ApproveThis manages your Quilia Integration approvals.

When Approval Management Meets Client Tracking

Modern businesses face two critical challenges: managing complex approval processes and maintaining real-time visibility into client interactions. ApproveThis solves the first problem with intelligent workflow automation, while Quilia excels at syncing client data across tools. Together through Zapier, these platforms create an operational nerve center for client-facing teams.

Consider how legal teams lose billable hours chasing document sign-offs, or how marketing agencies struggle with client feedback loops. By connecting approval workflows to client case tracking, organizations gain:

• 25-40% faster client onboarding through automated approval chains
• Complete audit trails linking client interactions to business decisions
• Real-time status updates across both systems without manual data entry

Core Integration Capabilities

The Zapier integration between ApproveThis and Quilia enables bidirectional automation:

Trigger Points

Approval workflows can be initiated by:

Quilia → ApproveThis: New client feed entries, case status changes, or document uploads in Quilia automatically create approval requests

ApproveThis → Quilia: Approved contracts, budgets, or project plans automatically update client records in Quilia

Key Differentiators

Unlike basic form-to-email approvals, this integration provides:

Context-Rich Approvals: Approvers see Quilia case history directly in approval requests

License Efficiency: External clients approve documents via email without needing Quilia logins

Conditional Routing: High-value clients can be routed to senior staff while using auto-approvals for standard contracts

Real-World Workflow Accelerators

Use Case 1: Legal Case Management

When a new discovery document appears in a client's Quilia feed:

1. ApproveThis automatically creates an approval request for partner review
2. Senior attorneys receive the document with embedded Quilia case history
3. Approved documents auto-file to the correct Quilia case folder

Law firms using this workflow reduced document processing time from 72 to 8 hours.

Use Case 2: Marketing Client Onboarding

When a new client is approved in ApproveThis:

1. Quilia automatically creates a client profile
2. Campaign budgets sync from approved requests to Quilia tracking
3. Client feedback loops trigger revision approvals

Digital agencies report 30% faster campaign launches using this connected system.

Financial Services Application

Wealth management firms use the integration to:

- Automatically escalate large withdrawals via approval thresholds
- Sync approved financial plans to client portals in Quilia
- Track compliance approvals against client communication records

Implementation Guide

Connecting the platforms takes 15 minutes through Zapier:

1. Create Zapier account at zapier.com
2. Choose Quilia as trigger app
3. Select ApproveThis as action app
4. Map critical data fields:
  - Quilia case ID → ApproveThis reference number
  - Client type → Approval routing rules
5. Test with sample approval

Pro Tip: Use ApproveThis' calculated fields to auto-set approval thresholds based on Quilia case values.

Team-Specific Benefits

Client Services Teams

Reduce status update requests by 60% through automatic Quilia case updates when approvals complete. Vacation delegation ensures continuous coverage during staff absences.

Compliance Officers

Maintain airtight audit trails with timestamps showing exact approval decision times alongside Quilia client activity logs.

Operations Managers

Use real-time dashboards to identify bottlenecks where Quilia case progress waits on approvals (or vice versa).

Strategic Advantages

Combining these tools creates operational leverage:

For Growing Businesses: Scale approval processes without adding headcount
For Regulated Industries: Demonstrate compliance through linked records
For Client-Focused Teams: Deliver faster responses without quality compromises

A regional bank using both platforms reduced loan approval times by 44% while improving audit scores.

Getting Started

Begin with one critical workflow:

1. Identify a high-volume approval process tied to client records
2. Map current manual steps
3. Build equivalent Zapier automation
4. Train team leads on status tracking

Most users see ROI within 30 days through reduced follow-up emails and faster cycle times.

Final Recommendations

Start your integration journey by:

- Registering at approvethis.com
- Exploring Quilia's API docs at quilia.app
- Booking an integration walkthrough with our team

Don't settle for disconnected systems. Combine ApproveThis' approval intelligence with Quilia's client tracking to create workflows that actually work for you.