ApproveThis manages your Tapni Integration approvals.

Why Your Team Needs Fewer Meetings and More Automatic Approvals

Let’s cut to the chase: manual approval processes suck. They’re slow, error-prone, and require way too much “Hey, did you see my email?” chatter. Now imagine if every time someone exchanged a digital business card via Tapni, your team could automatically kick off approval workflows for things like onboarding clients, approving partnership deals, or greenlighting budget requests. That’s what happens when you connect ApproveThis and Tapni using Zapier. No more chasing down decision-makers. No more lost requests. Just clean, auditable, fast-tracked approvals that keep your business moving.

What Makes This Combo Work (Besides Common Sense)

Tapni’s digital business cards are great for modern networking, but they’re just the starting point. Every new connection is a potential trigger for action – a new vendor needing procurement approval, a client waiting on a contract signature, or a sales lead that requires discount authorization. ApproveThis takes those triggers and turns them into structured workflows with rules, reminders, and real-time tracking. Together, they solve a critical problem: speed without chaos.

Where Tapni Stops, ApproveThis Starts

Tapni excels at contactless info sharing but isn’t built to handle what happens after the connection. That’s where ApproveThis comes in. Think of it like this: Tapni hands off the baton, and ApproveThis runs the rest of the race. For example, when a sales rep shares a Tapni card with a prospect, that interaction can automatically trigger a request in ApproveThis to approve a custom demo or pricing exception. No manual data entry. No Slack pings. Just a clear path from “Hey, nice to meet you” to “Deal closed.”

Real-World Use Cases (That Don’t Involve Making Up Stats)

Here’s how actual teams use this integration to cut approval times from days to hours:

For Marketing Agencies: Stop Guessing If Clients Are Actually Approved

Scenario: Your agency uses Tapni cards to onboard new clients. Every time a client connects via Tapni, ApproveThis automatically generates a request to finalize the contract, approve the project scope, or allocate resources. Approval groups ensure the right people (legal, account leads, finance) sign off in sequence. Vacation delegation means no bottlenecks if someone’s OOO. Calculated fields auto-flag budgets that exceed client limits. Result? Faster kickoffs and fewer “Wait, did we agree to this?” fires.

For Sales Teams: Turn Handshakes Into Closed Deals Faster

Scenario: Your reps share Tapni cards at trade shows. When a high-value lead connects, ApproveThis instantly routes a request for custom pricing or expedited delivery to the VP of Sales. Approval thresholds auto-approve discounts under 10%, but escalate anything higher. Real-time tracking lets reps see exactly where their request stands – no more guessing games. Since approvers don’t need Tapni licenses, even external partners (like distributors) can review requests without logins.

For HR Teams: Make New Hire Paperwork Less Painful

Scenario: New employees receive a Tapni card during onboarding. When they connect with their manager, ApproveThis triggers equipment approval workflows (laptop specs, software access) and routes them to IT, finance, and department heads. Conditional logic skips IT approval for remote workers needing standard gear. Email-based approvals let busy execs sign off from their inbox. Audit trails prove compliance when auditors come knocking.

How to Set This Up Without Calling IT

If you can use a toaster, you can set this up:

1. Create a Zapier account (if you don’t have one).
2. In Zapier, set Tapni’s “New Connection” as the trigger.
3. Choose ApproveThis’ “Create Request” action.
4. Map Tapni’s connection data (name, email, company) to your ApproveThis approval template.
5. Test the Zap. Boom – live in 10 minutes.

Pro tip: Use ApproveThis’ calculated fields to auto-populate budget or project codes based on Tapni connection tags. Set approval thresholds to auto-approve small requests (like $500 expenses) but flag larger ones.

Why Your Finance Team Will High-Five You

Approval thresholds are the unsung hero here. Example: When a Tapni connection includes a purchase request, calculated fields can instantly determine if it’s under a department’s spending limit. If yes, auto-approve. If not, route it up the chain. Finance gets fewer low-value requests to review, and approvers only see what truly needs their eyes. Plus, everything’s documented for quarterly audits – no more shoeboxes full of receipts.

Operations Teams: How to Avoid Being the Bottleneck

Ops managers love this integration because it turns them from gatekeepers into orchestrators. Let’s say a new vendor connects via Tapni. Instead of manually creating a procurement request, ApproveThis auto-generates one with all vendor details pre-filled. Approval groups ensure legal, finance, and department heads review in the right order. Real-time dashboards show where requests get stuck, so you can nudge delays without playing detective.

The Secret Sauce: No Extra Licenses for Approvers

Here’s the kicker: Approvers don’t need Tapni accounts. They interact entirely through ApproveThis (or even email). This is huge when working with external partners – suppliers don’t want another login, and clients shouldn’t see your internal tools. A contractor can approve an invoice via email without ever touching Tapni. A client can sign off on a project phase without getting added to your CRM. Less friction, faster decisions.

When to Use This Integration (And When Not To)

This isn’t a magic wand. It works best for repeatable, rules-based approvals – contract sign-offs, budget approvals, procurement requests. Don’t use it for highly creative or subjective decisions (like approving ad campaigns). But for anything that follows a “If X, then approve with Y” logic? Gold.

What’s Next: Ditch the Paper, Keep the Sanity

If your team still runs approvals through email chains or worse – actual paper – you’re leaving speed and accountability on the table. Connecting Tapni and ApproveThis via Zapier isn’t just about automation; it’s about making sure every connection leads to action, not administrative limbo.

Ready to stop babysitting approvals? Register for ApproveThis or book a demo to see how it works with Tapni. And if you’re still using physical business cards, maybe check out Tapni while you’re at it.