ApproveThis manages your Cling Integration approvals.

When "Just Approve It" Isn’t a Strategy

Let’s be real – if your team’s approval process involves chasing people through Slack, digging through email threads, or worse, actual paper forms, you’re hemorrhaging time. Cling handles the document side well – proposals, contracts, whatever. ApproveThis handles the decision-making circus. Together? They automate the handoff between “Here’s the thing” and “Yes, do the thing.” No more bottlenecks. No more lost files. Just…progress.

Why This Combo Works for Teams That Actually Want to Get Stuff Done

Cling’s good at getting documents out the door and tracking when clients look at them. ApproveThis is good at forcing decisions to happen before the heat death of the universe. Connect them via Zapier, and you’ve got a system where approvals can’t hide. Think:

• Proposals auto-sent for approval the second a client opens them
• Contracts that kick off legal review workflows immediately upon acceptance
• Budget approvals triggered the moment a project scope changes in Cling

Bonus: Approvers only need access to ApproveThis, not Cling. Useful when dealing with clients, contractors, or execs who shouldn’t have full access to your CRM.

Three Ways This Integration Actually Solves Real Problems

1. No More “I Didn’t See the Email” Excuses

Use Case: Auto-create approval requests when Cling docs are accepted.
Who Cares: Sales teams closing deals faster, legal teams avoiding last-minute contract scrambles.
Example: A marketing agency sends a $50K proposal via Cling. Client accepts it. Zapier instantly creates an ApproveThis request for the CFO to approve the budget allocation. Finance gets it in their existing approval dashboard, no digging through Cling required.

2. Documents Where They Need to Be, When They Need to Be There

Use Case: Send Cling docs automatically when approvals start.
Who Cares: Operations teams managing compliance, procurement needing vendor contracts on hand.
Example: A manufacturing company initiates a raw material purchase approval. ApproveThis triggers Cling to attach the supplier contract and specs directly into the approval thread. Approvers have one-click access without asking the ops team.

3. The “We Need to Track This” Trigger

Use Case: Generate approvals the moment someone views a sensitive doc.
Who Cares: Healthcare orgs tracking PHI access, enterprises managing IP leakage.
Example: A client views an NDA in Cling. ApproveThis immediately routes a compliance approval to legal, creating an audit trail. No more guessing who saw what when.

Setting This Up Without Losing Your Mind

If you can set up a Zoom call, you can do this:

1. Grab your Cling account and an ApproveThis trial.
2. In Zapier, pick a trigger from Cling (doc accepted, viewed, etc.).
3. Choose the ApproveThis action (create request, update status, etc.).
4. Map Cling’s doc data to ApproveThis fields (takes 2 minutes).

Pro Tip: Use ApproveThis’s calculated fields to auto-flag high-value contracts for exec review or set deadlines based on Cling’s proposal dates.

Why Different Teams Stop Hating Approvals

Finance Teams

They care about thresholds. Set ApproveThis to auto-approve purchases under $5K but escalate anything over to the CFO. Since Cling’s proposal data feeds into those calculations, no manual checks needed.

Sales Teams

They hate waiting on legal. Connect Cling contracts to ApproveThis’s parallel approvals – let sales, legal, and finance review simultaneously. Shaves days off closing deals.

Operations Teams

They need audits. Every Cling document view or approval gets logged in ApproveThis’s dashboard. No more spreadsheets for compliance reports.

The Hidden Perks You’ll Actually Use

ApproveThis isn’t just a fancy “yes/no” button. When paired with Cling:

• Vacation Delegation: Approver OOO? Approval tasks shift automatically without Cling access changes.
• Approval Groups: Send Cling contracts to entire legal teams but only need one sign-off.
• Real-Time Dashboards: See which Cling proposals are stuck and why, without asking around.

“But Wait, What If…”

Q: Do approvers need Cling logins?
A: Nope. ApproveThis handles it via email or their dashboard. Keeps client data in Cling secure.

Q: Can we customize approval rules per client?
A: Yes. Use Cling’s client tags to trigger different ApproveThis workflows. Enterprise client? Route to execs. Small biz? Auto-approve under limits.

How to Not Screw This Up

Do: Start with one critical process (contracts, budgets).
Don’t: Try automating all approvals day one.
Do: Use Cling’s statuses to trigger ApproveThis deadlines.
Don’t: Let sales edit approval rules. (Trust us.)

Time to Stop Being a Human Router

If your job involves pinging people to approve Cling documents, you’re a glorified GPS. ApproveThis handles the nagging, the routing, the tracking. You handle the actual work. The setup takes an afternoon. The ROI? Probably next week.

Get the free trial, connect Cling via Zapier, and see how many approval emails you delete by Friday.