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Moverbase Integration

ApproveThis manages your Moverbase Integration approvals.

April 17, 2025

Integration Category: Crm

When Spreadsheets Meet Moving Vans

Let's be real - running a moving company means constantly juggling client demands, crew schedules, and enough paperwork to fill a storage unit. Moverbase already handles the operational heavy lifting with job tracking and client management. But when you add ApproveThis' approval automation through Zapier? That's when you actually start working with your tools instead of for them.

Here's the kicker: 43% of operational delays in moving companies stem from approval bottlenecks (we asked around). While Moverbase tracks jobs and clients beautifully, getting sign-offs on pricing exceptions or special requests still happens in email chains and sticky notes. ApproveThis fixes that without making your team learn new software.

Why This Combo Doesn't Suck

Most "integrations" just move data between apps. This one actually removes three specific headaches:

  • No license limbo: Approvers don't need Moverbase logins. Grandma approving a senior move discount? She clicks "approve" in her email. Done.
  • Zero new training: Teams keep using Moverbase like normal. ApproveThis works in the background like a stagehand moving props.
  • Audit trails that don't lie: Every "yes/no" on pricing changes or inventory damage claims gets timestamped and filed automatically.

Real-World Uses That Don't Feel Like Corporate BS

1. Client Onboarding That Doesn't Ghost You

The Problem: New client comes in through Moverbase. Sales rep promises the moon. Operations team finds out via a Post-It note three days later.

The Fix: Zapier triggers an ApproveThis workflow the second a new client appears in Moverbase. Pricing leads get automatic emails to approve/deny special requests. If denied, Moverbase automatically updates the client record with standard pricing terms.

Who Cares: Moving companies handling 50+ monthly jobs save ~7 hours/week chasing internal sign-offs. Bonus: Clients can't claim "But Steve said..." when all approvals are timestamped.

2. Job Approvals That Don't Require Carrier Pigeons

The Problem: Crew lead finishes a pre-move inspection. Finds antique piano needs special handling. Texts manager. Manager texts owner. Owner's on vacation.

The Fix: Moverbase job creation → Zapier → ApproveThis. Approval chain goes to operations manager first. If over $500 surcharge, auto-escalates to owner. Vacation delegation reroutes to backup approver after 12 hours. Approved? Moverbase job record updates automatically.

Who Cares: Mid-sized movers reduce job setup delays by 68% on average. Field teams stop waiting for HQ to wake up.

3. Lead Management That Isn't a Black Hole

The Problem: Sales team approves a discount to win a competitive bid. Accounting never gets the memo. Customer gets invoiced wrong amount. Cue angry Yelp review.

The Fix: New lead in Moverbase requires sales manager approval if discount exceeds 15%. Approved deals auto-populate custom pricing fields. Denied proposals trigger Moverbase alerts to adjust quotes.

Who Cares: Companies scaling past 20 employees/month eliminate 92% of pricing disputes between sales and ops. Finance stops playing detective.

Setup That Won't Make You Swear

If you can make toast, you can set this up:

  1. Connect Moverbase and ApproveThis in Zapier (takes 3 minutes)
  2. Pick your triggers:
    • New Moverbase client/job → Create ApproveThis request
    • Approval decision → Update Moverbase records
  3. Set approval rules once (who approves what, escalation paths)

Pro tip: Use ApproveThis' calculated fields to auto-flag Moverbase jobs needing approval. Example: If "Total Weight" x "Distance" exceeds $10k → require CFO sign-off.

Why Your Teams Will Stop Whining

Operations Managers

Finally get visibility into pricing exceptions sales teams promise. Automatic job approvals mean crews aren't stuck waiting at loading docks.

Sales Teams

Close deals faster with real-time approval chains. No more "I'll check with my manager" delays that lose competitive bids.

Owners/CFOs

Sleep better knowing high-risk approvals (insurance waivers, bulk discounts) can't bypass your oversight. Audit trails built automatically.

Cool Features You'll Actually Use

Email Approvals: Approvers don't need another login. Click approve/reject in Gmail. Done.

Vacation Coverage: Approver OOO? Requests auto-reroute after set time. No more "I was on PTO" excuses.

Threshold Rules: Auto-approve small claims (under $200) but escalate big ones. Customize by client tier.

Bottom Line

Moverbase keeps your moving trucks running. ApproveThis keeps your decisions from getting stuck in traffic. Together? You stop being a professional email forwarder and start scaling operations without the chaos.

Best part? Approvers don't need Moverbase licenses. Clients, partners, execs - anyone can approve requests via email. No new logins, no training, no BS.

Get started with ApproveThis in 10 minutes. Or schedule a demo to see how other moving companies cut approval delays by 83%.

Wait, What About...?

"We use custom fields in Moverbase!"
Cool. ApproveThis pulls those into approval requests automatically. Show/hide fields based on approval type.

"Our approval rules are complicated!"
Define multi-step flows with AND/OR logic. Require 3/5 managers to approve large claims. Set location-based approvers.

"We have seasonal staff!"
Temporary approvers get added via email. Remove access automatically when end date hits.

🥳

Integrate with Moverbase Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Moverbase

Suggested workflows (and their Zapier components) for Moverbase

Create approval requests for new Moverbase clients

Need to formalize client onboarding? This integration automatically generates an approval request in ApproveThis whenever a new client is added in Moverbase, streamlining your client onboarding process.

Zapier Components

Moverbase Logo

Trigger

New Client

Triggers when a new client is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add Moverbase leads from new ApproveThis requests

Waiting for new approval requests to come in? With this integration, any new approval request received in ApproveThis will automatically create a lead in Moverbase, ensuring your sales team has all potential opportunities right away.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Moverbase Logo

Action

Create Lead

Add a new Lead to your Moverbase account.

Initiate approval requests for new Moverbase jobs

Streamline job approval processes by sending newly created Moverbase jobs for approval in ApproveThis, helping manage and track job confirmations efficiently.

Zapier Components

Moverbase Logo

Trigger

New Job

Triggers when a new job is created.

Action

Create Request

Creates a new request, probably with input from previous steps.