ApproveThis manages your Copilot Integration approvals.

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

Let’s cut to the chase: approvals suck. They’re the traffic jam of business processes – everyone’s honking, nobody’s moving, and your clients are watching the meter run. That’s why combining ApproveThis with Copilot via Zapier isn’t just smart – it’s survival mode for companies tired of playing approval whack-a-mole.

ApproveThis handles the decision-making circus – routing requests, chasing down signatures, escalating when things stall. Copilot gives clients a clean portal to interact with your team. Together? You get approval workflows that actually finish before your client forgets what they’re approving.

Where This Combo Hits Different

Most approval tools make you choose between internal efficiency and client experience. This integration says “screw that” by:

• Auto-creating approval requests when new clients/contracts appear in Copilot
• Pushing approved decisions back to Copilot to trigger next steps (like contract generation)

Translation: Your sales team isn’t manually copying data between systems, legal isn’t babysitting contract statuses, and clients aren’t sending “hey, where’s that thing?” emails.

Real-World Uses That Don’t Require a PhD to Set Up

1. Client Onboarding That Doesn’t Make You the Bad Guy

Problem: New client comes in through Copilot. Now accounting needs to approve billing terms, legal reviews the NDA, and someone has to remember to actually tell the client they’re approved.

Solution: Zapier triggers an ApproveThis workflow the second the client hits Copilot. Approval groups handle multi-department sign-offs, thresholds auto-approve standard NDAs, and Copilot gets updated automatically. The client sees status changes in their portal – no back-and-forth.

Who kills it with this: Marketing agencies approving new campaign budgets, SaaS companies onboarding enterprise trials.

2. Contract Hell Avoidance 101

Problem: Client requests contract changes in Copilot. It sits in someone’s inbox until the client nags. Approved changes get lost between email threads.

Solution: Contract update requested in Copilot → ApproveThis pings legal/execs → Once approved, revised contract generates automatically in Copilot. Vacation delegation means approvals don’t die when your GC is in Bora Bora.

Who kills it with this: Law firms managing client amendments, consultants revising SOWs.

3. The “Why Is This Still a Spreadsheet?” Fix

Problem: Client payment terms need finance approval, but requests live in Copilot while approvals happen over Slack. Some intern is manually updating both systems.

Solution: Payment change request in Copilot → ApproveThis calculates risk via custom fields → Routes to correct approver based on $ amount → Approved terms sync back automatically. Real-time tracking shows exactly who’s sitting on the request.

Who kills it with this: Financial services firms, manufacturers with complex client billing terms.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these systems:

1. Grab your Zapier account (existing logins work fine)
2. Pick a trigger from Copilot – new client, contract request, etc.
3. Choose the ApproveThis action – create request, update status, etc.
4. Map the key data fields (takes 2 minutes if you’re slow at typing)

Pro tip: Start with one workflow (like new client approvals) before automating everything. Approval thresholds and calculated fields are your friends – set them early to avoid “why did this auto-approve?!” panic.

Why Your Teams Will Actually Use This

Sales Teams:

Stop promising clients “I’ll check with accounting” and start giving real-time updates. When Copilot client creation triggers immediate approvals, deals move faster. Custom fields let you attach proposal PDFs directly to the approval request – no more digging through emails.

Legal Teams:

Conditional routing means simple NDAs go straight to paralegals, complex contracts hit the attorneys. Approval groups prevent everyone from getting cc’d on every request. And since Copilot keeps clients in the loop, legal gets fewer “status update” calls.

Finance Teams:

Approval thresholds auto-approve small expenses but escalate big ones. Calculated fields can factor in client credit scores or payment history. When approvals happen in ApproveThis but sync to Copilot, AR teams have one source of truth.

Client Success:

Clients see approval statuses in Copilot instead of emailing you. Vacation delegation means requests don’t stall when someone’s OOO. And because approvers don’t need Copilot logins, external partners can approve without security headaches.

The Nuts and Bolts You Care About

No double licenses: Approvers get requests via email – they don’t need Copilot access. Clients stay in Copilot; your team stays in ApproveThis. Everyone wins.

Audit trails that don’t lie: When client asks “who approved this?”, the answer lives in ApproveThis – not someone’s faulty memory.

Scale without the chaos: Hit 500 clients? Approval groups and conditional routing prevent every request from hitting the same 3 overwhelmed managers.

Common “Yeah Buts” We Hear

“We have custom approval rules” → So build them. Role-based access, multi-step flows, conditional logic – it’s all there.

“Our clients are technophobes” → They approve via email. Copilot portal is just for status checks. No training required.

“We use [other tool] too” → Zapier plays nice with 5000+ apps. Add your CRM or project tool to the automation soup.

Bottom Line: This Isn’t Just About Approvals

It’s about clients not thinking you’re disorganized. It’s about deals closing faster because legal isn’t the bottleneck. It’s about your team actually taking PTO without approval Armageddon happening.

ApproveThis and Copilot via Zapier is that rare tech combo that your team will use (because it’s easier than the old way) and your clients will notice (because suddenly you’re responsive).

How to Not Screw This Up

1. Start with one high-pain workflow (contracts, onboarding, etc.)
2. Use approval groups instead of individual people
3. Set thresholds to auto-approve low-risk items
4. Connect your Zapier account during lunch today

Ready to stop being your company’s approval secretary? Get started with ApproveThis or book a demo to see how Copilot integrations actually work in the wild.