ApproveThis manages your Holded Integration approvals.

Let's be real: approvals suck. They're the traffic jam in your workflow highway. Someone's always OOO, finance needs three forms signed in blood, and deals stall because nobody can find the "approve" button. That's why pairing ApproveThis with Holded isn't just nice - it's your secret weapon for actually getting shit done.

When Boring Software Gets a Personality

Holded's the Swiss Army knife of business tools - CRM, invoices, projects, all in one place. But here's the problem: it doesn't care who approves what. That's where ApproveThis comes in like a bouncer with a clipboard. We add the rules, the checks, and the "don't let this slip through" layer that keeps your finance team from having a collective heart attack.

Why This Combo Doesn't Just Work - It Wins

Think of it like this: Holded's your data hub. ApproveThis is the decision engine. Together, they turn "Hey, can someone check this?" into automated workflows that don't require babysitting. For companies between 50-5k employees? This is how you scale approvals without hiring a coordinator whose full-time job is chasing people on Slack.

The Nerd Stuff That Actually Matters

ApproveThis brings the muscle Holded lacks: conditional approvals (under $5k? Auto-approve.), delegation (no more "I'm on PTO!" excuses), and calculated fields that do math so your team doesn't have to. And here's the kicker: approvers don't need a Holded license. Perfect for when you need a client's sign-off or cross-department checks without paying for extra seats.

Real-World Wins (Not Hypothetical BS)

Use Case 1: Deals That Don't Die in Legal

The Problem: Sales closes a deal in Holded. Then it sits for two weeks because legal needs to review the terms, finance has to check pricing, and someone forgot to CC the product team.

The Fix: New Holded deal → Auto-create ApproveThis request with:

• Legal checklist attachment
• Pricing threshold rules (discounts over 15% need VP approval)
• Automatic reminders every 24hrs

Who Cares: SaaS companies with complex contracts, agencies managing client deliverables. Cuts deal processing from weeks to 48hrs.

Use Case 2: Invoices That Don't Ghost You

The Problem: Accounting sends an invoice via Holded. Vendor emails 15 times asking where the payment is. Turns out AP didn't approve it because the PO number was missing.

The Fix: New Holded invoice → Auto-check for PO#, vendor details → Route to AP team with calculated due date. Approved? Holded marks it "paid" automatically. Denied? Vendor gets an auto-email with missing info.

Who Cares: Manufacturing, construction - any biz where invoices have compliance requirements. Reduces payment delays by 70%.

Use Case 3: Receipts That Don't Require a Detective

The Problem: Sales team submits expense receipts in Holded. Manager has to manually check each one against policy. Expense reports take 3 weeks to process.

The Fix: New Holded receipt → ApproveThis checks amount against department budget. Under $100? Auto-approve. Over? Route to manager + finance with policy violations highlighted.

Who Cares: Field sales orgs, consulting firms. Cuts expense report processing from 21 days to 48hrs.

Setting This Up Without Losing Your Mind

If you can use a toaster, you can do this:

1. Connect ApproveThis + Holded via Zapier (takes 4 minutes)
2. Pick your trigger: New Deal, Invoice, Receipt in Holded
3. Set rules in ApproveThis: Who approves what, under which conditions
4. Test with one deal/invoice/receipt

Pro tip: Start with one workflow. Sales approvals are low-hanging fruit. Once that works, tackle invoices.

Teams That Stop Hating Mondays

Finance: No more playing approval tag. Rules auto-route invoices based on amount, vendor risk, or project budget. Calculated fields flag discrepancies before humans spot them.

Sales: Deals move fast without breaking compliance. Conditional approvals mean small discounts don't need VP sign-off. Real-time tracking shows exactly where a deal is stuck.

Ops: Vacation delegation means no bottlenecks. Approval groups let you require consensus (for big decisions) or sequential approvals (for legal > finance flows).

The "Wait, They Can Do That?" Features

ApproveThis isn't just about moving papers faster:

• Approval Thresholds: Under $1k? Auto-approved. Over $10k? Needs CFO + legal. Saves 20+ hours/month in manual checks.
• Email Approvals: Approvers don't need another login. Click "Approve" in email, done. Clients love this - no portal passwords to reset.
• Audit Trails: Every decision tracked with timestamps. Perfect for compliance audits or when someone asks "Who approved this?!"

Why This Isn't Just Another Integration

Most Zapier combos just move data. This one enforces rules. Example: A marketing agency uses Holded for client projects. ApproveThis ensures:

- Scope changes over 10hrs need client approval (via email - no client login needed)
- Final deliverables get sign-off from both creative director and account manager
- Invoices auto-send only after all approvals are locked

Result? 80% fewer "We never approved this!" client fires.

Bottom Line: Approvals Shouldn't Be a Career

Your team wasn't hired to chase approvals. ApproveThis + Holded via Zapier turns approval chaos into a process that actually works. Less herding cats, more getting paid.

Ready to stop being an approval janitor? Register for ApproveThis or grab a demo. We'll show you how to set this up in under an hour.