ApproveThis manages your KEABUILDER Integration approvals.

Why Combine ApproveThis with KEABUILDER?

Modern businesses thrive when tools work together. By connecting KEABUILDER’s CRM/CMS capabilities with ApproveThis’s approval automation, teams can turn manual processes into seamless workflows. This integration eliminates bottlenecks in customer-facing operations, financial approvals, and project management while keeping stakeholders aligned without requiring everyone to juggle multiple platforms.

For example, marketing teams using KEABUILDER to manage client campaigns can automatically route budget requests through ApproveThis. Sales departments processing orders gain real-time oversight with automated compliance checks. The result? Faster decisions, fewer errors, and more time to focus on strategic work.

How These Platforms Complement Each Other

KEABUILDER: The Operational Hub

As a multi-platform CRM/CMS, KEABUILDER centralizes customer data, order management, and form submissions. It’s where business events originate—like new client inquiries or purchases—but traditionally lacks built-in approval logic.

ApproveThis: The Decision Engine

ApproveThis adds structure to critical decisions. Its workflows handle conditional approvals, escalations, and compliance checks. When integrated via Zapier, it becomes the gatekeeper for KEABUILDER’s triggers, ensuring every form submission or order follows your business rules before progressing.

Real-World Use Cases

1. Automating Form Submission Reviews

When a client submits a project request through KEABUILDER’s forms, ApproveThis can:

• Route the submission to department heads based on project type
• Calculate estimated costs using dynamic fields
• Escalate to executives if the budget exceeds $10K

Example: A digital agency uses this flow to triage client requests. ApproveThis automatically flags incomplete submissions, routes detailed specs to technical leads, and sends approved projects back to KEABUILDER as new CRM entries—cutting review time by 65%.

2. Streamlining Order Approvals

High-volume sales teams using KEABUILDER for order management can:

• Require manager approval for discounts over 15%
• Auto-approve repeat customer orders under $5K
• Notify logistics teams immediately upon approval

Example: An e-commerce company reduced order fulfillment errors by 40% by linking KEABUILDER orders to ApproveThis workflows that verify inventory availability and payment terms before processing.

Key Features That Make It Work

ApproveThis Strengths

Beyond basic approvals, features like calculated fields let you auto-populate ROI estimates or contract terms based on KEABUILDER data. Vacation delegation ensures seasonal order spikes aren’t delayed by absent approvers. Crucially, external partners can approve requests via email without needing a KEABUILDER license—a cost-saver for client-facing teams.

KEABUILDER Triggers

KEABUILDER’s form and order triggers provide the starting point. When mapped to ApproveThis, they initiate workflows that respect your business hierarchy. For instance, a $50K enterprise deal submission in KEABUILDER can auto-route to a VP in ApproveThis, while small orders skip straight to fulfillment.

Setting Up the Integration

Step 1: In Zapier, create a new Zap using KEABUILDER as the trigger app. Choose either “Form Submission” or “New Order” as your event.
Step 2: Select ApproveThis as the action app. Use “Create Request” to map KEABUILDER data (like customer email or order value) to your approval template.
Step 3: Activate the Zap. Test by submitting a KEABUILDER form—you should see a corresponding request in ApproveThis within minutes.

Pro Tip: Use ApproveThis’s approval thresholds to auto-approve low-risk submissions, reducing manual reviews by up to 70%.

Team-Specific Benefits

Sales Teams

Automatically flag high-value deals in KEABUILDER that require legal review. ApproveThis routes contracts to the right stakeholder and updates deal statuses in KEABUILDER upon signature.

Operations Managers

Link procurement requests from KEABUILDER forms to multi-tiered approvals. Real-time dashboards show pending requests, preventing production delays.

Finance Departments

ApproveThis audits every KEABUILDER order against budget codes. Non-compliant purchases get auto-rejected with explanations sent back to the requester’s inbox.

Maximizing the Integration

Combine ApproveThis’s conditional logic with KEABUILDER’s custom fields to create smart workflows. For instance:

If a KEABUILDER form’s “Project Type” is “Website Redesign,” ApproveThis can:

1. Calculate timeline based on page count
2. Require CTO approval for technical complexity
3. Auto-attach a Statement of Work template

This level of automation turns days of back-and-forth into hours of focused work.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (14-day trial available)
2. Connect your KEABUILDER account via Zapier
3. Clone pre-built templates or design custom approval chains

For complex setups, request a personalized demo to see how ApproveThis handles your specific KEABUILDER use cases.

Final Thoughts

Integrating KEABUILDER with ApproveThis isn’t just about automation—it’s about creating accountability without friction. Marketing teams gain speed while maintaining brand compliance. Finance retains control without becoming a bottleneck. Clients get faster responses because external approvers can greenlight projects directly from their inbox.

Ready to transform your approval processes? Start your free ApproveThis trial today, or schedule a demo to see advanced KEABUILDER integrations in action.