ApproveThis manages your Yoplanning Integration approvals.

Why These Two Apps Belong Together

Let's cut through the corporate speak: Yoplanning keeps your schedule organized, and ApproveThis stops your team from drowning in Slack threads full of "APPROVED 👍" messages. Together? They automate the bureaucratic crap that makes people hate their jobs.

Yoplanning's good at what it does – managing bookings, clients, orders. But here's the problem: every time someone creates a client profile or updates an order, your team wastes hours chasing down approvals through email chains that look like a Reply All apocalypse. ApproveThis slaps structure on that chaos with rules like "All new clients need CFO approval if contract >$50k" or "Order changes require warehouse manager sign-off."

The magic happens through Zapier – no coding needed. Yoplanning triggers an approval workflow in ApproveThis whenever something needs a human decision. Approvers get clean, actionable emails (they can approve/reject without logging into yet another system). Best part? External partners don't need Yoplanning licenses to approve stuff – just email access.

5 Ways This Combo Actually Solves Real Problems

1. New Client Onboarding That Doesn’t Embarrass You

Scenario: Marketing agency uses Yoplanning to book client projects. New client gets added – but the sales rep typoed the contract value ($5,000 vs $50,000).

Fix: Zapier auto-creates an ApproveThis request when Yoplanning gets a new client. Legal gets anything over $25k, accounting checks payment terms, ops approves resource allocation. Calculated fields in ApproveThis flag discrepancies. No more “Oops, we underquoted by 90%” emails.

2. Order Changes Without the Spreadsheet Nightmares

Scenario: Manufacturing company uses Yoplanning for production scheduling. Customer requests a rush order change that would delay 10 other projects.

Fix: Yoplanning order update triggers ApproveThis workflow with:

• Auto-calculated impact on deadlines
• Approval path: Production manager > Logistics > Customer success

3. Killing “Who Approved This?!” Moments Forever

Scenario: IT services firm deletes a Yoplanning order for a client project. Two weeks later, client asks why deliverables are missing. Cue the blame game.

Fix: Any Yoplanning order deletion requires ApproveThis sign-off with:

• Mandatory comment field explaining reason
• Automatic escalation to VP if same client has >2 deletions/month

Setup That Doesn’t Require an IT Degree

We’ve all seen “easy integrations” that need a PhD to configure. This isn’t that. If you can set up a Zoom meeting, you can do this:

Step 1: Connect ApproveThis to Zapier (takes 3 minutes)
Step 2: Pick your Yoplanning trigger (new client, order update, etc.)
Step 3: Map Yoplanning data to ApproveThis fields (drag-and-drop)
Step 4: Set approval rules: “Send to CFO if contract value >$X”
Step 5: Test with a real request (pro tip: use your CEO as guinea pig)

Most teams get this live in under 20 minutes. Seriously – we timed them.

Who Actually Benefits? (Spoiler: Everyone)

Operations Teams

Stop being the approval police. Instead of hounding managers to review Yoplanning changes, set thresholds. Example: “Orders under $1k auto-approve unless flagged.” Now you only handle exceptions.

Finance Departments

Yoplanning client updates can hit your margins. ApproveThis adds guardrails: - Auto-flag clients with payment terms over 60 days - Require dual approval for discounts >15% Bonus: All approvals feed into your audit logs automatically.

Sales & Customer Success

Clients hate waiting 3 days for a simple booking change. Conditional approvals mean: - Low-risk updates get instant approval - High-stakes changes route to the right person No more “I approved it, but accounting didn’t” finger-pointing.

Why This Beats “Just Using Email”

Let’s pretend you’re considering the old-school alternative:

Problem: Client requests urgent Yoplanning booking via email
Email Hell: Forward to manager > manager forwards to finance > finance CCs legal > someone forgets to BCC
ApproveThis Way: Sales rep clicks “Request Approval” in Yoplanning. Legal+finance get parallel approvals. If no response in 2hrs, auto-escalate. Done.

Extra perks you’ll care about: - Vacation rules: Out-of-office approvers? ApproveThis auto-reassigns - Mobile-friendly: Approve via email without 15 clicks - Reporting: See bottlenecks (“Why does accounting take 3 days on average?”)

Real Talk: Limitations Exist

We’re not here to bullshit you. This integration won’t: - Auto-fix typos in Yoplanning entries (but it can require re-approval if data changes) - Replace your entire procurement process (but it’ll handle 80% of routine approvals) - Work without Zapier (they’re the glue here)

What it does do: Turn approval delays from a “company culture issue” to a solved problem. Less complaining in All Hands meetings. More actual work getting done.

Ready to Stop Being a Approval Middleman?

Let’s be real – you’ve got better things to do than play tag with Yoplanning change requests. ApproveThis handles the busywork so your team can actually use their brains for stuff that matters.

Get Started Free (takes 2 minutes – we don’t even need your credit card)
Or schedule a 10-minute demo if you’re the “look before I leap” type

P.S. If you’re still manually approving Yoplanning changes next quarter… well, we warned you.