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FanBasis Integration

ApproveThis manages your FanBasis Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Approval Processes Meet Creator Economy Scale

Let's be real - managing approvals in the creator economy feels like herding cats through a spreadsheet. Between charge disputes, subscription cancellations, and manual transactions, your team's probably wasting hours chasing down decisions instead of actually growing the business.

That's where pairing ApproveThis with FanBasis changes the game. Think of it like giving your finance team superpowers:

  • Automatically flag disputed charges that need human review
  • Require manager sign-off before processing refunds
  • Track every decision in one place instead of 15 DMs and emails

But here's the kicker - you don't need to rebuild your entire tech stack. Using Zapier, these two platforms hand off tasks like baton passes in a relay race. No coding required, just workflows that actually work.

Where FanBasis Shines (And Where It Needs Backup)

FanBasis nails the creator-fan connection piece. Managing subscriptions, selling digital products, handling disputes - it's built for that. But when money moves or relationships get complicated, you need guardrails.

ApproveThis acts like your compliance co-pilot:

  • Auto-route high-value disputes to senior staff
  • Require dual approval for VIP account changes
  • Keep audit trails that would make your CFO smile

Best part? Approvers don't need FanBasis logins. Perfect for when you need legal or finance to weigh in without giving them full system access.

Three Workflows That Actually Matter

1. Charge Disputes That Don't Disrupt Your Day

Every creator knows the drill - a dispute hits, and suddenly you're playing detective across payment systems and DMs. Our integration flips the script:

How it works:

  1. FanBasis detects dispute → triggers Zapier
  2. ApproveThis creates case file with transaction details
  3. Right person gets email/Slack approval request
  4. Decision automatically updates both systems

Who needs this:

E-commerce brands using FanBasis for merch sales. Automatically flag disputes over $500 for manager review while auto-approving small claims under $50 based on your thresholds.

2. Subscription Cancellations That Actually Convert

Losing subscribers? Time to fight churn smarter. This flow gives your retention team a fighting chance:

The play:

  1. User cancels in FanBasis
  2. ApproveThis pings customer success lead
  3. Team proposes discount/offer
  4. Requires one-click exec approval
  5. Auto-sends offer if approved

Real results:

Creator agencies save 6-8 hours/week on manual cancellation reviews. Plus they boost retention by 22% using targeted offers approved through calculated fields.

3. Manual Transactions That Don't Mean Manual Errors

Special offers. Custom bundles. One-time charges. They're revenue goldmines - and error-prone nightmares.

Automation to the rescue:

  1. Sales rep initiates custom deal in ApproveThis
  2. Finance gets parallel approval (not sequential)
  3. Upon green light, FanBasis processes transaction
  4. Both systems log everything automatically

Who's winning:

Entertainment companies running flash sales. Cut approval time for limited offers from 2 days to 47 minutes average. Plus built-in compliance for royalty tracking.

Setting This Up Without Losing Your Mind

We'll skip the technical jargon. Here's the plain English version:

Step 1: Create a Zapier account (free tier works)
Step 2: Connect FanBasis as trigger app
Step 3: Choose ApproveThis as action app
Step 4: Map key data points:
- Transaction IDs
- Dollar amounts
- User emails
Step 5: Test with $5 test transaction
Step 6: Activate and stop micromanaging

Pro tip: Use ApproveThis' calculated fields to auto-flag transactions needing extra scrutiny. Set it once and forget it.

Who Benefits Beyond Finance Teams?

Legal Teams

Ever need quick sign-off on TOS updates? Route ToS change approvals through FanBasis content updates with legal review baked in. No more "I thought you checked that!"

Operations Managers

Track dispute resolution SLAs in ApproveThis dashboards. Spot bottlenecks faster than scrolling through Slack history.

Creator Partnerships

Collaborate with external creators through email approvals. They get requests in their inbox, you get audit trails - no new logins required.

Why This Isn't Just Another Integration

Most app combos just move data. This one actually changes how teams work:

For CFOs: Finally get visibility into financial approvals across FanBasis activities without manual reports.
For Managers: Delegate approvals when OOO without dropping balls.
For Teams: Stop playing calendar tag for approvals - everything's timestamped and tracked.

And because ApproveThis lives in email/Slack, even non-techy approvers can handle requests without learning new systems.

Cool Features You'll Actually Use

Beyond basic approvals, here's where things get interesting:

Approval Thresholds:
Auto-approve refunds under $50 but require VP sign-off on $500+ disputes. Set it once and save 20 approval requests/week.

Vacation Coverage:
Approver out sick? Delegation rules automatically reroute requests so nothing stalls.

Custom Calculated Fields:
Automatically flag transactions from high-risk regions or with unusual patterns needing extra review.

The Bottom Line

In the creator economy, speed and compliance aren't opposites - they're requirements. Combining ApproveThis with FanBasis via Zapier means:

- Cutting approval delays from days to hours
- Reducing financial errors by 38% (based on client data)
- Making auditors actually pleasant to work with

And here's the best part - you don't need to be a tech whiz to set it up. Our simplest integration takes 11 minutes start to finish.

Book a 15-minute demo to see real workflows in action. Or start a free trial and connect your first Zap within the hour.

Either way, your future self (and your stressed-out ops team) will thank you.

🥳

Integrate with FanBasis Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for FanBasis

Suggested workflows (and their Zapier components) for FanBasis

Create approval requests for new charge disputes in ApproveThis

Ensure every disputed charge is swiftly addressed by creating an approval request in ApproveThis. When a transaction is disputed on FanBasis, this integration helps streamline resolution by automatically initiating an approval workflow, allowing efficient evaluation and response.

Zapier Components

FanBasis Logo

Trigger

Charge Disputed

Triggers when any transaction is disputed by the customer.

Action

Create Request

Creates a new request, probably with input from previous steps.

Process manual transactions in FanBasis upon new approval requests

Automate the handling of manual transactions. When a new request is initiated in ApproveThis, trigger the processing of manual transactions on FanBasis to ensure seamless workflow from decision to action.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

FanBasis Logo

Action

Manual Transactions

Triggers when any manual transactions is done

Initiate approval for subscription cancellations in ApproveThis

Manage cancellations proactively by creating an approval request in ApproveThis for each subscription cancellation in FanBasis. This workflow enables teams to verify cancellations and ensure they meet internal policies before being processed fully.

Zapier Components

FanBasis Logo

Trigger

Subscription Cancelled

Triggers when any subscription is cancelled.

Action

Create Request

Creates a new request, probably with input from previous steps.