ApproveThis manages your Handy Integration approvals.

Two Platforms, One Powerful Workflow

Handy's sales order management and ApproveThis' approval automation form a natural partnership for teams tired of chasing signatures or waiting days to close deals. While Handy excels at capturing sales orders – whether billable, non-billable, pre-sale, or route sale – it wasn't built to handle the complex approval chains that often follow. That's where ApproveThis steps in, adding structure, speed, and accountability to your sales verification processes without requiring approvers to learn new software.

Together, these platforms eliminate manual handoffs between sales, finance, and operations. Imagine a scenario where every new Handy sales order automatically triggers a customized approval chain in ApproveThis – routing requests to department heads based on order value, escalating urgent deals after set timeframes, or even auto-approving repeat orders below $5K. This isn't theoretical: companies using both platforms report 40% faster approval cycles and 75% fewer errors in order processing.

Why This Integration Works

Handy users often struggle with three approval-related challenges: delayed responses from stakeholders, inconsistent audit trails, and difficulty managing approvals across departments with different rules. ApproveThis directly addresses these through:

• Email-Based Approvals: Stakeholders approve/reject directly from inboxes – no app logins required
• Conditional Routing: Send $10K+ orders to CFO, service contracts to Legal, and standard deals to Sales Ops automatically
• Real-Time Tracking: See exactly where each approval stands without digging through emails or Slack

A manufacturing company we worked with reduced their sales order approval time from 3.2 days to 14 hours by setting thresholds that auto-approve routine orders while flagging exceptions for human review. Their finance team now spends 60% less time chasing down approvers.

Real-World Use Cases Across Industries

1. High-Volume Retail Sales

National retailers using Handy for in-store sales orders combine it with ApproveThis to handle seasonal spikes. When a store manager submits a large holiday inventory order via Handy, ApproveThis automatically routes it to both the regional director and procurement team using parallel approval. The system escalates unactioned requests after 12 hours, ensuring tight deadlines get met.

2. Custom Manufacturing

Fabrication shops leverage ApproveThis' calculated fields to auto-flag orders exceeding machine capacity. If a Handy order requires 300 labor hours but the shop only has 200 available, ApproveThis routes it to the production manager with a red alert. This prevents overcommitment and helps teams counteroffer realistic timelines.

3. Service Contract Approvals

IT providers using Handy for service agreements set up approval chains that differ by contract type. Standard support contracts go straight to Sales VP approval, while SLA agreements requiring custom penalties get routed through Legal first. ApproveThis automatically attaches the latest contract version from Handy to each request, eliminating version control issues.

Setting Up Your Integration

Connecting Handy and ApproveThis via Zapier takes under 15 minutes:

1. Create a Zapier account if you don't have one
2. Choose Handy as your trigger app ("New Sales Order")
3. Select ApproveThis as your action app ("Create Request")
4. Map Handy's order fields to ApproveThis' request template
5. Set approval rules (e.g., "Route orders over $15K to CFO")

Pro Tip: Use ApproveThis' calculated fields to auto-calculate margins or delivery timelines based on Handy data. This helps approvers make faster decisions without manual number crunching.

Team-Specific Benefits

Sales Teams

Reps close deals faster with automatic approval routing that respects deal size and type. Vacation delegation ensures summer deals don't stall because a manager's OOO – ApproveThis automatically reassigns approvals to designated backups.

Finance Teams

Controllers gain real-time visibility into pending approvals through ApproveThis' dashboard. Approval thresholds prevent rogue spending by auto-rejecting orders exceeding budget limits set in Handy.

Operations Teams

Production managers receive approval requests with all relevant Handy order details pre-attached. They can approve shipments directly from email while on the factory floor, reducing downtime between order confirmation and fulfillment.

Beyond Basic Approvals

While sales order approvals are the obvious starting point, advanced users combine Handy and ApproveThis for:

Lead Approval Workflows: Route high-value leads from Handy to executive review before sales engagement. ApproveThis can trigger CRM updates in Handy once leads get approved.
Discount Authorization: Automatically escalate discount requests exceeding a rep's authority level while auto-approving standard promotions.
Inventory Commitments: Connect approved orders to procurement systems – when ApproveThis approves a Handy order, it can auto-generate purchase requisitions in your ERP.

Why It Works for External Partners

ApproveThis shines when collaborating with clients or vendors who don't use Handy. A construction firm we partnered with uses this integration to get client sign-offs on change orders captured in Handy. Clients receive approval emails with embedded order details and approve via reply – no Handy license required. All approvals sync back to Handy automatically, maintaining a single source of truth.

Getting Started

Ready to eliminate approval bottlenecks? Start with a free ApproveThis trial and connect it to your Handy account via Zapier. For complex workflows, book a custom demo where we'll map your exact approval scenarios and show how calculated fields, conditional routing, and auto-escalation can transform your sales operations.

Final Tip: Begin with one high-impact workflow (e.g., large order approvals) before expanding to other use cases. Most teams see ROI within 30 days simply from reduced email threads and missed deadlines.