ApproveThis manages your Cloover Integration approvals.

Why Combine ApproveThis and Cloover?

Cloover is transforming the renewable energy sector by simplifying how professionals sell and manage eco-friendly home upgrades like solar panels, heat pumps, and insulation. Its strength lies in bundling financing options with project management, making it easier for contractors to close deals faster. But even the most efficient sales process hits roadblocks when approvals slow things down. That’s where ApproveThis steps in.

ApproveThis cuts through approval bottlenecks by automating decision-making workflows. When integrated with Cloover via Zapier, these two platforms create a seamless bridge between project execution and governance. Sales teams can trigger approvals instantly when financing terms change, operations managers ensure every project milestone gets validated, and leadership gains real-time visibility into progress. The result? Faster deployments, fewer errors, and happier customers.

Key Integration Use Cases

1. Validate Financing Changes Instantly

When a Cloover project’s custom status changes—like a customer upgrading their solar panel system or adjusting payment terms—ApproveThis can automatically require internal sign-off before proceeding. For example, a solar installer in California uses this integration to ensure financing adjustments over $10k get flagged for CFO review. Approvers receive an email with all relevant details, click “Approve” or “Deny,” and Cloover updates automatically based on their decision. No back-and-forth emails, no missed steps.

2. Launch Projects the Moment Approvals Begin

With the second integration, creating an approval request in ApproveThis triggers a new project in Cloover immediately. Imagine an HVAC contractor proposing a heat pump installation. Once the sales team submits the proposal for approval, Cloover starts setting up the project timeline and allocating resources—before the approval is even finalized. This parallel processing shaves days off project kickoffs, letting teams hit the ground running.

3. Keep Everyone Aligned Post-Approval

When an approval is finalized in ApproveThis, the third integration updates Cloover’s project status automatically. A roofing company in Florida uses this to mark projects as “Ready for Installation” once permits are approved. Field teams know exactly when to mobilize, reducing idle time and ensuring customers aren’t left waiting.

Benefits for Every Team

Sales Teams: Close Deals Faster

Sales reps no longer chase managers for signatures. Custom approval thresholds in ApproveThis let low-risk deals auto-approve, while major contracts route to the right stakeholders. Since Cloover projects start the moment approvals begin, reps can promise faster turnaround times—a competitive edge in renewable energy sales.

Operations: Eliminate Manual Handoffs

Operations managers use the integration to ensure projects adhere to compliance rules. For instance, if a Cloover project involves a government rebate, ApproveThis can require legal review before marking the status as “Rebate Applied.” Automated status updates mean fewer spreadsheets and no missed steps.

Finance: Control Costs Proactively

Finance teams configure approval thresholds to flag budget overages. If a Cloover project’s financing terms exceed $50k, ApproveThis routes it to a senior approver. Calculated fields automatically compare quotes against market rates, adding an extra layer of cost control.

Leadership: Visibility Without Micromanaging

Executives use ApproveThis’ dashboard to track approval rates, identify bottlenecks, and see how Cloover projects progress. Vacation delegation ensures approvals never stall because someone’s OOO—a common issue in seasonal industries like solar installation.

How to Set Up the Integration

Connecting ApproveThis and Cloover takes under 20 minutes using Zapier. Here’s how:

1. Create a Zapier Account: If you don’t have one, sign up for Zapier (free tier available).
2. Choose a Workflow: Pick one of the three use cases above. For example, “Update Cloover status for completed approvals.”
3. Connect Cloover: In Zapier, select Cloover as your trigger app and follow the prompts to link your account.
4. Connect ApproveThis: Choose ApproveThis as your action app. Use your ApproveThis credentials to authorize the connection.
5. Test the Integration: Create a test approval in ApproveThis and verify it updates Cloover as expected.

Pro Tip: Use ApproveThis’ calculated fields to auto-populate Cloover project details. For example, calculate total financing costs in ApproveThis and pass them to Cloover’s budget field automatically.

Why This Integration Works for Renewable Energy Teams

Renewable energy projects often involve multiple stakeholders—homeowners, contractors, financiers, and government agencies. ApproveThis simplifies collaboration by letting external partners approve requests without needing a Cloover license. For example, a city permitting office can review installation plans via email while your team tracks everything in Cloover. This keeps projects moving without bloating software costs.

Plus, Cloover’s focus on financing aligns perfectly with ApproveThis’ approval thresholds. If a customer’s loan application changes mid-project, ApproveThis can escalate the update to your finance team while Cloover pauses the workflow. No more underwriting surprises.

Get Started Today

ApproveThis and Cloover are stronger together. Whether you’re a solar installer streamlining permit approvals or a contractor managing seasonal demand spikes, this integration ensures decisions happen faster—and projects stay on track.

Ready to accelerate your renewable energy workflows? Register for ApproveThis or schedule a demo to see the integration in action. For details on Cloover’s financing tools, visit their website.