ApproveThis manages your InviteReferrals Integration approvals.

Two Platforms, One Competitive Edge

InviteReferrals simplifies referral marketing by automating campaigns, tracking conversions, and managing user enrollments. ApproveThis brings structure to decision-making with automated approval workflows, real-time tracking, and seamless integrations. Together, they solve a critical problem: accelerating referral-driven growth while maintaining control over compliance, budgets, and stakeholder alignment.

For marketing teams, this integration means referral campaigns move faster because approvals no longer create bottlenecks. Finance teams gain visibility into referral payouts before they’re finalized. Operations managers ensure every campaign step aligns with internal guidelines. The result? Faster growth with fewer errors.

How It Works: Triggers, Actions, and Automation

Using Zapier, InviteReferrals sends real-time data to ApproveThis whenever key events occur—like a new referral conversion or email invitation. ApproveThis then routes these events through predefined approval workflows, ensuring the right people review each action. Once approved, processes move forward automatically. Rejected requests trigger notifications for correction, keeping campaigns compliant without manual oversight.

Example: A SaaS company uses this integration to approve high-value referral rewards. When a user refers 10+ customers, InviteReferrals triggers an approval request in ApproveThis. The finance team reviews the payout, approves it via email, and the reward is processed—all within hours instead of days.

Use Cases That Deliver Results

1. Scaling High-Volume Referral Programs

When InviteReferrals detects a new conversion (e.g., a sale from a referral link), ApproveThis can route the request to validate the referral’s eligibility. Marketing agencies use this to manage client campaigns—approving rewards only for qualified referrals that meet specific criteria, like minimum purchase amounts.

ApproveThis features like approval thresholds automatically approve smaller rewards while escalating larger payouts for manual review. This balances speed with financial oversight.

2. Maintaining Quality in Lead Generation

For businesses inviting leads via manual forms or email lists, ApproveThis adds a layer of quality control. When InviteReferrals logs a new lead invitation, ApproveThis routes it to a sales manager for approval. This prevents duplicate leads or non-compliant outreach.

Example: A real estate firm invites leads to a referral program. ApproveThis ensures only verified contacts are added, reducing wasted outreach efforts.

3. Managing Campaign Compliance at Scale

New user enrollments in referral campaigns often require compliance checks. ApproveThis automates this by triggering reviews when InviteReferrals enrolls a user. Healthcare companies, for instance, use this to ensure referrals comply with industry regulations before rewards are issued.

Approval groups in ApproveThis allow cross-department collaboration—legal, marketing, and finance teams can review the same request sequentially or in parallel.

4. Controlling Bulk Email Invitations

When InviteReferrals exports an email list for invitations, ApproveThis can require marketing directors to approve the list before it’s sent. This prevents accidental spamming or non-branded messaging.

E-commerce brands leverage this to align bulk invites with seasonal campaign guidelines, ensuring consistency across all customer touchpoints.

Setup in Three Steps

Step 1: Connect InviteReferrals and ApproveThis to Zapier. Authenticate both accounts using your existing credentials.

Step 2: Choose a trigger from InviteReferrals, such as “New Conversion” or “New Email Invitation.” Map the data fields to ApproveThis, ensuring requests include context like referral value or lead source.

Step 3: Configure ApproveThis workflows. Set approval thresholds, assign groups, and enable email notifications. Test the integration by simulating a referral event in InviteReferrals.

Pro Tip: Use ApproveThis’ calculated fields to auto-populate data like referral commission amounts based on InviteReferrals’ conversion value.

Benefits Across Teams

Marketing Teams: Speed Meets Compliance

Marketers launch campaigns faster because approvals are built into the workflow—not tacked on as an afterthought. Real-time tracking in ApproveThis lets teams monitor which referrals are pending review, approved, or paid.

Finance Teams: Control Over Payouts

Auto-escalation for high-value referrals ensures finance retains control over large expenditures. Approval thresholds reduce manual reviews by 40–60% for companies processing 500+ monthly referrals.

Operations: Centralized Oversight

Operations managers use ApproveThis’ dashboard to audit referral activity, identify bottlenecks, and generate reports for stakeholders. Vacation delegation prevents delays when approvers are out of office.

Why This Integration Stands Out

Unlike manual approval processes, this integration doesn’t require approvers to log into InviteReferrals. External partners or clients can review requests directly via email or ApproveThis’ portal—no additional licenses needed. For companies juggling multiple campaigns, this eliminates the cost and complexity of provisioning extra software access.

Example: A consulting firm shares ApproveThis requests with clients to approve referral payouts. Clients review without needing InviteReferrals accounts, speeding up payment cycles.

Getting Started

Ready to eliminate approval delays in your referral campaigns? Start by:

• Exploring InviteReferrals for referral tracking
• Booking a demo of ApproveThis to design your workflows

Or register for ApproveThis directly and connect your InviteReferrals account via Zapier in under 15 minutes.