ApproveThis manages your Contalink Integration approvals.

Two Platforms, One Goal: Smarter Operations

ApproveThis and Contalink solve different problems – but together, they create a seamless bridge between financial decisions and operational execution. While Contalink handles accounting workflows and client/product data management, ApproveThis brings structure to approval processes that often stall progress. Through Zapier, these platforms automate what used to be manual handoffs, turning days-long delays into instant triggers.

Where Contalink Ends, ApproveThis Begins

Contalink excels at maintaining clean financial records and product/client databases, but it doesn’t natively manage the human decisions required to move data between systems. This is where ApproveThis adds critical value:

• When new products enter Contalink, ApproveThis routes them for compliance review
• Approved sales orders in ApproveThis automatically become Contalink transactions
• Client updates triggered by approvals sync bidirectionally

Real-World Use Cases That Move the Needle

1. Accelerating Product Launches

When a retail company adds new inventory items to Contalink, ApproveThis can automatically:

• Route product specs to legal for compliance checks
• Send pricing proposals to regional managers
• Trigger purchase orders upon final sign-off

A mid-sized manufacturer using this integration reduced their product onboarding from 14 days to 72 hours by eliminating email chains between procurement and compliance teams.

2. Closing Sales Faster

Approval bottlenecks often kill deal momentum. With the Zapier integration:

When sales teams submit discount requests through ApproveThis, approved deals automatically generate Contalink sales orders. One SaaS company using this workflow saw 23% faster deal closure by linking their approval thresholds to Contalink’s commission calculations.

3. Keeping Client Records Actionable

Client updates (payment terms, contact changes) often require multi-department approval. The integration ensures:

Approved client changes in ApproveThis update Contalink in real time, while Contalink triggers re-approvals when client data changes. A logistics firm prevented $120K in billing errors by syncing approved client addresses between systems.

Setup Made Simple

Connecting ApproveThis and Contalink takes three steps in Zapier:

1. Create a Zapier account (if needed)
2. Choose your trigger (e.g., "New Product" in Contalink)
3. Set the action (e.g., "Create Request" in ApproveThis)

Map critical data fields between systems – product IDs become approval ticket numbers, client emails auto-populate approver lists. Test with low-risk workflows first, like updating non-financial client details.

Team-Specific Benefits

Finance Teams

Approval thresholds in ApproveThis prevent Contalink orders from exceeding budget limits. Example: Any Contalink purchase request over $5K automatically routes to CFO review, with calculated fields showing real-time budget impact.

Sales Operations

Deal desks using approval groups in ApproveThis can push approved quotes to Contalink as binding sales orders, with automatic tax calculations and inventory checks. Regional sales managers get visibility without needing Contalink licenses.

External Collaborations

Client approvers receive email-based approvals from ApproveThis without Contalink logins. Partners approve NDAs or spec changes directly from inboxes, while internal teams see updates in Contalink.

Why This Integration Works Where Others Fail

ApproveThis adds decision context that Contalink can’t:

When a Contalink sales order requires legal review, ApproveThis attaches the contract PDF and routes it to the correct attorney based on deal size. Approved contracts auto-update Contalink with executed dates, while denials trigger Contalink task reminders.

Critical Features That Make It Stick

ApproveThis’ vacation delegation prevents Contalink workflows from stalling – if a controller is out, approvals automatically reroute to their deputy. Meanwhile, Contalink’s product validation ensures ApproveThis requests reference accurate SKUs.

Getting Started

Begin with one workflow:

1. Sync approved Contalink clients to ApproveThis’ vendor database
2. Automate purchase approvals for Contalink-generated requisitions
3. Push approved marketing budgets from ApproveThis to Contalink cost centers

Visit Zapier to explore pre-built templates, or Contalink’s integration docs for field mapping tips.

The Bottom Line

ApproveThis doesn’t replace Contalink – it makes Contalink more actionable. By governing what enters and exits your financial system, you prevent bad data, enforce compliance, and keep teams aligned. The integration works because it respects Contalink as the source of truth while adding human oversight where automation falls short.

Ready to move approvals from email to workflow? Register for ApproveThis or schedule a custom demo showing Contalink integration live.