ApproveThis manages your Simplicate Integration approvals.

Why This Integration Isn't Just Another "Workflow Solution"

Let's cut through the noise: most companies between 50-5,000 employees aren't struggling with whether to use tools like Simplicate (their all-in-one CRM/project hub) or ApproveThis (approval workflows that don't suck). They're drowning in the gaps between these systems. Finance needs PO approvals tied to project budgets in Simplicate. Sales leads require legal review before becoming clients. Hours logged need manager sign-off before billing.

This Zapier integration fixes the "Swivel Chair Syndrome" – where employees waste hours manually copying data between systems and chasing down approvals through 12 different Slack threads. We're talking real automation that:

• Eliminates approval black holes (you know, when requests get "stuck" because someone's OOO)
• Auto-updates Simplicate records based on approval decisions
• Lets approvers say yes/no via email without needing a Simplicate license

Where This Combo Hits Different

Simplicate's strength is being the single source of truth for clients, projects, and sales data. ApproveThis controls who gets to change that truth, when, and with what checks. Together, they handle scenarios like:

1. Client Onboarding That Doesn't Make You Lose Clients

Problem: New client requests come through Simplicate, but legal/compliance needs to vet them before creating accounts. Cue endless forwarding of PDFs and "Did you review this?" emails.

Fix: Auto-create ApproveThis requests when new companies hit Simplicate. Legal team gets an email with all details – one click approves, which auto-updates Simplicate's CRM status. For marketing agencies, this means new campaign proposals get budget sign-off before resources are booked.

2. Sales Quotes That Don't Sit in Approval Purgatory

Problem: Your sales team sends quotes via Simplicate, but deals stall waiting for VP sign-off on discounts. Sales ops manually pings leaders, loses track of versions.

Fix: Every quote sent triggers an approval chain in ApproveThis with escalation rules. If the deal’s over $10K, it routes to the CFO automatically. Approved? Simplicate updates the opportunity status. Denied? Sales gets notes directly in Slack.

3. Project Hours That Actually Match What Gets Billed

Problem: Consultants log hours in Simplicate, but managers miss the notifications. End of month billing has discrepancies, clients complain.

Fix: Weekly hour blocks over 40? Auto-approval request with rate calculations. Project over budget? Requires PM + client approval. Construction firms use this to verify subcontractor hours against project phases before payroll runs.

Setup That Doesn't Require an IT PhD

Zapier's the glue here – no coding, just connect dots:

1. Pick your trigger in Simplicate (new quote, hours logged, etc.)
2. Map fields to ApproveThis – amount, client ID, due date
3. Set approval rules: who approves, escalation paths, thresholds

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing extra scrutiny. Example: If Simplicate project hours exceed budget by 15%, route to department head instead of team lead.

Need the step-by-step? Here's how Zapier works with both systems.

Team-Specific Wins (No Fluff)

Operations/Project Teams

Approval thresholds mean standard change orders get auto-approved if under $2K. Bigger ones alert PMs in Simplicate without manual checks. Vacation delegation stops requests from dying because someone's at a conference.

Finance

PO approvals in ApproveThis sync approved amounts directly to Simplicate's budgeting module. Audit trails show who approved what – crucial for SOX compliance. Conditional logic routes high-risk invoices to AP lead instead of junior staff.

Client Services

External approvals (think: client sign-off on deliverables) happen via email. No client logins needed. Approved milestones automatically update Simplicate project timelines and trigger invoices.

What You're Not Getting (We're Honest Here)

This isn't some magical AI that "predicts" approvals. It won't auto-reject requests (unless you set strict rules). What it does do: remove the manual relay race between your CRM/project data and the people who need to greenlight decisions.

Bonus? Approvers don't need Simplicate licenses. Clients, contractors, execs who live in email – they can approve without you paying for another user seat.

Ready to Stop Being a Human Router?

If your teams are still approving stuff via sticky notes on monitors or reply-all email chains, you're leaving speed and compliance on the table. The Simplicate-ApproveThis combo isn't about flashy features – it's about closing the gaps that create bottlenecks.

Get Started with ApproveThis (takes 8 minutes) or schedule a no-BS demo showing how your messiest approval process gets automated.

P.S. If you're using Simplicate for CRM and project tracking but approvals still feel like 1998, this is your fix.