ApproveThis manages your Auxilia Integration approvals.

Why Approval Automation Matters in Non-Profit Work

Non-profits operate in a world where transparency and speed directly impact their ability to serve communities. Delayed donor approvals or unclear financial oversight can mean missing critical funding opportunities. This is where combining ApproveThis' approval automation with Auxilia's donor management creates a powerhouse solution.

The Power of Two Platforms Working Together

Auxilia excels at managing donations, tracking donor relationships, and organizing fundraising events. ApproveThis adds a layer of structured decision-making to these processes. Together, they create closed-loop workflows where every donation or donor record automatically triggers compliance checks and financial oversight.

What Makes This Integration Unique

While both tools work independently, their Zapier integration solves three specific challenges:

• External Approvals: Board members or accountants can approve donations via email without needing Auxilia licenses
• Conditional Logic: Auto-approve small donations while flagging large contributions for review
• Audit Trails: Maintain timestamped records linking every Auxilia donation to its approval decision

Real-World Use Cases That Deliver Impact

Let's examine how actual organizations benefit from connecting these platforms through Zapier.

Use Case 1: Donation Approval Workflows

A mid-sized animal shelter using Auxilia noticed their finance team was overwhelmed verifying $5,000+ donations. By setting up a Zap that triggers ApproveThis workflows for large contributions, they now:

• Auto-route donations over $5K to three board members
• Use ApproveThis' calculated fields to flag anonymous large donations
• Complete approvals 62% faster using email-based responses

Use Case 2: Donor Vetting Processes

A university fundraising team combined Auxilia's donor profiles with ApproveThis' approval groups to:

• Require development officer + legal counsel approval for new corporate donors
• Automatically check donor addresses against Auxilia's existing records
• Reduce duplicate donor entries by 40% in first quarter

Cross-Functional Team Benefits

For Fundraising Teams

Development directors gain real-time visibility into approval statuses without manual follow-ups. When a major donor commits through Auxilia, the team immediately sees if legal or financial approvals are pending through ApproveThis' dashboard.

For Finance Departments

CFOs appreciate the approval thresholds feature automatically escalating donations over set amounts. One arts nonprofit configured tiered approvals: $1K-$5K (manager), $5K-$25K (CFO), $25K+ (board).

For Program Managers

Field teams using Auxilia's event management can now request approval for emergency fund allocations directly through ApproveThis. One disaster relief org processes 89% of field requests within 4 hours using this integration.

Implementation Guide

Setting up the integration takes about 15 minutes through Zapier:

1. Create Zapier account (if new to Zapier)
2. Connect Auxilia account via Zapier's authentication
3. Set trigger as "New Donation" in Auxilia
4. Map donation details to ApproveThis fields
5. Test with live $1 donation

Pro Tip: Use Calculated Fields Strategically

ApproveThis' calculated fields let you automate decision routing. Example: If a Auxilia donor's lifetime contributions + new donation exceed $10K, auto-route to development director.

Critical Features That Make It Work

Approval Thresholds in Action

Auxilia tracks donation amounts, ApproveThis acts on them. For recurring donors, set rules like "Auto-approve monthly donations under $500 unless donor status changes."

Vacation Delegation for Continuity

When your development director is at a conference, ApproveThis automatically reassigns their Auxilia-related approvals to the deputy director based on Outlook/GCal integration.

Compliance Made Simple

ApproveThis stores digital signatures and timestamps for every Auxilia donor approval, meeting audit requirements without manual documentation.

Overcoming Common Objections

"We already have manual processes" - The average nonprofit processes 23 donations weekly. At 15 minutes per approval, that's 5.75 hours saved monthly.

"Our board isn't tech-savvy" - Approvers only need email access. They click "Approve" or "Reject" - no logins or training required.

Getting Started

Ready to transform your donation management? Here's your next step:

1. Register for ApproveThis (free 14-day trial)
2. Connect your Auxilia account
3. Build your first Zap in under 10 minutes

Final Thought: Scale with Confidence

As giving seasons intensify, approval automation ensures your team focuses on donor relationships - not paperwork. One national health nonprofit processed $2.3M in year-end gifts using this integration, with zero approval delays.

Take control of your donation workflows today. Schedule a live demo to see how ApproveThis and Auxilia work better together.