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Service Provider Pro Integration

ApproveThis manages your Service Provider Pro Integration approvals.

April 17, 2025

Integration Category: Project Management

Why These Two Tools Should Date

Let’s cut to the chase: Service Provider Pro (SPP) helps you sell services. ApproveThis helps you get decisions made. Together, they’re like the power couple that actually gets shit done while everyone else is stuck in meeting purgatory.

SPP handles your client portals, invoicing, and order management. ApproveThis handles the “Hey, can someone sign off on this?” dance. Connect them via Zapier, and you’ve got a system where approvals happen faster than your morning coffee kicks in. No more chasing down managers. No more clients wondering where their project stands. Just clean handoffs between selling services and getting them delivered.

Where This Combo Hits Different

Most approval tools make you choose between speed and control. ApproveThis gives you both, especially when paired with SPP. Here’s the kicker: approvers don’t need an SPP license. That means you can loop in external clients or department heads without buying extra seats. They just click “approve” in an email. Simple.

Real talk: If you’re managing 50+ employees or working with external partners, this integration pays for itself in avoided bottlenecks. We’re talking about turning 3-day approval cycles into 3-hour ones.

Use Cases That Actually Matter

1. New Client Vetting Without the Paperwork

Scenario: A marketing agency uses SPP to onboard new clients. Their compliance team needs to verify contracts before projects start.

The Fix: Zapier triggers an ApproveThis request when a new SPP client signs up. Legal gets an email with key details—no logging into SPP required. Approved? The project auto-starts. Denied? SPP gets flagged to pause onboarding.

Why it works: Uses ApproveThis’ calculated fields to highlight red flags (like budgets exceeding thresholds) before sending for approval.

2. Invoice Payments That Don’t Require a Detective

Scenario: A SaaS company uses SPP for subscriptions. Finance needs to approve large annual payments before processing.

The Fix: When an invoice is paid in SPP, ApproveThis pings the CFO via email with payment details and historical context. One click approves the payment reconciliation.

Bonus: Approval thresholds auto-approve small payments, so finance only sees what matters.

3. Order Fulfillment That Doesn’t Drop the Ball

Scenario: An IT services firm sells hardware bundles through SPP. Warehouse teams need green lights before shipping.

The Fix: New SPP orders trigger ApproveThis requests with inventory levels and shipping deadlines. Warehouse managers approve/deny from their phones. Denied orders auto-update SPP with delay reasons.

Secret sauce: Approval groups ensure both sales and ops sign off on high-value shipments.

4. Service Tickets That Don’t Get Lost in Slack

Scenario: A web dev agency uses SPP tickets for client requests. Leads need to prioritize urgent fixes.

The Fix: New SPP tickets create ApproveThis requests with severity levels. Tech leads approve escalations, which auto-update SPP tickets with priority labels and assignees.

Pro move: Vacation delegation in ApproveThis ensures someone’s always available to approve—even during holidays.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these tools:

  1. Open Zapier, pick SPP as your trigger app (e.g., “New Order”).
  2. Choose ApproveThis as the action app (“Create Request”).
  3. Map SPP data (client email, order total) to ApproveThis fields.
  4. Test with a live SPP order. Approve via email. Watch magic happen.

Total setup time: 12 minutes. Less time than it takes to explain your current approval process in a meeting.

Who Benefits? (Spoiler: Everyone)

Operations Teams

Get order approvals out of your inbox. Use real-time tracking in ApproveThis to see where requests stall. Conditional routing sends high-priority stuff to the right person—without you playing traffic cop.

Finance Teams

Auto-flag invoices that need extra eyes. Approval thresholds let you focus on big numbers while smaller payments flow through. Audit trails in ApproveThis make compliance reviews less painful.

Client Services

Stop clients from blowing up your Slack. When SPP tickets need approval, clients get updates through their portal. No more “Hey, just checking on this…” emails.

Why This Isn’t Just Another Integration

Most approval tools treat everything as a generic checklist. ApproveThis + SPP actually understands service businesses. When a client buys a $10k/month SEO package in SPP, ApproveThis doesn’t just rubber-stamp it. It can:

  • Check if the client has unpaid invoices
  • Require sign-off from both the SEO lead and legal
  • Auto-approve renewals under $5k

That’s the difference between a workflow and a workflow that works.

Ready to Stop Herding Approvals?

If you’re using Service Provider Pro, you’re already good at delivering services. ApproveThis makes you good at deciding which services get delivered—without the chaos.

Register for ApproveThis and connect it to SPP in under 15 minutes. Or, if you like seeing things firsthand, book a demo. We’ll show you how to cut approval delays by 80%—no corporate jargon, just results.

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Integrate with Service Provider Pro Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Service Provider Pro

Suggested workflows (and their Zapier components) for Service Provider Pro

Create approval requests for new Service Provider Pro clients

When a new client signs up in Service Provider Pro, streamlining your approval process is key. This integration automatically creates a new approval request in ApproveThis, enabling you to verify their details efficiently before proceeding with services. *Note: Ensure your approval criteria are set up in ApproveThis to utilize this automation effectively.*

Zapier Components

Service Provider Pro Logo

Trigger

New Client

Triggers when a new client is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Notify for invoice payment approval requests

Stay on top of your financial transactions with this automation. When an invoice is paid in Service Provider Pro, this setup triggers a new approval request workflow in ApproveThis, ensuring managerial oversight and financial accuracy. This reduces manual validation and enhances financial operations efficiency.

Zapier Components

Service Provider Pro Logo

Trigger

Invoice Paid

Triggers when an invoice has been paid.

Action

New Request

Triggers when a new approval request workflow is initiated.

Update order status on approval decision

After an approval decision is made in ApproveThis, this integration helps you seamlessly update the order status in Service Provider Pro. This ensures your team is promptly informed and ready to act on approved or denied requests, minimizing downtime and errors in service delivery. *Note: Prepare your order statuses in Service Provider Pro to align with this automation.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Service Provider Pro Logo

Action

Update Order Status

Updates order status.

Create approval requests for new orders

Every new order in Service Provider Pro can trigger an automated request in ApproveThis for necessary approvals. Perfect for businesses requiring pre-fulfillment checks, this integration streamlines order processing and ensures orders are not actioned without proper approval, enhancing operational control and compliance.

Zapier Components

Service Provider Pro Logo

Trigger

New Order

Triggers when a new order is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Notify team about new service tickets

Ensure your team is always in the loop on incoming service requests. When a new ticket is generated in Service Provider Pro, this automation sends a message to the assigned team in ApproveThis or Service Provider Pro, allowing for immediate attention and response, improving customer satisfaction through timely communications.

Zapier Components

Service Provider Pro Logo

Trigger

New Ticket

Triggers when a new ticket is created.

Service Provider Pro Logo

Action

Send Message

Sends a message to the client or team.