ApproveThis manages your Trust Swiftly Integration approvals.

Why Combine ApproveThis and Trust Swiftly?

Businesses face two critical challenges in regulated industries: making decisions quickly and verifying identities securely. ApproveThis solves the first by automating approval workflows, while Trust Swiftly handles the second with precision identity verification. Together, they create a seamless bridge between decision-making and compliance.

When connected via Zapier, these platforms eliminate manual handoffs between teams. For example, a completed identity check in Trust Swiftly can automatically trigger an approval request in ApproveThis, ensuring compliance isn’t an afterthought. Conversely, approved requests in ApproveThis can initiate identity verifications, creating a closed-loop system for audit-ready processes.

Key Use Cases for Teams That Demand Precision

1. Compliance-Driven Approvals

When Trust Swiftly flags a high-risk identity verification (like a new vendor or customer onboarding), ApproveThis ensures the right person reviews it. A financial services firm could use this to:

• Auto-escalate VIP account openings to senior managers
• Require dual approvals for transactions over $50K

Approvers receive email notifications with one-click approval options, even if they don’t have access to Trust Swiftly. This keeps external partners or clients in the loop without requiring additional software licenses.

2. Post-Approval Verification

For scenarios where approvals must precede verification – like granting system access to contractors – ApproveThis can trigger Trust Swiftly checks only after internal sign-off. A healthcare provider might use this to:

Automatically verify identities of approved medical vendors before granting EHR access, ensuring compliance with HIPAA audits. Approval thresholds in ApproveThis allow instant greenlights for low-risk cases while flagging exceptions.

Real-World Applications Across Industries

Financial Services: Faster KYC Without Risk

A regional bank reduced account onboarding from 5 days to 6 hours by linking Trust Swiftly’s identity checks with ApproveThis’ conditional approval rules. Transactions requiring enhanced due diligence now auto-route to compliance officers, while standard verifications get instant approval.

Healthcare: Patient Data Access That Complies

A telehealth platform uses the integration to ensure only verified clinicians access patient records. ApproveThis routes access requests based on role (nurse vs. specialist), while Trust Swiftly confirms credentials before access is granted. Vacation delegation prevents delays when approvers are out.

Beyond Basic Workflows: Advanced Features

ApproveThis adds granular control to Trust Swiftly integrations through:

Calculated Fields: Automatically determine approval paths based on risk scores from Trust Swiftly. A score above 80? Instant approval. Below 50? Route to fraud detection.

Approval Groups: Require consensus from legal, finance, and security teams for high-risk verifications. Sequential routing ensures no step is skipped.

Real-Time Dashboards: Track pending verifications and approvals side-by-side, with audit trails that satisfy regulators.

Setting Up the Integration in 4 Steps

1. Connect to Zapier: Create Zapier accounts for both ApproveThis and Trust Swiftly.
2. Choose Your Trigger: Select either Trust Swiftly verification updates or ApproveThis approval decisions.
3. Map Data Fields: Pull relevant details (user IDs, risk scores) into approval requests or verification triggers.
4. Test with Live Data: Run sample transactions to ensure escalations and auto-approvals work as intended.

Who Benefits Most?

Compliance Teams

Reduce manual reviews by 60%+ using approval thresholds that auto-approve low-risk verifications. Get alerts only when human judgment is needed.

Operations Managers

Track SLAs for verification-to-approval cycles in real time. Use historical data to identify bottlenecks – like consistently delayed approvals from a specific department.

IT Security

Maintain least-privilege access by tying system permissions to completed ApproveThis workflows. Revoke access automatically when verifications expire.

The License Advantage

ApproveThis eliminates a common friction point: external approvers. Clients, vendors, or partners can approve requests via email without needing a Trust Swiftly login. Internal teams maintain full visibility while reducing software costs.

Ready to Transform Your Process?

This isn’t about replacing human judgment – it’s about empowering teams to focus on exceptions rather than routine. The ApproveThis and Trust Swiftly integration turns parallel processes (verify → approve → act) into a single streamlined workflow.

Next Steps:
- Book a Demo to see conditional approvals in action
- Start Free Trial and connect your Trust Swiftly account in minutes

For developers: Both platforms offer REST APIs for custom builds, but Zapier provides 90% of needed functionality out-of-the-box.