ApproveThis manages your Zoe Financial Integration approvals.

Why These Two Tools Belong Together

Let’s cut to the chase: financial advisors using Zoe Financial don’t have time to babysit approval processes. Between vetting prospects, compliance checks, and actually advising clients, manual workflows are where good intentions go to die. That’s where ApproveThis comes in – it’s the automation layer that turns Zoe’s prospect management into a decision-making machine.

Here’s the deal: Zoe connects you with high-quality leads, but approving those prospects (especially when compliance teams or senior advisors need to sign off) creates bottlenecks. ApproveThis removes the friction by automating routing, reminders, and record-keeping. No more chasing emails, lost PDFs, or “I thought YOU approved this” moments.

What This Combo Actually Fixes

We’re not here to sell you buzzwords. Let’s talk real problems this integration solves:

Problem 1: Compliance Teams Moving at Glacier Speeds

Example: A wealth management firm uses Zoe to source clients. Their compliance officer needs to review every new prospect but works across three time zones. Without automation, approvals take 72+ hours. With ApproveThis? Requests hit their inbox instantly, get prioritized based on deal size (thanks to approval thresholds), and automatically escalate if they’re ignored for 24 hours.

Problem 2: Advisors Wasting Time on Admin

Example: A Zoe advisor spends 3 hours weekly nagging partners to review prospects. Using ApproveThis’ Zapier integration, new Zoe prospects instantly create approval tasks. Approvers get email links to review details and click yes/no – no login required. The result? Advisors reclaim 150+ hours/year to actually advise clients.

Use Cases That Don’t Suck

We’ll skip the generic “streamline workflows” nonsense. Here’s exactly how teams use this combo:

For Compliance Teams: Audit Trails That Won’t Make You Want to Cry

When a new prospect comes through Zoe, ApproveThis automatically:

• Routes the request to compliance based on the prospect’s investment type (using conditional logic)
• Attaches all Zoe profile data to the approval task
• Logs every comment, decision timestamp, and approver in a central dashboard

Real-world impact: A fintech startup reduced compliance audit prep from 2 weeks to 3 days by having every Zoe prospect decision documented with one-click reports.

For Partner Firms: Cross-Company Approvals That Don’t Require 17 Emails

Zoe advisors often work with external CPAs or legal teams. ApproveThis lets you:

• Add external approvers without buying them Zoe licenses
• Set deadlines that auto-reassign tasks if someone’s OOO (vacation delegation)
• Require consensus from 3 partners before a prospect moves forward

Example: A boutique firm cut prospect approval time by 60% by replacing email chains with a single ApproveThis workflow that pings all stakeholders simultaneously.

How to Set This Up Without Losing Your Mind

You’ll need: A Zoe Financial account, ApproveThis (free trial works), and Zapier. Total setup time: 12 minutes.

Step 1: Connect Zoe to Zapier

In Zapier, choose “Zoe Financial” as the trigger app. Select “New Prospect” as the trigger event. Authenticate your Zoe account.

Step 2: Map Prospect Data to ApproveThis

In Zapier, add ApproveThis as the action app. Use the “Create Request” action. Map Zoe prospect fields (name, investment type, etc.) to your ApproveThis template. Pro tip: Use calculated fields to auto-flag prospects over $500K for extra scrutiny.

Step 3: Set Approval Rules

In ApproveThis, configure who approves what:

- Compliance team reviews all IRA rollovers
- Partners auto-approve prospects under $100K
- Regional managers get CC’d on cross-border deals

Hit publish. Boom – new Zoe prospects now route intelligently.

Why This Isn’t Just Another “Integration”

Most app integrations just shuffle data. This combo actually changes how teams work:

For Sales Teams:

Know exactly when a prospect is fully approved to start outreach. No more awkward “The system says you’re not cleared yet” calls.

For Finance Teams:

Auto-archive approved prospect records in your CRM with one click. Bonus: Approval thresholds ensure no one accidentally greenlights a whale account that needs board sign-off.

For Leadership:

Real-time dashboards show where prospects get stuck. Is compliance sitting on 20+ requests? Maybe hire another auditor. Are advisors bypassing approvals? Time for a training refresh.

Advanced Tricks Only Pros Know

Once you’re past the basics, try these power moves:

Auto-Approve Repeat Clients

Using ApproveThis’ conditional logic, set rules like: “If prospect worked with us in 2022 and portfolio under $200K, auto-approve.” Cuts approval volume by 30%+ for established firms.

Escalate Stale Requests Shamelessly

If a compliance officer ignores a request for 48 hours, ApproveThis can:

- Slack their manager
- Bump the task to their backup (vacation delegation)
- Auto-approve if below risk threshold

Pro move: Add a calculated field that increases urgency scores daily.

The Bottom Line

Zoe Financial gets you quality prospects. ApproveThis ensures they don’t drown in red tape. Together, they’re how mid-sized firms compete with enterprise players without hiring a 20-person ops team.

Ready to stop herding cats? Start a free ApproveThis trial or book a 10-minute demo. We’ll show you exactly how to connect Zoe Financial in Zapier – including templates that work for wealth management, fintech, and fiduciary services.