ApproveThis manages your moreflow Integration approvals.

Why Approval Workflows Matter for Scaling Businesses

Let’s be real – chasing down signatures, verifying client details, and waiting for contract approvals isn’t just annoying. It’s a revenue killer. For service businesses and coaches using Moreflow to manage clients, contracts, and payments, bottlenecks in approval processes can mean delayed projects, missed deadlines, and frustrated clients.

That’s where ApproveThis comes in. It’s not just another approval tool – it’s the missing link between your automated workflows in Moreflow and actual human decisions. When you connect these two through Zapier, you’re not just streamlining processes. You’re creating a self-clearing system where approvals happen inside the workflow, not as roadblocks.

How This Combo Actually Works (Without the Tech Jargon)

Here’s the simple version: Moreflow handles the doing (sending contracts, creating clients, processing payments), while ApproveThis handles the deciding. Zapier acts as the messenger between them. When something needs approval in Moreflow – like a new client contract – ApproveThis automatically pings the right person via email. They click approve/reject without logging into Moreflow, and Zapier pushes that decision back to update records.

The kicker? Approvers don’t need Moreflow licenses. For agencies working with external clients or contractors, this means no added software costs or training headaches. Your CFO approves budgets directly from their inbox. Your client’s legal team signs off contracts without getting access to your internal systems.

Real-World Use Cases (Not Just Theory)

1. Coaching Agencies: No More Client Onboarding Bottlenecks

Imagine this: A new client signs up through your Moreflow portal. Instead of your ops team manually creating a Jira ticket to verify compliance documents, ApproveThis automatically:

• Checks if the client’s industry requires special contracts
• Routes NDAs to your legal team via email
• Only creates the client in Moreflow after all approvals are in

Real impact: A leadership coaching company reduced onboarding time from 3 days to 4 hours by auto-routing client questionnaires to department heads based on service type.

2. Consulting Firms: Contracts That Don’t Get Stuck in Legal

When Moreflow sends a SOW contract, ApproveThis can:

• Calculate commission thresholds using calculated fields
• Auto-approve contracts under $5k
• Escalate high-value deals to partners with approval groups

Real impact: A 200-person IT consultancy eliminated $120k/yr in revenue leakage by automatically flagging contracts with non-standard payment terms.

3. Financial Services: Payment Approvals That Prevent Errors

For businesses processing 100+ client payments monthly in Moreflow, ApproveThis adds guardrails:

When a payment clears, it cross-checks the amount against the original contract. If there’s a discrepancy over 5%, it holds the payment and alerts both accounting and the account manager. All via email – no logins required.

Real impact: A financial coaching platform caught 17 overpayment errors in Q1 2023 – all before checks were cut.

Department-Specific Wins

Sales Teams: Close Deals Faster

Your AE closes a $50k annual contract at 4:55 PM Friday. Normally, it sits until Monday while legal reviews. With ApproveThis+Moreflow:

- Contract auto-sent to legal via email
- Counsel approves/rejects from phone during commute
- If approved, Moreflow auto-generates SOW by 5:15 PM
Result: Client gets docs same day – deal momentum stays hot.

Finance Teams: Audit Trails That Actually Help

Every payment approval in Moreflow now includes:

- Who approved it (with timestamps)
- Version of contract used
- Automatic PDF backups
No more digging through Slack threads when auditors come knocking.

Operations: Vacation-Proof Workflows

Your head of client services is climbing Machu Picchu? ApproveThis’ vacation delegation automatically reroutes approvals to their deputy. No dropped balls, no frantic Zooms from Peru.

Setting This Up in 15 Minutes Flat

No coding needed – just connect the pipes:

1. Create your Zap: In Zapier, choose Moreflow as trigger (like “New Contract Sent”)
2. Add ApproveThis action: Select “Create Request” and map key fields (client name, amount, due date)
3. Set approval rules: In ApproveThis dashboard, add thresholds, approvers, and escalation paths
4. Close the loop: Add a Zap step to update Moreflow when approved/denied

Pro tip: Use ApproveThis’ calculated fields to auto-flag contracts where discounts exceed 20% – stops reps from going rogue.

Why This Isn’t Just Another Integration

Most approval tools just digitize paper processes. ApproveThis+Moreflow through Zapier actually changes how decisions happen:

Speed: Approvals happen in hours, not days
Visibility: Every stakeholder sees real-time status
Compliance: Automatic audit trails meet SOC2 requirements
Scale: Handle 10x clients without 10x headcount

And here’s the kicker – because approvers don’t need Moreflow seats, you can involve clients, vendors, or external partners without budget drama.

Ready to Stop Being a Human Router?

Let’s face it – if your team is still forwarding emails for approvals, you’re leaving money on the table. The ApproveThis+Moreflow combo isn’t about fancy features. It’s about making sure the 37 approval steps in your client lifecycle actually work instead of creating chaos.

Book a 15-minute demo to see how 200+ service businesses cut approval delays by 83%. Or start a free trial and connect your first Zap in the time it takes to drink your morning coffee.

Either way, stop being the approval bottleneck. Your clients (and your sanity) will thank you.