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Elevatie Integration

ApproveThis manages your Elevatie Integration approvals.

April 17, 2025

Integration Category: Reviews

Why ApproveThis and Elevatie Work Better Together

Businesses thrive when decisions move fast and customers stay engaged. But manual approval processes and disjointed review management often create bottlenecks. ApproveThis (an approval workflow automation platform) and Elevatie (a reputation management tool) solve these challenges in tandem. By connecting them via Zapier, teams gain a closed-loop system where approvals trigger actions and decisions drive customer interactions.

For example, a marketing agency could automatically route client campaign budgets for internal approval using ApproveThis, then use Elevatie to request client feedback once approved – all without switching tools. This synergy reduces delays, improves accountability, and keeps customers in the loop at every stage.

Key Benefits for Cross-Functional Teams

Operations Teams: Eliminate Approval Gridlock

ApproveThis gives operations managers granular control over approval rules. Set thresholds to auto-approve routine requests (e.g., vendor invoices under $5K) or escalate high-stakes decisions to executives. When paired with Elevatie, completed approvals automatically trigger review invites to relevant stakeholders. A logistics company could use this to approve new supplier contracts, then immediately collect supplier performance ratings via Elevatie.

Marketing Teams: Accelerate Campaign Launches

Marketing leads often wait days for legal or finance sign-offs on campaign budgets or content. With ApproveThis, multi-step approvals happen sequentially or in parallel, cutting review cycles by up to 70%. Once approved, Elevatie sends review invites to customers featured in case studies or testimonials. A SaaS company could approve a product update announcement internally, then prompt early adopters to leave reviews about the new feature.

Customer Success: Close the Feedback Loop

ApproveThis’ email-based approvals let external clients sign off on project milestones without needing logins. After approval, Elevatie automatically requests their feedback. A web design firm might route website finalization approvals to clients, then send a review invite the moment they click “Approve.” This turns satisfied customers into brand advocates without manual follow-ups.

Real-World Use Cases: Beyond Templates

Automated Compliance Checks for New Locations

When a retail chain adds a new store location in Elevatie, ApproveThis can require regional managers to confirm lease terms meet compliance standards before sending review invites to local stakeholders. Approval groups ensure legal, operations, and marketing teams review in sequence, while Elevatie handles post-approval reputation building.

Template Governance for Global Teams

A healthcare provider uses Elevatie to manage patient survey templates across 20 clinics. Each template change requires approval from compliance officers via ApproveThis. Calculated fields in ApproveThis automatically flag templates missing required HIPAA disclosures, routing them for immediate review. Approved templates trigger Elevatie to distribute updated surveys.

Client-Driven Project Approvals

Consulting firms use ApproveThis to route project deliverables to clients via email. Clients approve milestones directly from their inbox, triggering Elevatie to request a testimonial or case study contribution. Since ApproveThis doesn’t require clients to have Elevatie licenses, this works seamlessly for external collaborators.

How to Set Up the Integration

1. Connect Your Accounts: In Zapier, link your ApproveThis and Elevatie accounts.
2. Choose a Trigger: Select an event like “New Business Created in Elevatie” or “Request Approved in ApproveThis.”
3. Map Data Fields: Ensure Elevatie’s business names or template IDs correspond with ApproveThis’ request details.
4. Test & Activate: Run test approvals to confirm review invites trigger correctly.

For complex workflows, use ApproveThis’ conditional logic. Example: If a request is denied in ApproveThis, configure Elevatie to send a different follow-up message than it would for approvals.

Critical Features That Make It Work

Approval Thresholds: Auto-approve routine Elevatie template updates under a certain change percentage, freeing managers for strategic reviews.
Vacation Delegation: If an approver is OOO, requests automatically reroute to their deputy without delaying Elevatie review timelines.
Real-Time Dashboards: Track how many approved requests converted to Elevatie reviews versus those stuck in limbo.

Who Gains the Most?

Multi-Location Retailers

Standardize franchise approvals while collecting location-specific reviews. Approve new menu items centrally via ApproveThis, then use Elevatie to gather customer feedback per store.

Professional Services

Law firms can approve client contracts electronically, then automatically request Matter-specific reviews through Elevatie upon case completion.

Software Companies

Route feature launch approvals through product, security, and legal teams in ApproveThis. Once live, trigger Elevatie to ask users for app store reviews.

Get Started Today

The ApproveThis-Elevatie integration via Zapier turns disjointed processes into competitive advantages. Whether you’re reducing approval bottlenecks or converting satisfied clients into vocal advocates, this combo delivers measurable ROI.

Next Steps:
- Register for ApproveThis (free trial available)
- Schedule a personalized demo to see advanced workflows

🥳

Integrate with Elevatie 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.

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Best Approval Workflows for Elevatie

Suggested workflows (and their Zapier components) for Elevatie

Create approval requests for new businesses

When a new business is created in Elevatie, this integration creates an approval request in ApproveThis to streamline decision-making. It automatically triggers the approval process when a new business entry is recorded. *Note: Ensure that all business details are mapped correctly between Elevatie and ApproveThis.*

Zapier Components

Elevatie Logo

Trigger

New Business

Triggers when new business is created.

Action

Create Request

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

Create approval requests for new templates

Whenever a new template is created in Elevatie, this automation creates an approval request in ApproveThis to verify template details. It allows operations teams to quickly approve or reject template changes for quality control. *Note: Validate template parameters within ApproveThis for optimal workflow performance.*

Zapier Components

Elevatie Logo

Trigger

New Template

Triggers when new template is created.

Action

Create Request

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

Send review invites for new approval requests

When a new approval request is initiated in ApproveThis, this integration sends a review invite via Elevatie to ensure timely follow-up. It helps prompt prompt reviews of approval conditions and maintain process efficiency. *Note: Confirm that review invite settings in Elevatie match your requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Elevatie Logo

Action

Send Review Invite

Sends a review invite.

Send review invites after approval decisions

After an approval decision is completed in ApproveThis, this integration sends review invites through Elevatie to trigger subsequent engagement tasks. It ensures a smooth transition from decision-making to follow-up actions. *Note: Adjust timing settings to sync effectively with your process workflow.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Elevatie Logo

Action

Send Review Invite

Sends a review invite.