ApproveThis manages your Whoz Integration approvals.

Why Your Team Needs This Integration (And What You’re Missing Out On)

Let’s cut to the chase: if your company uses Whoz for staffing optimization or project management, you already know it’s great at handling complex resource allocation. But here’s the problem – even the best tools stumble when approvals get involved. That’s where ApproveThis comes in. We’re not here to replace Whoz. We’re here to make sure your “Opportunity Won” notifications don’t get stuck in approval purgatory.

Think about your last project kickoff. How much time got wasted chasing down sign-offs? How many clients got annoyed waiting for simple approvals? With ApproveThis connected to Whoz via Zapier, you’re not just automating workflows – you’re removing the human bottleneck that’s been slowing down your revenue cycles and client deliveries.

The Approval Superpowers You Didn’t Know You Needed

Here’s what happens when you combine Whoz’s staffing intelligence with ApproveThis’ approval muscle:

Instant Staffing Validation

Whoz identifies the perfect team member for a project? Great. Now make sure they’re actually available. With our integration, new member creations in Whoz can trigger approval requests in ApproveThis that check:

• Current workload capacity
• Client-specific certifications
• Project budget alignment

Example: A mid-sized marketing agency uses this to prevent overbooking their top UX designer. When Whoz suggests assigning her to a new retail client, ApproveThis automatically checks her current project load against the client’s budget. If it’s a stretch? The approval gets routed to the CMO for override.

Closed-Loop Opportunity Management

Won a deal in Whoz? Cue the approval chain reaction. Our integration turns that “Opportunity Won” trigger into:

• Automatic contract approval workflows
• Resource allocation checks
• Compliance sign-offs

Real-world impact: A 200-person consulting firm cut their deal-to-staffing time from 5 days to 12 hours by auto-routing won deals through legal and resource approval steps before the kickoff meeting even gets scheduled.

Three Ways This Combo Beats Manual Processes

1. New Team Member Governance

When HR adds someone in Whoz, ApproveThis can:

- Require IT to approve system access levels
- Validate billing rates against client contracts
- Confirm security clearances for government projects

Key detail: Approvers don’t need Whoz licenses. Send approvals to external clients or partners via email – they just click Approve/Reject without logging into yet another system.

2. Post-Sale Approval Orchestration

That “Opportunity Won” alert should be the start line, not the finish. Connect it to ApproveThis to:

- Auto-route contract exceptions to legal
- Get exec sign-off on discounted deals
- Trigger project code creation in accounting

Pro tip: Use Calculated Fields to auto-approve deals under $15K but escalate anything above that threshold. Saves your VP from reviewing every small contract.

3. Bidirectional Status Updates

Approvals aren’t one-way streets. When an ApproveThis request gets denied:

- Automatically update the Whoz opportunity status
- Reassign the project in Whoz based on denial reasons
- Trigger new approval chains for alternate solutions

Example: A tech company’s security team rejects a proposed project team in Whoz. The integration automatically flags the opportunity for re-scoping and notifies the sales lead – all before the client hears “no”.

Setting This Up Without Losing Your Mind

Here’s the no-BS guide to getting started:

Step 1: The Basic Handshake

1. In Zapier, create a new Zap
2. Choose Whoz as the trigger app
3. Pick your trigger event (like “Opportunity Won”)
4. Connect ApproveThis as the action app
5. Map the Whoz data to your approval template

Time saver: Use ApproveThis’ pre-built templates for common Whoz triggers. Clone them, tweak the fields, and you’re done.

Step 2: Approval Logic That Doesn’t Infuriate People

In ApproveThis, set up:

- Conditional approval paths (if deal size > X, route to CFO)
- Auto-reminders that ping approvers in Slack/MS Teams
- Vacation rules that auto-reassign approvals

Critical note: Configure your thresholds and escalation rules before connecting live deals. Test with fake opportunities first.

Step 3: Closing the Loop

Don’t forget the return trip:

1. In Zapier, create a new Zap with ApproveThis as trigger
2. Choose “Request Approved/Denied”
3. Connect back to Whoz to update opportunities
4. Map approval comments to Whoz custom fields

Pro move: Add conditional paths to notify different teams based on approval outcomes. Legal gets denial alerts, while Sales gets approved deal notifications.

Why Your Teams Will Actually Use This

For Operations Managers

No more spreadsheet jockeys manually checking resource allocations. Auto-approvals handle 80% of routine staffing decisions, while you focus on exceptions.

For Sales Leaders

Deals move faster when legal and finance approvals happen in parallel with project setup. Hit your quarterly numbers without herding approval cats.

For Project Teams

Start projects with fully approved budgets and resources on day one. No more waiting for signatures while deadlines loom.

For Finance

Auto-archive approved rate cards and contracts. Audit trails show exactly who approved what – no more mystery discount approvals.

The Hidden Perks You’ll Wish You Knew Sooner

Beyond the obvious time savings:

Client-Friendly Approvals

External approvers? They get email links, not login hassles. Perfect for getting client sign-off on project teams without giving them Whoz access.

Compliance Auto-Pilot

Every approval decision gets logged with timestamps and comments. SOC 2 auditors love this. Your compliance team will too.

Staffing Guardrails

Use Calculated Fields to auto-reject resource requests that exceed budget or skill mismatches. It’s like spellcheck for staffing decisions.

Ready to Stop Being an Approval Middleman?

Here’s your move:

1. Grab an ApproveThis trial
2. Connect to Whoz via Zapier (takes 15 minutes)
3. Clone our pre-built templates
4. Watch your team actually hit project kickoff dates

Or if you’re the “show me first” type: Book a 15-minute demo. We’ll walk through real examples from companies your size.

Either way – stop letting approvals be the reason projects stall. Your Whoz data’s too valuable to leave stuck in manual processes.