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Agillic Integration

ApproveThis manages your Agillic Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Approval Bottlenecks Meet Marketing Automation

Let's cut through the corporate speak: marketing teams move fast, approval processes move slow. Agillic handles the fancy stuff - personalized campaigns, multi-channel blasts, data-driven automations. ApproveThis handles the human stuff - getting six people to sign off on that discount code before it goes live. Together? They make sure your 11th-hour campaign changes don't require actual human sacrifice.

For companies scaling between 50-5,000 employees, this combo solves three ugly problems:

  • Marketing ops teams drowning in Slack approval requests
  • Legal/compliance bottlenecks delaying campaign launches
  • Disconnected systems causing version control nightmares

How It Works (Without The Tech Jargon)

ApproveThis plugs into Agillic via Zapier - no developers required. When something needs approval in Agillic (new customer segment, campaign copy, promo rules), ApproveThis automatically routes it to the right people. Approvers click yes/no in email. Agillic gets the green light. Everyone keeps using the tools they already know.

Why This Isn't Just Another Integration

Most approval tools make external collaborators jump through hoops. With ApproveThis:

  • External agencies approve directly via email (no logins)
  • Legal teams don't need Agillic licenses to veto problematic copy
  • Conditional approvals automatically escalate big-budget items

Real-World Use Cases That Don't Suck

1. Keeping Customer Data Clean Without The Spreadsheet Circus

Agillic's OTM tables are gold for segmentation. But letting every marketer add new fields? That's how you end up with "customer_age" and "userAge" in the same system. The fix:

Automation Flow: New OTM table detected in Agillic → Approval request in ApproveThis → Data team reviews schema → Approved tables sync automatically.

Who loves this: Retail companies managing 50+ customer attributes across POS/ecommerce/CRM systems. Prevents Black Friday campaigns from dying because someone mistyped a discount field.

2. Approval-to-Campaign Launches That Actually Work

Most marketing approvals go like this: 3 days of emails → Final PDF attached → Someone uploads the wrong version. Our version:

Automation Flow: Campaign brief submitted in Agillic → Multi-step approval chain in ApproveThis (legal > brand > CMO) → Approved assets pushed back to Agillic as live content.

Who needs this: Healthcare/Financial Services marketers where compliance isn't optional. Cuts 72-hour approval cycles down to 8 hours with full audit trails.

3. Turning Approval Decisions Into Customer Actions

Wasting time updating CRM records after approvals? That's so 2023.

Automation Flow: Sales discount request approved in ApproveThis → Triggers Agillic event → Personalized offer email fires within 90 seconds.

Real results: A B2B SaaS company used this to reduce their enterprise deal approval-to-fulfillment time from 48 hours to 15 minutes. No joke.

Setup That Doesn't Require an IT Degree

Three steps even your busiest marketing ops person can handle:

  1. Connect Agillic and ApproveThis in Zapier (takes 4 minutes)
  2. Map your existing approval chains to ApproveThis workflows (another 8 minutes)
  3. Test with one campaign asset (because nobody trusts tech until it works)

Pro tip: Start with your most painful approval bottleneck. Usually that's either compliance reviews or multi-region campaign translations.

Department-Specific Wins

For Marketing Teams

Stop playing approval tag. Set up conditional rules in ApproveThis so routine copy edits only need one approver, while pricing changes auto-escalate to the CFO. Bonus: Dynamic fields automatically calculate campaign budgets against remaining quarterly allowances.

For Legal/Compliance

Create approval templates with required checklists ("Patent clearance complete", "Trademark review done"). Vacation delegation ensures someone else gets auto-assigned when your lead counsel is out. Because the law doesn't care about PTO days.

For Customer Support Leaders

When Agillic flags a VIP customer issue, ApproveThis can route compensation offers to the right manager tier. Thresholds auto-approve $50 credits but require director sign-off for $500+ resolutions. All tracked in one dashboard instead of 12 angry Slack threads.

Why This Beats "Just Using Email"

Let's pretend you're approving a new loyalty program through email chains. Now imagine:

- Auto-reminders when approvers ghost
- Version control that actually works
- Automatic fallback approvers when Karen from legal is OOO
- Audit trails that don't require digging through Outlook

ApproveThis adds structure without the bureaucracy. Agillic keeps campaigns moving. Together, they prevent the "who approved this?!" blame game after something goes live.

Ready to Stop Chasing Approvals?

If your marketing team spends more time in approval meetings than doing actual work, we've got you covered. ApproveThis + Agillic via Zapier is the fix you've been looking for.

Next steps:
1. Book a 15-minute demo showing exactly how this works for teams your size
2. Try the integration free for 14 days (no Agillic changes required)
3. Stop being the approval bottleneck your team secretly hates

Still reading? Congrats - you're now the office hero who actually fixes broken processes instead of just complaining about them.

🥳

Integrate with Agillic 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 Agillic

Suggested workflows (and their Zapier components) for Agillic

Create approval requests for new available OTM tables

When Agillic discovers new OTM tables, this integration creates an approval request in ApproveThis to verify record additions before processing them. It streamlines data validation and enhances decision workflow.

Zapier Components

Agillic Logo

Trigger

Get OTM Tables

Get the Available One-to-many tables from your Agillic instance

Action

Create Request

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

Update recipients for new approval requests

This integration monitors new approval requests in ApproveThis and updates recipient details in Agillic based on approved changes. It reduces manual data entry and improves communication accuracy. *Note: Ensure recipient identifiers match across both platforms*.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Agillic Logo

Action

Update or Create Recipient (Limited Fields)

Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.

Achieve events for approved requests

This integration listens for completed approval workflows in ApproveThis and triggers Agillic events to update recipient records based on approval outcomes. It minimizes follow-up efforts and boosts workflow efficiency. *Note: Confirm event settings in Agillic for proper side-effects*.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Agillic Logo

Action

Achieve Event

Achieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.