ApproveThis manages your ClientSuccess Integration approvals.

Why ClientSuccess and ApproveThis Are Better Together

Let’s cut to the chase: approvals suck. They’re the traffic jam in your otherwise smooth customer success process. ClientSuccess keeps your clients happy, while ApproveThis keeps your approvals from turning into a game of email ping-pong. Connect them through Zapier, and you’ve got a system where client data and approvals actually talk to each other – no manual handoffs, no missed tasks, no “I thought YOU were handling that.”

This isn’t about replacing ClientSuccess. It’s about giving your team guardrails for the stuff that needs eyeballs – contract renewals, upsell proposals, high-risk client requests – without slowing things down. Think of it like adding a pit crew to your ClientSuccess workflow: everything stays moving, but someone’s double-checking the tires before you hit the gas.

Where This Combo Hits Different

We’re talking about companies that have outgrown “just winging it” for approvals but don’t want to build a bureaucracy. If you’re managing 50+ clients with different stakeholders, compliance needs, or dollar thresholds that keep finance up at night – this integration becomes your safety net.

For Customer Success Teams

Your CSMs are client-facing, not approval-facing. But when a client asks for a custom SLA or early contract renewal, you need checks and balances. With this setup:

• Auto-create approval requests in ApproveThis when high-touch tasks hit ClientSuccess
• Route renewals over $50K directly to finance while keeping CSMs looped in
• Escalate churn risks to execs if a client’s health score drops below 70

Example: A SaaS company triggers approvals for any client requesting API access beyond their contract terms. Legal reviews in ApproveThis while the CSM keeps the client updated – no backchannel Slack required.

For Operations Teams

You’re the air traffic controllers. The integration lets you:

• Auto-pause tasks in ClientSuccess until approved
• Set $ thresholds where deals need CFO sign-off
• Track approval SLAs (because “urgent” shouldn’t mean “whenever”)

Example: A consulting firm requires partner approval for any scope change logged in ClientSuccess. ApproveThis routes it based on project budget remaining, using calculated fields to flag overages.

For Finance

No more surprise discounts or payment terms. Configure ApproveThis to:

• Auto-flag deals with >30% discount in ClientSuccess
• Require dual approval for any contract extension
• Push approved terms back to ClientSuccess as locked fields

Example: A marketing agency approves all proposal discounts over 15% before they reach the client. Approved rates sync to ClientSuccess, preventing oversights.

Real Workflows That Don’t Feel Like Work

1. New Client? Start Approving Onboarding Tasks

The Zap: New client in ClientSuccess → Approval request in ApproveThis

Why it matters: Enterprise onboarding often needs legal, security, and finance checks. This automation ensures nothing gets missed in the “let’s move fast” phase.

Playbook for: SaaS companies where new clients need compliance reviews. ApproveThis adds a layer between sales excitement and operational reality.

2. Approved? Update ClientSuccess Automatically

The Zap: Approval decision in ApproveThis → Update task in ClientSuccess

Why it matters: CSMs live in ClientSuccess – they shouldn’t have to hunt for approval statuses. Auto-update tasks to show “Legal Approved” or “Needs Revision.”

Playbook for: MSPs handling client infrastructure changes. Once approved in ApproveThis, ClientSuccess tasks auto-update with next steps and deadlines.

3. High-Risk Tasks Demand Approvals

The Zap: New task in ClientSuccess → Approval request in ApproveThis

Why it matters: Not all tasks are created equal. Flag tasks tagged “compliance” or “$10k+” for automatic approvals before work starts.

Playbook for: Financial services firms managing client portfolio changes. Advisors can’t proceed until back-office approvals are logged in both systems.

Setting This Up Without Losing Your Mind

1. Pick your battles: Start with one high-impact workflow – maybe contract renewals or discount approvals.
2. Map the data: ClientSuccess fields → ApproveThis request form. Pro tip: Use Calculated Fields in ApproveThis to auto-flag exceptions.
3. Set escalation rules: If no one approves in 48 hours, escalate to the department head.
4. Test with a client: Run a fake renewal through both systems. Better to find hiccups now than during Q4 crunch.

Remember: Approvers don’t need ClientSuccess licenses. Your client’s legal team can approve NDAs via email without getting added to your CRM.

Why This Isn’t Just Another Integration

ClientSuccess tells you what’s happening with clients. ApproveThis ensures what should happen actually does. Together, they:

• Prevent “Shadow Approvals”: No more signed PDFs in random Slack channels. Everything’s logged.
• Expose Bottlenecks: That VP who takes 5 days to approve everything? Now you have data to fix it.
• Keep Clients Clueless (in a good way): They see seamless processes, not your internal checks.

Time to Stop Approving Via Carrier Pigeon

If your approval process involves more than two “Per my last email” follow-ups, it’s broken. The ClientSuccess + ApproveThis combo isn’t about adding red tape – it’s about cutting the dumb stuff so you can focus on clients.

Get started with ApproveThis (free for small teams) or book a demo to see how approval automation actually works in the real world. No sales jargon, just a 15-minute walkthrough of how other teams stopped drowning in approval requests.