ApproveThis manages your Deskera Integration approvals.

Let’s cut to the chase: approvals suck. They’re the traffic jam in your business highway, the "waiting for manager" status that haunts your team’s productivity. But what if you could automate the bureaucratic sludge out of financial approvals, CRM updates, and product launches? That’s where ApproveThis and Deskera come in – like a caffeine shot for your approval processes.

Why This Combo Works for Mid-Sized Companies

Deskera handles your business operations. ApproveThis handles the decision-making bottlenecks. Together through Zapier, they create a system where:

• Approvals happen where the work already happens (no new logins required)
• Finance doesn’t play hide-and-seek with purchase requests
• Sales teams don’t lose deals waiting for legal sign-off

The Nuts and Bolts: What Actually Happens

ApproveThis acts as the decision layer on top of Deskera’s operational data. When a new CRM contact, deal, or product entry hits Deskera, Zapier automatically kicks off an approval chain in ApproveThis. Approvers get email notifications (they can even respond directly from Gmail), decisions get logged back into Deskera, and everyone keeps their sanity.

Key Features Working Behind the Scenes

This isn’t just about passing data between apps. ApproveThis adds:

• Approval thresholds: Auto-approve small expenses, escalate big ones
• Delegation: No more "out of office" approval black holes
• Calculated fields: Automatically flag requests that exceed budgets

Real-World Use Cases (Not Just Theory)

1. CRM Contacts That Don’t Ghost You

The Problem: Sales teams adding unvetted leads to Deskera CRM, cluttering the pipeline with tire-kickers.

The Fix: New Deskera contacts trigger ApproveThis workflows requiring sales manager approval. Only approved leads sync back as CRM contacts.

Who This Helps: Marketing agencies approving client leads, manufacturers vetting distributor requests.

2. Deals That Close Before the Competition Wakes Up

The Problem: Sales reps offering unauthorized discounts just to hit quotas.

The Fix: Any Deskera deal exceeding 15% discount auto-triggers ApproveThis workflow to regional director. Approval thresholds ensure only exceptions get human review.

Who This Helps: SaaS companies managing enterprise contracts, wholesalers negotiating bulk orders.

3. Product Launches That Don’t Require 17 Sign-Offs

The Problem: New product entries in Deskera stuck in "legal review" purgatory.

The Fix: Parallel approvals in ApproveThis – legal gets compliance docs, marketing gets asset review, supply chain checks inventory. All happen simultaneously.

Who This Helps: Consumer goods manufacturers, e-commerce brands launching new SKUs.

Department-Specific Wins

Finance Teams

ApproveThis’ calculated fields auto-flag Deskera purchase orders exceeding department budgets. Approval groups ensure CFO only sees requests that passed through budget owner first.

Operations Managers

New Deskera inventory alerts trigger maintenance approval chains. Field technicians get emailed work orders with manager approval already attached.

Sales Leaders

Deal desk approvals baked directly into Deskera CRM. Sales ops gets real-time visibility into what’s stuck and why.

Setting This Up Without an IT Degree

Here’s the 30-second version:

1. Connect Deskera and ApproveThis via Zapier (takes 4 clicks)
2. Choose triggers: "New Deskera Contact" → "Start Approval in ApproveThis"
3. Map fields: Deskera’s "Lead Score" becomes ApproveThis’ "Approval Priority"
4. Test with a $50 P.O. approval → watch it auto-approve. Test with $50k → see it route to CFO

Pro Tip: Use ApproveThis’ conditional logic to handle regional approvals. EMEA deals go to London team, APAC to Singapore – all based on Deskera’s location data.

The Elephant in the Room: Licensing Costs

Here’s the kicker: ApproveThis approvers don’t need Deskera licenses. Your external legal counsel can approve contracts without you paying for another Deskera seat. Huge win when working with contractors or clients.

When Not to Use This Integration

We’ll be honest – this isn’t magic fairy dust. If you have single-approver processes that take <5 minutes, maybe stay manual. But if any of these sound familiar, keep reading:

• “Who approved this?!” email chains
• Spreadsheet trackers that nobody updates
• Approvers who “didn’t get the memo” (read: ignored it)

What This Isn’t

Not replacing Deskera’s core functions. Not another "collaboration hub." It’s the missing layer that stops approvals from leaking out of your ERP/CRM into Slack, email, and sticky notes.

Getting Started (Without the Sales Pitch)

Two paths here:

1. DIY: Free trial + Zapier’s Deskera integration. You’ll be live before your next coffee.
2. Hands-Off: Book a 15-min demo. We’ll pre-build your top 3 approval flows.

Either way, your finance team will stop hounding you about unauthorized spend by Thursday.

Final Word

Approvals are never going to be “fun.” But they can stop being the reason your team misses deadlines. Deskera keeps your ops running; ApproveThis keeps decisions moving. Together? They’re the anti-bottleneck.