
ApproveThis manages your RepCard Integration approvals.
April 17, 2025
Integration Category: Sales Crm
When Approval Bottlenecks Meet Sales Hustle
Let’s be real: sales teams move fast. They’re closing deals, nurturing leads, and chasing quotas. But when every client discount, event ticket, or contract change needs three layers of approval? That’s where the wheels fall off. Enter ApproveThis and RepCard – the tag team that keeps your sales engine running without bureaucratic gridlock.
ApproveThis isn’t just another "approval app." It’s the traffic cop for your decision-making processes. RepCard? That’s your sales team’s automated wingman for follow-ups and referrals. Together, they automate the boring stuff so your team can focus on what matters: selling.
Why This Combo Works (Besides Saving Your Sanity)
Here’s the thing about approvals – they’re necessary, but they shouldn’t be a bottleneck. With ApproveThis plugged into RepCard via Zapier, you’re not just speeding things up. You’re creating a system where:
- Approvals happen where the work does: No more switching between RepCard and 12 other tools to get a "yes"
- External clients can approve without logins: Send approval requests via email – they click, decide, done
- Sales ops actually knows what’s happening: Real-time tracking means no more "I thought YOU approved that?!"
Take discount approvals. A sales rep offers 15% off in RepCard → ApproveThis automatically routes it to the regional manager → If approved, RepCard sends the updated proposal. All before the lead cools off. That’s the power play here.
Real Use Cases That Don’t Suck
1. Appointment Changes That Don’t Ghost Your Pipeline
The Problem: Your rep reschedules a key demo with EnterpriseCo. Finance needs to approve the new travel budget. Legal wants to review the updated contract terms. Meanwhile, the client’s getting antsy.
The Fix: When a RepCard appointment status changes, ApproveThis:
- Auto-creates an approval request with all details
- Routes it to finance AND legal simultaneously
- Updates RepCard once both approve
Who This Helps: Field sales teams dealing with last-minute changes. Example: A medical device rep moving a demo hospital visit triggers immediate budget re-approvals.
2. Turning "Approved" into "Onboarded" Without the Paperwork
The Problem: New client gets approved… and then falls into a CRM black hole for two weeks.
The Fix: When ApproveThis greenlights a new vendor request:
- Zapier pushes their contact info to RepCard
- RepCard auto-schedules the first follow-up sequence
- Sales gets notified to start the outreach
Who This Helps: Channel sales teams managing dozens of new partners monthly. No more manual data entry from PDF forms.
3. Event Tickets That Don’t Require a Seance to Track
The Problem: Your big industry conference is next week. 37 reps promised tickets to prospects. No one knows who actually got approved.
The Fix: ApproveThis + RepCard:
- Rep requests ticket in RepCard
- ApproveThis checks if prospect meets tier criteria
- Auto-adds ticket to RepCard if approved
Who This Helps: Trade show teams at manufacturing or SaaS companies. Bonus: automatic denials if the prospect hasn’t been contacted in 90 days.
Setting This Up Without an IT Degree
Here’s the beauty of Zapier – you don’t need to be a tech wizard:
- Connect RepCard and ApproveThis to Zapier (5 minutes)
- Pick your trigger: "Appointment changed" in RepCard → "Create approval request" in ApproveThis
- Add filters: Only trigger for deals over $50K
- Test with a real sales rep (because IT’s test data lies)
Pro Tip: Use ApproveThis’s calculated fields to auto-approve small discounts (under 5%) but escalate bigger ones. Saves 20+ approval requests/week.
Who Actually Benefits (Besides Your CFO)
Sales Teams
Get approvals before the prospect’s next coffee break. Vacation delegation means no waiting for Karen from accounting to get back from Maui.
Sales Ops
Finally see where deals get stuck. That “pending approval” column in RepCard? Now it shows exactly who’s sitting on requests.
Finance
Threshold approvals mean they only see exceptions. Auto-reject anything that doesn’t meet discount policies. Sleep better at night.
External Partners
Vendors approve PO changes via email – no guest logins to your RepCard. Less security risk, fewer password reset calls.
The Part Where We Tell You What to Do Next
If you’re still manually forwarding RepCard updates for approvals, you’re leaving deals (and sanity) on the table. Here’s your play:
For the DIY Crowd:
Grab an ApproveThis trial, connect to RepCard via Zapier, and automate one approval process this week. Start with event tickets – low risk, high visibility.
For the “Just Show Me” Folks:
Book a 15-minute demo. We’ll show how a 500-person med device company cut approval times by 70% using these exact integrations.
Either way, stop letting approvals be the reason deals die in RepCard. That’s just bad business.
Integrate with RepCard 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 ApproveThis for RepCard Integration
Suggested workflows (and their Zapier components) for ApproveThis for RepCard Integration
Create approval requests in ApproveThis for appointment status changes in RepCard
Whenever the status of an appointment is changed in RepCard, this integration automatically creates a new approval request in ApproveThis. This ensures that all changes in appointment statuses are verified and approved by the relevant parties, improving accountability and decision-making efficiency. *Note: Ensure appropriate approval pathways are configured in ApproveThis for different types of appointments.*
Zapier Components

Trigger
Appointment Outcome
Triggers when a status is changed for an appointment.
Action
Create Request
Creates a new approval request in ApproveThis.
Create new contacts in RepCard for approved requests in ApproveThis
This automation generates a new contact in RepCard every time a new approval request is initiated in ApproveThis. It facilitates efficient user data management and enables seamless transition from approval to customer onboarding.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Contact
This will create a contact in RepCard.
Initiate approval requests in ApproveThis for new event registrations in RepCard
For each new event registration in RepCard, this integration prompts an approval request initiation in ApproveThis. This ensures that event credentials and access are vetted and confirmed before being granted, thereby maintaining event security and integrity.
Zapier Components

Trigger
New Registration
Triggers when a user is registered to the event.
Action
Create Request
Creates a new request in ApproveThis.
Distribute event tickets in RepCard for approved requests in ApproveThis
Post approval or denial of requests in ApproveThis, this automation adds event tickets to the corresponding users in RepCard. It ensures timely ticket allocation correlating with approved requests, thereby advancing event operational fluidity.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Add Event Ticket
This will add the ticket to RepCard for the selected Event.
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