ApproveThis manages your Persio Integration approvals.

Two Systems, One Goal

Modern businesses face a critical challenge: maintaining velocity while keeping processes compliant. ApproveThis and Persio solve opposite sides of this equation. Persio organizes your customer data into actionable insights, while ApproveThis ensures those insights translate into approved actions. When connected through Zapier, they create closed-loop workflows where data triggers approvals and approvals update data – automatically.

Consider a sales team using Persio to score leads. With this integration, high-value prospects could automatically route for manager approval before being assigned to reps. Meanwhile, HR teams might auto-flag employee data changes in Persio that require compliance reviews in ApproveThis. The combination turns raw data into governed action.

Why This Integration Works

Persio's strength lies in its ability to centralize customer/lead data and apply conditional logic through auto-qualification. ApproveThis adds governance layers without slowing operations. Together, they enable scenarios like:

• Auto-escalating high-risk deals for legal review
• Requiring manager approval before updating VIP account details

Unlike basic notification systems, this integration maintains context. Approvers see Persio data directly in ApproveThis emails or dashboards. Decisions made in ApproveThis then feed back into Persio records – no manual data entry required.

Real-World Workflows

Use Case 1: Controlled User Provisioning

When a sales rep creates a new client user in Persio, ApproveThis can:

1. Check the client's tier (from Persio data)
2. Route approval to IT if enterprise-tier
3. Auto-approve for lower tiers

Industry Example: A SaaS company reduced account setup errors by 40% by requiring engineering approval for enterprise user creations while letting standard accounts flow through automatically.

Use Case 2: Compliance-Driven Lead Handling

Persio identifies a lead in a regulated industry (e.g., healthcare). ApproveThis:

1. Requires legal/compliance review
2. Stores approval documentation
3. Only then updates Persio to assign the lead

Industry Example: A fintech startup automated 90% of lead routing while maintaining audit trails for regulated accounts.

Use Case 3: Approval-Based Communication

When ApproveThis triggers a contract approval request:

1. Persio generates a response template
2. Includes approved terms from the request
3. Auto-populates client comms in CRMs

Industry Example: Marketing agencies use this to ensure client-facing messages align with approved project scopes.

Team-Specific Benefits

Sales Teams

Persio's lead scoring determines which deals need approval. ApproveThis handles how they get approved. Sales ops can:

• Set discount thresholds that auto-route to managers
• Require exec sign-off on custom contract terms

Approvers get context like deal size and lead score directly in approval requests.

HR Teams

New hire data from Persio can trigger equipment approval workflows in ApproveThis. HRBP approvals for promotions become automated based on Persio's performance data.

IT Teams

Control access requests while maintaining speed. When Persio detects a department change, ApproveThis can:

• Require manager approval for new software access
• Auto-revoke permissions if approvals expire

Implementation Guide

Step 1: Create a Zapier account if you don't have one

Step 2: Connect Persio and ApproveThis as Zapier apps

Step 3: Choose trigger/action pairs from our pre-built templates:

Template 1: User Creation Governance

Persio Trigger: New user created → ApproveThis Action: Create approval request

Map Persio's user data fields to ApproveThis' request form. Set conditional routing so enterprise users go to IT, others auto-approve.

Template 2: Approval-Driven Updates

ApproveThis Trigger: Request approved → Persio Action: Update user record

Example: Only promote users in Persio after approval documentation is attached in ApproveThis.

Template 3: Automated Responses

ApproveThis Trigger: New request → Persio Action: Generate response

Use Persio's AI to draft approval rationales based on request type and historical data.

Critical Configuration Tips

Field Mapping: Ensure Persio's lead score/account tier fields map to ApproveThis' conditional thresholds

Approver Groups: Create separate groups in ApproveThis for Legal vs. Manager approvals

Fallback Rules: Use ApproveThis' vacation delegation to prevent bottlenecks

Audit Trail: Enable ApproveThis' document attachment feature for compliance-heavy approvals

Why Teams Choose This Combo

A manufacturing company reduced equipment approval times from 5 days to 6 hours by:

1. Using Persio to flag urgent requests based on project timelines
2. Routing through ApproveThis with escalation rules

A marketing firm eliminated client billing disputes by:

1. Generating Persio responses from approved scopes
2. Linking ApproveThis audit trails to Persio client records

Getting Started

ApproveThis requires no licenses for external approvers – clients or partners can review requests via email. Persio remains your data hub, while ApproveThis handles governance.

Next Steps:

1. Register for ApproveThis
2. Explore Persio's data capabilities
3. Build your first Zapier workflow

For complex use cases, schedule a demo to see conditional approvals based on Persio's real-time data.

Final Considerations

This integration works best when:

• You have clear approval rules that can map to Persio data points
• Multiple teams touch the same records
• Audit trails are legally required

It may be overkill if:

• All approvals are ad-hoc with no data dependencies
• Your team uses Persio only for basic contact storage