ApproveThis manages your Cardly Integration approvals.

Why Approval Workflows Matter When You're Trying to Be Human

Let's cut to the chase: you bought Cardly to send thoughtful cards, not to get stuck in approval purgatory. But here's the dirty little secret of corporate gifting - someone always needs to sign off on that $50 birthday card for your best client. Enter ApproveThis. We're the missing link between wanting to do something decent and actually getting it done without six email threads.

When you connect Cardly to ApproveThis through Zapier, you're not just automating workflows. You're removing the bureaucratic sludge that turns genuine gestures into spreadsheet lines. For companies sending 500+ cards/year, that's 100+ hours saved on chasing down signatures. Time your team could spend actually building relationships.

How This Works Without Making IT Hate You

ApproveThis sits between your Cardly account and the people who need to say "yes". No new logins for approvers - they can approve/deny requests right from their email. No need for Cardly licenses for every executive's admin. Just clean handoffs that keep physical mail moving at digital speed.

Key thing most miss: This isn't just about compliance. It's about velocity. Marketing teams using this combo report sending cards 3x faster after approvals. Because nothing kills momentum like waiting for legal to OK a damn thank-you note.

Real Uses That Don't Suck

1. Client Gift Cards That Don't Require a Blood Sacrifice

Scenario: Your AE wants to send a $200 gift card to a client who just re-upped. Normally requires:

• Filling out a Google Form
• Slack-pinging their manager
• Accounting approval
• Praying someone checks Cardly's status

With the integration: The Cardly order triggers an ApproveThis workflow that:

• Auto-calculates tax implications using our calculated fields
• Routes to department budget owner based on amount
• Only pings legal if keywords like "contract renewal" appear

Real example: A 400-person SaaS company reduced gift card processing time from 11 days to 38 hours. Because approvers could reject bad requests early instead of doing forensic accounting after the fact.

2. Fixing Address Screw-Ups Before You Look Stupid

Cardly's undeliverable notifications are great - unless that failed birthday card was supposed to smooth over a client fight. Our integration flips the script:

When Cardly flags a bad address, ApproveThis:

• Reopens the original approval request
• Tags in the sales rep who owns the relationship
• Freezes any future sends to that contact until resolved

Sales ops teams love this. It turns address errors into accountability moments, not accounting mysteries.

Setup That Won't Make You Want to Quit

If you can make a Zapier account, you can do this in 15 minutes:

1. In Zapier, choose Cardly as your trigger app
2. Pick your event (new order, undeliverable notice, etc.)
3. Connect ApproveThis as the action app
4. Map Cardly fields to our approval template

Pro tip: Use our approval thresholds. Set it to auto-approve gifts under $50 but require CFO sign-off above $500. Because treating a $20 Starbucks card like a capital expenditure is how fun companies go to die.

Who Actually Benefits From This?

Finance Teams

Get real-time visibility into Cardly spend without manual reports. Our dashboard shows pending requests, approved totals, and flags policy violations before they happen. Bonus: Make auditors happy with immutable approval trails.

Sales Leaders

Ever found out your team sent $10k in gift cards to churned clients? Our rules engine can block sends to accounts with unpaid invoices. Plus, see which reps actually follow through on promised perks.

HR & Culture Teams

New hire welcome kits should be special, not stuck waiting for VP approval. Set up parallel approvals - HR manager signs off on the card, IT approves the laptop gift card amount. All while keeping personal addresses private.

The Quiet Advantage Everyone Misses

ApproveThis handles the awkward parts so your Cardly usage feels human again:

• Vacation coverage that doesn't require forwarding 20 emails
• Auto-reminders that nudge without nagging
• Mobile approvals for execs who haven't touched a desktop since 2019

It's why 72% of our customers stick around past year two - not because we're flashy, but because we make compliance feel slightly less soul-crushing.

How This Scales Without Breaking

A 5,000-person company isn't just a bigger version of a 50-person startup. ApproveThis grows with you:

• Regional approval rules (EMEA gift policies vs. APAC)
• Department-specific Cardly budgets
• Escalation paths for high-risk clients

And yes, it works if you have multiple Cardly accounts. Because enterprise life is messy.

Ready to Stop Being a Paperwork Hero?

There's two types of companies: Those where "Let's send them a card!" starts an adventure in corporate red tape, and those where it actually happens. Be the second kind.

Book a 15-minute demo and we'll show you how to connect Cardly in real time. No sales fluff - just a live build of whatever approval process is currently haunting your team.

Or if you're the DIY type, start a free trial and use our pre-built Cardly templates. Either way, your next corporate card send will finally feel... well, not corporate.