ApproveThis manages your Relavate Integration approvals.

Two Platforms, One Competitive Edge

Relavate users understand the complexity of managing partner ecosystems. Between affiliate campaigns, deal tracking, and client onboarding, teams waste hours chasing approvals through email chains and spreadsheets. ApproveThis solves this bottleneck by adding structured approval automation directly into your Relavate workflows through Zapier.

This integration creates a closed-loop system where partner-related actions in Relavate automatically trigger approval processes, while completed approvals update Relavate records. The result? Faster cycle times, fewer errors, and clearer accountability across sales, operations, and partner teams.

Why This Integration Works

Relavate excels at organizing partner data but wasn't built to manage the human decisions required to move deals forward. ApproveThis fills this gap by adding three critical capabilities:

• Decision Context: Attach Relavate campaign details, client profiles, or deal documents directly to approval requests
• Cross-Team Coordination: Route requests to legal, finance, or external partners without requiring Relavate licenses
• Audit Trails: Maintain immutable records of who approved what - crucial for compliance in partner programs

Together, they ensure every partner-related decision aligns with business rules while keeping Relavate's CRM updated in real time.

Real-World Use Cases

Accelerating Affiliate Campaign Launches

Marketing agencies using Relavate to manage affiliate networks can automate compliance checks. When a new campaign is created, ApproveThis:

1. Routes the budget and creative assets to legal/finance teams
2. Applies approval thresholds based on campaign spend
3. Updates Relavate's campaign status upon approval

Example: A health supplement company reduced campaign launch times from 5 days to 12 hours by automatically verifying FDA compliance documentation during approvals.

Streamlining High-Value Client Onboarding

Enterprise SaaS teams use the integration to prevent revenue leakage. New clients in Relavate trigger approval requests that:

• Verify contract terms against CRM data
• Require VP sign-off for discounts over 15%
• Sync approved pricing to Relavate deal records

One cybersecurity firm eliminated $240K/year in revenue discrepancies using this workflow.

Automating Partner Commission Approvals

When deal attachments like signed contracts are added in Relavate, ApproveThis can:

1. Calculate commissions using built-in formulas
2. Route payments to accounting with deal context attached
3. Flag discrepancies for sales manager review

A cloud services provider reduced payment errors by 78% while cutting approval follow-ups by 14 hours/week.

Key Features That Make It Work

These workflows leverage ApproveThis capabilities most relevant to Relavate users:

Approval Thresholds: Auto-approve partner payouts under $5K while requiring manager review for larger amounts.

Email Delegation: External partners approve contract updates via email without accessing Relavate.

Calculated Fields: Automatically compare deal sizes in Relavate against quarterly quotas during approval.

Vacation Routing: Prevent delays by automatically reassigning approvals when team members are OOO.

Implementation Guide

Step 1: Connect via Zapier using existing Relavate credentials and ApproveThis account

Step 2: Map Relavate fields to ApproveThis templates (campaign details → approval reason codes)

Step 3: Set escalation rules - i.e., auto-route deals over $50K to CRO after 24 hours

Step 4: Configure Zapier to update Relavate records when approvals complete

Most teams launch initial workflows in under 90 minutes without IT support.

Team-Specific Benefits

Partner Operations

Reduce manual data entry by 60% while ensuring all partner agreements undergo mandatory legal review before activation.

Finance

Auto-flag deals requiring revenue recognition checks based on approval type and amount.

Sales Leadership

Gain real-time visibility into which partner deals are stuck in approval limbo and why.

Why This Beats Native Tools

While Relavate offers basic task management, ApproveThis adds:

Multi-Stage Workflows: Require sequential sign-off from partner manager → legal → CFO for contract amendments

External Collaboration: Clients approve SOWs via email without being added to Relavate

Conditional Logic: Bypass marketing review for campaigns under $10K but require CMO approval for branded content

Getting Started

Companies using Relavate for partner management see the fastest ROI in these areas:

High-Volume Deals: Automate compliance checks for 80% of standard agreements while focusing manual efforts on exceptions

Global Teams: Use approval routing rules to accommodate time zones and regional approval authorities

M&A Scenarios: Maintain consistent partner approval processes during acquisitions without retraining teams

Ready to eliminate approval bottlenecks in your partner workflows? Register for ApproveThis or schedule a custom demo to see how it works with your Relavate instance.

Final Tips

Do: Start with one high-impact workflow like contract approvals before expanding

Don't: Overcomplicate initial rules - you can add conditional logic later

Remember: Approvers only need ApproveThis access, not Relavate licenses