ApproveThis manages your MSP Process Integration approvals.

Why Approval Workflows Matter in IT Service Delivery

IT teams face constant pressure to move faster while maintaining security and compliance. MSP Process accelerates service delivery through automation and PSA integrations, but critical decisions still get stuck in email threads, spreadsheets, or forgotten Slack channels. ApproveThis removes these roadblocks by adding structured approval workflows to automated processes – without requiring complex coding or displacing existing tools.

When connected via Zapier, these platforms create closed-loop automation where parsed data triggers approvals, decisions update records automatically, and every action is auditable. A managed service provider could cut approval times for client change requests from days to hours, while internal IT departments gain real-time visibility into procurement or access reviews.

How These Platforms Complement Each Other

MSP Process Strengths

Specializes in automating IT service workflows with Voice AI and PSA integrations. Excels at parsing unstructured data (like support emails or scanned documents) into structured formats ready for downstream systems.

ApproveThis Differentiators

Adds configurable approval logic to any process. Key features like conditional routing (e.g., escalating high-risk requests) and email-based approvals let external stakeholders participate without needing logins to MSP Process or other internal systems.

The Integration: MSP Process handles data ingestion and initial processing, while ApproveThis manages the human decisions required to keep workflows moving. Together, they ensure automated processes don’t stall when they hit scenarios requiring judgment.

Three Real-World Scenarios

1. Client Change Request Approvals

A managed service provider uses MSP Process to automatically parse client emails about infrastructure changes. The integration routes technical specs and cost estimates via ApproveThis to both the client’s project manager (email approval) and internal security lead (in-app review). Only approved requests proceed to the PSA system for scheduling.

2. Vendor Invoice Processing

MSP Process extracts data from supplier invoices, then ApproveThis routes them based on amount: under $1k auto-approved, $1k-$5k sent to department heads, over $5k requiring CFO review. Approved invoices sync back to the accounting system with all metadata attached.

3. Employee Access Reviews

HR systems trigger access requests through MSP Process, which initiates ApproveThis workflows requiring manager, IT security, and compliance team approvals. Denied requests automatically notify requestors with reasons, while approvals trigger immediate access provisioning.

Technical Setup Made Simple

Connecting MSP Process and ApproveThis takes under 15 minutes using Zapier:

1. Create a Zap with MSP Process as the trigger (e.g., "New Parsed Letter Data")
2. Map critical fields like request type, amount, or department to ApproveThis
3. Set up approval rules in ApproveThis (who approves what, escalation paths)
4. Add post-approval actions like updating your PSA or billing system

Since ApproveThis doesn’t require approvers to have MSP Process licenses, clients or vendors can review requests via email while internal teams use the dashboard. This avoids seat license sprawl while keeping external collaborators in the loop.

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Team-Specific Benefits

IT Operations

Reduce ticket volume by auto-rejecting non-compliant requests before they reach human reviewers. Approval thresholds ensure minor changes don’t clog team bandwidth.

Finance & Procurement

Enforce spending policies without manual oversight. Real-time dashboards show pending approvals by cost center, while calculated fields automatically apply discounts or tax rules during reviews.

Client-Facing Teams

Provide clients with transparent status updates via ApproveThis’ portal. Escalation rules prevent delays during team vacations through automatic delegation.

Advanced Features That Add Value

While the core integration solves immediate bottlenecks, these ApproveThis capabilities help future-proof workflows:

• Calculated Fields: Automatically adjust approval requirements based on real-time data (e.g., dynamically increasing approval tiers during budget overages)
• Conditional Routing: Send high-risk requests to specialized reviewers while fast-tracking routine items
• Audit Trails: Maintain compliance-ready records showing who approved what, when, and why

Getting Started

To implement this integration:

1. Sign up for ApproveThis (14-day free trial)
2. Identify 2-3 high-friction approval processes in MSP Process
3. Build test workflows in ApproveThis using dummy data
4. Connect via Zapier following MSP Process’ integration docs

Most teams see ROI within 30 days through reduced processing times and eliminated compliance fines. For complex environments, request a custom demo showing how to layer approval logic over existing automations.

The Bottom Line

MSP Process excels at automating the flow of data between systems – until a human decision is required. ApproveThis removes that friction point by adding enterprise-grade approval capabilities without requiring custom development. Together, they ensure automated workflows stay automated, while necessary reviews happen quickly through each stakeholder’s preferred channel.

Ready to eliminate approval delays? Start your free trial or book a custom integration walkthrough.