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Visible Integration

ApproveThis manages your Visible Integration approvals.

April 17, 2025

Integration Category: Dashboards

When Approval Chaos Meets Data Clutter

Let's cut to the chase: if your team's approval process feels like herding cats through a spreadsheet maze, you're not alone. Most companies between 50-5,000 employees are stuck choosing between speed and control. ApproveThis and Visible don't make you choose.

ApproveThis handles the messy human part of approvals - chasing down signatures, dealing with out-of-office replies, preventing Janet from accounting from rubber-stamping six-figure contracts. Visible? It's where your key metrics live without the PowerPoint circus. Together, they turn "Did that get approved?" and "What's our current pipeline?" from daily panic attacks into automated reports.

Why This Combo Doesn't Suck

Most workflow tools promise efficiency. Here's what actually happens when these two talk through Zapier:

For the "Stop Wasting My Time" Crowd

Approval requests auto-create Visible records when initiated. Approved deals instantly update dashboards. Denials trigger follow-up tasks. Zero copy-pasting between systems means your ops team stops muttering "not my job" under their breath.

For the "Who Approved This?!" Control Freaks

Every approval (or rejection) in ApproveThis leaves an audit trail that ties directly to Visible's metrics. Found a discrepancy in Q3 fundraising numbers? Trace it back to exactly who signed off on what, when, and why. No more all-hands meetings to play blame detective.

For the "We Work With Actual Humans" Realists

External investors don't need Visible licenses to approve stuff. Send them an email, they click approve/reject, it updates both systems. No "forgot my password" support tickets. No guest user fees. Just decisions that actually happen before the next board meeting.

Use Cases That Don't Require a PhD to Implement

VC Firms: From Coffee Chat to Closed Deal Without the Papercuts

Scenario: Your associate finds a hot SaaS startup. Normally, getting partner approval takes 3 days of Slack pings. With ApproveThis+Visible:

1. New Visible deal sheet triggers approval workflow
2. Partners get email/Slack approval requests
3. "Approve" auto-updates Visible pipeline stage
4. "Deny" flags it for follow-up in both systems

Real result: Sand Hill Road speed without the existential dread.

PE Groups: Keeping Portfolio Companies From Burning Down

Portco needs capex approval? Their CFO submits via ApproveThis. Your ops team reviews in Visible's dashboard. Approved funds get released automatically. Denied requests trigger Visible task lists for the portco. No more surprise budget overages.

Corporate Development: Actually Hit Those M&A Targets

New acquisition target pops up in Visible. Auto-send approval request to legal/compliance/CFO. Approved? Visible dashboard updates, deal team gets notified. Denied? It logs why in both systems so you can stop chasing the same bad deals.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these systems:

1. Zapier account (existing or new)
2. ApproveThis + Visible connected as apps
3. Pick trigger: "New Visible Deal Sheet" or "Approval Request Created"
4. Choose action: "Create Approval" or "Update Visible Metric"
5. Test with real data (Pro tip: Use last quarter's worst deal as test case)

Total setup time: Less than it takes to get Starbucks in your building's lobby.

Department-Specific Wins That Might Get You Promoted

Finance Team

Approval thresholds mean anything under $50K auto-approves (Visible logs it anyway). Over $50K? Escalate to CFO with pre-built Visible data packets. Month-end close goes from 3 days to 3 hours because everything's already reconciled.

Investor Relations

Stop manually updating LP dashboards. Approved updates in ApproveThis auto-push to Visible's investor portals. Denied requests trigger custom "pending" statuses. Your LPs think you're suddenly organized. You don't correct them.

Operations

New portco request in Visible? Auto-send for approval with relevant benchmarks. Approved? Visible tracks KPIs. Denied? It creates improvement task lists. You look proactive instead of reactive for once.

Features You'll Actually Use (No Shelfware Here)

Approval Thresholds That Aren't Dumb

Set limits based on Visible metrics: "Auto-approve portfolio follow-ons under $2M if IRR >25%". Saves 20+ hours/month on no-brainer deals.

Vacation Delegation That Works

Partner OOO? ApproveThis auto-reassigns their approvals AND updates Visible's contact ownership. No more "per my last email" forwards.

Calculated Fields That Prevent Embarrassment

Visible shows $10M ARR? ApproveThis checks growth rate. If under 15% MoM, auto-flag for extra scrutiny. Save face before promising the moon.

The Part Where We Tell You What to Do Next

If you've read this far, your current process probably sucks enough to warrant a change. Here's how to stop the madness:

1. Register for ApproveThis (free trial, no CC required)
2. Connect your Visible account via Zapier
3. Set up one approval workflow (we suggest deal sheets → partner approvals)
4. Watch your team gain 6+ hours/week

Or book a live demo where we'll show how to cut approval delays by 80% without hiring more admins.

Seriously, What's the Catch?

Your legal team might complain about reduced red tape. Your CFO could miss their "heroic fire drill" reputation. And your Visible dashboards? They'll become actually accurate instead of aspirational.

But if moving faster with fewer errors sounds bad for business, maybe keep doing things the old way. Your competitors certainly hope you do.

🥳

Integrate with Visible Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Visible

Suggested workflows (and their Zapier components) for Visible

Create request for new Visible completions

When a request is completed in Visible, create a new approval request in ApproveThis to trigger a review process. This integration ensures timely follow-up on completed requests. *Note: Ensure mapping fields accurately between Visible and ApproveThis.*

Zapier Components

Visible Logo

Trigger

New Request Completed

Triggers when a response to a request is completed (investor platform only)

Action

Create Request

Creates a new request, probably with input from previous steps.

Add investors for new approval requests

When a new approval request is received in ApproveThis, add a new investor in Visible to streamline investment onboarding. This integration accelerates your investor pipeline management. *Note: Check investor criteria in Visible.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Visible Logo

Action

Create Investor

Creates a new investor in a fundraising pipeline

Update contacts for approved requests

When a request is approved or denied in ApproveThis, update the corresponding contact in Visible to maintain accurate records. This automation keeps your contact database current. *Note: Verify field mappings between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Visible Logo

Action

Create or Update Contact

Creates a contact (or updates contact based on email address)

Create portfolio company for new approval requests

When an approval request workflow is initiated in ApproveThis, automatically create a portfolio company in Visible to track emerging investment opportunities. This integration streamlines data entry and keeps your portfolio updated. *Note: Align approval criteria with portfolio requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Visible Logo

Action

Create Portfolio Company

Creates a new portfolio company (investor platform only)

Add metric for new approval requests

When a new approval request starts in ApproveThis, increment a performance metric in Visible to track request activity. This integration provides real-time insights on request volume. *Note: Set up the corresponding metric in Visible before using this integration.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Visible Logo

Action

Add Value to Metric

Increments a data point for an existing metric (the metric must be a daily metric)