ApproveThis manages your Simplero Integration approvals.

When Your Approval Process Needs an Upgrade

Let's be real: approvals suck. They're the traffic jam in your workflow highway. Someone's always out of office, emails get buried, and suddenly you're explaining to your boss why that VIP client onboarding is three days late. This is where ApproveThis and Simplero become your secret weapon.

ApproveThis isn't just another "click approve" tool. It's built for companies where decisions matter – where a missed signature can delay a product launch or a stuck invoice means pissed-off vendors. Simplero? It's the control center for anyone selling knowledge – courses, memberships, coaching programs. Together, they turn "waiting for approval" from a bottleneck into a background process.

Why This Combo Works (When Other Tools Just Add Complexity)

Most integrations just shuffle data between apps. This pairing actually removes steps. Here's the breakdown:

ApproveThis Brings:

• No-license approvers: Clients, vendors, execs – they approve via email. No Simplero account needed.
• Emergency overrides: Vacation schedules? Approval thresholds? It handles the "what ifs" automatically.
• Paper trail that doesn't suck: Every decision tied to a user, timestamp, and reason. No more "I never got that PDF!"

Simplero Handles:

• The money moves: Subscriptions, course access, client portals – all the things approvals usually gatekeep
• Automatic follow-ups: Approved a refund? Simplero triggers the email sequence. No manual handoffs.
• One source of truth: Client data stays updated whether the request came from sales, support, or accounting

Real-World Uses That Actually Matter

Forget vague "increase productivity" claims. Here's exactly how teams use this integration:

Use Case 1: Client Onboarding That Doesn't Embarrass You

The Problem: New high-tier client signs up for your $10k/month coaching program. Sales says yes, but legal needs contract review, accounting verifies payment, and the lead coach needs to confirm availability. This takes 4 days. Client thinks you're amateur hour.

The Fix:

1. Sales lead submits ApproveThis request with client details
2. Zapier auto-creates Simplero contact as draft
3. Legal, accounting, coach approve via email in parallel
4. On full approval: Simplero activates client portal access, sends welcome sequence, invoices first payment

Who Cares: Agencies, enterprise coaches, anyone with complex client vetting. Cuts onboarding from days to hours. Uses ApproveThis's parallel approvals and Simplero's drip content.

Use Case 2: Killing "Just This Once" Purchases

The Problem: Team needs a $3k software tool. They buy it through Simplero, expense it later. Now accounting's pissed, budgets are blown, and you might have duplicate subscriptions.

The Fix:

1. Any Simplero purchase over $500 triggers ApproveThis request
2. Department head + IT approve (with cost-center coding)
3. Only then does the payment process in Simplero
4. Denied? Auto-email suggests approved alternatives from your vendor list

Who Cares: Scaling companies where procurement is becoming a thing. Uses ApproveThis's conditional thresholds and Simplero's payment tracking.

Use Case 3: Escaping Email Approval Hell for Content Launches

The Problem: New course module needs legal approval, SME review, and marketing sign-off. Version 12 of the PDF is in someone's inbox. Launch date gets pushed… again.

The Fix:

1. Content lead uploads files to ApproveThis (not email!)
2. Reviewers annotate directly in the system
3. On approval: Simplero unlocks module for students, adds to learning paths, triggers launch announcement
4. Denied? Revisions go back to the exact version approvers saw

Who Cares: Education companies, compliance-heavy industries. Uses ApproveThis's document tracking and Simplero's content sequencing.

Setting This Up Without Losing Your Mind

Zapier's the glue here. You're creating two-way triggers:

Basic Flow

ApproveThis → Simplero:
New approval request (like a contract) → Create draft Simplero contact/client

Simplero → ApproveThis:
New purchase → Check approval threshold → Create approval request if needed

Critical Settings:

• Map ApproveThis' custom fields to Simplero tags – makes filtering automated actions possible
• Use ApproveThis' "reason for denial" field to trigger specific Simplero automations (e.g., "Budget" denial → suggest cheaper plan)

Need the step-by-step? Zapier's tutorials cover the technical bits. Your ApproveThis rep can share pre-built templates.

Teams That Actually Benefit (Not Just "Everyone")

Finance Teams

Stop being the "no" department. Auto-route purchase approvals based on amount, department, project code. ApproveThis logs every decision, Simplero handles compliant billing. Auditors will actually smile.

Client Operations

New client? Approval workflow checks for conflicts, NDAs, resource availability before Simplero even activates their account. Less fire drills, more margarita Fridays.

Content Teams

Launch dates stuck in review limbo? Build approval steps into your Simplero content calendar. Legal approves → publish date auto-locks. Missed deadlines die here.

Why This Isn't Just Another Integration

Most tools talk about "streamlining". This combo actually removes you from the process:

ApproveThis handles the human stuff:
- Escalations when someone's OOO
- Reminders that don't annoy people into hating you
- Version control so approvers aren't reviewing outdated docs

Simplero does the robot work:
- Enabling access/payments the second approval happens
- Logging everything in the client's profile
- Triggering emails that don't look automated

It's about making approvals a checkpoint, not a committee meeting.

Getting Started (Without the Usual Hassle)

1. Grab your ApproveThis trial – takes 10 minutes
2. Connect to Simplero via Zapier (existing users: your login works)
3. Pick one approval process that's currently a pain point
4. Build the Zap, test with a small team
5. Watch how fast others beg you to automate their workflows

Pro tip: Start with a "post-approval" Zap first. When something gets approved in ApproveThis, have Simplero send a confirmation email. Instant win to show stakeholders.

Bottom Line

Approvals aren't going away. But being the person who fixed them? That's career gold. This integration isn't about fancy features – it's about making sure the right people say "yes" or "no" fast, then everything else happens automatically. Which means you can finally focus on work that doesn't involve herding cats.

Book a demo or start a free trial. Your future self (the one leaving on time) will thank you.