ApproveThis manages your SimplyCOLLECT Integration approvals.

Why These Two Tools Belong Together

Let's cut through the noise: if you're using SimplyCOLLECT to manage customer data and payments, you're already halfway to fixing your approval bottlenecks. What's missing? A way to automatically route those critical customer status changes, payment terms updates, and new account setups through human decision-makers without creating bureaucratic gridlock.

ApproveThis acts like the traffic controller for your SimplyCOLLECT data. When a high-value customer triggers a credit limit increase in SimplyCOLLECT? That's not something you want sitting unprocessed because your CFO missed an email. The Zapier integration creates approval workflows that move at the speed of your business, while still keeping actual humans in the driver's seat for key decisions.

What This Actually Fixes (Besides Your Patience)

Most teams use SimplyCOLLECT as their source of truth for customer payment behaviors. But when those behaviors change – say a customer requests extended payment terms – here's what usually happens:

• Someone copies data into an email/PDF
• That email gets forwarded to 3 people, two of whom are OOO
• Decisions get made without seeing the full customer history

ApproveThis stops this circus by embedding approval logic directly into your SimplyCOLLECT workflows. Credit team needs to sign off on terms changes? Set up a multi-step approval that includes the account manager and pulls the customer's 12-month payment history into the approval request automatically. Legal wants to review NDAs for new enterprise accounts? Build it into the workflow so deals don't stall.

Real Teams Using This Right Now

Finance Teams: Stop Playing Payment Term Roulette

When a customer in SimplyCOLLECT requests net-60 terms instead of net-30, that decision impacts cash flow, risk exposure, and sometimes entire supply chains. With ApproveThis, you can:

- Auto-route requests based on dollar amounts (under $50k? Maybe one approver. Over? Escalate to CFO)
- Attach customer payment history from SimplyCOLLECT to every request
- Set hard deadlines so slow approvals don't bottleneck accounting

Sales Teams: Onboard Faster Without Skipping Steps

New customer in SimplyCOLLECT? Great. But if your compliance team requires three signatures before activating accounts, those deals aren't closed until the paperwork clears. ApproveThis adds visibility:
- Sales gets real-time status updates on approval progress
- Legal/Compliance sees full customer data without hunting through emails
- Approvers can reject with comments so fixes happen fast

Customer Success: Fix Problems Before They Blow Up

When a customer's status changes to "high risk" in SimplyCOLLECT, you need decisions fast – payment plans, service restrictions, etc. Approval groups in ApproveThis let you loop in finance, legal, and CS leads in parallel. No more waiting for sequential replies while the situation deteriorates.

How It Works (Without the Tech Speak)

Connect SimplyCOLLECT to ApproveThis via Zapier in about 15 minutes. Here's the gist:

1. Pick a trigger in SimplyCOLLECT (new customer, status change, etc.)
2. Map the data you need into ApproveThis (customer ID, payment terms, etc.)
3. Set who approves what, with conditions like:
   - Auto-approve changes under $10k
   - Escalate past-due accounts to senior staff
   - Require legal review for custom contracts

Bonus: Approvers don't need SimplyCOLLECT logins. Send them an email with approve/reject buttons that update both systems automatically. External partners? Add them as approvers without paying for extra seats.

Why This Beats "Just Using Email"

If you're thinking "we manage approvals fine with forwarding emails," let's be real:

- How many hours are lost weekly chasing down signatures?
- What happens when the person who needs to approve is on PTO?
- Ever approved something without seeing the latest customer data?

ApproveThis solves this with:
- Vacation Delegation: Auto-reassign approvals if someone's OOO
- Real-Time Dashboards: See every pending request color-coded by urgency
- Conditional Logic: Skip unnecessary approvals based on rules

Don't Build a Custom Solution (Seriously)

Some teams try to hack this together with form builders or project management tools. But when payment terms change, you need:
- Audit trails that show who approved what and when
- Integration with actual payment data (not just form entries)
- Compliance with financial controls

ApproveThis + SimplyCOLLECT gives you this out of the box. No monthly developer bills, no fragile spreadsheet automations that break when someone changes a column header.

Getting Started Without the Overwhelm

Start small: pick one process that's currently a pain point. Common launches we see:

Phase 1: Automate approval requests for all new customers over $100k ARR. Attach their SimplyCOLLECT profile and contract terms automatically.
Phase 2: Add conditional rules – maybe skip VP approval for customers in low-risk industries.
Phase 3: Use calculated fields to flag high-risk changes, like payment term extensions that exceed 30% of the customer's average balance.

Bottom Line: This Isn't About Approval Software

It's about closing deals faster without compliance nightmares. It's about stopping payment term creep that slowly strangles cash flow. And it's about making managers actually accountable for decisions instead of hiding behind "I didn't see the email."

If your team handles more than 20 customer-related approvals a month, this integration pays for itself in reclaimed hours alone. Add the reduced risk of bad deals slipping through? That's just smart business.

Ready to stop forwarding emails and start automating approvals? Register for ApproveThis or schedule a 15-minute demo. We'll show you how to connect it to SimplyCOLLECT live – no sales jargon, just real workflows.