ApproveThis manages your Riseact Integration approvals.

Two Platforms, One Mission: Secure Collaboration

Nonprofits and fundraising teams face a universal challenge: moving fast without compromising oversight. Riseact accelerates donor engagement through payment processing and supporter management, while ApproveThis ensures every critical decision follows proper protocols. Together via Zapier, they create a safety net that lets organizations scale operations responsibly.

Why This Integration Changes the Game

Fundraising isn’t just about collecting donations—it’s about maintaining trust. Riseact handles the transactional heavy lifting, but money movement requires checks and balances. ApproveThis adds guardrails without bureaucracy:

• Finance teams prevent fraud by reviewing large payments pre-processing
• Development teams accelerate donor onboarding while maintaining data hygiene
• Executive directors gain real-time visibility into approval bottlenecks

Best of all, external board members or fiscal sponsors can participate in approvals without needing Riseact logins—a key advantage for distributed teams.

Real-World Workflows for Nonprofits

1. Payment Verification for High-Risk Transactions

When a $10,000 corporate donation hits Riseact, ApproveThis automatically:

1. Routes the transaction to both the finance director and campaign manager
2. Compares the amount against pre-set approval thresholds
3. Updates Riseact’s donor records upon approval

Impact: A university foundation reduced payment errors by 62% after implementing this cross-departmental review process.

2. Supporter Onboarding with Built-In Compliance

New major donor prospects in Riseact trigger approval requests to verify:

• Background check completion
• Gift acceptance policy alignment
• Stewardship assignment

Impact: A national health nonprofit cut prospect approval time from 5 days to 8 hours while improving documentation for audits.

3. Multi-Layered Donation Reviews

Conditional approval chains ensure sensitive donations get proper scrutiny:

Example: International donations over $5,000 auto-route to both the legal team (for compliance) and program lead (for restricted gift alignment) before appearing in Riseact reports.

Technical Synergies That Matter

ApproveThis doesn’t just pass data to Riseact—it enhances it. Calculated fields automatically flag donations requiring board approval based on custom formulas. Vacation delegation ensures month-end reconciliation isn’t delayed by absent approvers. Real-time dashboards show which campaigns have pending approvals, helping teams prioritize follow-ups.

Setting Up Your Safety Net

Connect the platforms in three steps:

1. Create your Zapier trigger: Choose between Riseact payment, donation, or supporter events
2. Map critical data points: Amounts, donor IDs, and campaign references ensure context-rich approvals
3. Configure approval logic: Set thresholds, approver groups, and auto-reminder intervals

Most teams complete initial setup in under 20 minutes using pre-built templates. Test with small-dollar donations before applying rules to major gifts.

Department-Specific Benefits

Finance Teams

Auto-flag donations that need 501(c)(3) documentation or currency conversion reviews before depositing. Approval thresholds automatically escalate transactions exceeding campaign budgets.

Fundraising Teams

Keep major donor relationships moving forward—approve new prospect outreach plans directly from Riseact activity logs. Automatically notify gift officers when approvals clear.

Executive Leadership

View real-time approval rates across campaigns in ApproveThis’ dashboard. Identify process bottlenecks slowing down revenue recognition.

The External Approver Advantage

ApproveThis eliminates a critical friction point: external stakeholders. Board members can review high-value donations via email without Riseact training. Fiscal sponsors maintain oversight through delegated approval chains. All decisions sync back to Riseact automatically, keeping everyone aligned.

Beyond Basic Approvals

While the integration handles routine reviews, ApproveThis’ advanced features support complex scenarios:

Multi-Currency Handling: Set different approval thresholds for USD vs. international donations using calculated fields.

Campaign-Specific Rules: Require more approvers for time-sensitive year-end gifts versus recurring donations.

Compliance Auditing: Every approval decision includes timestamps, comments, and approver credentials for reporting.

Getting Started

Fundraising moves at the speed of trust. With ApproveThis and Riseact working together through Zapier, you can eliminate approval delays without sacrificing accountability.

Next steps:

1. Register for ApproveThis (free 14-day trial)

2. Connect your Riseact account to Zapier

3. Book a workflow consultation to map your ideal approval processes