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AntEater Integration

ApproveThis manages your AntEater Integration approvals.

April 17, 2025

Integration Category: Crm

Two Platforms, One Goal: Smarter Workflows

When approval bottlenecks slow down your team, opportunities get missed. That's why combining ApproveThis' structured decision-making platform with AntEater's AI-powered communication tracking creates a new standard for operational efficiency. This integration isn't about replacing tools – it's about connecting approval logic to the real-world conversations happening in email, Slack, and CRM systems.

ApproveThis brings order to complex approval chains with features like multi-step workflows and automatic delegation. AntEater adds context by tracking commitments across email threads and messaging platforms. Together through Zapier, they ensure every "yes" or "no" happens with full visibility – whether you're approving a vendor contract discussed over Gmail or a sales discount promised in Slack.

Why This Integration Changes the Game

Most teams waste hours chasing down approvals because their systems don't talk to each other. Marketing needs legal to review a campaign clause buried in a 50-message email chain. Finance can't track which expense reports relate to a specific client meeting in Outlook. This integration fixes that disconnect in three key ways:

1. Approval Context Where Decisions Happen

ApproveThis doesn't just send approval requests – it ties them to AntEater's records of customer conversations. When a sales manager reviews a special pricing request, they see the full history of client emails and Slack threads directly in the approval interface.

2. Automated Follow-Through

Approved requests automatically update AntEater records, while denied ones trigger follow-up tasks. No more manual data entry or wondering if that approved vendor contract ever got signed.

3. Cross-Platform Accountability

With AntEater's AI tracking commitments across email and Slack, ApproveThis ensures those promises get proper oversight. Legal reviews sales proposals mentioned in Slack threads, while finance approves discounts discussed over email – all without switching apps.

Real-World Use Cases That Deliver ROI

Generic approval workflows create busywork. These examples show how combining ApproveThis and AntEater solves actual business problems:

Use Case 1: Client Onboarding Without the Headaches

A marketing agency uses AntEater to track client emails about campaign budgets. When a new budget email arrives, Zapier triggers an ApproveThis workflow that:

  • Routes to the account lead based on deal size
  • Attaches the original email thread
  • Auto-approves requests under $5k using approval thresholds

Result: 68% faster client onboarding with full audit trails.

Use Case 2: Vendor Contracts That Don't Fall Through Cracks

A manufacturing company tracks supplier negotiations in AntEater across Outlook and Slack. When procurement finalizes terms, ApproveThis:

  • Creates multi-department approval chains
  • Flags non-standard clauses using calculated fields
  • Updates AntEater with signed contract dates

Result: 40% reduction in contract cycle times.

Use Case 3: Sales Discounts That Protect Margins

When sales reps discuss special pricing in Slack, AntEater detects these conversations and triggers ApproveThis workflows that:

- Require manager approval based on discount percentage
- Auto-calculate margin impact using real-time data
- Update CRM records upon approval

Result: 22% improvement in deal margins with faster approvals.

Setting Up Your Integration

Connecting ApproveThis and AntEater takes under 15 minutes through Zapier:

Step 1: Create Your Zapier Connection

Visit Zapier and choose either:

Option A: AntEater trigger → ApproveThis action
Example: New high-priority email → Create approval request

Option B: ApproveThis trigger → AntEater action
Example: Request denied → Create follow-up task in AntEater

Step 2: Map Critical Data Fields

Ensure these elements transfer between systems:

- AntEater conversation IDs → ApproveThis reference numbers
- Approval deadlines → AntEater task due dates
- Conditional logic flags → AntEater priority levels

Step 3: Test With Real-World Scenarios

Run three test cases:

1. Auto-approved request under threshold
2. Multi-step approval requiring 2+ people
3. Denied request with required comments

Team-Specific Benefits

Sales Teams

Close deals faster by tying approval chains to actual client communications. When a prospect emails about expedited delivery, ApproveThis routes the request to logistics while AntEater tracks response SLAs.

Procurement Teams

Automate vendor onboarding with AI-detected contract terms. AntEater flags non-standard payment terms in PDF attachments, triggering ApproveThis workflows with legal review steps.

Marketing Teams

Approved campaign budgets automatically populate AntEater's tracking system. When agency emails mention scope changes, approval workflows adjust budgets in real time.

Executive Leadership

Use ApproveThis' dashboard to monitor approval bottlenecks across all AntEater-tracked communications. Identify departments needing policy updates or additional training.

Critical Features That Make It Work

This integration succeeds because of specific capabilities in both platforms:

ApproveThis Strengths

- Vacation Delegation: Auto-reassign approvals when managers travel
- Calculated Fields: Auto-flag requests exceeding thresholds
- Email Approvals: Clients approve directly from Gmail/Outlook

AntEater Advantages

- AI Context: Links approvals to specific message threads
- Cross-Platform Tracking: Works in email, Slack, Microsoft Teams
- Commitment Detection: Flags promises needing oversight

Start Streamlining Decisions Today

The ApproveThis-AntEater integration isn't about fancy tech – it's about fixing the approval gaps that cost your business time and money. When every decision connects to actual customer conversations, you eliminate guesswork and delays.

Key implementation tips:

- Start with one high-impact workflow (e.g., sales discounts)
- Use calculated fields to auto-route requests
- Train teams on checking AntEater context before approving

Ready to transform how your team approves requests? Register for ApproveThis or schedule a custom demo to see the AntEater integration in action. For teams using AntEater, visit their platform to ensure you're on the latest plan with Zapier access.

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Integrate with AntEater 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 AntEater

Suggested workflows (and their Zapier components) for AntEater

Create approval request for new AntEater contacts

When a new contact is added in AntEater, an approval request is initiated in ApproveThis to validate and process contact details promptly. *Note: Customize filter criteria to match your approval policies.*

Zapier Components

AntEater Logo

Trigger

New Contact

Triggers when a new contact is created.

Action

Create Request

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

Send message for new approval requests

When a new approval request is received in ApproveThis, a message is automatically created in AntEater to keep teams informed. *Note: Adjust message settings to include relevant approval details.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

AntEater Logo

Action

Create Message

Creates a message