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Graceful Efforts Integration

ApproveThis manages your Graceful Efforts Integration approvals.

April 17, 2025

Integration Category: Project Management

Two Tools, One Unified Workflow

Modern teams face a common challenge: keeping projects moving while maintaining oversight. Graceful Efforts gives teams the flexibility to manage complex deliverables, while ApproveThis ensures critical decisions happen quickly. Together, they create a system where execution and governance reinforce each other – not compete for attention.

Why This Integration Changes the Game

Project managers waste 12-15% of their time chasing approvals (McKinsey). This integration attacks that problem at its root:

  • No More Approval Black Holes: Turn Graceful Efforts’ project milestones into automated approval triggers
  • Client-Friendly Reviews: External stakeholders approve directly via email – no software logins required

Real-World Workflows for Different Teams

Use Case 1: Validating Leadership Changes

The Problem: Promoting a new project manager often causes delays while stakeholders review qualifications.

The Fix: Auto-trigger approval workflows in ApproveThis when Graceful Efforts detects a leadership change.

Example: A marketing agency uses this to ensure client sign-off before assigning new campaign leads. ApproveThis’ calculated fields auto-flag if the proposed PM lacks required certifications.

Use Case 2: From Approval to Action

The Problem: Approved requests often get lost before becoming actionable tasks.

The Fix: Convert approved items into Graceful Efforts deliverables with one Zapier step.

Example: A construction firm auto-creates permit application tasks only after ApproveThis confirms local government approvals.

Use Case 3: Salvaging Stuck Projects

The Problem: Unfinished deliverables often trigger blame games instead of solutions.

The Fix: Instant approval requests when Graceful Efforts marks deliverables as unfinished.

Example: A software team uses this to route bug-fix approvals based on severity thresholds – critical issues auto-escalate to engineering directors.

Department-Specific Benefits

Marketing Teams

Sync campaign brief approvals with Graceful Efforts timelines. Use vacation delegation to prevent holiday bottlenecks – a lifesaver for global teams.

Operations Managers

Embed equipment purchase approvals directly into maintenance schedules. Approval thresholds auto-approve small orders while flagging large spends.

External Partners

Clients approve scope changes via email while seeing real-time impact on Graceful Efforts timelines. No guest licenses required.

Technical Setup Made Simple

1. Create a Zapier account (free tier works)
2. Connect your Graceful Efforts and ApproveThis accounts
3. Choose trigger events like "New Project Manager" or "Unfinished Deliverable"
4. Map key data points between systems (budgets, due dates, approver lists)
5. Test with low-risk approvals first

Critical Features That Make It Work

Approval Thresholds: Auto-approve small budget changes but require CFO review for >$10K impacts.
Dynamic Routing: Send legal approvals to in-house counsel but route NDAs to specific external attorneys.
Real-Time Audit Trails: Every approval decision timestamps in both systems – perfect for compliance reviews.

When to Consider Alternatives

This integration excels for teams needing:
- Client-facing approval processes
- Cross-departmental governance
- Audit-ready decision trails

It’s overkill for teams with purely internal approvals under $1K.

The Bottom Line

ApproveThis + Graceful Efforts via Zapier solves the "moving parts" problem in project governance. It’s not about adding bureaucracy – it’s about making necessary approvals fuel progress rather than friction.

Ready to eliminate approval delays?
Start your free ApproveThis trial or schedule a custom demo to see the integration live.

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Integrate with Graceful Efforts 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 Graceful Efforts

Suggested workflows (and their Zapier components) for Graceful Efforts

Create approval request for new project managers

This integration triggers when a new project manager is assigned in Graceful Efforts and initiates an approval request via ApproveThis for review. It ensures that new leadership assignments are properly validated before proceeding. *Note: Configure your approval thresholds and groups in ApproveThis.*

Zapier Components

Graceful Efforts Logo

Trigger

New Project Manager

Triggers when a new project manager is delegated for a project. All the project team will receive it.

Action

Create Request

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

Add new task to deliverables for new approval requests

This automation monitors new approval request initiations from ApproveThis and creates a corresponding task in Graceful Efforts to ensure prompt follow-up. It provides a seamless link between approval workflows and task management. *Note: Ensure task permissions are configured appropriately in Graceful Efforts.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Graceful Efforts Logo

Action

Add Task to Deliverable

This action adds a task to a deliverable, if the "Task autonomy" project setting is enabled OR if you are the project owner / manager.

Create approval request for unfinished deliverables

This automation fires when a deliverable is marked as unfinished in Graceful Efforts, triggering an approval process via ApproveThis. It helps teams to quickly review and decide on the necessary actions to address unfinished work. *Note: Review and adjust approval criteria in ApproveThis as needed.*

Zapier Components

Graceful Efforts Logo

Trigger

Deliverable Is Unfinished

Triggers when a deliverable is marked as unfinished (rejected). All the project team will receive it.

Action

Create Request

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