ApproveThis manages your Atera Integration approvals.

When IT Meets Approval Power

Let’s cut through the corporate speak: IT teams are drowning in tickets, approvals, and alerts that never seem to sync up. Atera’s great at managing endpoints and tickets. ApproveThis rules at slashing approval bottlenecks. Together? They’re the tag team that actually makes “automation” mean something besides extra setup work.

Here’s the deal: Connect them through Zapier, and suddenly your IT approvals stop being a game of email tag. Tickets trigger approval chains automatically. Customer responses kick off compliance checks without manual hounding. Alerts resolve themselves when decisions get made. It’s not magic – it’s just connecting tools that should’ve been talking all along.

Why This Combo Doesn’t Suck for IT Teams

Most integrations promise efficiency and deliver complexity. This one’s different because:

• No license juggling: Approvers don’t need Atera logins. Clients, finance folks, execs – they approve via email. Your Atera seat count stays intact.
• Actual real-time updates: Approve a vendor invoice in ApproveThis? The related Atera alert auto-resolves. No more cross-checking systems.

Take procurement: Your team needs a new SaaS tool. Atera ticket gets created → ApproveThis pings finance for budget approval → Once approved, Atera auto-provisions the license. All without someone manually passing spreadsheets around.

Use Cases That Don’t Feel Like Corporate Fluff

1. Killing Alert Overload

The Problem: Every new approval request means manually creating an Atera alert. By the time someone checks it, the ticket’s outdated.

The Fix: Auto-create Atera alerts for every ApproveThis request. MSPs love this – when a client submits a change order, it instantly becomes an alert with context. Techs know exactly what needs approving before they even check email.

2. Tickets That Actually Follow Policy

The Problem: Critical tickets get handled fast… but skip compliance steps. Later, everyone argues about who approved what.

The Fix: New Atera ticket → Auto-generate ApproveThis request with priority rules. Example: A $5k+ server upgrade requires CTO sign-off. The approval workflow adapts based on ticket data, no manual triage needed.

3. Customer Responses That Trigger Action (Not Panic)

The Problem: Customer replies to a ticket? Great. Now chase down 3 managers to see if their answer requires changes.

The Fix: When a customer responds in Atera, ApproveThis fires off approvals to the right people. E.g., A client asks for extra backup storage – your system automatically checks if their contract allows it, routes for billing approval, then updates the ticket.

4. Closing the Loop Without the Annoying Part

The Problem: Approved a request? Now go manually resolve that Atera alert. Denied it? Someone needs to update the ticket. This is how things fall through cracks.

The Fix: Approval decision in ApproveThis → Auto-resolve or escalate the Atera alert. IT teams in manufacturing use this for change requests – once engineering approves a config change, the alert closes and the tech gets automated next steps.

Setup That Won’t Make You Want to Quit

If you’ve used Zapier before, this takes 15 minutes. If not, maybe 30. Here’s the cheat sheet:

1. Connect Both Apps to Zapier: Zapier’s the middleman here. ApproveThis and Atera both have pre-built integrations.
2. Pick Your Trigger: Most start with “New Atera Ticket” → “Create ApproveThis Request”. Set conditions (e.g., only tickets tagged “Budget Review”).
3. Map Ticket Data to Approval Fields: Zapier auto-suggests this. Ticket description becomes approval notes, requester email pulls from Atera, etc.
4. Add Approvers Dynamically: Use Atera ticket tags to assign approvers. “Network-Change” tickets go to IT Director; “Software-Purchase” goes to Procurement.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag tickets needing exec approval. Example: If a ticket’s estimated cost field exceeds $10k, route to CFO automatically.

Who Actually Benefits? (Spoiler: More Than Just IT)

IT Managers:

Get audit trails for every change request. ApproveThis logs who approved what, when, and why – tied directly to Atera tickets. No more “I thought Bob approved that!” before outage post-mortems.

Finance Teams:

See all pending IT purchases in ApproveThis without Atera access. Deny a request? The Atera ticket auto-updates with the reason. Stops techs from accidentally provisioning non-approved tools.

External Clients:

MSPs – clients approve change orders via email (no ApproveThis login). Once approved, Atera auto-starts the work. Clients think you’re magically efficient. You avoid scope creep.

Internal Teams:

HR needs a new device for a remote employee? Their Atera ticket auto-triggers an ApproveThis workflow checking budget and security policies. IT only gets involved after it’s greenlit.

Features You’ll Use (Not Just Corporate Buzzwords)

ApproveThis isn’t just another approval layer. When connected to Atera, these actually matter:

• Vacation Delegation: IT Director OOO? Approvals auto-reassign to their deputy. No more stalled tickets because someone’s on PTO.
• Approval Thresholds: Auto-approve low-risk tickets (e.g., password resets under $100). Escalate major changes without manual sorting.
• Conditional Routing: Atera tickets tagged “Urgent” skip junior approvers. Customer complaints route to team leads first.

Real-World Scenarios That Don’t Sound Made Up

MSPs Handling Client Requests:

Client submits a ticket for new employee onboarding. Atera creates the ticket → ApproveThis checks contract allowances → Once approved, Atera auto-deploys the laptop image. Client gets billed correctly because finance approved the add-on costs upfront.

Manufacturing IT Teams:

Factory floor tech submits a ticket for machine software update. Approval workflow requires maintenance lead + safety officer sign-off. Both approve via email → Atera alert resolves → Tech gets automated OK to proceed with change window instructions.

Healthcare Compliance:

New device deployment ticket in Atera triggers HIPAA compliance check in ApproveThis. Legal team approves with conditions → Ticket auto-updates with configuration requirements. IT can’t proceed until all boxes are checked.

Bottom Line: This Isn’t “Nice to Have” Anymore

Companies between 50-5k employees hit a wall where manual approvals stall everything. IT gets blamed for delays, even though they’re waiting on other teams. This integration isn’t about fancy features – it’s about making sure Atera tickets actually move forward without seven follow-up meetings.

ApproveThis handles the bureaucratic stuff. Atera handles the technical execution. Zapier makes them talk. You look like you have your shit together.

Register for ApproveThis, connect your Atera account via Zapier, and set up your first workflow in under an hour. Or book a demo if you want to see how other IT teams cut approval delays by 60%+. Either way, stop letting approval chaos dictate your team’s speed.