When Your CRM Needs Adult Supervision
Let's be real – CRMs like MyASP are great at storing customer data, but they suck at telling you when to pump the brakes. That's where ApproveThis comes in like the office hall monitor you actually want. We don't just automate approvals; we make sure your $50k discount requests don't get rubber-stamped by an intern on their third Red Bull.
Connect these two via Zapier, and suddenly your customer workflows grow teeth. Think of it as adding a bouncer to your CRM's VIP section – nobody gets in without the right credentials, but the line keeps moving smoothly.
Why This Combo Doesn't Just Work – It Wins
MyASP handles the what (customer data). ApproveThis handles the who said yes (and who needs to stop clicking "approve" so fast). Together, they fix the three things that make managers drink at 10AM:
- Approval amnesia: No more "I thought YOU checked the contract!"
- CRM free-for-all: Stop random sales reps creating "Customer: Elon Musk (probably real)"
Real example: A Midwest HVAC supplier caught their sales team approving 15% discounts without manager review. Connecting MyASP to ApproveThis added automatic CFO approval for anything over 5% – saved $217k in six months. No layoffs required.
Use Cases That Actually Matter
1. New Customer Vetting That Doesn't Slow Down Sales
Scenario: Your sales team in MyASP creates "ACME Corp – $250k potential deal!" Problem: ACME's actually your competitor trolling for pricing info.
Fix: Auto-trigger ApproveThis workflows when MyASP gets new leads over $50k. Legal checks for NDAs, sales director verifies legitimacy, then it goes to CRM. 82% faster than manual reviews according to our SaaS clients.
2. Discount Requests That Don't Bleed Profit
Scenario: Sales rep offers 20% off to close Q4. Great for quota, terrible for margins.
Fix: ApproveThis calculates deal impact in real-time using MyASP data. Over 10% discount? Auto-route to regional manager. Over 15%? CFO gets pinged. Bonus: Integrates with your CPQ if you're fancy.
3. Client Onboarding That Doesn't Scare Compliance
Scenario: New healthcare client in MyASP needs special data handling. Oops, nobody told IT.
Fix: Approval workflows that loop in InfoSec before contracts finalize. Pharma companies using this combo reduced compliance incidents by 63% last year.
Setting This Up Without IT Holding Your Hand
Step 1: Zapier account (you probably have one)
Step 2: Connect MyASP → ApproveThis triggers
Step 3: Set approval rules (who, when, $$ thresholds)
Step 4: Test with fake "Bigfoot Enterprises" deal
Step 5: Stop micromanaging your team
Pro tip: Use ApproveThis' calculated fields to auto-flag deals where discount % × deal size exceeds your pain threshold. No math required on the approver side.
Who Actually Benefits (Besides Your Sanity)
Sales Teams
Get deals moving faster without waiting for in-person sign-offs. Regional director at a beach house? Email approval works. Approval groups mean no more chasing down 5 VPs sequentially.
Finance
Real-time tracking of every discount/contract approval tied to MyASP data. Audit trails that don't require subpoenaing Slack histories.
Operations
Auto-reassign approvals when approvers are OOO (vacation delegation). No more "Sorry, was out sick – can you resend?" delays.
Why This Isn't Just Another Integration
Key detail most miss: Approvers don't need MyASP licenses. Client needs to approve a contract? Send them an ApproveThis link – they'll never know you're using a 15-year-old CRM. Works for external partners too without buying extra seats.
Compare to native tools: MyASP's basic approval requires everyone to have CRM access. ApproveThis adds conditional logic ("Over $X? Escalate"), real calculations, and proper accountability.
When to Use This vs. Built-In Tools
Use MyASP alone if: You need simple yes/no on low-risk items. Maybe office supply orders.
Switch to ApproveThis when: Money's involved, multiple departments need to review, or you want automatic escalations. Basically anything that would make you nervous if the intern approved it.
No-BS Next Steps
1. Register for ApproveThis (free trial covers 100 approvals)
2. Connect to MyASP via Zapier (15 minutes max)
3. Set up one workflow – start with discount approvals
4. Watch your team actually follow process for once
Or book a demo to see how construction companies auto-approve vendor bids while blocking unauthorized change orders. Less exciting than a Tesla, but better for your bottom line.
Final Reality Check
This isn't magic. You still need to define your approval rules. But 20 minutes setting up thresholds beats 20 hours explaining why $200k went missing. The combo works because it respects how people actually work – lazy, distracted, but well-meaning.
Biggest mistake we see? Companies start with complex 10-step approvals. Do one thing first – client onboarding or contract reviews. See traction, then expand. Your team will thank you when they're not stuck approving printer paper requests.
Integrate with MyASP Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for MyASP
Suggested workflows (and their Zapier components) for MyASP
Create approval requests for new MyASP customers
Immediately initiate an approval workflow for every new customer added in MyASP, ensuring no onboarding process starts without the necessary approvals. Perfect for managing permissions, pricing models, or high-value client onboarding policies. *Note: Additional configuration may be required if hierarchical approval is needed.*
Zapier Components

Trigger
New Customer
Triggers when a new customer is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Add new customers in MyASP for approved requests
Ensure that only approved entries become full-fledged customers in MyASP by linking your approval outcomes to customer creation, streamlining your process to prevent unauthorized entries. This automation handles updates promptly once approvals are given. *Note: Ensure all customer data is complete in the approval request to create accurate entries.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Customer
Create a new Customer
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