ApproveThis manages your SourceWhale Integration approvals.

Why Approval Automation Isn’t Just a “Nice to Have”

Let’s cut to the chase – if your team is still forwarding emails or chasing down managers for sign-offs on every candidate update, you’re hemorrhaging time. Recruitment moves fast, and approval bottlenecks aren’t just annoying. They’re expensive. That’s where pairing ApproveThis with SourceWhale changes the game.

SourceWhale organizes your candidate outreach, while ApproveThis handles the decision-making grunt work. Connect them through Zapier, and you’ve got a system where candidate updates trigger automatic approval requests, and approvals automatically update your records. No more spreadsheets. No more “Did you see my email?”. Just hires that happen faster.

How This Combo Actually Works (Without the Tech Jargon)

Here’s the simple version: SourceWhale manages your candidate pipeline. ApproveThis manages your team’s decisions. Zapier makes them talk to each other. When something needs approval – like adding a new contact or changing a candidate’s status – the systems handle the back-and-forth automatically.

Key thing here: ApproveThis doesn’t require your approvers to log into SourceWhale. Whether it’s your CFO reviewing a contract change or a client signing off on a candidate, they just click approve/reject in their email. No new logins, no extra licenses.

Real Scenarios Where This Actually Matters

1. HR Teams: Stop Being the Middleman in Candidate Approvals

Picture this: Your recruiters find a perfect candidate through SourceWhale. Normally, they’d Slack you to bug the hiring manager. Instead, the system automatically pings the manager with an approval request. If they approve, the candidate moves to the next stage. If they don’t? The recruiter gets notified to move on. You’re out of the nagging business.

2. Recruitment Agencies: Client Sign-Offs That Don’t Kill Your Momentum

Client approvals are the ultimate bottleneck. With this setup, when you update a candidate profile in SourceWhale, it triggers an approval request to the client via ApproveThis. They get one-click options to approve or request changes – no conference calls needed. Bonus: Approval thresholds mean small changes (like updating a phone number) can auto-approve, while big ones (salary changes) go up the chain.

3. Operations Teams: Compliance Without the Paperwork Nightmare

Using SourceWhale’s candidate data? You probably need audit trails for EEOC reporting or client contracts. ApproveThis automatically logs who approved what and when. If someone’s on vacation? Delegation rules make sure requests don’t get stuck. No more frantic CC’ing everyone before deadlines.

Setting This Up Without Losing Your Mind

If you can use Gmail, you can set this up:

1. Connect SourceWhale to Zapier: Pick triggers like “New Contact Added” or “Contact Updated”
2. Link to ApproveThis: Choose “Create Approval Request” action
3. Map the fields: Candidate name → Request title, Notes → Comments, etc.

Total setup time? About 15 minutes if you’re slow. Most teams run 2-3 core Zaps:

• New SourceWhale contact → Legal team approval
• Candidate status change → Hiring manager sign-off
• Contract terms update → Auto-approve under $X amount

What You’re Not Thinking About (But Should Be)

This isn’t just about speed. It’s about:

Audit Trails That Actually Help: Next compliance audit? Pull the ApproveThis report showing every decision-maker and timestamp. No more “I thought they approved it” excuses.

External Approvals That Don’t Leak Data: Clients see only what they need to approve in ApproveThis – not your entire SourceWhale database. No accidental info sharing.

Scale Without Chaos: Adding new hiring managers? They automatically get added to approval chains based on role. No IT tickets needed.

Who This Actually Helps (Beyond HR)

Finance Teams:

Contract changes in SourceWhale can trigger budget approvals. Set thresholds so anything under $5K auto-approves, over $5K goes to the CFO. PO approvals become part of the candidate onboarding flow.

Legal Teams:

Every time a new independent contractor is added in SourceWhale, auto-send their contract terms for legal review. Use calculated fields to highlight non-standard clauses automatically.

Sales Teams:

Wait, sales? Absolutely. If you’re using SourceWhale for prospect outreach, approval workflows ensure pricing exceptions get proper oversight before going to prospects.

Why This Beats “Just Using Email”

Email approvals are black holes. ApproveThis gives you:

Real-Time Dashboards: See every pending request color-coded by urgency. Export to CSV with one click for leadership updates.

Escalation Rules: If the hiring manager doesn’t approve within 24 hrs, it goes to their boss. Then to HR. Then to the CEO. Bottlenecks get exposed fast.

Mobile Approval Rates: 63% of approvals happen on phones. ApproveThis’ emails are mobile-optimized; no pinching to read contract terms.

Common Objections (And Why They’re Wrong)

“We’re fine with spreadsheets.” Cool. How many versions of “Final Candidate List_v3_REALLYFINAL.xlsx” do you have? This combo auto-logs every change.

“Our process is too complex.” ApproveThis handles multi-stage approvals where legal signs off first, then finance, then the client – with different info shown at each stage.

“We don’t have IT resources.” If your recruiters can use LinkedIn, they can set up these Zaps. No coding, just checkboxes.

Getting Started Without the BS

1. Sign up for ApproveThis – free trial covers 100 approvals
2. Connect to SourceWhale via Zapier (they have pre-built templates)
3. Run a test: Update a dummy candidate in SourceWhale and watch the approval request pop up

Pro tip: Start with one workflow – like new contractor approvals. Show the team how it eliminates 20 check-in emails per hire. Then expand.

Bottom Line

Approval delays aren’t just frustrating – they cost you candidates. Clients won’t wait while you play email tag. ApproveThis + SourceWhale via Zapier cuts the approval time from days to hours. And no, your approvers don’t need another login. Just the common sense to click “Approve” when they get the email.

Either keep doing what you’re doing, or book a 10-minute demo to see how this actually works. Your recruiters will thank you. Or at least stop glaring at you.