ApproveThis manages your Digital Agency Tech Integration approvals.

Two Platforms, One Goal: Smarter Workflows

Digital agencies thrive on precision – hitting deadlines, staying within budgets, and keeping clients happy. But manual approval processes often derail these priorities. A creative director forgets to review a campaign draft because the email got buried. A vendor invoice sits unsigned while a project manager chases stakeholders. A client’s urgent feedback gets lost in Slack. These delays cost time, money, and trust.

ApproveThis and Digital Agency Tech (DAT) solve this problem together. DAT centralizes client-facing operations like bookings, orders, and feedback. ApproveThis adds structure to the decision-making those operations require. Connected via Zapier, they automate the flow of information between action and approval, cutting through bottlenecks that plague service businesses.

Where DAT Ends and ApproveThis Begins

DAT excels at managing client interactions. Its tools handle appointment scheduling (like client onboarding calls), order processing (such as campaign asset purchases), and reputation management (tracking client feedback). But when these actions require internal sign-off – budgeting, compliance checks, or client-facing approvals – DAT alone can’t enforce accountability.

ApproveThis fills that gap. Its approval workflows add guardrails to DAT’s flexibility. For example:

• A DAT booking for a $15,000 media buy triggers an ApproveThis workflow requiring CMO approval
• A client’s negative feedback in DAT routes to ApproveThis, forcing project managers to acknowledge and respond within 24 hours

Critically, ApproveThis approvers don’t need DAT licenses. Clients or external partners can review requests directly via email, keeping collaboration seamless without added software costs.

Real-World Use Cases: Beyond Theory

Use Case 1: Booking Approvals for Resource-Intensive Projects

A mid-sized marketing agency uses DAT to let clients book strategy sessions directly. But without oversight, clients sometimes book premium-tier time slots for minor requests, overloading the team.

The Fix: They connect DAT to ApproveThis via Zapier. Now, when a booking occurs:

1. DAT triggers a Zap
2. ApproveThis checks the booking type against agency rules
3. High-value or complex bookings route to a senior strategist for approval
4. Standard requests auto-approve using monetary thresholds

Result: 27% reduction in wasted billable hours within two months.

Use Case 2: Order Processing with Budget Controls

An e-commerce development agency allows clients to order website plugins through DAT. Previously, junior developers could greenlight any purchase, leading to cost overruns.

The Fix: Integrating DAT orders with ApproveThis adds conditional logic:

• Orders under $500 auto-approve
• $500-$2,000 require team lead approval
• Above $2,000 escalate to finance

Developers maintain speed on small decisions. Finance retains oversight on major spends.

Use Case 3: Reputation Management with Enforced Accountability

A PR firm uses DAT to collect client feedback. Negative reviews occasionally slipped through cracks because employees assumed someone else would respond.

The Fix: Now, when DAT receives negative feedback:

1. ApproveThis creates an urgent approval task
2. The assigned account lead must submit a response plan
3. If not addressed in 12 hours, the request escalates

Outcome: Client satisfaction scores rose 19% as issues got faster resolutions.

Technical Setup: Simpler Than You Think

Connecting DAT and ApproveThis takes under 15 minutes:

1. Create a Zapier Account: Free tier works for basic workflows
2. Choose Your DAT Trigger: "New Booking," "New Order," or "New Feedback"
3. Select ApproveThis as the Action: Use "Create Request"
4. Map Data Fields: Pull DAT info into ApproveThis (e.g., order amount, client name)
5. Set Approval Rules: Define who approves what in ApproveThis’ dashboard

Pro Tip: Use ApproveThis’ Calculated Fields to auto-calculate budgets or deadlines based on DAT data.

Departmental Benefits: Who Wins How

Operations Teams: No More Tracking Down Signatures

Project managers save 3-7 hours weekly by replacing email/Slack approvals with automated workflows. Vacation Delegation ensures tasks never stall because someone’s OOO.

Finance Teams: Enforced Compliance

Approval Thresholds prevent overspending without micromanaging. Real-Time Tracking gives auditors a clear paper trail for every decision.

Client Services: Happier Customers

Faster approvals mean faster delivery. Clients see status updates without asking, thanks to ApproveThis’ transparent dashboard.

Why This Integration Beats Manual Processes

Traditional approval methods fail because they’re reactive. Someone must remember to check DAT for new items needing approval. With Zapier, the system becomes proactive – approvals start the moment work is ready for review.

Example: A social media agency client submits a DAT order for a $7,500 influencer campaign. Before integration, this might wait days while the account manager:

1. Notices the order
2. Drafts an approval email
3. Waits for CFO feedback
4. Relies on the CFO to check DAT

Integrated, the CFO gets an ApproveThis request immediately with all campaign details. They approve via email in 90 seconds. The account manager is notified automatically, and work begins.

Getting Started: Next Steps

To implement this integration:

1. Register for ApproveThis (14-day free trial)
2. Explore DAT’s Features
3. Book a 20-minute demo to see advanced workflows

For agencies billing $250+/hour, even saving 5 approval-related hours weekly justifies the cost. But the real value isn’t just efficiency – it’s delivering client work with fewer errors and faster turnarounds.