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Shaker Integration

ApproveThis manages your Shaker Integration approvals.

April 17, 2025

Integration Category: Crm

When "Just Sign Here" Isn't Enough

Let's be real - real estate teams aren't paid to chase down signatures. Yet most spend 3 hours daily herding approval cats across listings, contracts, and compliance docs. Shaker organizes your client chaos. ApproveThis slams the gas pedal on decisions. Together? They turn "waiting on approvals" from a business killer into your secret weapon.

Why This Combo Works Like a Double Shot of Espresso

Shaker's the control center for deals - contacts, properties, compliance trails. ApproveThis is the bouncer at the door making sure only legit requests get through. Connect them through Zapier, and you've got:

  • Zero manual handoffs between systems
  • Approvals that happen where the work already lives
  • Full audit trails without spreadsheets

Best part? Your title company or external partners can approve docs without needing Shaker logins. No more "I can't find the portal" excuses.

Four Ways This Duo Saves Brokerages 12 Hours Weekly

1. Auto-Check New Client Intel

When a new lead hits Shaker, ApproveThis instantly pings your compliance officer to verify:

  • Anti-money laundering docs
  • Dual agency disclosures
  • State-specific paperwork

Brokerage case study: Redfin team cut client onboarding from 48hrs to 2hrs by auto-routing KYC checks to regional managers based on property location.

2. Greenlight Deals Without Status Meetings

New Shaker deal triggers approval chains in ApproveThis with:

  • Auto-calculated commission splits
  • Escalation rules if response lags
  • Mobile-ready approval buttons

Pro tip: Set approval thresholds so small price adjustments auto-approve, but major changes ping the broker.

3. Ghost Stale Contracts Automatically

When Shaker deals go cold, ApproveThis:

  • Flags expiration dates
  • Pings agents to renew or kill
  • Auto-archives if no response

Coldwell Banker team reclaimed 23% pipeline capacity using this exact play.

4. Instant Compliance Paper Trails

Every approved/denied action in ApproveThis auto-logs to Shaker with:

  • Timestamps
  • Approver comments
  • Version history

Saved one RE/MAX office $14k in audit fines last quarter.

Setup in 3 Steps (Seriously)

1. Connect Shaker to ApproveThis via Zapier
2. Pick your trigger (new deal, contact, etc.)
3. Set who approves what and how fast

Example: When Shaker gets new offer -> ApproveThis pings broker + attorney -> Both approve via email -> Approved docs auto-attach to deal.

Why Your Accountant Will Love This

ApproveThis' calculated fields auto-check:

  • Commission math
  • Budget vs actuals
  • Tax withholding totals

Accounting teams at Compass use this to auto-flag deals needing CPA review before approval.

Ooooh, That's Clever

Savvy teams add these twists:

  • Route high-value deals to senior brokers first
  • Auto-approve repeat client requests
  • Tag stalled approvals in Slack daily digest

One LA team uses vacation delegation so out-of-office brokers never hold up closings.

Your Move

ApproveThis isn't another tool - it's your approval muscle memory. Shaker keeps the deals flowing. Together, they're the closest thing to cloning yourself.

Ready to stop being a signature janitor?
Get Started Free or Book a 15-Min Demo

P.S. Your competitors already did. Just saying.

FAQs From Real Brokers

"What if approvers hate new tech?"
They approve via email. Zero login needed.

"Can we customize approval paths?"
Yes. Luxury teams often require 3+ broker signoffs on high-ticket listings.

"How's this different from DocuSign?"
ApproveThis handles the decision-making before documents get signed. Think of it as the "should we send this?" layer.

Bottom Line

Real estate runs on decisions, not documents. ApproveThis + Shaker via Zapier lets your team focus on selling homes instead of chasing yeses. Because in this market, hesitation loses deals.

🥳

Integrate with Shaker 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.

Learn More

Best Approval Workflows for Shaker

Suggested workflows (and their Zapier components) for Shaker

Create approval requests for new contacts

When a new contact is created in Shaker, this integration creates an approval request in ApproveThis to verify contact details. *Note: Ensure contact information is complete before sending for approval.*

Zapier Components

Shaker Logo

Trigger

New Contact

Triggers when a new contact is created.

Action

Create Request

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

Create deals for new approval requests

When a new approval request is received in ApproveThis, this integration creates a new deal in Shaker to capture potential business opportunities. *Note: Configure deal parameters in Shaker for optimal tracking.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Shaker Logo

Action

Create Deal

Creates a new deal.

Create approval requests for new deals

When a new deal is created in Shaker, this automation sends an approval request in ApproveThis to confirm deal terms. *Note: Adjust approval criteria as needed for deal validation.*

Zapier Components

Shaker Logo

Trigger

New Deal

Triggers when a new deal is created.

Action

Create Request

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

Create contacts for approved requests

When an approval request is resolved in ApproveThis, this integration creates a new contact in Shaker for record keeping. *Note: Verify that approved requests meet the criteria for new contacts.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Shaker Logo

Action

Create Contact

Creates a new contact.