ApproveThis manages your Mateo Integration approvals.

Why This Combo Doesn’t Suck

Let’s cut to the chase: approvals are the traffic jams of business processes. Mateo handles GDPR-compliant customer comms. ApproveThis handles getting people to actually make decisions. Together? They’re like a caffeine shot for your workflow. We’re talking fewer “Hey, did you approve that thing?” Slack messages and more actual work getting done.

What Each Tool Brings to the Party

ApproveThis is your approval sherpa. It routes requests, nags approvers (politely), and makes sure nothing falls through the cracks. Key moves: conditional approvals, email-based sign-offs, and real-time tracking.

Mateo keeps your customer comms GDPR-compliant while automating messages across channels. Think of it as your compliance bodyguard with a knack for workflow automation.

The Real Reason You Should Care

Most approval tools make external collaborators jump through hoops. ApproveThis doesn’t. Your client needs to approve a contract? They click a link in their email – no Mateo login required. Meanwhile, your team keeps everything documented for compliance without playing license Tetris.

Four Ways This Actually Works in Real Life

1. Stop Letting Rando Contacts Clog Your CRM

The Problem: Sales teams adding unvetted leads to your precious CRM.
The Fix: New Mateo contact → ApproveThis review. Set rules like “All enterprise leads over $50k need VP approval.”
Who Cares: Sales ops teams tired of cleaning up CRM garbage data. CFOs who like knowing big deals get proper scrutiny.

2. Approval Requests That Actually Get Noticed

The Problem: Approvers “missing” Slack/MS Teams notifications.
The Fix: New ApproveThis request → Auto-send Mateo template message to approver’s preferred channel (SMS, email, carrier pigeon).
Pro Move: Use ApproveThis’ vacation delegation so coverage gaps don’t slow you down.

3. Instant Updates When Sh*t Gets Real

The Problem: Teams working off outdated info after approvals.
The Fix: Approval decision in ApproveThis → Mateo broadcasts update to specific Slack channels/SMS groups.
Who Wins: Customer support teams needing immediate access to approved pricing exceptions. Project managers keeping remote teams aligned.

4. Customer Messages That Don’t Land You in Legal Hell

The Problem: Junior staff sending unvetted replies to sensitive customer inquiries.
The Fix: Inbound Mateo message → ApproveThis review chain. Route high-risk replies through legal before sending.
Bonus Points: Use ApproveThis’ calculated fields to auto-flag messages containing words like “lawsuit” or “breach.”

Department-Specific Wins

Sales Teams

Ever had a deal stall because legal took 3 days to approve a contract tweak? Build approval chains where contracts over $X auto-route to legal, while standard NDAs get fast-tracked. Mateo pings the sales rep the second it’s greenlit – no more refresh-button mashing.

Customer Support

Customer demands a refund outside policy? Support agent triggers ApproveThis workflow through Mateo. Manager approves/denies via email while commuting. Either way, Mateo auto-sends the response with perfect compliance paper trail.

Compliance Officers

ApproveThis logs every decision with timestamps and comments. Mateo maintains message records. Audit time becomes “copy/paste these reports” instead of “panic-fueled document scavenger hunt.”

Setting This Up Without Losing Your Mind

1. Zapier Account: Free tier works if you’re under 100 tasks/month.
2. Connect ApproveThis: Takes 2 minutes – just API keys from your dashboard.
3. Link Mateo: Their Zapier docs are surprisingly readable.
4. Build Your First Zap: Start simple – “New Mateo contact → Approval request.” Add complexity later.

Things That’ll Bite You Later

- Don’t: Set up 50 approval steps because you can. Start with 2-3 critical ones.
- Do: Use ApproveThis’ test mode to simulate requests before going live.
- Don’t: Forget time zone settings for approvers in different regions.

Why This Isn’t Just Another “Integration”

Most app combos just shuffle data between screens. This actually changes how decisions happen:
- Speed: Approvals happen where people already work (email, messaging apps).
- Control: Keep tight audit trails without micromanaging every step.
- Scale: Handle 10 or 10,000 requests without hiring a coordinator.

Ready to Stop Herding Cats?

ApproveThis isn’t magic – it’s just workflow design that acknowledges humans hate crappy software. The 14-day trial gives you enough time to set up your first two automations and realize how much time you’ve been wasting.

Grab a free trial or book a 15-minute demo where we’ll show you how to configure approval thresholds without crying.