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ReadyStack Integration

ApproveThis manages your ReadyStack Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Why Approval Automation Matters in Modern Workflows

In today's fast-paced business environment, bottlenecks in decision-making can cost revenue, client trust, and competitive advantage. ReadyStack's automation platform helps teams launch campaigns quickly, while ApproveThis brings structure to critical approval processes. Together through Zapier, they create closed-loop automation that eliminates manual handoffs between systems.

Consider this scenario: A marketing team uses ReadyStack to capture leads through automated workflows. Without integration, getting legal approval for campaign messaging becomes an email chain nightmare. With ApproveThis connected, each new contact triggers an approval request with context from ReadyStack. Legal reviews directly in their inbox, and approved campaigns deploy automatically. What used to take 3 days now happens in 3 hours.

Core Strengths of Both Platforms

ApproveThis: Decision Velocity Engine

Beyond basic approvals, ApproveThis provides conditional routing logic (e.g., escalate high-dollar requests), real-time calculated fields (auto-flag budget overages), and email-based decisions that keep external partners in the loop without requiring system access. Approval groups ensure quorum for major decisions while vacation delegation prevents stalled workflows.

ReadyStack: Launchpad for Automated Operations

ReadyStack specializes in turnkey workflow templates that connect data sources to action triggers. Its strength lies in transforming raw contact data into sequenced campaigns without coding. However, it lacks native controls for governance - exactly where ApproveThis completes the picture.

Four Real-World Integration Scenarios

1. Compliance-Certified Lead Generation

Financial services firms using ReadyStack for webinar signups can auto-trigger KYC (Know Your Customer) approvals in ApproveThis. When a new high-value lead enters ReadyStack:

  • ApproveThis creates a request with lead details
  • Compliance officers review via email (no app login needed)
  • Approved leads flow into CRM; rejected leads get suppressed

This ensures every marketing-qualified lead meets regulatory standards before sales engagement.

2. Agile Campaign Budget Approvals

E-commerce brands running flash sales through ReadyStack can embed budget checks. When a new promo workflow initiates:

  • ApproveThis calculates estimated discount impact using historical data
  • Requests route to finance if projected revenue drop exceeds 15%
  • Auto-approved campaigns launch immediately if under threshold

Marketing teams move faster while finance maintains oversight.

3. Client-Approved Content Production

Marketing agencies managing client projects in ReadyStack can automate creative reviews. When draft content is ready:

  • ApproveThis sends clients an email with preview links
  • Collects feedback with version tracking
  • Only approved assets progress to publishing workflows

Reduces revision cycles by keeping clients accountable via structured process.

4. Partner Co-Marketing Coordination

When launching joint ventures through ReadyStack, companies can ensure partner commitments are met:

  • Auto-create approval tasks when partner assets are due
  • Escalate missing materials after 48 hours
  • Pause campaigns until all parties approve launch readiness

Implementation Guide: Connecting the Dots

Setting up the integration takes under 30 minutes:

  1. Create Zapier account (if new to automation)
  2. In Zapier, choose ReadyStack as trigger app
  3. Select trigger event (e.g., "New Exported Contact")
  4. Connect ApproveThis as action app
  5. Map ReadyStack data fields to approval request template
  6. Test with real data and activate

Pro Tip: Use ApproveThis' calculated fields to auto-populate decision criteria. For instance, set approval thresholds based on ReadyStack contact scores.

Cross-Functional Benefits

For Marketing Teams

Accelerate campaign velocity while maintaining brand compliance. Example: A retail marketer can launch holiday promotions immediately after manager approval rather than waiting for weekly review meetings.

For Operations Teams

Automate procurement approvals tied to ReadyStack event budgets. When a trade show workflow initiates in ReadyStack, ApproveThis can validate booth costs against remaining budget.

For Executive Leadership

Gain real-time visibility into approval bottlenecks via ApproveThis dashboards. Identify processes where ReadyStack automation outpaces human decision-making capacity.

Critical Differentiators

What makes this integration unique compared to other approval solutions:

  • No Approver Licensing Costs: External partners/clients approve via email without needing ReadyStack seats
  • Context-Rich Requests: Approval tasks include relevant ReadyStack data (contact history, campaign context)
  • Bidirectional Syncing: Approval decisions update both systems (e.g., suppress contacts in ReadyStack when denied)

Getting Started

Begin with one high-impact approval scenario rather than boiling the ocean. Common starting points:

  • Client contract renewals triggering in ReadyStack
  • High-value lead handoffs to sales
  • Content publishing approvals

ApproveThis offers free trials with pre-built ReadyStack templates. For complex needs, request a custom demo showing your specific use case.

The Bottom Line

Connecting ReadyStack and ApproveThis via Zapier creates an operational rhythm where automated actions and human decisions complement rather than conflict. Marketing teams maintain agility while risk controls stay in place. Finance gains real-time budget oversight without manual reporting. Clients experience faster turnarounds with audit-ready paper trails.

Ready to transform approval bottlenecks into competitive advantages? Start your free ApproveThis trial or explore ReadyStack automation templates today.

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Integrate with ReadyStack 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.

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Best Approval Workflows for ReadyStack

Suggested workflows (and their Zapier components) for ReadyStack

Create contacts for new approval requests

Receive new approval requests from ApproveThis and automatically create or update contacts in ReadyStack to streamline customer engagement. *Note: Ensure contact fields are correctly mapped.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ReadyStack Logo

Action

Create, Update, and Tag Contacts

Automatically add new contacts, update contact field values, and assign tags to contact records.

Create approval requests for new contacts

Trigger approval processes in ApproveThis when new contacts are exported from ReadyStack, ensuring valid customer data before follow-up. *Note: Customize approval conditions as needed.*

Zapier Components

ReadyStack Logo

Trigger

New Exported Contact From Autobot

Triggers when a contact opens, clicks or visits your website. You may also select custom export triggers from your ReadyStack account.

Action

Create Request

Creates a new request, probably with input from previous steps.

Suppress subscribers for completed approvals

Automatically suppress subscribers in ReadyStack when an approval decision is finalized in ApproveThis, helping manage contacts efficiently. *Note: Confirm suppression logic aligns with your campaign strategy.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ReadyStack Logo

Action

Suppress Subscriber

Add a subscriber to a suppress list.

Request approval for new workflow contacts

Automatically create an approval request in ApproveThis for each new contact exported from a ReadyStack workflow, ensuring that only qualified contacts proceed. *Note: Set up approval routing based on contact characteristics.*

Zapier Components

ReadyStack Logo

Trigger

New Exported Contact From Workflow

Triggers when a contact opens, clicks, or visits your website through a workflow. You may also select custom export triggers from your ReadyStack account.

Action

Create Request

Creates a new request, probably with input from previous steps.