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OTPLESS Integration

ApproveThis manages your OTPLESS Integration approvals.

April 17, 2025

Integration Category: Crm

When Passwordless Meets Paperless Approvals

Let's be real - your team spends half their day either resetting passwords or chasing down approvals. OTPless kills the first problem by letting users sign in without passwords or OTPs. ApproveThis nukes the second by automating approval workflows. Together? They're like the productivity version of peanut butter and chocolate.

For companies scaling between 50-5,000 employees, this integration isn't just nice-to-have. It's survival mode. Every minute your HR team spends manually approving new user access? Every hour IT wastes on password resets? That's real money leaking from your bottom line.

Why This Combo Slaps for Mid-Sized Companies

OTPless isn't just about ditching passwords. It's about controlling who gets in the door. ApproveThis isn't just about clicking "approve" - it's about making sure the right people sign off on what matters. When you pipe OTPless sign-ins directly into ApproveThis workflows:

  • New user access gets approved before they even see a dashboard
  • IT gains real-time visibility into who's requesting what
  • Compliance teams actually sleep at night

Take a healthcare SaaS company we worked with. They used to have 3-day delays onboarding new clinic staff. Now? OTPless handles instant provider logins while ApproveThis automatically routes approvals to the right department heads. Onboarding time? Down to 3 hours.

Real-World Use Cases That Don't Suck

1. The Gatekeeper for Sensitive Systems

Financial services firms love this setup. When a new analyst signs in via OTPless, ApproveThis automatically:

  • Checks if they're cleared for Bloomberg terminal access
  • Routes approval to both compliance AND trading desk lead
  • Auto-denies if risk thresholds get tripped

No more "Oops, I approved the intern for SWIFT access."

2. Client Portal Lockdown

Law firms and agencies using OTPless for client logins can set ApproveThis to:

- Require matter lead approval before sensitive docs become visible
- Escalate urgent requests after hours via vacation delegation
- Track every approval chain for audit trails

Bonus: External clients don't need ApproveThis licenses - they just approve/reject via email.

3. Contractor Chaos Control

Manufacturing companies use OTPless for plant contractor logins paired with ApproveThis to:

- Auto-flag logins from non-whitelisted locations
- Require safety officer sign-off for equipment access
- Calculate risk scores using custom fields (like incident history)

Setting This Up Without Losing Your Mind

Here's the 3-step process even your least techy manager can handle:

  1. Connect OTPless to Zapier (takes 4 minutes)
  2. Map the "New Sign-In" trigger to ApproveThis' "Create Request" action
  3. Set approval rules based on user type/login context

Pro tip: Use ApproveThis' calculated fields to auto-score risk factors. For example, logins from new devices could trigger exec review requirements automatically.

Department-Specific Wins

IT Teams

Instead of playing helpdesk for password resets, you're now:

- Setting granular access policies in OTPless
- Building auto-escalation rules in ApproveThis
- Getting audit-ready reports with one click

HR Departments

Onboarding just got less painful:

- New hires self-serve logins via OTPless
- Role-based approvals happen behind the scenes
- Offboarding? Revoke access in one place

Compliance Officers

Sleep easier knowing:

- Every login attempt gets logged
- Every approval has a digital paper trail
- Threshold rules prevent policy violations

Features You'll Actually Use

While we could geek out about all 27 ApproveThis features, here's what matters for OTPless users:

Approval Thresholds

Set $$ limits or risk scores that auto-approve routine requests but flag sketchy ones. Contractors under $5k project? Auto-approved. C-suite access requests? Straight to the top.

Vacation Delegation

Because your CISO shouldn't have to approve logins from the beach. Set fallback approvers so requests never stall.

Email Approvals

External partners can approve/deny right from their inbox - no app access needed. Perfect for client advisory boards or joint ventures.

The Bottom Line

If you're managing 50+ employees with multiple approval layers, continuing to handle logins and approvals manually isn't being cautious - it's being reckless. The OTPless/ApproveThis combo through Zapier gives you:

- Military-grade access control without password headaches
- Approval workflows that actually move at business speed
- Visibility that would make your auditors cry happy tears

Best part? You can set this up in an afternoon without involving IT. We've seen teams reduce approval delays by 80% in the first week.

Next Steps

If you're still manually approving every login attempt or dealing with password reset tickets:

1. Grab an ApproveThis trial
2. Check out OTPless' docs
3. Connect them in Zapier (seriously, it's drag-and-drop)

Or if you want to see real examples from your industry, book a 15-minute demo. We'll show you how a manufacturing company cut onboarding time by 6 hours/day using these tools.

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Integrate with OTPLESS 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 OTPLESS

Suggested workflows (and their Zapier components) for OTPLESS

Create approval requests for new OTPLess signins

Automatically create an approval request in ApproveThis when a new user signs in using OTPLess, ensuring that every login is verified through a structured approval process. *Note: Ensure required fields are properly mapped between OTPLess and ApproveThis.*

Zapier Components

OTPLESS Logo

Trigger

New User Signin

Triggers when there's a new user signup or sign in on your website or application using otpless.

Action

Create Request

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