ApproveThis manages your Raklet approvals.

Why Approval Processes Shouldn’t Feel Like Herding Cats

Let’s get real: approval workflows are where productivity goes to die. You’ve got contacts waiting in Raklet, payments piling up, and stakeholders who treat email replies like an extreme sport. This is why combining Raklet’s CRM muscle with ApproveThis’ approval automation isn’t just nice-to-have – it’s your secret weapon for turning “waiting on approvals” into “done, what’s next?”

Raklet Does the Heavy Lifting, ApproveThis Does the Deciding

Raklet keeps your contacts, payments, and communications organized. But here’s the rub: CRMs aren’t built to handle the messy human stuff – like getting five people to sign off on a new vendor payment or verifying high-risk contacts. That’s where ApproveThis comes in. Think of it as the bouncer for your Raklet data: automated rules, clear accountability, and zero chasing people down.

Where This Combo Hits Different

For teams using Raklet: You’re already tracking members, payments, and communications. Now add layers like:

• Auto-approving payments under $500, but escalating big spends
• Requiring dual sign-off for adding VIP contacts

For ApproveThis users: Raklet becomes your source of truth – approval requests auto-populate with contact details, payment histories, and notes so approvers aren’t digging through inboxes.

Real-World Use Cases That Don’t Suck

1. New Contact? Cool – Let’s Verify First

The problem: Sales teams adding sketchy leads to Raklet. Finance teams onboarding vendors without proper checks. Data chaos.

The fix: Zapier triggers an ApproveThis workflow whenever a new Raklet contact is created. Example: A nonprofit using Raklet for donor management could require board approval before adding major contributors to avoid duplicate entries or compliance issues.

Approver perks: They see the full Raklet contact record in ApproveThis, click approve/reject via email, and it’s done. No Raklet license needed for external approvers.

2. Payments That Actually Get Reviewed (Without the Paperwork)

The problem: Raklet tracks payments, but someone still has to manually check if that $10K invoice was legit. Cue: delays, errors, fraud risks.

The fix: Every new Raklet payment triggers an approval chain. Example: A franchise using Raklet for member dues could auto-approve recurring payments under $1K but route larger transactions to regional managers. Bonus: ApproveThis’ calculated fields auto-flag amounts exceeding budget thresholds.

3. Approval Paper Trails That Don’t Require a Detective

The problem: “Who approved this client discount?” “Why was this vendor fast-tracked?” Crickets.

The fix: When an ApproveThis request is created, Zapier auto-adds a note to the Raklet contact. Later, when approved/denied, a Raklet tag like “Approved-Vendor” or “Denied-2024” is added. Example: A marketing agency could track which clients approved campaign budgets directly in Raklet, visible to everyone without digging through emails.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account (free tier works for testing).

Step 2: Pick your trigger – like “New Contact in Raklet” or “New Payment in Raklet”.

Step 3: Choose ApproveThis as the action. Map Raklet fields to your approval template (e.g., contact name → requester, payment amount → calculated field).

Pro tip: Use ApproveThis’ conditional logic – like “If payment > $5K, require CFO approval”. Set vacation delegates so approvals never stall when someone’s OOO.

Which Teams Stop Hating Their Tools

Finance Teams

Auto-approve recurring invoices under thresholds you set in ApproveThis. Escalate abnormal payments with Raklet data pre-attached. Audit trails show who approved what, when – no more spreadsheet gymnastics.

Operations Managers

New vendor in Raklet? Require three department heads to approve before activation. Use approval groups in ApproveThis so it’s sequential (legal → procurement) or simultaneous (any 2/3 managers).

Membership-Driven Orgs

Tag Raklet contacts as “Approved-Member” only after board review. Add notes in Raklet showing when waivers were signed off. Automate renewal reminders based on approval dates.

The Unsexy Benefits You’ll Actually Care About

No more app-hopping: Approvers get everything in email or ApproveThis’ dashboard. They don’t need Raklet access – huge when dealing with external partners.

Version control dies here: Since approvals are tied to Raklet data, there’s no “I approved the old spreadsheet” excuses.

Scale without the chaos: Raklet’s handling 10K members? ApproveThis ensures new entries get reviewed without hiring a coordinator.

Cool, But Does This Actually Work?

Let’s say you’re a mid-sized association using Raklet:

Before: New member applications sit in someone’s inbox. Payments get processed without fraud checks. Expired members aren’t flagged.

After: Applications trigger approval workflows with background checks. Payments over $500 require treasurer approval. Members get auto-tagged as “Lapsed” if renewals aren’t approved within 30 days.

It’s not magic – it’s just connecting tools that should’ve been talking all along.

Bottom Line: This Isn’t About Approvals

It’s about making Raklet the system people actually use, not just tolerate. When adding a contact or payment automatically starts the right processes, you get:

• Fewer “Did you approve this?” meetings
• Faster onboarding (clients, members, vendors)
• Data that’s accurate because approvals happen before entries go live

How to Start (Without “Starting”)

1. Grab an ApproveThis trial – takes 2 minutes.
2. Bookmark the Raklet-Zapier docs for reference.
3. Pick one process to automate first – like member approvals or invoice reviews.

Pro tip: Their support teams can pre-build your first Zapier workflow if you’re allergic to setup. Just ask.

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ApproveThis doesn’t require contracts or PhDs to use. If your Raklet processes involve more than one “Hey, can you check this?” per week, it’s time to upgrade.