ApproveThis manages your Clevero Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: you’re using Clevero to manage contacts, projects, and maybe even invoicing. It’s where your team lives. But every time someone needs to get a new client approved, a budget signed off, or a subcontractor hired, things grind to a halt. Slack threads multiply. Emails get buried. Someone inevitably asks “Wait, did we ever approve that?”

That’s where ApproveThis comes in. It’s not another app to clutter your stack—it’s the missing layer that turns Clevero from a data dump into a decision-making engine. Connect them via Zapier, and you’ve just given every team permission to stop chasing people for sign-offs.

The Nuts and Bolts (Without the Jargon)

Clevero’s great at storing stuff—client details, project timelines, invoices. ApproveThis is great at moving stuff forward—getting decisions made fast. Together? They handle the two things that slow companies down: information chaos and approval limbo.

Here’s the kicker: approvers don’t need a Clevero login. Your CFO doesn’t want to learn another CRM. They just click “Approve” in an email, and Clevero updates automatically. No new logins. No extra seats to buy. Just fewer bottlenecks.

Real Teams Actually Using This

1. Sales Teams: Stop Losing Deals to Slow Legal Reviews

Picture this: Your sales rep lands a new client in Clevero. But the contract needs legal approval. Without this integration? They’re manually forwarding emails, CC’ing people, praying someone replies. With it? The moment that deal hits Clevero, ApproveThis pings legal via email. Counsel reviews terms right from their inbox. Approved? The contract auto-updates in Clevero. Denied? Sales gets notified before the client ghosts them.

Bonus: Use Approval Thresholds so small discounts auto-approve, but big deals escalate to execs.

2. Operations: Hiring Without the HR Headache

When HR adds a new subcontractor in Clevero, ApproveThis can require sign-off from project leads and compliance. Since approvers don’t need Clevero access, even external partners (like a safety certifier) can review. Vacation Delegation means if the PM is OOO, requests route to their backup automatically. No more “Sorry, I was on PTO” delays.

3. Finance Teams: Invoice Approvals That Don’t Suck

Clevero tracks invoices. ApproveThis handles the messy part: getting accounting, department heads, and clients (yes, external ones) to sign off. Calculated Fields auto-flag invoices that exceed project budgets. Real-Time Tracking means no more “Where’s that payment?!” calls—just check the dashboard.

How to Set This Up Without Losing Your Mind

Zapier’s the middleman here. You’ll create two main “Zaps”:

1. Zap 1: When a new record (client, invoice, etc.) is added to Clevero → Create an approval request in ApproveThis.
2. Zap 2: When a request is approved/denied in ApproveThis → Update the record in Clevero or trigger the next action.

Total setup time: 20 minutes if you’ve used Zapier before. Key things to map:

• Which Clevero fields (client name, $ amount) feed into ApproveThis
• Who needs to approve what (role-based access is your friend)

Pro tip: Start with one process (like contract approvals) before scaling to others.

“But Wait, What If…” Scenarios Handled

The Overzealous Sales Rep

Rep offers a 40% discount to close a deal. Approval Thresholds in ApproveThis automatically flag anything over 20% for VP review. No manual checks needed.

The Burnt-Out Approver

Your head of engineering is on sabbatical. Vacation Delegation auto-routes their approvals to the next in command. No broken chains.

The External Vendor Who Can’t Log In

A freelance designer submits an invoice via Clevero. Your client needs to approve it before payment. They get an email from ApproveThis, click approve, and Clevero marks it “Ready for Payment.” No guest logins. No portals. Just a button in an email.

Why This Isn’t Just Another Integration

Most CRMs bolt on a basic approval feature. Clevero’s smart enough not to. That’s where ApproveThis wins: it’s built for companies where every decision has stakeholders, conditions, and fallbacks. You’re not just automating a “yes/no”—you’re replicating how decisions actually get made in messy reality.

Example: A marketing agency needs client, creative director, and compliance approval on a campaign. In Clevero, it’s one project. In ApproveThis, it’s a multi-step workflow where Compliance only reviews after the client approves. Parallel approvals? Sequential? Mix and match.

Getting Started (Without the Sales Pitch)

If you’ve made it this far, you’re either genuinely interested or really bored. Assuming the former:

1. Grab an ApproveThis trial (no CC required).
2. Pick one process in Clevero that’s drowning in approvals.
3. Use Zapier to connect them. Start simple.
4. Watch how many “Hey, did you approve that?” Slack messages disappear.

Or, if you’d rather have someone else set it up, book a 15-minute demo. We’ll show you how a construction firm cut approval times by 70% without hiring a single coordinator.

Final Reality Check

This isn’t magic. If your approval process is a tangled mess of “Because we’ve always done it this way,” this will force you to define steps. But that’s the point—Clevero keeps your data organized, ApproveThis keeps your decisions organized. Together, they make sure the right people say “yes” faster, and “no” before things go sideways.

And if you’re still manually forwarding approval emails? We won’t judge. But your competitors might.