ApproveThis manages your Vitally Integration approvals.

When Approval Bottlenecks Meet Customer Chaos

Let’s be real – approval processes are where productivity goes to die. Especially when your customer success team is juggling onboarding escalations, contract amendments, and renewal discounts while trying to keep Vitally’s customer health scores from tanking. This isn’t just about moving paperwork – it’s about keeping revenue moving.

ApproveThis and Vitally connected through Zapier act like a caffeine shot for your customer operations. We’re talking automated approval workflows that trigger based on real customer data, zero back-and-forth emails, and automatic updates to Vitally traits when decisions get made. The best part? Your approvers don’t need Vitally licenses – perfect for involving execs or clients who shouldn’t have full platform access.

What Happens When Approval Management Meets Customer Intelligence

Vitally’s great at telling you when a customer’s about to churn. ApproveThis handles the who said yes to what. Combined, they answer the most important question: “Did we actually fix the problem?”

ApproveThis Brings the Muscle

While Vitally tracks customer health, ApproveThis enforces decision hygiene:

• Automatic approval routing based on deal size or customer tier
• Real-time calculations for discount approvals (no spreadsheet tennis)
• Overflow rules that escalate stuck requests to department heads

Vitally Brings the Context

ApproveThis workflows become smarter when they can access:

• Current NPS scores during contract amendment reviews
• Usage data when approving onboarding scope changes
• Renewal probability scores for discount requests

Five Ways This Combo Saves CS Teams From Themselves

1. Customer Onboarding Without the Committee Meetings

The Problem: Enterprise onboarding requires 12 people to approve a sandbox environment setup. By the time Legal signs off, the champion leaves.

The Fix: When Vitally creates a new customer record, ApproveThis automatically:

- Routes technical checklist approvals to DevOps
- Sends security questionnaires to Infosec
- Triggers contract addendums based on deal size

Real impact: A cybersecurity SaaS company reduced enterprise onboarding from 21 to 3 days by attaching approval SLAs to each step.

2. Discount Requests That Don’t Require a PhD in Spreadsheets

The Problem: Every renewal discount requires manual ARR calculations and 3 levels of approval. Finance ends up redoing everyone’s math.

The Fix: ApproveThis calculated fields automatically:

- Apply pre-negotiated discount caps per customer tier
- Subtract existing credits from renewal quotes
- Route exceptions based on variance from forecast

When approved, Vitally updates the customer’s contract terms and health score. No more “Who approved this?!” slack threads.

3. Escalation Playbooks That Actually Work

The Problem: Critical account issues get stuck waiting for director approval while CSMs manually nag people.

The Fix: Trigger ApproveThis workflows when Vitally’s health score drops below threshold:

- Auto-approve standard remediation offers
- Escalate to VP Customer Success if no response in 2hrs
- Update Vitally with approved/concession details

A fintech company uses this to handle 73% of escalations without human intervention.

4. Compliance Without the Paperwork Hangover

The Problem: Every GDPR request or security audit requires 5 departments to sign off. Tracking approvals across email and Slack is a compliance nightmare.

The Fix: Vitally triggers ApproveThis workflows with pre-built templates for:

- Data deletion requests
- Security questionnaire approvals
- Audit scope sign-offs

All decisions automatically timestamped and attached to customer records. Bonus: Auto-archive approved requests to your compliance tool.

5. Upsell Approvals That Keep Up With Sales

The Problem: Sales promises custom integrations without checking delivery capacity. CS gets blamed when engineering pushes back.

The Fix: When sales logs an upsell in Vitally, ApproveThis:

- Checks engineering bandwidth via connected tools
- Requires technical feasibility sign-off
- Updates Vitally’s implementation timeline automatically

One martech company reduced delivery overpromises by 61% in Q1.

Setting This Up Without Losing Your Mind

Connect ApproveThis and Vitally in 15 minutes through Zapier:

1. Create a Zapier account if you don’t have one
2. Choose your trigger in Vitally (new customer, status change, etc.)
3. Select ApproveThis as the action app
4. Map Vitally data to approval request fields
5. Set up approval rules and escalations in ApproveThis
6. Test with real customer data

Pro tip: Use ApproveThis’s approval thresholds to auto-approve low-risk requests without human input. Your team will thank you.

Why This Isn’t Just Another Integration

Most approval tools just move forms online. ApproveThis adds decision intelligence to Vitally’s customer data:

- Approval groups that adapt to Vitally’s customer tiering
- Calculated fields that prevent mathematically challenged requests
- Vacation delegation so approvals don’t die with OOO replies

It’s like giving your customer ops team a rulebook that actually gets followed.

Who Actually Benefits From This?

Customer Success Managers: Stop chasing approvers and start coaching clients
Finance Teams: Enforce discount policies without being the bad cop
RevOps: Finally connect approval SLAs to revenue leakage
Execs: Get visibility without micromanaging every decision

The Bottom Line

If your customer success team spends more time justifying decisions than executing them, you’re leaving revenue on the table. ApproveThis and Vitally via Zapier turn approval bottlenecks into automated workflows that respect your team’s time and your company’s policies.

Ready to stop herding cats? Register for ApproveThis or schedule a demo to see how it works with your Vitally setup.