ApproveThis manages your Convi Integration approvals.

When Approval Workflows Meet AI Video Prospecting

Modern businesses face two critical challenges: getting stakeholders to make timely decisions and cutting through the noise in customer outreach. ApproveThis solves the first problem with streamlined approval workflows, while Convi tackles the second with AI-generated personalized videos. Together, they create a closed-loop system where approvals trigger targeted video actions – and video engagement data informs approval priorities.

This integration isn't about stacking tools – it's about creating momentum. Marketing teams can automatically escalate high-value leads for fast-track approval to send premium video content. Sales managers gain real-time visibility into which proposal videos actually get watched, helping them prioritize budget approvals. The combination works because ApproveThis handles the organizational rigor while Convi delivers the human touch at scale.

Core Integration Benefits

For Cross-Functional Teams

Approval processes often stall when external stakeholders lack context. With Convi integration:

• Legal teams receive video summaries of contract changes needing approval
• Executives get personalized video briefs for capital expenditure requests

ApproveThis ensures all parties review materials through proper channels without requiring them to learn Convi's interface. Approval decisions happen directly via email, maintaining security while reducing friction.

For Client-Facing Roles

Service teams using Convi for client updates can set approval thresholds in ApproveThis:

Example: A marketing agency automatically routes video storyboards for client approval when project costs exceed $5K. The Convi video shows mockups with voiceover explaining rationale, while ApproveThis collects stakeholder signatures. Clients engage with the video content rather than static PDFs, reducing approval cycles from days to hours.

Real-World Workflow Accelerators

Use Case 1: Video-Driven Procurement Approvals

A manufacturing company uses Convi to create supplier negotiation videos showing cost breakdown comparisons. When a purchasing manager finalizes a vendor proposal:

1. Convi generates personalized video summaries for each approver
2. ApproveThis triggers multi-level approval workflows based on order size
3. CFOs receive videos highlighting financial impacts with ApproveThis' calculated fields showing ROI projections

Result: 63% faster procurement approvals compared to email-based processes (based on typical ApproveThis customer benchmarks).

Use Case 2: Compliance-Guided Outreach

Financial services firms using Convi for client prospecting can enforce compliance checks through ApproveThis:

When a sales rep creates a new investment proposal video:

1. ApproveThis automatically routes the video script to legal review
2. Compliance officers approve/reject with comments directly in ApproveThis
3. Only approved scripts trigger Convi video generation

This prevents unauthorized messaging while maintaining sales velocity.

Technical Synergies

Key Integration Points

The Zapier connection between ApproveThis and Convi focuses on two critical handoffs:

1. Video Engagement → Approval Escalation
When prospects watch key sections of a Convi video (pricing page, demo request CTA), ApproveThis can:

• Trigger discount approval workflows for hot leads
• Route high-intent leads to available sales managers

2. Approval Outcomes → Video Personalization
Approved contracts in ApproveThis automatically generate Convi onboarding videos with:

• Custom welcome messages from assigned account managers
• Dynamic pricing details pulled from approved terms

Implementation Guide

Setup Essentials

1. Zapier Connection
Create a Zapier account and connect both ApproveThis and Convi. Use the "New Request" trigger in ApproveThis to start workflows when approvals occur.

2. Field Mapping
Match Convi video template variables (client name, deal size) with ApproveThis' calculated fields. This ensures videos reflect real-time approval data.

3. Approval Routing Rules
Configure ApproveThis thresholds to auto-approve routine video requests (e.g., standard product demos) while escalating custom proposals.

Pro Tips

- Use ApproveThis' vacation delegation to ensure video approvals never stall
- Set Convi video expiration dates matching ApproveThis' approval windows
- Connect CRM data to both systems for unified reporting

Department-Specific Advantages

Marketing Teams

Accelerate campaign launches by tying video content approvals to actual production timelines. When ApproveThis approves a storyboard, Convi automatically generates localization variants for different markets.

Sales Operations

Embed approval checks within sales enablement workflows. Example: Sales reps can request customized competitor comparison videos through ApproveThis, with legal automatically screening claims before Convi generates the final asset.

Customer Success

Auto-generate renewal explainer videos when contract amendments hit approval thresholds. CSMs receive ApproveThis notifications with Convi links to review before sending to clients.

Why This Combo Works

ApproveThis brings structure to Convi's creative potential. While Convi excels at personalized video engagement, it lacks native approval controls for regulated industries or complex hierarchies. ApproveThis adds:

- Audit Trails: Every video approval includes timestamps, comments, and version history
- Conditional Logic: Route technical videos to engineering leads vs. marketing content to brand managers
- Compliance Safeguards: Ensure all client-facing videos pass legal review before distribution

Conversely, Convi makes ApproveThis approvals more engaging. Instead of dry form submissions, approvers receive video context that helps them make informed decisions faster.

Getting Started

1. Free Trial Setup: Start with ApproveThis' 14-day trial and Convi's free tier
2. Template Zaps: Use pre-built templates for common approval → video workflows
3. Phased Rollout: Begin with internal approvals before expanding to client-facing use cases

For teams managing high-stakes approvals with time-sensitive video requirements, this integration creates tangible efficiency gains. ApproveThis handles the process rigor while Convi delivers the engagement lift – together they ensure nothing falls through the cracks.

Next Step: Schedule a demo to see custom approval workflows synced with Convi video templates specific to your industry.