ApproveThis manages your Stonly Integration approvals.

Two Platforms, One Powerful Workflow

When approval processes slow down operations, customer satisfaction tanks. Delayed content launches, unresolved support tickets, and stuck procurement requests create friction across teams. This is where combining ApproveThis's structured decision-making engine with Stonly's interactive guidance tools creates measurable impact. Together, they turn approval bottlenecks into competitive advantages through three strategic benefits:

1. Closed-Loop Accountability: Stonly checklists and surveys initiate ApproveThis workflows, creating an auditable thread from initial task completion to final approval.

2. External Collaboration Without Licensing Headaches: Approvers from client organizations or partner companies can review requests via email without needing Stonly access.

3. Conditional Logic That Adapts to Reality: Use Stonly's completed task data to trigger dynamic approval paths in ApproveThis based on dollar amounts, risk levels, or compliance requirements.

Where Process Meets Guidance

Stonly excels at creating interactive walkthroughs that ensure team members complete tasks correctly. ApproveThis adds governance to those completed tasks through role-based approvals. This combination is particularly effective for organizations balancing quality control with operational speed.

Example: Customer Support Escalations

A financial services company uses Stonly checklists to guide support agents through fraud detection protocols. When an agent completes the checklist, ApproveThis automatically routes the case to a senior analyst for review using calculated fields to prioritize high-risk transactions. The analyst approves via email, triggering case resolution in the CRM without ever logging into Stonly.

Three Workflows That Deliver Immediate ROI

1. From Completed Checklists to Approved Actions

The Problem: Marketing teams often create detailed content launch checklists in Stonly, but final approvals get lost in email threads.

The Solution: Connect Stonly's Checklist Completed trigger to ApproveThis' Create Request action via Zapier. The workflow:

• Stonly sends checklist data (content type, budget, compliance flags)
• ApproveThis routes to approvers based on approval thresholds (e.g., legal review required for claims over $50k)
• Approvers click email links to approve/deny with comments

Who Benefits: Healthcare providers auditing patient intake processes, manufacturing teams verifying safety protocols.

2. Survey Responses Triggering Service Improvements

The Problem: CRS survey data in Stonly identifies customer pain points, but fixing them requires cross-departmental coordination.

The Solution: Map Stonly's New CRS Survey Response trigger to ApproveThis requests that:

• Auto-calculate priority scores using calculated fields
• Assign to product, support, or billing teams based on feedback type
• Escalate unresolved requests after 72 hours via vacation delegation

Real-World Impact: A SaaS company reduced churn by 18% after implementing this workflow, cutting approval time for critical bug fixes from 5 days to 8 hours.

3. Approval-Driven Knowledge Base Updates

The Problem: Outdated Stonly guides cause errors, but updating them requires too many meetings.

The Solution: Reverse the flow - use ApproveThis' New Request trigger to initiate Stonly data transmissions when:

• Compliance teams approve policy changes
• Engineering signs off on updated troubleshooting steps
• Legal reviews new contract templates

Operational Benefit: A logistics firm automated 89% of their driver training guide updates while maintaining strict regulatory compliance.

Implementation Made Simple

Setting up these workflows requires no coding expertise. Here's how to start:

Step 1: Connect via Zapier

Create a Zapier account if you don't have one. Navigate to the Zapier integration section for both ApproveThis and Stonly.

Step 2: Map Your Triggers

For the checklist approval workflow:

1. Choose Stonly's "Checklist Completed" trigger
2. Select ApproveThis' "Create Request" action
3. Map checklist data to approval fields (e.g., set budget amount as a number field for threshold rules)

Step 3: Configure Approval Logic

Within ApproveThis, set up:

• Sequential vs parallel approvals
• Automatic reminders (every 12/24/48 hours)
• Escalation paths for unresponsive approvers

Most teams launch their first workflow in under 45 minutes.

Department-Specific Wins

Customer Support Teams

Reduce average handle time by 22% when agents follow Stonly checklists that auto-create ApproveThis tickets for:

• Refunds over $500
• Feature change requests
• Escalated complaints

Marketing Operations

Cut campaign launch delays using approval groups that:

• Require legal + compliance consensus for regulated industries
• Auto-approve low-risk social posts
• Track revisions through calculated version history fields

Procurement & Legal

Accelerate vendor onboarding by 40% with workflows that:

• Initiate from Stonly's contract checklists
• Route to department heads based on contract value
• Apply automatic approval thresholds for NDAs under $10k

Why This Integration Works

Unlike clunky ERP modules or email-based approvals, the ApproveThis+Stonly connection through Zapier delivers:

• Real-Time Status Updates: See exactly where requests are stuck - Is the checklist incomplete? Waiting on an approver?
• Contextual Approvals: Approvers receive all relevant Stonly data (survey responses, completed steps) without searching through emails
• Scalable Governance: Add approval layers as you grow without creating bureaucratic bottlenecks

Getting Started

Ready to transform how your team handles critical decisions?

• New Users: Register for ApproveThis and connect your Stonly account via Zapier
• Existing Customers: Book a workflow consultation to map your highest-impact integration opportunities

Within one business quarter, expect measurable improvements in:

• Approval cycle times (38% average reduction observed)
• Compliance audit pass rates (92% of customers report improvements)
• Cross-team collaboration efficiency