ApproveThis manages your Easify approvals.

Why Bother Connecting These Two?

Let’s cut through the corporate jargon: if your team’s approval processes still involve chasing people through Slack or digging through email chains that start with “Per my last message…”, you’re wasting money. ApproveThis and Easify solve different problems – but together, they turn bureaucratic delays into something that actually works.

Easify handles the chaos of customer interactions (contacts, SMS, CRM data). ApproveThis handles the chaos of getting humans to make decisions. Connect them via Zapier, and you’ve got a system where approvals trigger automatically based on real-world events in Easify. No more spreadsheet trackers. No more “Did you see my request?” follow-ups.

Here’s what this looks like in practice: A sales rep adds a new enterprise lead in Easify. ApproveThis instantly pings the legal team to review contract terms. Legal approves via email without logging into Easify. The CRM updates automatically. Meanwhile, the sales rep isn’t playing middleman between systems. That’s the difference between closing deals and herding cats.

Where This Combo Hits Different

Most approval tools just route forms. ApproveThis adds logic: “If the deal size is over $50K, require CFO sign-off.” Easify adds context: customer history, SMS threads, payment data. Together, they give approvers what they need to say “yes” faster – or spot reasons to say “no” before things go sideways.

Use Case 1: New Contact Vetting (Without the Paperwork)

Marketing teams dumping unvetted leads into your CRM are like kids with a credit card at a candy store – fun until the stomachache hits. Here’s how this integration reins that in:

When a new contact pops up in Easify, ApproveThis can fire off approvals to:

• Sales managers verifying lead quality
• Compliance teams checking for regulatory flags
• Finance confirming budget alignment

Real example: A fintech company uses this to screen loan applicants. Easify captures customer data, ApproveThis routes it to underwriters with risk thresholds pre-set. Applications meeting criteria auto-approve; others get human review. Result? 60% faster loan processing.

Use Case 2: SMS Approval Chains That Don’t Suck

Customer support teams using Easify’s SMS get this problem daily: A client texts a special request (“Can you waive this fee?”). The rep needs manager approval but doesn’t want to leave the chat. Cue the integration:

An SMS comes into Easify → ApproveThis creates a request with the transcript → Manager approves/denies via email → The rep gets an auto-update. All while the customer waits seconds, not hours.

Why it matters: Telecom companies use this for service changes. Customer texts “Upgrade my plan” → Rep triggers approval → System checks for past due bills → If clear, approval happens in minutes. No more manual billing checks.

Setup: Less Painful Than Your Last Software Rollout

If you’ve used Zapier before, this takes 15 minutes. If not, maybe 30. Here’s the drill:

1. Connect Easify to Zapier: Grab your API keys from Easify’s admin panel. Zapier’s got step-by-step docs.

2. Connect ApproveThis: Same deal – API key from your ApproveThis settings.

3. Build the Zap: Choose your Easify trigger (new contact, SMS, etc.). Map key fields to ApproveThis. Test with real data.

Pro tip: Use ApproveThis’s calculated fields to auto-approve small requests. Example: If a contact’s estimated deal size < $10K, skip manager review. Saves everyone’s time.

Who Actually Benefits? (Spoiler: Everyone)

Finance Teams

ApproveThis’s thresholds mean invoices under $5K get auto-approved based on Easify payment data. Over $5K? Escalate to CFO. No more manual sorting – just rules that work while you sleep.

Operations Managers

Delegation features mean when your procurement head is OOO, approvals route to their deputy automatically. Vacation notices in Slack? Cute. Automatic failover? Better.

Customer Support

Ever had to tell a customer “I need to ask my manager” and then play phone tag? With Easify SMS tied to ApproveThis, you get a yes/no while the client’s still on the line. Game changer for retention.

The Cool Features Everyone Ignores (But Shouldn’t)

Email approvals: Approvers don’t need another app login. They click “Approve” in their inbox. External partners love this – no guest accounts to manage.

Real-time dashboards: See every pending request across Easify integrations. Marketing’s lead approvals, support’s SMS escalations, finance’s invoices – all in one place. Saves those Monday morning “Where are we at?” meetings.

Conditional logic: If Easify data shows a high-value customer, ApproveThis can skip lower-level approvals. VIP treatment without the manual hassle.

Bottom Line: This Isn’t Just Another Integration

Most software integrations are duct tape. This one’s a force multiplier. Easify knows what’s happening with customers. ApproveThis forces decisions to happen. Together, they turn “We’ll get back to you” into “Done.”

The kicker? Approvers don’t need Easify licenses. Clients, contractors, execs – they review requests in email. No new logins. No seat fees. Just faster decisions.

If your approval bottlenecks are costing deals, tanking productivity, or just annoying everyone, this isn’t a “nice to have.” It’s a “fix it now or keep bleeding money” play.

Register for ApproveThis or schedule a demo. We’ll show you how to set up the Easify integration in real-time – no sales fluff, just results.