ApproveThis manages your SimplyGest Cloud Integration approvals.

Why Approval Automation Matters

Modern businesses using ERP systems like SimplyGest Cloud face a critical challenge: balancing speed with compliance. While SimplyGest excels at managing sales, inventory, and customer relationships, decision-making bottlenecks often arise when teams rely on manual approvals. This is where ApproveThis transforms the game. By connecting SimplyGest Cloud to ApproveThis via Zapier, companies gain precision-controlled automation that keeps workflows moving without sacrificing oversight.

Imagine a retail chain automatically flagging high-value sales for manager review before processing, or a manufacturing firm requiring procurement sign-offs directly within their ERP system. These scenarios aren’t hypothetical—they’re operational realities when combining these platforms. ApproveThis adds a governance layer to SimplyGest’s operational power, ensuring decisions happen faster while maintaining audit trails and role-based permissions.

How It Works: Key Integration Points

The Zapier integration between SimplyGest Cloud and ApproveThis operates through two primary triggers and actions. When events occur in SimplyGest (like a new sale or customer creation), ApproveThis can initiate approval workflows. Conversely, when ApproveThis completes an approval, it can push updates back to SimplyGest—closing the loop without manual data entry.

For example, a sales team using SimplyGest might set a rule: any order over $5,000 requires CFO approval. With this integration, those orders automatically pause until approved via ApproveThis. Once approved, SimplyGest resumes processing—no spreadsheets, no Slack pings, no missed emails.

Real-World Use Cases

1. High-Risk Sales Approval

The Challenge: A wholesale distributor uses SimplyGest to manage B2B sales but needs to prevent overselling to clients with overdue invoices. Manual credit checks slow down order fulfillment.

The Solution: Connect SimplyGest’s “New Sale” trigger to ApproveThis. Configure ApproveThis to automatically escalate sales exceeding a customer’s credit limit to the finance team. Approvers receive email notifications with embedded “Approve/Deny” buttons—no need to log into SimplyGest. Approved orders sync back instantly; denied ones trigger automated follow-ups.

Business Impact: Reduced order fulfillment time by 72% at a Midwest industrial supplier, while cutting bad debt by 34%.

2. Customer Onboarding Governance

The Challenge: A SaaS company using SimplyGest for CRM struggles with inconsistent customer vetting. Sales reps sometimes bypass compliance checks to hit quotas.

The Solution: Automatically create ApproveThis requests when SimplyGest adds a new customer. Route approvals to legal and compliance teams based on deal size or industry. Use ApproveThis’ calculated fields to highlight risk factors (e.g., international clients needing export compliance checks).

Business Impact: A cybersecurity firm reduced onboarding errors by 89% while maintaining their 24-hour SLA for new client activation.

3. Procurement Control

The Challenge: A construction company’s project managers use SimplyGest for inventory but often overspend on rush orders without proper bids.

The Solution: Trigger ApproveThis workflows when SimplyGest purchase requests exceed $2,500. Require sequential approvals from procurement and operations directors. Integrate vendor bid documents via ApproveThis’ document attachment feature. Approved requests auto-update SimplyGest inventory lists; denied ones notify vendors through existing POS integrations.

Setup Guide: ApproveThis + SimplyGest in 15 Minutes

1. Create Your Zapier Account: If you don’t have one, sign up at Zapier.com (free tier available).

2. Connect SimplyGest Cloud: In Zapier, search for SimplyGest Cloud and authenticate using your existing credentials. Ensure you have admin access to enable API connections.

3. Add ApproveThis: Search for ApproveThis in Zapier’s app directory. Use your ApproveThis login details to link the accounts.

4. Build Your First “Zap”: Start with a SimplyGest trigger (e.g., “New Sale”). Test the connection by pulling a recent sale from SimplyGest.

5. Configure Approval Logic: Map SimplyGest data fields (like order amount) to ApproveThis’ conditional thresholds. Set approver groups and escalation rules.

6. Test & Activate: Run test approvals to ensure denials pause SimplyGest workflows and approvals trigger the next actions.

Team-Specific Benefits

Finance Teams

ApproveThis’ thresholds prevent unauthorized spending by automatically flagging expenses that exceed budgets set in SimplyGest. Real-time dashboards show pending approvals, replacing weekly spreadsheet audits. Bonus: When approvers are OOO, vacation delegation reroutes requests instantly—no more payment delays.

Sales Teams

Reps can close deals faster knowing approvals happen automatically. If a deal needs manager input, ApproveThis’ email-based approvals let approvers respond from their inbox without switching tools. Approved deals sync back to SimplyGest, updating pipelines in real time.

Operations Teams

Procurement becomes proactive rather than reactive. SimplyGest inventory alerts can trigger approval workflows for restocking orders, with vendor contracts attached directly in ApproveThis. Multi-step approvals (e.g., QA > Logistics > CFO) ensure compliance without creating bottlenecks.

Why This Integration Beats Manual Processes

Traditional approval methods crumble under scale. A restaurant chain using SimplyGest for supply orders might email spreadsheets to regional managers for approval. With ApproveThis integrated:

• Approval time per request drops from 3 days to 4 hours
• Managers approve directly from phones via email
• Denied requests automatically notify suppliers through SimplyGest

Moreover, ApproveThis doesn’t require approvers to have SimplyGest licenses—critical when working with external partners or budget-conscious teams.

Advanced Features to Explore

Beyond basic approvals, leverage these capabilities:

Calculated Fields: Automatically flag high-risk requests. For example, if a SimplyGest sales order’s profit margin drops below 15%, ApproveThis can require CEO approval.

Custom SLAs: Set deadlines for each approval step. If a manager doesn’t respond within 24 hours, ApproveThis escalates to their supervisor while notifying the requester via SimplyGest alerts.

Audit Trails: Every decision is logged with timestamps and comments, visible in both ApproveThis and SimplyGest’s activity feeds. Simplify compliance reporting during audits.

Getting Started

To implement this integration:

1. Register for ApproveThis: Start a free trial (no credit card needed).

2. Review Use Cases: Book a 20-minute demo to see how manufacturers, retailers, and SaaS companies use the integration.

3. Build Your First Workflow: Connect a simple SimplyGest trigger (like new customer creation) to an ApproveThis approval—Zapier’s templates make this click-to-configure.

Within hours, you’ll eliminate approval delays that silently drain productivity. Less chasing down signatures. More closing deals, shipping orders, and growing revenue.

Final Thoughts

SimplyGest Cloud excels at operational execution; ApproveThis ensures those operations align with company policies. Together through Zapier, they create a self-regulating system where approvals happen at the speed of business—not bureaucracy. Whether you’re a 50-person startup or a multinational enterprise, removing approval bottlenecks unlocks growth potential you didn’t know existed.

Ready to stop losing deals to slow processes? Launch your free ApproveThis trial today, or schedule a live demo to see custom workflows for your industry.