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AttractWell Integration

ApproveThis manages your AttractWell Integration approvals.

April 17, 2025

Integration Category: Crm

Why These Two Tools Belong Together

Let's cut to the chase - if your team uses AttractWell, you're already knee-deep in client management, course delivery, and payment processing. Now imagine adding approval bottlenecks to that mix. That's where ApproveThis comes in like a caffeinated operations manager who actually shows up to work.

ApproveThis handles the decision-making grind that AttractWell wasn't built to manage. While AttractWell organizes your clients and content, ApproveThis answers the "Who needs to sign off on this?" and "Why is this stuck in limbo?" questions that plague growing teams. Connect them through Zapier, and you've got an auto-pilot system for approvals that doesn't require babysitting.

The Nuts and Bolts of Integration

Here's what happens when you marry these platforms:

  • Automatic Paper Trails: Every client action in AttractWell (completed courses, payments, registrations) triggers approval workflows in ApproveThis
  • No More Approval Black Holes: Track pending decisions in ApproveThis while keeping all client data synced in AttractWell

Real-World Use Cases That Don't Suck

1. Certify Course Completions Without the Email Ping-Pong

When a student finishes a class in AttractWell, ApproveThis automatically:

  • Routes completion certificates to instructors for validation
  • Flags discrepancies in course progress
  • Updates CRM records post-approval

Who cares: Coaching teams managing certification programs, corporate training departments scaling digital learning

2. Event Registrations That Actually Stay Organized

New AttractWell event sign-up → Instant approval request in ApproveThis for:

  • VIP access approvals
  • Payment plan exceptions
  • Waitlist management

Who cares: Workshop hosts, membership site operators, conference organizers using AttractWell's funnel tools

3. Keep Client Vaults From Turning Into Financial Messes

Successful vault payments in AttractWell trigger ApproveThis to:

  • Route revenue recognition approvals
  • Confirm fulfillment team assignments
  • Log audit-ready financial records

Who cares: Program managers overseeing high-ticket offers, finance teams needing clean payment paper trails

Setting This Up Without Losing Your Mind

Here's the 5-minute version:

  1. Create Zapier connections for both ApproveThis and AttractWell
  2. Pick your trigger (e.g., "New Event Registration" in AttractWell)
  3. Map key data points to ApproveThis request fields
  4. Set approval rules (thresholds, groups, escalation paths)
  5. Test with live data - no "perfect setup" needed

Team Benefits That Actually Matter

Operations Teams

Stop being the human router between AttractWell data and decision-makers. Approval thresholds automatically escalate stuck requests, while vacation delegation prevents logjams.

Finance Teams

Attach audit trails to every vault payment approval. Calculated fields in ApproveThis auto-flag discrepancies before requests even reach your team.

Client Success

Ever had a client ask "Who's reviewing my submission?" Now you can share real-time approval statuses without digging through AttractWell logs.

The License Hack Nobody Talks About

Here's the kicker: external partners or clients don't need AttractWell logins to approve requests. They get email/SMS approvals from ApproveThis while you maintain full control in AttractWell. No added software costs, no training docs for basic approvals.

When to Consider This Combo

This integration makes sense if:

  • You have 5+ monthly approvals tied to AttractWell actions
  • Multiple departments touch client lifecycle events
  • You're tired of "Did you approve that?" Slack searches

Limitations to Know Upfront

This isn't magic fairy dust:

  • Complex conditional approvals may need custom Zapier filters
  • Bi-directional sync requires two separate Zaps
  • Approval logic lives in ApproveThis - not in AttractWell UI

Bottom Line for Scaling Teams

AttractWell helps you manage clients. ApproveThis manages the decisions about those clients. Together, they handle the operational grit that makes consultancies and coaching businesses implode at 50+ employees.

If your team wastes more than 3 hours weekly chasing approvals related to AttractWell activities, this integration pays for itself in literal days. No PhD required to set up, no per-approver fees to stress about.

Next step: Book a 15-minute demo showing exactly how we've automated approvals for other AttractWell power users. Or start a free trial and connect your first Zap within the hour.

🥳

Integrate with AttractWell 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 AttractWell

Suggested workflows (and their Zapier components) for AttractWell

Create approval requests for completed classes in ApproveThis

Need to track and approve student class completions? This automation streamlines the process by creating an approval request in ApproveThis whenever a class is completed. It ensures that every completion is reviewed swiftly, keeping your records accurate and up-to-date. *Note: Configure ApproveThis to notify supervisors for reviews.*

Zapier Components

AttractWell Logo

Trigger

Student Completes a Class

Triggers when a student completes a class.

Action

Create Request

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

Create event registration approvals in ApproveThis

When participants register for an event, ensure that each registration is validated and approved. With this automation, an approval request is created in ApproveThis for every new event registration, speeding up the approval process and enhancing event management efficiency.

Zapier Components

AttractWell Logo

Trigger

New Event Registration

Triggers when someone registers for an event.

Action

Create Request

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

Update AttractWell contacts for new ApproveThis requests

Stay on top of your contact management by updating contacts in AttractWell for each new approval request started in ApproveThis. This flow ensures your database reflects the latest approvals, keeping your team informed and engaged.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

AttractWell Logo

Action

Create or Update Contact

Creates or updates a contact.

Create approval requests for successful vault payments in ApproveThis

Successfully processed payments are crucial for your business operations. Automate their approval by creating a request in ApproveThis whenever a vault payment is successful. This ensures transparency and accountability to your financial handling processes.

Zapier Components

AttractWell Logo

Trigger

Contact Has Successful Payment for Vault

Triggers when a contact has a successful payment for a vault.

Action

Create Request

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