ApproveThis manages your ManyRequests Integration approvals.

When Approval Management Meets Client Portals

Let’s get real – creative agencies and professional service teams waste about 12 hours a week chasing down approvals. Someone’s client portal request gets stuck in email purgatory. A project manager forgets to CC the finance lead. A client ghosts your last three status updates. This is why combining ApproveThis (your approval sheriff) with ManyRequests (your client portal hub) through Zapier is like giving your operations team superpowers.

ApproveThis cuts through approval chaos with automated workflows that adapt to your rules. ManyRequests organizes client requests and communication in one place. Together, they create closed-loop system where client needs trigger approvals, approvals update client portals, and everyone stays aligned without manual babysitting.

Why This Combo Works for Mid-Sized Teams

Companies between 50-5,000 employees often hit this awkward growth phase where email approvals collapse but enterprise software feels overkill. Here’s where our two tools shine:

ApproveThis handles multi-layered approvals without complex configuration. Need the creative director, CFO, and client to sign off on a $50K budget? Set it up in 4 clicks. ManyRequests gives clients a clean interface to submit needs without bombarding your team across 8 channels.

The magic happens when Zapier connects them: client requests in ManyRequests auto-create approval workflows, and approvals in ApproveThis auto-update client portals. No more “Hey, did you see my email about the Johnson account?”

Real-World Workflows That Don’t Suck

1. Auto-Create Clients When Approvals Start

Picture this: A marketing agency’s sales team closes a new retainer. Instead of manually adding the client to ManyRequests and starting an approval chain for onboarding tasks, this Zapier integration does both instantly.

How it works:

• New client request appears in ApproveThis
• Zapier automatically creates their ManyRequests portal
• Project managers get approval alerts with pre-filled client context

Impact: Reduces client onboarding from 3 days to 3 hours for IT consulting firms handling 20+ new clients monthly.

2. Turn Client Comments into Actionable Approvals

Clients adding “Just one more thing…” comments in ManyRequests? Those often slip through cracks. This integration converts portal comments into tracked approval requests.

Example: A web design client asks for additional pages in a project comment. Zapier triggers an ApproveThis workflow requiring the PM and developer lead to approve scope/budget changes before the request becomes actionable.

Bonus: ApproveThis’ calculated fields auto-adjust project budgets based on change requests.

3. Sync Approval Decisions Back to Clients Instantly

Nothing kills client trust like radio silence after approvals. This two-way sync updates ManyRequests statuses the second an ApproveThis decision happens.

Scenario: An ad agency’s leadership denies a client’s rush request due to bandwidth. The denial automatically posts in ManyRequests with context, preventing the “Why wasn’t I notified?!” email storm.

Pro Tip: Use ApproveThis’ approval thresholds to auto-approve small change requests under $1K while flagging larger ones.

Setup That Won’t Make You Want to Scream

Connecting ApproveThis and ManyRequests takes 15 minutes if you’ve used Zapier before. Here’s the TL;DR:

1. Log into Zapier (or create a free account)
2. Choose “New Request” trigger in ApproveThis
3. Select “Create Client” action in ManyRequests
4. Map approval request fields to client portal fields
5. Test with a live approval request

Critical note: Use ApproveThis’ vacation delegation feature to avoid approval bottlenecks. If your creative director is OOO, requests auto-route to their deputy without touching ManyRequests settings.

Who Actually Benefits From This?

Creative Agencies

Stop letting client scope creep turn into revenue leaks. ApproveThis’ conditional workflows require client sign-off on budget changes before they’re added to ManyRequests project boards.

IT Managed Services

When 24/7 uptime matters, sync ApproveThis emergency change approvals with ManyRequests client alerts. Critical requests bypass standard queues but still maintain audit trails.

Marketing Teams

Launch campaigns faster by tying ManyRequests content submissions to ApproveThis legal/compliance approvals. No more waiting for legal to “check their email.”

Why This Beats Native Approvals

ManyRequests has basic approval features, but it’s not built for complex scenarios. ApproveThis adds:

• Multi-tiered approvals (Client + internal teams)
• Budget thresholds that auto-approve/deny
• Real-time audit trails for compliance

Plus, ApproveThis approvers don’t need ManyRequests licenses – huge cost saver when clients or external partners are involved.

Common Objections (And Why They’re Wrong)

“We’ll lose visibility with two systems.”
Actually, you gain it. ApproveThis dashboards show approval statuses; ManyRequests displays client-facing progress. They’re two sides of the same coin.

“Our clients hate new tools.”
They won’t notice. Clients interact only with ManyRequests – ApproveThis works silently in the background like a well-trained butler.

When to Steal This Setup

If any of these sound familiar:

- Your project managers spend more time herding approvals than managing projects
- Clients constantly ask “Where’s my thing?” despite your “system”
- Finance keeps discovering unauthorized purchases
- You’re using shared email inboxes as makeshift approval queues

Ready to Stop Chasing Approvals?

ApproveThis isn’t another tool – it’s your escape hatch from approval chaos. Combined with ManyRequests via Zapier, you create accountability without bureaucracy.

Register for ApproveThis and connect your ManyRequests portal in under an hour. Or, schedule a demo to see how approval thresholds and client portals can coexist peacefully.

Pro tip: Start with the “Update ManyRequests statuses” zap – it delivers visible client comms wins while you build more complex workflows.