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FacturaDirecta Integration

ApproveThis manages your FacturaDirecta Integration approvals.

April 17, 2025

Integration Category: Accounting

When Accounting Meets Approval Magic

Let's be real - most accounting software makes you choose between power and simplicity. FacturaDirecta nails the simple part for invoicing and basic accounting. ApproveThis does one thing extremely well: making approval processes less terrible. Together? They're like peanut butter and jelly for mid-sized companies tired of chasing down signatures and digging through email threads.

Why This Combo Works (When Others Don't)

FacturaDirecta keeps your books clean. ApproveThis keeps your processes cleaner. Zapier acts as the messenger between them. Here's the kicker: approvers only need ApproveThis access - no extra FacturaDirecta licenses required. That's huge when you're dealing with external clients or cross-department approvals.

The Nuts and Bolts

ApproveThis brings the muscle with features like:

  • Auto-escalation for stuck approvals
  • Approval chains that actually make sense
  • Real-time tracking that doesn't suck

FacturaDirecta handles the financial heavy lifting. Zapier (link) moves data between them without coding. It's not "sexy tech" - it's the kind of boring efficiency that actually moves needles.

Real-World Use Cases That Don't Feel Forced

1. Client Onboarding That Doesn't Make You Hate Life

New contact added in FacturaDirecta? ApproveThis auto-creates an approval request. Marketing agencies use this to:

- Get instant sign-off on new client payment terms
- Verify contractor eligibility before sending contracts
- Route NDAs without the email ping-pong

Bonus: ApproveThis' calculated fields can auto-flag high-risk clients based on deal size or industry.

2. Invoice Approval to Payment in Under 60 Seconds

Here's where it gets cool. Approve approval in ApproveThis → FacturaDirecta auto-generates the invoice. We've seen construction companies use this to:

- Auto-invoice upon project milestone approvals
- Split approvals between project managers and accounting
- Apply late fees only after formal approval

Pro tip: Set approval thresholds so small invoices auto-approve, while big ones need human eyes.

3. Payment Tracking That Doesn't Require a Detective

New payment request in ApproveThis? FacturaDirecta updates invoice balances automatically. Healthcare providers love this for:

- Tracking patient payment plans across departments
- Syncing insurance approvals with billing
- Auditing vendor payments without spreadsheet hell

ApproveThis' vacation delegation ensures approvals never get stuck when someone's OOO.

Setup That Won't Make You Rage-Quit

1. Connect both apps to Zapier
2. Pick your trigger (new contact, approved request, etc.)
3. Map the data fields that matter
4. Test with a $5 invoice before going live

Most teams get this running in 20 minutes. No PhD required.

Which Teams Benefit Most?

Finance Teams

Stop being the approval bottleneck. Set conditional rules in ApproveThis so routine invoices auto-approve, while exceptions get flagged. Real-time tracking means no more "Did you get my email?" from the sales team.

Operations Managers

Create approval chains that mirror your actual process. New vendor request? Route to procurement → legal → finance in order. FacturaDirecta syncs the final data without manual entry.

Client-Facing Teams

External approvers? They get email links - no app access needed. Clients see polished ApproveThis requests instead of your internal FacturaDirecta screens. Professionalism + security.

The Unsexy Advantages You'll Actually Care About

- Approvers can't "forget" - automated reminders go out
- Audit trails are auto-generated
- Version control for constantly changing processes
- Mobile approvals that don't look like garbage

Common Objections (And Why They're Wrong)

"We already have approvals in our ERP system"
Cool. Now make them actually usable by humans and trackable across departments.

"We just use email approvals"
How's that working for compliance audits? Exactly.

"Our process is too complex"
ApproveThis handles multi-stage, conditional approvals better than your current duct-tape solution.

When This Isn't the Right Fit

If you're a 5-person startup or a Fortune 500, maybe look elsewhere. This combo shines for companies scaling past 50 employees where ad-hoc processes start to crumble.

Next Steps for Sane People

1. Book a 15-minute demo to see real workflows
2. Try the free tier with one approval process
3. Come back in 3 months and thank us

Seriously though - if you're managing 100+ monthly approvals across FacturaDirecta and other tools, you're leaving money on the table with manual processes. Get started free or schedule a personalized walkthrough.

PS: Not sure about Zapier? Their free plan covers basic integrations. We'll help you set it up.

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Integrate with FacturaDirecta 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 FacturaDirecta

Suggested workflows (and their Zapier components) for FacturaDirecta

Create approval requests for new FacturaDirecta contacts

Every time a new contact is added to FacturaDirecta, automate your approval process by creating a new request in ApproveThis. This integration simplifies managing new client onboarding approvals and frees up administrative resources for more productive tasks.

Zapier Components

FacturaDirecta Logo

Trigger

New Contact

Triggers when a new contact is added.

Action

Create Request

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

Generate sales invoices when requests are approved or denied in ApproveThis

Streamline your invoicing process by automatically creating a sales invoice in FacturaDirecta once a request is approved or denied in ApproveThis. This automation ensures efficiency in financial operations, reducing the waiting time between approval and invoicing actions.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

FacturaDirecta Logo

Action

Create Sales Invoice

Creates a sales invoice (with line-item support).

Update invoice balances for new requests in ApproveThis

Automatically update FacturaDirecta invoice balances with new payments whenever a new approval request is initiated in ApproveThis. This ensures accurate tracking of invoicing details, facilitating prompt financial updates and precise accounting.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

FacturaDirecta Logo

Action

Update Invoice Balance

Creates a new payment for the invoice.