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SolidNexus Integration

ApproveThis manages your SolidNexus Integration approvals.

April 17, 2025

Integration Category: Crm

When Contact Management Meets Approval Muscle

Let's get real - most companies aren't struggling to collect contact data anymore. They're drowning in it. Between sales outreach, vendor communications, and client emails, your CRM probably looks like a digital hoarder's basement. That's where SolidNexus comes in, quietly extracting contacts from email signatures like a ninja with a spreadsheet. But here's the kicker: what happens after you capture those contacts?

Enter ApproveThis. While SolidNexus handles the "who", ApproveThis handles the "who says yes". Together, they create a closed-loop system that turns random email interactions into auditable business processes. For teams juggling multiple approval layers (looking at you, procurement and legal), this combo cuts through the noise like a chainsaw through butter.

The Nuts and Bolts of Automation

Through Zapier, these two platforms hand off tasks like relay runners passing a baton. SolidNexus triggers actions when new contacts appear, while ApproveThis kicks off processes that actually do something with that data. The magic happens in three areas:

  • Gatekeeping: Auto-validate new contacts before they pollute your CRM
  • Context building: Attach approval histories directly to contact records
  • Compliance armor: Create audit trails for every decision involving external parties

Best part? ApproveThis approvers don't need SolidNexus licenses. Perfect for when you need sign-off from that one CFO who still uses AOL email.

Real-World Workflows That Don't Suck

Use Case 1: The Contact Vetting Gauntlet

Picture this: Your sales team's crushing it, dumping hundreds of new contacts into SolidNexus daily. Problem is, 30% are duplicates, mistyped, or straight-up fake. With our first Zapier template:

  1. SolidNexus detects new contact
  2. ApproveThis auto-generates validation request
  3. Assigned approver gets email (no login required)
  4. Approved contacts flow to CRM; rejected ones get flagged

Who needs this: Marketing agencies onboarding clients, procurement teams vetting suppliers, healthcare orgs managing provider networks. Basically anyone tired of chasing "john.doe@gnail.con".

Use Case 2: Approval-Driven Networking

Flip the script. When ApproveThis kicks off a contract approval, SolidNexus automatically mines all signature blocks from attached emails. Suddenly, your legal team approves an NDA while simultaneously building a stakeholder map. It's like teaching your software to multitask.

Sweet spot for: Partnership departments tracking decision makers, event planners managing VIP invites, consultants building stakeholder analyses. Turns bureaucratic processes into intelligence gathering.

Features You'll Actually Use

Beyond the Zapier magic, ApproveThis brings heavy artillery to clean up your processes:

  • Approval thresholds: Auto-approve contacts under $1k value? Done.
  • Vacation coverage: No more "Out of Office" approval black holes
  • Calculated fields: Risk-score contacts based on approval history

Meanwhile, SolidNexus keeps your contact data from looking like a dumpster fire. Together, they're the workhorse duo your ops team secretly craves.

Setup That Won't Make You Rage-Quit

Let's get you live in 15 minutes:

  1. Connect both apps to Zapier (here's the Zapier link)
  2. For contact vetting: Set SolidNexus' "New Contact" as trigger
  3. Map these to ApproveThis' "Create Request" action
  4. Test with a real email (pro tip: use your CEO's signature)

For the approval-triggered contact mining:

  1. Start with ApproveThis' "New Request" trigger
  2. Pipe emails to SolidNexus' extraction tool
  3. Push cleaned contacts to your CRM of choice

Yes, it's that simple. No coding PhD required.

Who Gets the Biggest Win?

Sales Ops Teams

Stop letting unvetted leads clog your pipeline. Auto-route new prospects through ApproveThis' validation workflows before they ever hit Salesforce. Your SDRs will kiss you.

Procurement Departments

New vendor in SolidNexus? Require three approvals with different thresholds. Under $10k auto-approves with manager CC. Over $50k? Escalate to legal. Sleep better knowing nobody's ordering gold-plated paperclips.

Client Services Groups

Every new client email becomes a mini-dossier. Approve project scope changes while automatically building stakeholder maps in your CRM. Turns reactive fire drills into strategic plays.

Why This Isn't Just Another Integration

Most app combos just shuffle data. This one actually structures it. SolidNexus solves the "garbage in" problem, ApproveThis handles the "garbage out." Together, they enforce process hygiene without the bureaucratic sludge.

The killer feature? Approval context travels with contacts. Future teams see not just who someone is, but who approved them and why. Turns your CRM into a decision log that doesn't suck.

Bottom Line for Busy People

If your company:

  • Lives in email but dies in chaos
  • Has more approval layers than an onion
  • Wants to automate without losing control

...this integration acts like a productivity defibrillator. It's not flashy, but it gets the heart of your business processes beating right.

Ready to turn contact chaos into controlled workflows? Get ApproveThis, hook it to SolidNexus via Zapier, and watch approval bottlenecks evaporate. Or schedule a demo if you're the "look before you leap" type. Either way, your future self will high-five you.

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Integrate with SolidNexus 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 SolidNexus

Suggested workflows (and their Zapier components) for SolidNexus

Create approval requests for new SolidNexus contacts

When a new contact is created in SolidNexus, automatically create an approval request in ApproveThis to verify the contact's information before further processing. This integration streamlines contact management and approval workflows. *Note: Ensure that contact details in SolidNexus are mapped accurately to ApproveThis.*

Zapier Components

SolidNexus Logo

Trigger

New Contact

Triggers when a new contact is created.

Action

Create Request

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

Extract contacts for new approval requests

When a new approval request workflow is initiated in ApproveThis, extract contact details from email signatures using SolidNexus to facilitate timely follow-up. This automation connects approval processes with contact management, enhancing communication efficiency. *Note: Verify email signatures for completeness and accuracy.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SolidNexus Logo

Action

Contact From Email

Extracts a Contact from email signature