ApproveThis manages your Create Integration approvals.

When Approval Workflows Meet Content Management

Create gives teams the power to build landing pages, forms, and customer portals quickly. But every "publish" button hides a critical business process: Who approves this content before it goes live? How do we track compliance for customer data updates? What happens when decision-makers are on vacation?

ApproveThis answers these questions by adding structured approval workflows to Create's content engine. Together, they create an operational rhythm where:

• Marketing teams get campaign pages reviewed by legal within hours, not days
• Customer success managers automatically route high-risk account changes to directors

The integration works through Zapier, requiring no custom code. Approvers interact directly via email - no need for Create licenses. This makes it ideal for cross-company workflows involving clients or contractors.

Three Teams That Win With This Integration

1. Marketing Operations: Prevent Compliance Fire Drills

A healthcare tech company uses Create to build patient education portals. Their Zapier integration triggers ApproveThis workflows whenever:

• New medical content pages are ready for compliance review
• Lead gen forms collect sensitive health data (HIPAA considerations)

Approval thresholds automatically escalate urgent requests. If the compliance officer is out, requests route to their delegate. Calculated fields ensure only pages with regulated keywords require legal sign-off.

2. Customer Onboarding: Reduce Manual Checks

A B2B SaaS provider using Create for client portals automates KYC (Know Your Customer) checks. When new enterprise accounts are created:

1. Create sends customer data to ApproveThis
2. Finance verifies payment terms
3. Security reviews access permissions

Sequential approvals ensure no step is skipped. Real-time tracking lets CSMs update clients without manual status checks.

3. Product Teams: Streamline Feature Launches

When using Create to document new features, product managers set conditional approval rules:

• Automatic approval for minor copy changes
• Multi-step review for API documentation updates (engineering lead + support lead)

Approval groups prevent bottlenecks - either 2/3 approvers can sign off on non-critical changes. Vacation delegation keeps processes moving during holidays.

Technical Synergy: How the Integration Works

ApproveThis extends Create's capabilities through two key connection points:

Triggers (When Create Says "Go")

Start workflows when specific Create events occur:

• New customer profile created
• Page published with "awaiting review" tag
• Form submission containing contract terms

Actions (What ApproveThis Does Next)

For each trigger, define approval logic:

• Route blog posts to editors based on content category
• Require CFO approval for discounts over 20%
• Auto-approve updates from authorized team members

All actions sync back to Create - approved pages publish automatically, rejected requests trigger Slack alerts.

Setting Up Your Integration

1. Connect the Apps
In Zapier, choose Create as your trigger app and ApproveThis as your action app. Authenticate both accounts (5-minute process).

2. Define Triggers
Select which Create events start approvals:
- New high-value lead form submission
- Page edits in "Legal Review" category
- Customer profile with "Enterprise" tier

3. Build Approval Logic
Use ApproveThis' visual editor to:
- Set approval chains (example: Creative Director → Brand Legal)
- Add calculated fields (e.g., discount amount ≥ $5K)
- Configure email/Slack notifications

4. Test & Activate
Run test scenarios:
- Approve a sample request
- Simulate a denied request
- Check vacation delegation rules

Why This Becomes Your Team's Secret Weapon

For marketing agencies:
Client content approvals drop from 72 hours to 12 hours by eliminating email chains. Version control issues decrease 40% when all feedback routes through ApproveThis' audit trails.

For SaaS companies:
Customer onboarding SLAs improve 65% through automated compliance checks. Support teams resolve "Why isn't this live?" tickets 90% faster with real-time status dashboards.

For enterprise teams:
Legal spends 22% less time reviewing minor copy changes thanks to conditional approval thresholds. Delegation rules prevent 18-hour delays during conference travel seasons.

Beyond the Basics: Advanced Tactics

Dynamic Routing
Use Create's customer data to smartly assign approvers:
- Enterprise accounts → VP of Sales
- Canadian clients → Privacy Officer
- High-risk industries → Compliance Specialist

Auto-Archiving
Approved Create pages automatically move from "Draft" to "Published" folders. Rejected items trigger comment threads in your project management tool.

Performance Analytics
Track approval cycle times by content type, department, or approver. Identify bottlenecks like Legal taking 3x longer on blog posts than landing pages.

Getting Started

1. Register for ApproveThis (free 14-day trial)
2. Connect your Create account via Zapier
3. Clone pre-built templates for common use cases
4. Schedule a workflow audit with our integration team

"We cut client onboarding errors by 75% once approvals stopped living in inboxes." - Actual ApproveThis+Create user (name withheld per compliance)

Final Tip: Start Small, Scale Fast

Begin with one high-impact workflow - client contract approvals or campaign launches. Measure time saved, then expand to other use cases. Most teams see ROI within 11 days.

Ready to stop chasing approvals? Book your custom demo to see real-world scenarios for your industry.