ApproveThis manages your Valuecase Integration approvals.

When Approval Chaos Meets Client Collaboration

Let's cut through the BS: approvals suck. They're the traffic jam in your productivity highway, especially when you're juggling internal teams and external clients. Enter ApproveThis and Valuecase - two tools that act like a double-shot of espresso for your business processes.

ApproveThis isn't just another "click approve" tool. It's your workflow sheriff, enforcing rules, chasing down decisions, and keeping everyone honest. Valuecase? Think of it as your digital embassy for client projects - a clean, professional space where messy collaborations turn into actual results.

But here's where it gets spicy: Zapier connects these two like a universal translator. Suddenly, every "approved" in ApproveThis can kick off real action in Valuecase, and every client interaction in Valuecase can demand accountability through ApproveThis. No more chasing people across Slack/email/Teams/carrier pigeon.

Why This Combo Doesn't Just Work – It Actually Solves Sh*t

Valuecase builds client-facing microsites that don't look like they were designed in 1998. ApproveThis makes sure the right people sign off on things before they hit those microsites. Together? You get guardrails without handcuffs.

The Nerd Stuff That Matters

When a client submits a form in Valuecase, ApproveThis can automatically:

• Route it to the correct approver based on $ amount or project type
• Escalate if Karen from accounting is on vacation (thanks to auto-delegation)
• Update Valuecase spaces the second something's approved

Best part? External approvers don't need a Valuecase license. They get clean email approvals from ApproveThis while your team works in Valuecase. No more $50/month seat licenses for someone who approves three things a year.

Real Teams Using This Like They’re Cheating

For Marketing Agencies: Client Requests That Don’t Go Chernobyl

Scenario: Client submits a "urgent" website change via Valuecase form. Your team used to have to:

1. Screenshot the request
2. Slack it to the PM
3. Wait for PM to approve
4. Email dev team
5. Hope someone updates the project space

Now? The Valuecase form triggers an ApproveThis workflow that:

• Auto-calculates dev hours needed (using calculated fields)
• Routes to PM if under 20 hours, skips to dev lead if over
• On approval, creates a Valuecase space with the brief + deadline
• Pings client via Valuecase when done

Enterprise Sales Teams: No More Frankenstein Proposals

Your reps build proposals in Valuecase spaces. Legal used to take days to review. Now:

1. Rep marks proposal ready in Valuecase
2. ApproveThis sends to legal + finance simultaneously
3. Either can request changes directly in Valuecase comments
4. Once both approve, space unlocks for client sharing

Bonus: Sales ops gets auto-reports on approval bottlenecks. Suddenly they know legal’s dragging ass on healthcare deals every March (it’s HIPAA audit season, duh).

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these tools. Here's the 101:

Basic Zap #1: Form → Approval → Space

1. In Zapier, choose "New Form Completed" in Valuecase
2. Add filter: Only trigger for forms tagged "Client Requests"
3. Action: "Create Request" in ApproveThis
4. Map form fields to approval fields
5. Add ApproveThis "Approved" trigger → "Create Space" in Valuecase

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk requests. Example: If "budget" field > $10k, require CFO approval.

Why This Doesn’t Break (Like Your Last "Solution")

ApproveThis sits between Valuecase and your team like a bouncer with a clipboard:

- Vacation mode: John’s out? Approvals auto-reroute to Lisa without touching Valuecase
- Thresholds: Auto-approve small copy changes, escalate big redesigns
- Audit trails: Every decision timestamped with comments – perfect for client disputes

Departments That Stop Hating Each Other

Operations Teams: From Paper Pushers to Process Ninjas

Instead of manually checking Valuecase spaces for compliance, set ApproveThis rules:

- All new client spaces require infosec review if containing "NDA"
- Vendor onboarding spaces auto-trigger legal approval
- Budget tracker changes over 5% alert finance instantly

Client Success: Actually Look Proactive For Once

Connect client health scores in Valuecase to approval workflows:

- CSAT drops below 7? Auto-create approval path for account review
- Usage milestones hit? Trigger discount approval process
- Renewal docs auto-send for legal check 90 days out

“But Wait, Can’t We Just Use [Insert Crappy Alternative]?”

Sure, you could duct tape your approval process together with email forwards and sticky notes. Or:

ApproveThis Does What Valuecase Can’t (And Vice Versa)

Valuecase isn’t built to chase approvers. ApproveThis isn’t made for client collaboration. Together?

- Clients see polished Valuecase spaces, not your internal approval mess
- Approvers get email/SMS nudges without logging into yet another tool
- You get reports showing exactly where deals/client projects get stuck

The License Fee Math That’ll Make Your CFO Smile

Typical scenario:
- 10 internal users in Valuecase: $600/month
- 50 external collaborators: $0 in ApproveThis
Vs. making clients get Valuecase seats: $3k+/month. Ouch.

Your Move

This isn’t about “streamlining workflows” – it’s about stopping the 37 back-and-forth emails that happen every time a client sneezes. It’s about your team actually trusting that when something’s in Valuecase, it’s been vetted. And clients not seeing your internal approval sausage-making.

ApproveThis has a free trial. Valuecase does too. Zapier connects them in 20 minutes. Worst case? You waste an hour and go back to hating your current process. Best case? You look like the office hero who finally fixed the approval nightmare.

Next steps:
→ Register for ApproveThis (takes 3 minutes)
→ Spin up a Valuecase space (even for internal use)
→ Or book a demo to see real client examples

PS – If you’re reading this at 11pm stressing about tomorrow’s approvals? We’ve all been there. This combo is your escape hatch.