without you playing phone tag.

Who This Isn’t For

If your idea of project management is sticky notes on a whiteboard, maybe start there. But for teams already using Knowify to capacity – and feeling the squeeze of manual approvals – this integration is like finding an extra hour every day.

Time to Stop Asking Permission

Contractors don’t become profitable by being the best at paperwork. Every minute saved on approvals is a minute you can spend bidding smarter, building faster, and undercutting competitors still stuck in email hell.

Get started with ApproveThis today, connect it to Knowify via Zapier, and start turning approvals into action items that actually move projects forward.

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Integrate with Knowify 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.

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Best Approval Workflows for Knowify

Suggested workflows (and their Zapier components) for Knowify

Create tasks in Knowify when an approval request is completed

Improve your project management efficiency by automatically creating a task in Knowify whenever an approval request through ApproveThis is completed. Keep your team informed and prepared as projects receive necessary approvals.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Knowify Logo

Action

Create Task

Creates a new task.

Send new Knowify clients for approval

Streamline your client onboarding process by sending new Knowify clients to ApproveThis for an approval request. Ensure that each new addition is reviewed and approved efficiently.

Zapier Components

Knowify Logo

Trigger

New Client

Triggers when a new client has been added.

Action

Create Request

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

Request approval for Knowify bills in ApproveThis

Automate your billing approval workflow by generating an approval request in ApproveThis whenever a bill is sent for approval in Knowify. This ensures timely reviews and authorization for your financial processes.

Zapier Components

Knowify Logo

Trigger

Bill Sent for Approval

Triggers when a bill is sent for approval.

Action

Create Request

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

Initiate active contract jobs in Knowify for new approval requests

Enhance project initiation efficiency by creating an active contract job in Knowify when a new approval request is received in ApproveThis. This automation helps in swiftly moving from approval to execution.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Knowify Logo

Action

Create Active Contract Job

Creates an active contract job with a phase.