ApproveThis manages your Platsage Integration approvals.

Why These Two Tools Together Make Your Business Less Annoying

Let’s get real: approvals suck. You’ve got deals stuck in email threads, clients ghosting you because someone forgot to sign off on a contract, and sales teams playing phone tag with legal. Enter ApproveThis and Platsage – two tools that actually talk to each other without needing a corporate mediator.

Platsage keeps your customer conversations and sales pipeline in check. ApproveThis cuts through the “who needs to sign what” chaos. Connect them via Zapier, and suddenly your approvals work like airport security pre-check: faster, less paperwork, and nobody’s digging through their bag for a laptop charger.

What Happens When Your CRM Grows a Brain (Sort Of)

Platsage already knows everything about your clients. ApproveThis knows who needs to approve what. Combine them, and you get workflows where:

• New client entries in Platsage auto-create approval requests
• Approved deals instantly update pipeline stages
• Denied requests trigger follow-up messages without human tears

The kicker? Approvers don’t need Platsage licenses. Great for when your client’s CFO needs to approve a contract but shouldn’t see your entire CRM. Or when your legal team refuses to learn “another damn sales tool.”

Real-World Uses That Don’t Require a PhD in “Business Optimization”

1. Client Onboarding That Doesn’t Make You the Bottleneck

The Problem: New client comes in through Platsage. Sales rep high-fives everyone. Then… legal needs to review, accounting needs to verify payment terms, and suddenly your “quick deal” is older than that mystery lunch in the office fridge.

The Fix: Auto-create approval requests in ApproveThis when Platsage gets new clients. Route based on deal size, client type, or whatever rules you set. Accounting gets dollar amounts, legal gets contracts, everyone else stays out of the chain.

Who This Helps: Marketing agencies approving campaign budgets, financial services vetting high-net-worth clients, healthcare providers managing patient onboarding compliance.

2. CRM Updates That Actually Happen Before Q4

The Problem: Deals get approved, but the CRM still shows “negotiation” because someone forgot to click a dropdown. Cue inaccurate forecasts and managers asking why pipeline math doesn’t math.

The Fix: When ApproveThis approves a request, Zapier automatically updates Platsage’s pipeline stage. Approved contract? Moves to “Closed-Won.” Denied? Triggers a “Needs Revision” status with notes.

Pro Tip: Add ApproveThis’ calculated fields to auto-flag deals needing extra scrutiny. Example: Deals over $50K get routed to CFO approval before updating Platsage.

3. Client Comms That Don’t Require Mind Reading

The Problem: Client asks for a status update. Your team scrambles to check approval progress, then drafts an email. Client responds 3 days later. Repeat until someone rage-quits.

The Fix: New approval request in ApproveThis? Auto-send a Platsage WhatsApp message like: “Hey [Client], we’ve started processing your request. Next approval step: Legal review. ETA: 2 days.”

Who This Helps: Consultants managing project change orders, SaaS companies handling upgrade requests, logistics teams coordinating delivery approvals.

Setting This Up Without Calling IT

1. Connect the Apps: In Zapier, link ApproveThis and Platsage (takes 2 minutes, unless you stop to check LinkedIn).

2. Pick Your Trigger: Like “New Client in Platsage” or “Approval Decision in ApproveThis.”

3. Set Conditions: Add filters if needed. Example: Only create approvals for clients tagged “Enterprise.”

4. Test It: Zapier lets you send test data. Do this unless you enjoy explaining why the CFO got 47 duplicate approval emails.

Why Different Teams Will Stop Complaining (As Much)

Sales Teams

Get deals unstuck faster. New client entry in Platsage? Approval request fires immediately. If legal takes too long, ApproveThis’ escalation rules ping them automatically. Vacation delegation means no more “John’s out, try Karen” chains.

Operations

Use calculated fields to auto-route requests. Example: Contracts with NDAs go to legal@company.com, non-NDAs go to legal-team@. Approval thresholds mean small expenses get auto-approved, big ones go up the chain.

Client Services

Platsage WhatsApp/SMS updates keep clients looped in without manual check-ins. Approved requests trigger auto-messages; denials send “Let’s revise” templates. All logged in Platsage for context.

But Wait – There’s Actual Features Under the Hood

ApproveThis isn’t just a digital permission slip. When connected to Platsage:

• Email Approvals: Approvers can OK requests from their inbox. No logins, no passwords reset every 30 days.
• Threshold Rules: Auto-approve expenses under $1K. Anything higher goes to managers. Platsage reflects this instantly.
• Approval Groups: Need 3 department heads to approve? Set it as parallel (anyone can approve) or sequential (they go in order).

No, This Isn’t “Another System to Manage”

The magic is in doing less. Example workflows:

Marketing Agency: New client in Platsage → ApproveThis checks budget against scope → If under $20K, auto-approves and updates Platsage → Client gets auto-Welcome WhatsApp.

Manufacturing Supplier: Procurement request in ApproveThis → Approved? Platsage updates order status and notifies logistics → Denied? SMS goes to sales rep with decline reasons.

How to Not Screw This Up

Do: Start with one workflow (like client onboarding approvals). Use ApproveThis’ audit trails when compliance asks questions. Let external partners approve via email – no new logins.

Don’t: Overcomplicate approval chains day one. Forget to set vacation delegates (unless you like being cc’d on out-of-office replies). Let sales bypass the system – enforce it via Platsage triggers.

Ready to Stop Being a Human Routing Bot?

If your approval process involves more spreadsheets than a tax office, it’s time. ApproveThis + Platsage via Zapier won’t solve corporate politics, but it’ll make approvals less of a time sink.

Get started with ApproveThis (free trial, no CFO approval needed). Or book a demo to see how it works with your Platsage setup.