ApproveThis manages your ConnectWise Manage Integration approvals.

Why ConnectWise Manage + ApproveThis Changes the Game

ConnectWise Manage powers IT service providers with tools for ticketing, project management, and client billing. But when teams need to pause workflows for internal approvals or client sign-offs, manual processes create bottlenecks. ApproveThis injects structured decision-making into these operations without disrupting existing systems. Together, they create closed-loop automation where service tickets, projects, and financial requests move forward only after validated by the right people.

Key Advantages for IT Service Providers

MSPs handling multiple clients benefit from three core improvements:

• Client-Centric Governance: External stakeholders approve service changes via email without needing ConnectWise licenses
• Audit-Ready Compliance: Automatic documentation of who approved what – and why
• Accelerated Resolution Times: Reduce ticket backlogs by eliminating approval delays

Real-World Use Cases That Deliver ROI

1. Client Authorization for High-Cost Repairs

When a ConnectWise ticket exceeds predefined cost thresholds (like a $1,500 server replacement), ApproveThis automatically:

1. Pauses the ticket
2. Sends approval requests to client contacts via email
3. Resumes work only after documented approval

Impact: A Dallas-based MSP reduced client billing disputes by 40% after implementing threshold-based approvals for all repairs over $800.

2. Project Kickoff Governance

New ConnectWise projects trigger approval workflows requiring sign-off from:

• Technical leads (resource availability)
• Finance teams (budget validation)
• Client sponsors (SOW confirmation)

Example: A cloud migration firm eliminated 3-day project delays by automating cross-departmental approvals through sequenced workflows.

3. Vendor Purchase Order Controls

Procurement teams using ConnectWise for inventory management set up rules where:

1. PO requests over $5K require CFO approval
2. Orders for non-standard hardware need engineering review
3. Automatic escalation occurs if approvers don’t respond within 24 hours

Implementation Made Simple Through Zapier

Connecting ConnectWise Manage to ApproveThis takes under 15 minutes:

1. Create a Zapier account (if new to automation)
2. Choose ConnectWise Manage as your trigger app
3. Select ApproveThis as your action app
4. Map critical fields like ticket ID, requester email, and approval type
5. Test with a $0-value ticket to validate routing

Pro Tip: Use ApproveThis’ calculated fields to dynamically set approval thresholds based on ticket priority or client service tier.

Team-Specific Benefits

Service Desk Managers

Reduce MTTR (Mean Time to Resolution) by eliminating approval bottlenecks. Real-time dashboards show exactly which tickets await client feedback versus internal technical reviews.

Finance Controllers

Enforce spending policies automatically. Receive mobile-friendly approval requests for budget exceptions with built-in audit trails for quarterly reviews.

Client Success Teams

Improve NPS scores by giving clients transparent control over high-impact changes. Approval history becomes documented evidence of client-directed actions during QBRs.

Critical Differentiators You Won’t Find Elsewhere

While ConnectWise offers basic approval features, ApproveThis adds:

• Multi-Tiered Workflows: Require parallel approvals from legal, security, and architecture teams for complex changes
• Conditional Routing: Automatically escalate emergency requests after business hours
• Client-Specific Rules: Apply stricter approvals for HIPAA clients versus standard business accounts

Getting Started: First Steps

Begin with low-risk, high-volume approval scenarios to demonstrate quick wins:

1. Client change orders under $500
2. Internal software license renewals
3. After-hours emergency work requests

As teams adapt to automated approvals, expand to more complex workflows like multi-department project reviews or compliance-critical system changes.

Why This Integration Matters Now

IT service margins continue shrinking – ConnectWise Manage users can’t afford manual approval delays. ApproveThis doesn’t just automate clicks; it enforces process rigor that:

• Reduces client churn through transparent governance
• Improves employee productivity with mobile-ready approvals
• Scales operations without adding administrative headcount

Next Steps for Implementation

Ready to eliminate approval bottlenecks? Register for ApproveThis and connect your ConnectWise instance in under an hour. For complex environments, schedule a custom demo showing how to:

1. Mirror existing ConnectWise user roles in ApproveThis
2. Configure automatic escalations for stalled approvals
3. Generate client-facing approval reports for audit purposes