ApproveThis manages your Planports Integration approvals.

Why This Integration Isn’t Just Another “Nice-to-Have”

Let’s cut through the noise: most software integrations promise efficiency but deliver extra busywork. This isn’t that. When you connect ApproveThis (your approval muscle) with Planports (your CRM and operations brain) via Zapier, you’re not just automating tasks – you’re closing the loop between decisions and action. Think less “request black holes” and more “approved → done.”

Planports handles proposals, orders, inventory, and accounting. ApproveThis handles getting people to say “yes” (or “no”) without endless Slack threads. Together? They turn approvals into actual business momentum. We’re talking:

• Deals moving faster because sales doesn’t wait for finance’s greenlight
• Operations teams that stop chasing signatures and start fulfilling orders

And here’s the kicker: ApproveThis approvers don’t need a Planports license. Perfect for external partners or departments that just need to vote, not dive into your CRM.

Three Ways This Combo Actually Moves Needles

1. From “Approved” to “Task Assigned” in 0.0001 Seconds

The problem: John in procurement approves a $20K inventory order… then what? Someone’s gotta create the PO, update the project tracker, notify the vendor. Unless you automate that “someone.”

The fix: When an ApproveThis request gets approved/denied, Zapier auto-creates a Planports task. Marketing agencies use this to kick off client work immediately after budget approval. Manufacturers trigger restock processes before the approval email even hits the approver’s inbox.

ApproveThis secret sauce: Approval thresholds mean small requests auto-approve (freeing up leadership), while big ones escalate. No more VP reviews on $50 office supply orders.

2. New Planports Contact = Instant Approval Chain

The problem: Sales teams add leads fast. Too fast. Ever had a “new client” turn out to be your competitor’s sales rep snooping? Yeah, that’s why.

The fix: Every new Planports contact triggers an ApproveThis workflow. Legal reviews high-risk clients. Sales ops validates lead quality. Example: A SaaS company auto-flags any contact from @bigcorp.com for CRO review before the sales team spends cycles.

Why it’s smooth: ApproveThis’ calculated fields can auto-score leads based on deal size or lead source, routing only the juiciest opportunities to execs.

3. Approval Requests That Generate Leads (Seriously)

The problem: Your team approves vendor contracts, marketing spends, event sponsorships – all potential lead sources that die in PDF purgatory.

The fix: New ApproveThis requests auto-create Planports leads. IT teams approving a new software trial? That vendor becomes a lead for your procurement team to negotiate with. Marketing approving a conference booth? The event organizer’s contact gets logged for future partnerships.

Pro move: Use ApproveThis’ custom fields to capture lead details during the approval process itself. No double data entry.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. If you can send a Slack message, you can handle this setup:

1. Pick your trigger: “New Request” in ApproveThis or “New Contact” in Planports? Your call.
2. Map the data: Pull Planports contact details into ApproveThis fields, or push approval notes into Planports tasks.
3. Test with a $0 transaction: Approve a mock request, watch the Zap create a Planports task. Pop champagne.

Pro tip: Use ApproveThis’ vacation delegation so summer Fridays don’t bottleneck approvals. Planports tasks get created even if the CMO’s off-grid.

Who Actually Benefits? (Spoiler: Everyone)

Sales Teams: Stop Being Ghosted by Finance

New deal in Planports? Auto-trigger contract approval. When legal approves in ApproveThis, the CRM task auto-updates. No more “Hey, just checking…” emails that make you look desperate.

Operations: Approval Data That Actually Helps

ApproveThis’ real-time tracking shows where requests get stuck. Sync that data to Planports to calculate approval cycle times. Suddenly, you’ve got ammo to fix bottlenecks – “83% of warehouse requests die at Jim’s desk.”

Finance: Control Without Micromanaging

Set ApproveThis thresholds so junior staff can approve small invoices, but anything over $5K routes to you. Planports tasks auto-create for anything needing your eyes. Auditors love the paper trail.

Wait, There’s More (But We Won’t Bore You)

ApproveThis isn’t just a “yes/no” machine. Features that make Planports play nicer:

• Approval groups: Need 3/5 engineers to approve a dev request? Doable. Their votes sync as Planports task comments.
• Conditional logic: Approved a Planports lead but the budget’s TBD? Route to sales ops instead of sales. Cleaner pipelines.

Bottom Line: Approvals Should Start Action, Not Paperwork

If your team’s still copying data from approval emails into Planports, you’re not just wasting time – you’re risking errors. This integration isn’t about being fancy; it’s about closing the gap between deciding and doing.

ApproveThis works where your team already does (email, Slack) and Planports keeps the trains running. Together, they’re the silent efficiency boost your mid-sized company needs before scaling to 5,000 employees.

Get started with ApproveThis – your first 5 approval workflows are free. Or book a 12-minute demo if you’d rather see the Planports magic live.

FAQ (The One You Actually Care About)

Q: Can external clients approve stuff without a Planports login?
A: Yes. They’ll get an email from ApproveThis, click approve/deny, and you’re done. Their lack of Planports access is your security feature.

Q: What if our approval process changes weekly?
A: ApproveThis workflows are drag-and-drop. Swap approvers, add steps, change thresholds – no IT tickets needed.