ApproveThis manages your Clinked Integration approvals.

When Client Portals Meet Approval Automation

Clinked's client portals have become essential for professional services firms needing to share sensitive documents and collaborate with external partners. But when approvals get stuck in email threads or spreadsheet trackers, even the best portals hit roadblocks. This is where ApproveThis transforms Clinked from a information repository into an action-oriented workflow engine.

By connecting Clinked to ApproveThis through Zapier, businesses gain:

• Automatic approval triggers for Clinked content changes
• Two-way sync between approval decisions and project tasks

An architecture firm could automatically route construction change orders posted in Clinked to partner contractors for approval. A wealth management company might require dual approvals on client portfolio adjustments before updating documents in the portal. The integration turns static client hubs into decision-making centers.

Four Ways This Integration Accelerates Business

1. Document Review with Accountability

When a consultant uploads a compliance report to Clinked, ApproveThis can:

• Require partner firm sign-off before sharing with end clients
• Track revision history with approval timestamps

Example: A healthcare provider uses this flow to get insurance partner approvals on patient coverage guidelines before publishing to their provider portal.

2. Budget Change Control

Project managers updating task budgets in Clinked can trigger approval chains:

• Automatic escalation to finance leads for overages >10%
• Client approval requirements for scope changes

Example: A marketing agency prevents scope creep by requiring client approvals via ApproveThis when adjusting campaign budgets in Clinked tasks.

3. Contract Workflows

New contracts added to Clinked client workspaces can:

• Route to legal teams for redlining
• Require sequential approvals from department heads

Example: A SaaS company automates enterprise contract approvals, reducing sales cycle time by 22% according to internal metrics.

4. Compliance Auditing

Approval records in ApproveThis provide:

• Documentation for SOC 2 audits
• Chain of custody for sensitive data access

Example: A financial institution meets FINRA requirements by tying client document access in Clinked to manager approvals logged in ApproveThis.

Implementation Made Simple

Setting up the integration takes three steps:

1. Create Zapier connections to both Clinked and ApproveThis
2. Map approval triggers to Clinked events (new files, task updates, etc.)
3. Configure approval rules and notifications in ApproveThis

Key configuration tip: Use ApproveThis' calculated fields to set dynamic approval thresholds based on Clinked data. For example, auto-approve document edits under $500 impact but require VP review for larger changes.

Team-Specific Advantages

Client Services Teams

Reduce follow-up emails by 40% with:

• Automatic approval reminders for external clients
• Status visibility in both Clinked and ApproveThis

Compliance Officers

Meet audit requirements through:

• Immutable approval records tied to Clinked document versions
• Role-based access logs

Project Managers

Accelerate delivery timelines using:

• Automated task approvals when milestones update in Clinked
• Escalation rules for stuck approvals

Critical Features That Make It Work

ApproveThis adds three capabilities Clinked lacks natively:

• Multi-step approval chains with conditional logic
• Automatic approver substitution during vacations
• Real-time approval analytics dashboards

Meanwhile, Clinked provides the secure document foundation and client communication channels that ApproveThis doesn't handle. Together, they create closed-loop workflows from document creation to final approval.

Getting Started

Begin with one high-impact workflow:

1. Identify a document type requiring multiple approvals
2. Set up a test Zapier automation between Clinked and ApproveThis
3. Run through approval cycles with internal stakeholders

Most teams see ROI within 30 days through reduced approval cycle times and eliminated compliance fines. The integration particularly benefits professional services firms with:

• 5+ external collaborators per project
• Strict document version control requirements
• Multi-department approval chains

Final Step: Activate Your Workflows

ApproveThis and Clinked solve different but complementary problems. When connected through Zapier, they create an ecosystem where client collaboration naturally leads to decisive action.

Ready to transform your client portal into an approval engine? Start your ApproveThis trial or schedule a custom demo to see the integration in action.