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Revolear Integration

ApproveThis manages your Revolear Integration approvals.

April 22, 2025

Integration Category: App Builder

When Deals Meet Decisions

Let's be real - nothing kills momentum like chasing down signatures. Sales teams fistfight legal over contract tweaks. Procurement drowns in purchase requests. Customer success gets ghosted by clients who can't figure out how to approve revised terms. This is where ApproveThis and Revolear become your tag-team partners in crime.

Revolear structures deals like a pro - proposals, negotiations, redlines. ApproveThis slaps governance on top without bureaucracy. Connect them through Zapier, and you've got a system where deals flow forward instead of getting stuck in approval purgatory. We're talking days shaved off contract cycles, compliance that doesn't require babysitting, and clients who actually sign documents before Q4 ends.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit unique scaling pains. You're big enough that "just Slack John about it" creates liability, but small enough that buying enterprise clunkware feels like overkill. Here's where the integration nails it:

For Revolear Users

Your deal rooms get teeth. Instead of hoping someone remembers to CC legal@, every proposal/contract/deal triggers automatic approval chains. Sales ops sleeps better knowing discount thresholds auto-flag for CFO review. Clients get a clean approve/reject button instead of "pls review attached PDF and reply all."

For ApproveThis Crews

Your workflows gain context. Approval requests pull in live Revolear data - contract values, term dates, client notes. No more approvers rubber-stamping because "the PDF looked okay, I guess." Bonus: External clients approve directly through Revolear's interface without needing ApproveThis logins. (They still need their Revolear access, but no extra seats on your dime.)

Real-World Use Cases That Don't Suck

1. Contract Sign-Offs That Don't Require a Law Degree

Picture this: Your sales team sends a revised MSA through Revolear. Zapier pings ApproveThis to start a legal + finance review. The workflow:

  • Auto-checks contract value against approval thresholds
  • Routes to regional counsel if IP clauses are modified
  • Pushes to CFO only if discounts exceed 15%

Who needs this: SaaS companies with enterprise sales teams, agencies working with freelance contractors, manufacturers dealing with cross-border agreements.

2. Deal Rooms That Actually Close Deals

New Revolear deal created  Auto-invite stakeholders to ApproveThis workflow. Procurement teams use this to get vendor contracts reviewed by security, legal, and budget owners in one shot. Marketing agencies sync client approvals for campaign budgets directly inside Revolear's interface. No more "I approved it in some email thread, I think?"

3. Post-Approval Sync That Doesn't Require Data Entry

When ApproveThis finalizes a decision, Zapier updates Revolear deal statuses automatically. Sales teams see real-time approval progress without hounding ops. Procurement has audit trails showing exactly who approved that urgent server purchase. Customer success gets alerts when clients sign off on scope changes.

Setup That Won't Make You Rage-Quit

If you can order DoorDash, you can connect these tools:

  1. In Zapier, create a new Zap
  2. Choose Revolear as trigger (new deal, sent agreement, etc.)
  3. Pick ApproveThis action (create request, update status)
  4. Map fields: Deal ID  Approval Ticket, Contract Value  Threshold Check
  5. Test with a $1 mock deal to avoid embarrassing CEO approvals

Pro tip: Use ApproveThis' calculated fields to auto-approve small potatoes. $500 NDAs? Greenlight instantly. $50K contracts? Route through proper channels.

Department-Specific Wins

Sales Teams

Stop losing deals to "we'll get back to you." When Revolear proposals trigger instant approval chains:

  • Discount authority checks happen pre-send
  • Legal reviews custom clauses in context
  • Clients approve terms before lunch breaks end

Procurement

PO approvals that don't require 17 spreadsheets. Supplier contracts in Revolear auto-route based on:

  • Vendor risk tiering (new vs. approved)
  • Total spend thresholds
  • Category owners (IT, facilities, etc.)

Customer Success

Renewal amendments get client eyes without 37 follow-ups. Embed ApproveThis decisions directly into Revolear deal rooms. Clients click "Approve," triggers update in your CRM, CSMs pop champagne.

Features You'll Actually Use

Beyond basic approvals, this combo handles real-world messiness:

Vacation Coverage That Works

Legal lead on PTO? ApproveThis auto-reassigns their Revolear contract reviews to the deputy. No more "waiting for Sarah to get back from Bali."

Approval Escalations That Don't Escalate Your Blood Pressure

Set thresholds where Revolear deal values auto-ping higher-ups. $10K deals stop at managers. $100K+ jump to VP. CFO only gets tagged if margins dip below set %.

Client-Friendly Without Being Naive

External users approve through Revolear (no ApproveThis logins needed). But behind the scenes, your team gets full audit trails. Perfect for regulated industries needing compliance paper trails.

When to Steal This Setup

This isn't for everyone. If you're a 10-person startup where the CEO approves every Post-it note purchase, maybe wait. But if any of these sound familiar:

- Deals bounce between departments like a ping pong ball
- Clients "forget" where to click to approve
- Finance keeps finding "urgent" purchases that skipped approvals
- Legal's backlog is measured in weeks, not hours

Then yeah, it's time. The combo works because it respects how deals actually get done - collaborative but controlled, flexible but auditable.

No-BS Next Steps

If you've read this far, you're either genuinely interested or avoiding real work. Either way:

1. Book a 15-min demo - We'll show how a manufacturing company cut PO approvals from 14 days to 38 hours.
2. Start a free trial - Connect to Revolear in 20 minutes using Zapier templates.
3. If still skeptical, see Revolear's docs on approval workflows. They'll convince you.

Worst case? You keep drowning in approval chaos. Best case? You become that person who "finally fixed our damn process."

🥳

Integrate with Revolear 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 Revolear

Suggested workflows (and their Zapier components) for Revolear

Create approval requests for new agreement signatures

When an agreement is sent for signature in Revolear, create an approval request in ApproveThis to kick off a review process. This integration ensures document sign-offs are streamlined and properly authorized. *Note: Ensure that approval thresholds are configured appropriately in ApproveThis.*

Zapier Components

Revolear Logo

Trigger

Agreement Sent for Signature

Triggers when a user sends an agreement for Signature.

Action

Create Request

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

Invite contacts for new approval requests

When a new approval request is initiated in ApproveThis, automatically invite the relevant contacts to the deal room in Revolear. This automation helps notify stakeholders and accelerates collaborative decision-making. *Note: Configure contact identifiers in the deal room invite settings.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Revolear Logo

Action

Invite to Deal Room

Invite contacts to a deal room in Revolear.

Create approval requests for new deals

Whenever a new deal is created in Revolear, trigger an approval request in ApproveThis to review and authorize key deal details. This integration ensures that all deals are vetted quickly, enhancing overall decision-making efficiency. *Note: Verify that deal approval criteria are set appropriately in ApproveThis.*

Zapier Components

Revolear Logo

Trigger

Deal Created

Triggers when a new deal is created.

Action

Create Request

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

Update deals after approval decisions

When an approval decision is completed in ApproveThis, update the corresponding deal in Revolear with the latest approval status. This automation keeps deal records current and reduces the need for manual follow-ups. *Note: Map approval outcomes to the appropriate deal status fields.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Revolear Logo

Action

Update Deal

Update Revolear Deal for header fields.