ApproveThis manages your MyCard Integration approvals.

When Digital Business Cards Meet Smarter Approvals

Let's cut to the chase: Your sales team lives in MyCard for exchanging contact info, your operations team drowns in approval emails, and nobody's happy. We're fixing that.

ApproveThis and MyCard solve different problems - one handles the messy reality of business decisions, the other simplifies modern networking. But when you connect them through Zapier, you get something smarter than either tool alone. Think automatic approval chains for high-value connections, instant analytics on decision bottlenecks, and zero more "Who approved this?" email threads.

Why This Combo Works (When Other Tools Fail)

MyCard's great at what it does - quick contact sharing, clean analytics. But it wasn't built for the complex reality of B2B relationships. ApproveThis doesn't care about your industry, but it does care about making decisions happen faster. Together, they handle scenarios like:

Problem: Your AE shares their card with a Fortune 500 prospect without internal vetting

Solution: Auto-create approval requests in ApproveThis when MyCard connections hit certain criteria (deal size, industry, decision-maker role). Legal gets notified if IP clauses are involved, sales ops checks for existing conflicts - all before the first meeting.

Problem: HR spends 3 days approving every conference attendee's updated MyCard

Solution: New MyCard profile? Trigger tiered approvals based on department spend thresholds. Marketing gets instant approval under $500, CFO only loops in for enterprise events. All tracked in ApproveThis' audit trail.

Real Teams Using This Right Now

No hypotheticals - here's exactly how mid-market companies are deploying this integration:

1. Tech Manufacturers: Controlling Partner Access

A 300-employee IoT hardware maker uses MyCard for distributor onboarding. Now, any new connection from tier-1 partners triggers:

• Auto-check against ApproveThis' compliance database
• Escalation to supply chain VP if order history exceeds $250K
• Auto-denial if NDAs aren't current

Result: Reduced unauthorized tech sharing by 62% in Q1.

2. Marketing Agencies: Client Firewalls

A 85-person digital agency syncs MyCard connections with ApproveThis to:

• Require client approval before sharing team members' contact info
• Auto-pause cards when client contracts near renewal
• Track which connections convert to actual meetings (via MyCard analytics + approval timestamps)

Outcome: 27% fewer scope creep complaints from clients.

The Nuts and Bolts: What Makes This Tick

This isn't some half-baked integration. Here's the technical reality:

Critical ApproveThis Features You'll Actually Use

Approval Thresholds: Auto-approve MyCard connections under $10K potential deal size, flag others for review.
Vacation Coverage: Sales director out? Requests auto-route to their second-in-command.
Calculated Fields: Combine MyCard's engagement metrics with deal size to prioritize approvals.

MyCard's Hidden Data Goldmine

Beyond basic contact swapping, MyCard tracks:
- Connection locations/times
- Profile view frequency
- Content downloads post-connection
All usable in ApproveThis' conditional logic. Example: Auto-approve conference connections with 3+ profile views.

Setup That Doesn't Require an IT Degree

If you can use a web form, you can do this:

Step 1: The Zapier Glue

1. Create Zap in Zapier
2. Trigger: "New Connection" in MyCard
3. Action: "Create Request" in ApproveThis

Pro Tip: Use MyCard's tags to route different connection types to specific ApproveThis templates.

Step 2: Configure Your Guardrails

In ApproveThis, set up:
- Approval chains (who reviews what)
- Auto-approve/deny rules
- Escalation paths for stale requests

Step 3: Test with Real Data

Create test MyCard profiles for:
- Ideal approved connection
- Edge case requiring manual review
- Clear denial scenario
Verify routing works as intended.

Department-Specific Wins

Sales Teams: Stop Gatekeeping, Start Scaling

Problem: Reps wait days for manager approvals on strategic connects.
Fix: ApproveThis auto-approves based on lead score from MyCard data. Managers only see exceptions.

Legal Teams: Preventative Medicine

Problem: Discovering unauthorized partner contacts post-leak.
Fix: Any MyCard connection with "Partner" tag requires legal sign-off in ApproveThis before sharing.

Finance Teams: Budget Enforcement

Problem: Conference spend approvals lack context.
Fix: MyCard connections at approved events auto-approve under budget. Others trigger spend review.

The Cold Hard Benefits

This isn't about features - it's about results:

Time Saved: From Days to Minutes

Current approval delay for new vendor connections: 3.5 days (Aberdeen Group). With this setup: 89% auto-approved instantly, rest handled in under 4 hours.

Compliance Made Less Painful

Audit trails show exactly who approved which connection when. No more finger-pointing post-breach.

Better Data Decisions

ApproveThis' reports reveal which approval steps actually prevent issues vs. just slowing things down.

Common Objections (And Why They're Wrong)

"We don't need approvals for business cards"

MyCard isn't paper cards - it's live content portals. Uncontrolled sharing = compliance risk + brand dilution.

"Our CRM handles this"

CRMs track leads post-approval. This combo prevents bad connections from ever hitting your CRM.

"We'll lose deal velocity"

Properly configured thresholds auto-approve 80% of connections. You're only slowing down the risky 20%.

Ready to Stop Being a Human Routing Bot?

If you're still manually approving every MyCard connection, you're not just wasting time - you're creating bottlenecks that frustrate your team and slow revenue. The fix takes 2 hours max:

1. Sign up for ApproveThis
2. Connect to MyCard via Zapier
3. Set your first auto-approval rule

Or cut the trial-and-error - book a 15-minute demo and we'll show exactly how peers in your industry are deploying this.