ApproveThis manages your Retainr Integration approvals.

Why Combine ApproveThis and Retainr?

Retainr gives agencies control over client orders and service requests. ApproveThis brings structure to decision-making. Together, they solve a critical problem: ensuring every client action aligns with internal policies before it becomes a commitment. This integration isn’t about replacing either tool – it’s about creating guardrails where speed and compliance collide.

Consider a marketing agency using Retainr to manage client website orders. Without approvals, an account manager might accidentally approve a discounted rate that violates profit margins. With this integration, every Retainr order automatically routes through ApproveThis for financial review. Legal teams gain visibility into contract changes, while operations ensures resource availability. Decisions happen faster because approvers don’t need to log into Retainr – they can approve via email or a centralized dashboard.

Core Integration Benefits

This Zapier-powered connection turns Retainr into a policy-enforced engine. Key advantages:

• External approver access: Clients or contractors can review requests without Retainr licenses
• Conditional workflows: High-value orders automatically route to senior staff

A consulting firm might use calculated fields to flag projects exceeding 200 billable hours, requiring partner review. Approval groups ensure both legal and delivery leads sign off on scope changes. Vacation delegation prevents bottlenecks when approvers are OOO.

Real-World Use Cases

1. Order Verification Workflows

When Retainr detects a new order, ApproveThis triggers multi-layer validation:

Example: A digital agency receives a client request for premium SEO services. The integration automatically checks:

• Budget against retained revenue thresholds
• Client payment history
• Resource availability

Approvers receive context-rich emails showing Retainr order details alongside ApproveThis’ calculated ROI projections. They can approve/deny in one click without switching tools.

2. Client Onboarding Automation

Approved requests in ApproveThis trigger Retainr client invites with pre-configured access levels. This eliminates manual data entry and ensures only vetted clients enter your system.

Example: A PR firm approves a media buy through ApproveThis. Retainr automatically:

• Creates client portal access
• Generates a service agreement
• Assigns an account lead

Rejected requests auto-archive with compliance notes, maintaining audit trails.

Team-Specific Advantages

Operations Teams

Reduce order processing time by 40-60% with parallel approvals. Configure thresholds to auto-approve routine orders under $5K while flagging exceptions. Real-time dashboards show bottlenecks in client request pipelines.

Finance Departments

Enforce spending policies without micromanaging. Approval thresholds block unauthorized discounts, while calculated fields compare Retainr order values against budget forecasts. Escalation rules ensure CFO review for high-risk commitments.

Client Services

Maintain client momentum while adhering to internal rules. Email approvals let account managers get instant sign-offs during client calls. Approval groups enable collaborative decision-making across departments without confusing email threads.

Implementation Guide

Connect ApproveThis and Retainr in 15 minutes using Zapier:

1. Create Zapier triggers for Retainr “New Order” events
2. Map order data to ApproveThis request templates
3. Set escalation rules based on order value/client tier
4. Configure Retainr client invites upon approval

Pro Tip: Use ApproveThis’ calculated fields to auto-flag orders needing legal review (e.g., NDAs in deliverables). Test workflows with fictional Retainr orders before going live.

Maximizing the Integration

Combine both platforms’ strengths:

Dynamic Client Pricing: Link ApproveThis’ conditional logic to Retainr’s tiered pricing. Automatically route discounted proposals to sales directors based on margin impact.

Compliance Audits: Use ApproveThis’ audit trails to prove Retainr orders followed approval protocols during client disputes.

Capacity Planning: Feed approved Retainr orders into resource management tools via Zapier, creating a closed-loop system.

Next Steps

This integration works best for businesses processing 50+ monthly client orders with multiple stakeholders. It’s not just about automation – it’s about creating enforceable business rules that scale with your client base.

Ready to eliminate approval chaos? Register for ApproveThis or schedule a demo to see live Retainr integration examples. For existing users, our Zapier template library provides pre-built workflows to deploy in minutes.