When Approval Management Meets Project Execution
Residential construction companies face a constant balancing act: moving projects forward quickly while maintaining rigorous oversight of budgets, client expectations, and compliance requirements. This is where combining ApproveThis's structured approval workflows with myhm's project management capabilities creates a competitive advantage. By connecting these platforms through Zapier, teams automate critical decision gates while keeping projects on track and clients informed.
Why This Integration Matters
myhm excels at centralizing project details, client communications, and task coordination - the operational backbone for home builders and renovation specialists. However, key decisions often create bottlenecks: change orders awaiting client sign-off, material purchases exceeding budget thresholds, or subcontractor invoices requiring multiple stakeholders' review.
ApproveThis injects precision into these decision points with features like:
- Multi-step approvals with conditional logic ("Escalate to CFO if >$15k")
- Automatic delegation during PTO periods
- Real-time audit trails for compliance
When integrated, these systems create closed-loop processes where project data triggers approvals, and approval outcomes automatically update project records. The result? Fewer missed deadlines from stalled decisions and reduced errors from manual handoffs.
Real-World Use Cases Transforming Construction Workflows
1. Project Kickoff Acceleration
A custom home builder receives 30+ project inquiries monthly. Their sales team uses myhm to log initial client specs, but previously waited days for management to manually review and approve formal proposals.
Integration Solution: When myhm creates a new project draft, Zapier triggers an ApproveThis workflow requiring:
- Sales manager review of pricing
- Legal team sign-off on contract terms
- Client approval via email (no myhm license needed)
Once fully approved, myhm automatically moves the project to "Active" status and notifies the operations team. This cut proposal turnaround from 5 days to 12 hours for Lakeside Custom Homes.
2. Change Order Governance
Kitchen remodelers often face mid-project client requests - upgrading appliances or adding cabinetry. Without structured oversight, these changes lead to budget overruns.
Integration Solution: When myhm's customer record updates with a change request, ApproveThis:
- Calculates new total cost using dynamic fields
- Routes for PM approval if under $2.5k
- Escalates to CFO and client if exceeding threshold
Approved changes auto-update myhm's project budget. Denied requests trigger client revision requests directly from myhm's communication module.
3. Subcontractor Invoice Compliance
High-volume builders managing 50+ subcontractors need to prevent unauthorized payments while maintaining positive vendor relationships.
Integration Solution: myhm's purchase order system connects to ApproveThis to:
- Match invoices against contracted amounts
- Require site supervisor approval
- Flag discrepancies over 5% for financial review
Approved invoices auto-mark as ready for payment in myhm, while disputed ones route back to AP with comments.
Technical Setup Made Simple
Connecting ApproveThis and myhm requires no coding:
- Create Zapier Connection: Sign into Zapier, then select myhm as trigger app and ApproveThis as action app
- Configure Triggers: Choose myhm events like "New Project Draft" or "Updated Customer File"
- Map Approval Rules: Define ApproveThis steps - approvers, thresholds, escalation paths
- Test Workflow: Submit sample myhm record to verify approval routing
- Enable Bi-Directional Sync: Set up complementary Zap for approval outcomes updating myhm
Most teams complete initial setup in under 45 minutes. ApproveThis's pre-built templates for construction workflows accelerate deployment.
Cross-Functional Team Benefits
Project Managers
Eliminate status update meetings by using ApproveThis's dashboard to see which deliverables await approvals. Automatic reminders reduce follow-up time by 60%.
Finance Teams
Enforce spending controls without micromanaging - budget thresholds in ApproveThis auto-flag overspend risks before commitments are made in myhm.
Sales Teams
Accelerate client onboarding by embedding approval steps directly into myhm's CRM. Clients sign contracts via ApproveThis email without needing system access.
Executives
Gain real-time visibility into project bottlenecks via combined ApproveThis/myhm reports. One builder CEO reduced project delays by 22% after identifying 83% of holdups stemmed from untracked approval requests.
Key Differentiators
While standalone approval tools exist, this integration uniquely addresses construction-specific needs:
Field Crew Compatibility: Approvers can review and sign off via mobile-optimized emails - critical for superintendents on active job sites.
Client-Centric Approvals: Homeowners approve change orders or design selections directly through ApproveThis without accessing myhm's contractor-facing system.
Bid Management: Automatically route subcontractor bids exceeding initial estimates for quick escalation, preventing budget creep.
Getting Started
Residential construction firms using myhm typically see ROI within 30 days through:
- 12-18% reduction in project delays
- 23% faster client approval cycles
- 8% decrease in budget overruns
To implement:
- Register for ApproveThis (14-day free trial)
- Connect your myhm account via Zapier
- Clone pre-built construction workflow templates
For complex environments, request a custom demo to map approval processes to your myhm implementation.
The Future of Construction Workflows
As residential builders face increasing margin pressures, automating decision flows between systems like myhm and ApproveThis becomes strategic. Companies leveraging this integration report not just faster approvals, but improved client satisfaction scores from transparent communication and fewer project surprises.
The combination also future-proofs operations against scaling challenges. When Urban Reno Group expanded from 15 to 42 projects annually, they maintained 98% on-time completion by using ApproveThis thresholds to auto-approve routine decisions while flagging exceptions.
In an industry where days delayed equal dollars lost, integrating approval governance with project execution systems isn't just convenient - it's business-critical.
Integrate with myhm 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 myhm
Suggested workflows (and their Zapier components) for myhm
Create approval request for new myhm projects
When a new project is created in myhm, this integration initiates an approval request in ApproveThis to validate project details before proceeding. *Note: Ensure approval thresholds are set appropriately in your ApproveThis configuration.*
Zapier Components

Trigger
New Project
Triggers when a new project is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create project for approved requests
When an approval request is completed in ApproveThis, this integration automatically creates a new project in myhm using the approved details. *Note: Verify that project information is accurately mapped from the approval data.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Project
Create a project construction.
Create approval request for updated myhm customers
Whenever a customer record is updated in myhm, this integration creates an approval request in ApproveThis to verify modifications before changes are finalized. *Note: Customize approval steps to suit customer update validations.*
Zapier Components

Trigger
Updated Customer
Triggers when a customer is updated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create customer for new approval requests
When a new approval request is initiated in ApproveThis, this integration automatically creates a corresponding customer in myhm to ensure seamless onboarding. *Note: Ensure the approval request contains all necessary customer details for proper setup.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Customer
Create a customer.
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