ApproveThis manages your eGestor approvals.

When ERP Meets Approval Automation

Modern businesses using eGestor for financial control and client management face a critical challenge: keeping pace with decision-making in complex workflows. While eGestor excels at managing invoices, service provisions, and sales data, approval processes often create bottlenecks that slow operations. This is where ApproveThis transforms the game through Zapier integration - combining eGestor's operational control with intelligent approval automation to create seamless, auditable decision chains.

Strategic Synergy for Growing Businesses

ApproveThis doesn't just add another layer to eGestor - it enhances what your ERP already does well. While eGestor tracks financials and client interactions, ApproveThis brings structure to the human decisions surrounding those transactions. Together, they create closed-loop processes where every action - from client onboarding to invoice approvals - follows predefined business rules while maintaining necessary human oversight.

Key Integration Benefits

Financial controllers using both platforms gain real-time visibility into approval statuses directly tied to eGestor transactions. Sales teams can automate client contract approvals without leaving their CRM workflows. Operations managers benefit from automatic escalation of high-value purchase requests based on eGestor's procurement data. The integration through Zapier ensures these workflows adapt to your existing processes rather than forcing operational changes.

Real-World Workflow Transformations

Consider a mid-sized logistics company using eGestor for freight billing and ApproveThis for vendor approvals. When new supplier contracts enter eGestor, ApproveThis automatically routes them to department heads based on contract value thresholds. The legal team receives notifications via email (no license required) to review terms, while the CFO only sees agreements exceeding $50k. All decisions sync back to eGestor's vendor records, creating a complete audit trail.

Client Onboarding Accelerated

Professional service firms using eGestor's client management can automate approval chains for new engagements. When a sales rep adds a new client in eGestor, ApproveThis triggers multi-level reviews: compliance checks legal requirements, accounting verifies payment terms, and department heads confirm resource availability. Parallel approvals cut review time from days to hours while maintaining strict controls.

Financial Governance Made Simple

ApproveThis' calculated fields add dynamic logic to eGestor's financial data. A construction company could auto-flag invoice approvals when project budgets in eGestor reach 75% capacity. Approval groups ensure change orders get simultaneous review from project managers and client reps, with all decisions documented alongside original contracts in eGestor.

Building Your Integration

Connecting eGestor and ApproveThis takes about 15 minutes through Zapier's visual interface:

1. Create a new Zap with eGestor's "New Contact" trigger
2. Map critical fields like contact type, associated value, and project details
3. Set up ApproveThis' "Create Request" action with your approval template
4. Configure conditional logic (e.g., route high-value clients to senior staff)
5. Test with live data and activate

For complex workflows, layer in ApproveThis' features like vacation delegation to prevent bottlenecks and approval thresholds to auto-approve routine requests. Remember - external partners only need ApproveThis access for reviews, not eGestor licenses.

Team-Specific Advantages

Finance Teams

ApproveThis adds governance layers to eGestor's financial data without manual oversight. Configure automatic approval rules for budget allocations tracked in eGestor, with escalation paths for exceptions. Real-time dashboards show pending approvals alongside budget utilization metrics.

Sales Organizations

Turn eGestor's client entries into triggered approvals for discounts, custom terms, or service agreements. Sales managers approve exceptions directly from email while CRM data stays updated. ApprovalThis' timeline tracking provides deal-specific audit trails for quarterly reviews.

Operations Managers

Link eGestor's procurement data to equipment approval workflows. Set automated rules where requests under $5k auto-approve based on department budgets in eGestor, while larger purchases require committee review. Vacation delegation ensures field managers can approve urgent orders anytime.

Beyond Basic Approvals

While the eGestor integration handles contact-based workflows, ApproveThis adds value through:

• Multi-language support for global approvers
• Mobile-optimized review interfaces
• Custom SLA tracking for compliance reporting

A retail chain using eGestor for vendor management reduced purchase order approval times by 68% using these features, maintaining strict financial controls while accelerating supply chain operations.

Getting Started

The eGestor-ApproveThis integration works best for businesses that:

• Process 50+ monthly approvals across teams
• Require compliance documentation for audits
• Manage external partners in client-facing workflows

To explore specific use cases for your industry:

Start your ApproveThis trial or learn more about eGestor's ERP capabilities.

Final Considerations

While setting up the integration, focus on high-impact approval points first - client contracts, budget overages, and vendor onboarding provide quick ROI. Use ApproveThis' template library to clone common workflows, then customize with your eGestor field data. Remember to configure email notifications to keep external partners in the loop without overwhelming internal teams.

As your processes mature, layer in advanced features like calculated fields that reference eGestor's financial data or approval groups that mirror your departmental structure. The goal isn't just faster approvals, but decisions that align closer with your operational reality in eGestor.

Ready to transform how decisions happen in your eGestor workflows? Schedule your personalized demo to see live examples matching your business needs.