ApproveThis manages your TradePortal Integration approvals.

Modern trade businesses face a critical challenge: maintaining rapid growth while ensuring every decision aligns with company policies and client expectations. Combining ApproveThis' approval automation with TradePortal's CRM and job management capabilities creates a powerhouse solution for contractors, service providers, and trade companies looking to scale efficiently.

Why This Integration Matters

TradePortal excels at managing customer relationships and job lifecycles, while ApproveThis brings structure to decision-making processes. Together through Zapier, they create closed-loop automation that keeps projects moving while maintaining financial controls and compliance standards. This integration solves three core challenges for trade businesses:

• Eliminating approval bottlenecks in fast-moving service environments
• Maintaining audit trails for client-facing decisions
• Enabling cross-team collaboration without software overlap

Key Integration Benefits

The Zapier-powered connection between ApproveThis and TradePortal enables real-time synchronization of approval requests with customer records and deal pipelines. Unique advantages include:

License-Free Approvals: External stakeholders can review and approve requests via email without needing TradePortal access - ideal for client sign-offs or cross-departmental collaboration.

Conditional Escalation: Automatic routing of high-value deals for executive review using ApproveThis' threshold settings, while standard jobs proceed through predefined workflows.

Mobile-First Validation: Field teams can trigger approvals directly from job sites through TradePortal mobile entries, with ApproveThis handling the authorization chain.

Real-World Use Cases

1. Client Onboarding Governance

Electrical contractors using TradePortal can automatically flag new commercial clients for credit checks. When a New Customer record appears, ApproveThis:

• Routes contract terms to legal team
• Triggers insurance verification
• Requires project manager sign-off before activating the account

This prevents service delays while ensuring compliance with safety regulations and financial controls.

2. Deal Advancement Guardrails

HVAC companies often struggle with proposal approvals slowing down seasonal opportunities. The integration automatically:

- Creates approval tickets when deals reach Proposal Sent stage
- Routes to sales managers based on deal size thresholds
- Updates TradePortal deal status upon approval
- Triggers automated client follow-ups through connected email platforms

This shaves days off the sales cycle while maintaining pricing discipline.

3. Job Completion Protocols

For plumbing businesses, completed job approvals directly impact cash flow. The integration enables:

- Field technicians submit completion photos/docs via TradePortal mobile
- ApproveThis routes to quality control supervisors
- Auto-generates invoices upon approval
- Flags disputed jobs for manager review

This reduces payment delays by 72% according to internal benchmarks from similar trade businesses.

Team-Specific Advantages

Field Operations

Service managers gain real-time visibility into approval statuses through TradePortal's dashboard integration. The vacation delegation feature ensures urgent approvals never wait for unavailable staff.

Sales Teams

Dynamic approval thresholds adapt to seasonal sales targets, automatically escalating high-value deals while empowering reps to close standard contracts independently.

Finance Departments

ApproveThis' calculated fields integrate with TradePortal's invoicing data to enforce spending limits and automate purchase order approvals based on real-time budget availability.

Implementation Guide

Setting up the integration requires 15 minutes in Zapier:

1. Create Zapier account (if new to automation)
2. Choose TradePortal as trigger app
3. Select desired event (New Customer/Deal Stage Change)
4. Connect ApproveThis as action app
5. Map approval request fields
6. Test with live data

Most trade businesses start with three core Zaps:

- Customer creation  Credit check approval
- Deal stage change  Pricing authorization
- Approval completion  CRM status update

Strategic Considerations

While the technical setup is straightforward, successful implementation requires aligning approval logic with business priorities:

Do:
- Start with high-impact processes like change orders
- Use calculated fields for dynamic approval routing
- Enable email fallbacks for field staff with spotty connectivity

Don't:
- Overcomplicate initial workflows
- Ignore vacation schedules in approval chains
- Duplicate existing TradePortal permission systems

Beyond Basic Approvals

Advanced users leverage ApproveThis' features to create competitive advantages:

Conditional Workflows: Automatically route emergency service requests through expedited approval paths while applying stricter scrutiny to non-contract work.

Approval Analytics: Identify recurring bottlenecks in project kickoffs or material purchases using ApproveThis' dashboard alongside TradePortal's reporting.

Getting Started

Trade businesses ready to accelerate operations can:

1. Register for ApproveThis (14-day free trial)
2. Explore TradePortal integrations
3. Schedule integration workshop with our trade industry specialists

The combination of ApproveThis and TradePortal through Zapier isn't just about faster approvals - it's about creating scalable processes that maintain quality and compliance as your business grows. By embedding structured approval logic into daily operations, trade companies can finally resolve the tension between rapid service delivery and rigorous financial controls.