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Microspace Integration

ApproveThis manages your Microspace Integration approvals.

April 17, 2025

Integration Category: Documents

When "Just Get It Signed Off" Becomes a Full-Time Job

Let's be real – chasing approvals sucks. You're ping-ponging between departments, digging through email threads, and playing detective to figure out who actually has sign-off authority this week. Meanwhile, your Microspace clients are waiting on deliverables that got stuck in approval purgatory. This isn't just annoying – it's costing you deals.

ApproveThis doesn't just automate rubber-stamping. We weaponize your approval processes. When connected to Microspace via Zapier, you're not just moving data between apps – you're creating closed-loop systems where client-facing work gets reviewed by the right people at the right time, without manual follow-up.

Why This Combo Works (When Other Tools Crash and Burn)

Microspace shines at client collaboration – but approvals often happen outside their platform. ApproveThis handles the dirty work of routing decisions while keeping everything synced back to Microspace. Think of it like adding a nervous system to your client operations:

  • No more "Who's responsible for this?": Approval groups automatically route requests based on project type, dollar amounts, or client tier
  • Clients stay in the loop (without seeing the sausage-making): Keep Microspace portals clean while internal debates happen behind the scenes

Example: A marketing agency uses conditional thresholds – anything under $5K gets auto-approved by the account lead, over that amount pings the CFO. All decisions log directly into the client's Microspace portal without manual updates.

Three Ways This Integration Actually Gets Used (No Fluff)

1. Killing the "New Client Onboarding Black Hole"

The Problem: Sales teams dump new contacts into Microspace, but legal/ops needs to vet them. Cue endless Slack pings about missing NDA status.

The Fix: New Microspace contacts > Auto-create approval request with legal checklist. Approvers get email links (no Microspace login needed). Once cleared, Microspace auto-tags client as "Approved – Ready for Kickoff".

Real impact: Law firms cut client onboarding from 6 days to 8 hours by attaching conflict checklists to each new Microspace contact.

2. Escalating Client Feedback Without the Panic

The Problem: Critical client feedback sits in Microspace comments until someone happens to notice it.

The Fix: Negative sentiment detected in Microspace > Triggers approval request to C-suite with response options. CEO approves escalation protocol, which auto-updates the Microspace action plan.

Real impact: SaaS companies route 92% of high-risk feedback to execs within 15 minutes instead of 2 days.

3. Budget Approvals That Don't Require a Finance Degree

The Problem: Client asks for scope changes in Microspace, but nobody knows if it's within budget.

The Fix: Microspace change request > Auto-calculates cost impact using ApproveThis fields > Routes to PM if under 10% overage, CFO if higher. Approved amount auto-updates Microspace project tracker.

Real impact: Consultants reduced scope creep by 41% by making budget impacts visible during client negotiations.

Setting This Up Without Losing Your Mind

Step 1: Connect via Zapier in under 10 minutes (seriously – we timed it)

Step 2: Map your critical Microspace events to approval triggers:

  • New contact added → Legal vetting workflow
  • Project milestone reached → Client invoice approval
  • Negative feedback detected → Escalation protocol

Step 3: Set vacation delegates so approvals never stall when Karen from legal is on safari

Pro tip: Use calculated fields to auto-flag requests needing special handling (like international clients or custom contracts)

Who Actually Benefits From This (Besides Your Sanity)

Client-Facing Teams

Stop promising timelines you can't control. When account managers see real-time approval statuses mirrored in Microspace, they give accurate updates instead of optimistic guesses.

Operations Teams

Finally prove compliance without audit panic. Every approval (or rejection) leaves a verifiable trail synced between ApproveThis and Microspace.

Executives

Get context before saying yes/no. Approval emails show key Microspace data – client history, current project status, financial impact – so decisions aren't made in the dark.

What You Can Stop Doing Tomorrow

• Manually transferring data from Microspace to spreadsheets for approval tracking
• CC'ing 12 people on emails hoping someone responds
• Explaining to clients why "simple changes" take 3 weeks
• Playing phone tag with approvers on PTO

Bonus: Approvers don't need Microspace licenses. Clients/external partners review directly via email – no new logins, no training needed.

Common Objections (And Why They're BS)

"We already have approval processes"
Cool – how many are documented outside someone's head? How often do they actually get followed? Our workflows enforce consistency, not bureaucracy.

"We're too small for automation"
That's why Zapier exists. Set up 2-3 critical workflows now, add more as you scale. Waiting until you're drowning in approvals is like buying flood insurance during a hurricane.

"Clients will hate the formality"
They'll love knowing exactly where their request stands. You control what they see – keep the approval guts hidden in ApproveThis while showing clean statuses in Microspace.

How to Not Screw This Up

1. Don't: Automate every approval immediately
Do: Start with 2-3 high-friction processes (contracts, budgets, client onboarding)

2. Don't: Let IT build custom integrations
Do: Use Zapier's pre-built connectors – they update automatically, no maintenance required

3. Don't: Hide the system from clients
Do: Add ApproveThis status widgets to Microspace portals – transparency builds trust

Bottom Line

Approvals aren't about control – they're about velocity. When client requests get reviewed faster (without errors), you deliver better work in less time. ApproveThis + Microspace via Zapier removes the approval tax that's silently eating your margins.

See how it works (takes 8 minutes – less time than you'll waste today chasing sign-offs)

🥳

Integrate with Microspace 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.

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Best Approval Workflows for Microspace

Suggested workflows (and their Zapier components) for Microspace

Create approval requests for new contacts

When a new contact is added in Microspace, this automation initiates an approval workflow in ApproveThis to verify contact details before further processing. *Note: Customize approval criteria as needed.*

Zapier Components

Microspace Logo

Trigger

New Contact

Triggers when a new contact is available.

Action

Create Request

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

Update Microspace contacts for new approval requests

When an approval request starts in ApproveThis, the integration updates the relevant contact in Microspace. This ensures accurate and up-to-date contact information following approval triggers. *Note: Verify matching contact identifiers for smooth mapping.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Microspace Logo

Action

Create/Update Contact

Create/Update Contact in Microspace

Update Microspace contact on approval completion

When an approval request resolves in ApproveThis, this integration updates the corresponding Microspace contact to reflect the latest decision outcomes. *Note: Map appropriate fields to maintain data integrity.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Microspace Logo

Action

Update Contact

Updates a Contact in Microspace