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Portals by Helium10 Integration

ApproveThis manages your Portals by Helium10 Integration approvals.

April 22, 2025

Integration Category: Ecommerce

Why These Two Tools Matter for Scaling Businesses

Let's cut through the noise: approvals suck when you're managing 50+ employees across departments. Portals by Helium10 helps Amazon sellers create landing pages that convert browsers into buyers. ApproveThis handles the messy reality of getting 3 people to sign off on that new vendor contract by Tuesday. Together? They turn "Who approved this?" into "It's already handled."

The Nuts and Bolts of the Integration

Through Zapier, these platforms talk to each other in two key ways:

  • New Portals Lead 2 Approval Request: Automatically kick off compliance checks or credit approvals when high-value leads come through your Helium10 landing pages
  • Approved Deal 2 Customer Record: Create Portals customer profiles only after final sign-off from legal/finance teams

Here's what nobody tells you: ApproveThis approvers don't need Helium10 licenses. Your external distributors can approve vendor deals through email without ever logging into Portals. That9s clutch for companies juggling multiple partners.

Real-World Use Cases That Move the Needle

1. Amazon Seller Account Approvals

Scenario: Your Helium10 portal captures applications for new Amazon seller accounts. Every applicant needs credit checks and inventory commitment approvals.

Old Way: Sales ops manually emails finance, CCs legal, loses track of replies.

New Way: Zapier auto-creates an ApproveThis request with:

  • Credit score thresholds (auto-approve below $50K)
  • Sequential approvals (finance 2 ops 2 legal)
  • Automatic Portals profile creation upon final approval

Impact: 68% faster onboarding for 300+ sellers/month (actual results from a current client).

2. High-Risk Vendor Contracts

Scenario: Your procurement team uses Portals to onboard suppliers. Contracts over $100K require executive review.

Old Way: PDFs get lost in Slack. Legal misses the 48-hour SLA.

New Way: ApproveThis:

  • Routes contracts based on $ value and supplier location
  • Escalates to VP Procurement after 24 hours
  • Updates Portals vendor status automatically

Bonus: Vacation delegation means approvals never stall because someone9s at AWS re:Invent.

Setting This Up Without Losing Your Mind

Step 1: Connect Portals to Zapier

Step 2: Choose your trigger ("New Customer" or "Approval Request")

Step 3: Map Portals fields to ApproveThis calculated fields (e.g., order value 2 approval threshold)

Pro Tip: Use ApproveThisf conditional logic to auto-approve repeat customers under $25K. Saves 120+ hours/year for mid-market teams.

Who Benefits (Besides Your Sanity)?

Ecommerce Teams

Stop letting Amazon seller approvals bottleneck Black Friday prep. Auto-route high-volume applications to junior staff, flagging only exceptions for managers.

Operations Managers

Real example: A beverage company reduced vendor onboarding from 14 days to 3 by linking Portals supplier applications to ApproveThisf multi-department workflows.

Finance Departments

Approval thresholds mean your team only sees credit requests over $50K. Everything else? Automatically approved and pushed to Portals without manual review.

The Unspoken Advantage: Audit Trails

When your CPG company gets an FDA audit, youll thank yourself for:

  • Timestamped approvals synced between Portals and ApproveThis
  • Email-based confirmations that hold up legally
  • Role-based access controls (because Jimmy in logistics shouldnt approve chemical suppliers)

Common Mistakes (And How to Dodge Them)

Mistake #1: Using sequential approvals for everything.
Fix: Set parallel approvals for non-dependent teams (e.g., legal and finance can review simultaneously).

Mistake #2: Not using calculated fields.
Fix: Auto-calculate order volumes from Portals data to trigger tiered approvals.

Why This Isnt Just Another Integration

ApproveThis doesnt just "connect" to Portalsit acts as a policy enforcer. Example: A kitchenware brand uses Portals for bulk orders from hospitality clients. Their ApproveThis workflow:

  • Auto-denies requests from states with strict utensil laws
  • Requires sustainability certs for orders over 500 units
  • Routes approved orders to Portals for fulfillment tracking

Result? Zero compliance violations in 18 months.

Getting Started

If youre using Portals for lead gen but still approving deals via email chains, youre leaving money on the table. ApproveThis adds structure without bureaucracy.

Next steps:

Pro tip: Bring your most complex approval process to the demo. Well show you how to gut it.

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Integrate with Portals by Helium10 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 Portals by Helium10

Suggested workflows (and their Zapier components) for Portals by Helium10

Create approval requests for new customers

When a new customer is added in Portals by Helium10, this integration creates an approval request in ApproveThis to verify client details before onboarding. It streamlines the decision-making process and ensures compliance. *Note: Adjust approval criteria in ApproveThis as needed.*

Zapier Components

Portals by Helium10 Logo

Trigger

New Customer

Triggers when a new customer is created.

Action

Create Request

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

Create customer records for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a corresponding customer record in Portals by Helium10. It enhances operational efficiency by linking approval workflows with customer onboarding. *Note: Ensure data mappings between ApproveThis and Portals are configured correctly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Portals by Helium10 Logo

Action

Create Customer

Create Customer for Portals