Two Tools Walk Into a Bar...
Let's get this straight - ApproveThis isn't another clunky approval system, and AskHandle isn't your average AI toy. Put them together through Zapier, and you've got something that would make even the most jaded operations manager crack a smile. We're talking about cutting approval times from days to hours while keeping your AI-driven customer interactions locked down tighter than a Vegas magician's secrets.
Why This Combo Works Like Whiskey and Ice
ApproveThis handles the gatekeeping - approvals, checks, verifications. AskHandle's your smooth-talking AI that knows when to create new customer profiles. Connect them through Zapier, and suddenly every new AI-generated customer gets automatically vetted before they ever hit your CRM. No more "oops we onboarded a bot" moments at 2 AM.
The Nerd Stuff Made Simple
When AskHandle's AI spins up a new customer profile (because it's smart like that), Zapier pings ApproveThis to start the approval dance. Your team gets an email they can approve/reject right from their inbox - no logins, no passwords, no waiting for Karen from accounting to get back from her third coffee break.
Real Companies Actually Using This
Take NorthPoint Marketing - 200 person agency that onboarded 1,200 clients last quarter. Their old process? Sales team would create profiles in AskHandle, then Slack-bomb channel until someone approved. Now? AskHandle triggers ApproveTheSecond a lead converts, routes to the right department head, and auto-archives rejected tire-kickers. Cut their approval backlog by 70% in three weeks.
Where This Gets Interesting
ApproveThis doesn't just rubber-stamp requests. We're talking conditional logic that would make a chess master proud. New customer in AskHandle spending over $50k/month? Auto-route to VP for review. Under threshold? Greenlight instantly. Calculated fields cross-check credit terms against historical data before the request even hits an inbox.
Setup That Won't Make You Swear
1. Grab a Zapier account if you don't have one (free tier works)
2. Connect AskHandle as your trigger ("New Customer Created" event)
3. Add ApproveThis as your action ("Create Approval Request")
4. Map the AskHandle customer fields to ApproveThis' template
5. Test with a fake customer named "Not A Bot I Promise"
Done. Whole thing takes about 12 minutes if you type slow.
Department-Specific Wins
Sales Teams: Close Faster, Upsell Smarter
Your AE lands a whale client through AskHandle's AI nurturing. Instead of waiting days for legal to approve custom terms, ApproveThis automatically routes based on deal size. Over $100k? Goes straight to CRO. Under? Sales director gets mobile-friendly approval request. Either way, contracts move same-day.
Customer Success: No More Data Janitors
AskHandle's AI might be smart, but it's not perfect. Customer Success leads set up approval thresholds for any profile missing critical data points. Missing tax ID? Route to finance. No tech stack info? Ping the onboarding team. All before the customer gets their welcome email.
Finance: Guardrails That Don't Slow Down Deals
Credit terms getting out of hand? Set ApproveThis thresholds that auto-flag any AskHandle-created customer requesting NET90 terms. Finance gets early warning, sales keeps momentum, and your DSO stays under control. Everybody wins except your competitors.
The Unfair Advantages
While other teams are playing approval ping-pong over email, you're using:
- Vacation Delegation: Approver out? Requests auto-reassign - no dropped balls
- Approval Groups: Need 3 VPs to sign off? Sequential or group approvals in one click
The License Hack Everyone Misses
Here's the kicker - your ApproveThis approvers don't need AskHandle licenses. Client needs to approve their own customer profile? Send the request. Vendor needs to verify terms? They click a link. You're not paying for 50 extra SaaS seats just to get signatures.
When To Use This (And When Not To)
Perfect For:
- Companies scaling past 100 employees
- Teams using AskHandle for lead-to-client automation
- Orgs with compliance/audit requirements
Not For:
- Companies where "approval process" means yelling across the office
- Teams allergic to saving 15+ hours/week
- Businesses that enjoy missed SLAs
What's Next? (Besides More Coffee)
If you're using AskHandle to create customers but still approving them like it's 1998, we need to talk. Book a 20-minute demo and we'll show exactly how to:
1. Connect your existing AskHandle flows
2. Set up approval rules that actually make sense
3. Stop losing deals to approval bureaucracy
Claim Your Free Workflow Audit or Start Free Trial
Either way, stop letting manual approvals bottleneck your AI-powered growth. Your future self (and your board) will thank you.
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