How ApproveThis + Skalin Automates Approval Chaos for Scaling Teams

When Bureaucracy Meets Automation

Let's be real: approval processes suck. They're the soggy fries at the bottom of your takeout bag - necessary, but nobody's excited about them. Now imagine your sales team closing deals faster because contract approvals happen in hours, not days. Picture your customer success managers instantly escalating high-value account requests without chasing down VPs. That's what happens when you connect ApproveThis (the approval ninja) with Skalin (the customer growth engine).

Why This Combo Works Like a Double Shot of Espresso

Skalin keeps your customer data organized. ApproveThis keeps decisions moving. Together? They create closed-loop automation that turns your approval bottlenecks into competitive advantages. Here's the kicker: approvers don't need Skalin licenses. Your external partners can approve contracts via email while your team uses Skalin's full features. No more paying for unused seats or forcing vendors into your CRM.

Real-World Scenarios That Actually Matter

A SaaS company uses this integration to automatically flag enterprise deals needing legal review. A marketing agency routes new client onboarding checklists through ApproveThis without leaving Skalin. The magic happens in three areas:

1. Contact Management That Doesn't Drop the Ball

When Skalin detects a new enterprise lead (say, a $100k+ opportunity), ApproveThis can:

• Require VP sign-off before creating the account
• Auto-approve small deals under $10k
• Route non-standard contracts to legal via email

Customer success teams love this because it prevents overspending on unvetted accounts. Sales ops teams dig the automatic audit trail when quarterly reviews hit.

2. Task Completion That Actually Means Something

Completed a customer onboarding checklist in Skalin? Great. Now ApproveThis automatically:

• Sends the task package to the client's main contact
• Routes internal QA approvals based on deal size
• Updates Skalin's customer health score post-approval

This is gold for professional services firms managing 50+ client projects simultaneously. No more "I thought you approved that!" emails at 11 PM.

3. Contract Workflows That Don't Require a Law Degree

New NDAs, SOWs, or renewal terms in Skalin trigger approval chains in ApproveThis that:

- Escalate to legal only when specific clauses change
- Auto-sign standard renewals under $50k
- Notify accounting teams when payment terms get approved

We've seen finance teams cut month-end closing time by 40% using this exact setup.

Setting Up Your No-BS Automation

1. Create a Zapier account (it's the duct tape holding this together)
2. Connect Skalin as your trigger app
3. Set ApproveThis as your action app
4. Map these key fields:

For New Contacts:
Skalin's "Contact Type" → ApproveThis' Approval Threshold
Skalin's "Deal Size" → ApproveThis' Calculated Fields

For Approved Contracts:
ApproveThis' Decision → Skalin's Customer Status
ApproveThis' Comments → Skalin's Internal Notes

Pro tip: Use ApproveThis' Vacation Delegation unless you enjoy being the guy who bottlenecks deals during PTO.

Who Actually Benefits From This?

Customer Success Teams

Stop babysitting renewal approvals. Set thresholds where contracts under 12 months auto-renew, others flag for manager review. ApproveThis' real-time tracking shows execs exactly why that enterprise deal is stuck.

Sales Ops

Configure ApproveThis to require CFO approval only for deals exceeding quarterly quotas. Use calculated fields to auto-discount based on approval chain length. Suddenly, your reps aren't hounding you for status updates.

Finance

Ever approved an invoice only to find out the PO was invalid? Yeah, that stops now. Connect Skalin's payment terms to ApproveThis' conditional logic. Non-standard terms automatically route through legal, standard ones get batched approved every Friday afternoon.

Common Objections (And Why They're Dumb)

"We already have Slack approvals."
Cool. Now find that approval from three months ago. Can't? Exactly. ApproveThis keeps an audit trail that integrates with Skalin's customer records.

"Our process is too complex."
Approval thresholds. Conditional routing. Dynamic fields. We handle multi-national approvals with 12+ steps. Your "complex" process just met its match.

Bottom Line

ApproveThis + Skalin via Zapier is like giving your approval processes a productivity steroid shot. You keep using Skalin like normal, but now every decision point becomes automated, trackable, and actually enforceable.

FAQ From People Who Overthink This

Q: Can we approve from mobile?
A: Yes. Approve via email, Slack, carrier pigeon - we don't care as long as you decide.

Q: What if someone rejects?
A: Skalin gets updated instantly, tasks get reassigned, and the requester gets notified. No black holes.

Q: How long to set up?
A: Most teams are live in 38 minutes. The Zapier integration is stupid simple.

Ready to Stop Being a Human Routing Bot?

Either grab a free ApproveThis account and connect Skalin yourself, or schedule a 12-minute demo where we show how other scaling teams killed approval delays.

Pro tip: Bring your most annoying approval-related headache. We live for this stuff.