ApproveThis manages your Biztera Integration approvals.

Why Approval Automation Matters Now

Modern businesses face a paradox: decisions need more oversight than ever, but delays kill momentum. CFOs stall projects waiting for budget sign-offs. Operations teams bottleneck while chasing department leads. Legal departments drown in contract reviews. Traditional approval methods – endless emails, lost Slack threads, spreadsheet trackers – aren't just slow. They're expensive.

This is where ApproveThis and Biztera change the game. When integrated via Zapier, they create a closed-loop system for approvals that works across teams, budgets, and tools. Biztera excels at structuring financial approvals and budget alignment. ApproveThis brings granular workflow control, external collaborator access, and real-time tracking. Together, they turn approval bottlenecks into automated handoffs.

What Makes This Integration Different

Most approval tools solve one piece of the puzzle. Biztera handles the financial governance – ensuring purchase requests align with budgets, expense reports meet policy, and contracts stay compliant. ApproveThis manages the human layer – who needs to approve, in what order, with what data, and what happens after. The Zapier integration makes them operate as a single system with three key advantages:

• No License Lockout: ApproveThis approvers don't need Biztera logins. Legal teams review contracts in ApproveThis without accessing financial systems. External vendors approve invoices via email without seeing internal budgets.
• Two-Way Data Sync: Approval triggers in either platform can initiate workflows in the other. A Biztera budget approval can auto-create a procurement request in ApproveThis. An ApproveThis contract sign-off can auto-update Biztera's compliance tracker.
• Conditional Escalation: Combine Biztera's budget thresholds with ApproveThis' routing rules. Example: Purchases under $5K auto-approve via Biztera. Over $5K? ApproveThis adds legal review, then loops back to Biztera for final CFO sign-off.

Real-World Use Cases That Move the Needle

1. Procurement That Doesn't Strangle Operations

A construction firm uses Biztera to enforce project budget caps. When a site manager requests a $20K equipment rental:

1. Biztera checks available budget
2. Zapier triggers an ApproveThis workflow adding the safety manager (certification review) and CFO (cost approval)
3. Once approved, Biztera automatically reserves funds and updates project dashboards

Result: 68% faster equipment procurement vs. manual approvals (based on typical client data). Site managers get real-time status updates without calling finance.

2. Marketing Budgets That Actually Scale

A digital agency handles client spend approvals in Biztera. When a campaign exceeds planned ad spend:

1. Biztera flags the overage and pauses funding
2. ApproveThis automatically routes the change request to both the client's marketing lead (via email) and internal CFO
3. Approval from either party updates Biztera to release additional funds

Result: Clients approve budget changes 3x faster using ApproveThis' email-based approvals. Finance teams avoid chasing decision-makers.

3. IT Security Without the Ticket Backlog

An enterprise IT team uses Biztera to track SaaS spend. When an employee requests a new software subscription:

1. Biztera checks department budgets
2. ApproveThis routes the request to InfoSec for vetting, then to the department head
3. Approval triggers a ServiceNow ticket for provisioning via another Zap

Result: IT reduces unauthorized "shadow IT" by 41% by making approvals easier than workarounds.

Setting Up the Integration: What Actually Works

Forget complex API work. With Zapier, you'll:

1. Connect Biztera and ApproveThis to your Zapier account
2. Choose a trigger event (e.g., "New Approval Request" in Biztera)
3. Map critical data fields between systems (amount, requester, due date)
4. Test with a $1K request to verify routing

Pro Tip: Use ApproveThis' Calculated Fields to auto-add markup percentages or tax estimates during routing. Biztera approvers see final numbers without manual recalculations.

Teams That Benefit Most

Finance Teams

Cut invoice approval cycles from weeks to hours by letting ApproveThis handle vendor follow-ups. Biztera auto-flags discrepancies against POs before requests even reach approvers.

Operations Managers

Use ApproveThis' Vacation Delegation to avoid approval stalls when plant managers are offline. Biztera ensures replacements don't exceed delegated authority limits.

IT Departments

Combine ApproveThis' Approval Thresholds with Biztera's spend tracking. Under $1K? Auto-approve standard software. Over $1K? Add security reviews without manual triage.

Why This Beats Manual Processes

Old approval methods fail because they're reactive. ApproveThis + Biztera lets you:

• Prevent Overspending Proactively: Biztera blocks requests exceeding budget caps. ApproveThis ensures the right eyes see exceptions early.
• Audit Without the Chaos: Every decision is logged in both systems. Export records for compliance in minutes, not days.
• Scale Without Headcount: A 2-person startup can use the same workflow as a 200-person company by adjusting approval groups and thresholds.

Getting Started: Keep It Simple

Don't boil the ocean. Start with one high-friction process:

1. Identify: Pick a process with clear approval rules (e.g., travel requests over $2K)
2. Build: Replicate existing rules in ApproveThis (approvers, thresholds)
3. Connect: Set up a single Zap between Biztera and ApproveThis
4. Iterate: Add conditional steps once the basics run smoothly

Example: A healthcare nonprofit reduced grant approval time from 14 days to 38 hours by starting with equipment purchase requests before expanding to other workflows.

Final Word: Approval as a Competitive Edge

Slow approvals aren't just annoying – they let competitors move faster. ApproveThis and Biztera turn governance into momentum. Finance teams gain control without being roadblocks. Operations accelerates execution without risking compliance. IT secures assets without frustrating users.

Ready to stop chasing approvals? Register for ApproveThis or explore Biztera's features, then connect them in Zapier. Or schedule a demo to see real-world workflows from companies in your industry.