ApproveThis manages your Syncro Integration approvals.

When Your MSP Tools Actually Talk to Each Other

Let’s be real – most MSPs aren’t running approval processes because they’re fun. You’re doing it because clients demand oversight, auditors require paper trails, and your team’s sanity depends on not having 47 Slack threads about whether to approve a $200 invoice. That’s where ApproveThis and Syncro stop being “just software” and start acting like your over-caffeinated operations manager who actually remembers to follow up.

ApproveThis handles the decision-making bureaucracy. Syncro runs your MSP’s core ops. Connect them through Zapier, and suddenly:

Approvals stop being roadblocks and start automatically triggering the next action – whether that’s paying an invoice, dispatching a tech, or alerting a client. We’re talking about turning days-long email chains into a 3-click process that even your most approval-phobic client can handle.

Why This Combo Doesn’t Suck for MSPs

Most “integrations” are just data passing through a digital void. This one’s built for how MSPs actually get work done:

Clients Approve Stuff Without Learning Syncro

Your client’s CFO doesn’t care about your PSA tool. But they do care about approving invoices on time. ApproveThis sends approvals via email – they click approve, it automatically updates Syncro, and nobody has to log into another portal.

Alerts Become Actions (Not Just Noise)

RMM alerts are like car alarms – everyone ignores them until it’s critical. Automatically convert specific alerts into approval requests. Example: If a server disk hits 90% full, require lead tech approval before auto-generating a client ticket. Prevents both panic and complacency.

Audit Trails That Don’t Require a Detective

Every approval in ApproveThis timestamps who approved what, when, and (optionally) why. Syncro gets the final decision data. When the client inevitably asks “Why did we pay this?” – your answer lives in two systems, searchable in seconds.

Real-World Use Cases That Don’t Feel Like Corporate Fluff

1. Invoices That Actually Get Paid On Time

The Problem: Your team creates a Syncro invoice > accounting chases approvers via email > client replies all with “Who’s handling this?” > payment delayed 2 weeks.

The Fix: New Syncro invoice triggers an ApproveThis request sent directly to the client’s decision-maker. They approve via email, which auto-marks the invoice as approved in Syncro and triggers your payment process.

Who Cares: MSPs with clients who have multi-layered finance departments (looking at you, healthcare and legal verticals).

2. Critical Alerts That Get Human Eyes

The Problem: Your NOC gets 100+ RMM alerts daily. Important ones get lost, minor ones get over-prioritized.

The Fix: Auto-convert alerts matching certain criteria (server outages, backup failures) into ApproveThis requests requiring lead tech sign-off before creating a ticket. Adds a sanity check without slowing things down.

Who Cares: Teams managing enterprise clients where false positives could cause unnecessary escalations.

3. Sales Leads That Aren’t Stupid

The Problem: A client starts an approval request for a major project. Your sales team hears about it 3 weeks later.

The Fix: New ApproveThis requests related to service expansions auto-create a Syncro lead. Sales gets notified to reach out while the client’s budget is top of mind.

Who Cares: MSPs pushing managed security or compliance add-ons where timing matters.

Setting This Up Without Hiring a Zapier Expert

If you can configure a Synro workflow, you can handle this:

Basic Connection Steps

1. Log into Zapier (or create a free account)
2. Choose your trigger (e.g., “New Invoice in Syncro”)
3. Select ApproveThis as the action app (“Create Approval Request”)
4. Map Syncro data to ApproveThis fields (invoice amount → approval amount, client name → approver email)
5. Test with a real invoice. Approve via email. Watch Syncro update.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag invoices over $5k for CFO review, under $500 for auto-approval. Syncro never needs to know the difference.

Why Your Finance, Ops, and Sales Teams Will Stop Complaining

Finance Team

They care about cash flow, not your tech stack. ApproveThis gives them:

- Automatic reminders for overdue approvals
- One-click export of all approvals for month-end
- Escalation paths when clients ghost requests

Operations Team

They just want tickets to be accurate. The integration helps by:

- Adding approval context to every Syncro ticket (“Client approved 2hr downtime window”)
- Automatically reassigning approvals when on-call shifts change (via Vacation Delegation)

Sales Team

They’re tired of hearing “Why didn’t you tell me sooner?” Now:

- New service requests in ApproveThis trigger Syncro leads
- Approval comments include client pain points sales can reference

This Isn’t Magic, It’s Just Less Clicking

ApproveThis doesn’t replace Syncro – it handles the gatekeeping so your team can focus on actual work. Key features making this work for MSPs:

Approval Thresholds: Auto-approve small expenses, escalate large ones. Syncro reflects the status without manual updates.
Email-Based Approvals: Clients and internal approvers don’t need another login. They click, you move forward.
Real-Time Dashboards: See every pending approval across clients. No more “I thought you handled it” in Syncro tickets.

Getting Started Without the Sales Pitch

If you’ve read this far, you’re either very bored or see the potential. Here’s how to proceed:

1. Register for ApproveThis (free 14-day trial, no credit card)
2. Connect to Syncro via Zapier (takes 8 minutes if you’re slow)
3. Set up one automation (start with invoice approvals – fastest ROI)

Or, if you’d rather see it live: Book a 10-minute demo. We’ll show how other MSPs cut approval delays by 70%.

Either way – stop letting approvals be the bottleneck your clients complain about. Your tools should handle the busywork, not create more of it.