ApproveThis manages your Brex Partner Referrals Integration approvals.

Why Combine ApproveThis with Brex Partner Referrals?

When financial operations teams need to move fast, manual processes become roadblocks. Brex Partner Referrals simplifies partner onboarding through its no-code API access, while ApproveThis brings structure to approval workflows. Together, they create a seamless pipeline where referral management meets disciplined decision-making – without sacrificing speed or compliance.

This integration solves a critical pain point: partner referrals often require multiple stakeholders to review financial terms, commission structures, or compliance details. With ApproveThis handling the approval logic and Brex managing the referral data flow, teams reduce processing time by 60-80% based on typical implementation results. Finance leaders gain real-time visibility into both referral statuses and approval bottlenecks through a unified dashboard.

Key Integration Use Cases

Automated Referral Validation

When a new referral enters Brex Partner Referrals, ApproveThis can automatically trigger multi-layer approval workflows. A wealth management firm might use calculated fields to validate referral commissions against AUM thresholds, while a SaaS company could require regional manager sign-off for partnerships exceeding $500K in projected revenue.

Approvers receive email notifications with embedded approval buttons – no need to log into Brex or hunt down spreadsheet records. For external partners, this means faster onboarding since they only interact with the approval interface, not your internal systems.

Compliance-Driven Document Handling

When an approval is granted in ApproveThis, the integration automatically uploads finalized contracts or KYC documents to Brex Partner Referrals. A commercial real estate brokerage used this to reduce document retrieval time during audits by 90%, with all approved terms directly tied to referral records.

Conditional logic in ApproveThis ensures sensitive documents only route to authorized stakeholders. If a referral status changes in Brex – say from "Pending" to "Active" – ApproveThis can trigger new compliance checks or payment approvals without manual intervention.

Implementation Made Simple

Setting up the integration requires zero coding expertise. Through Zapier, you create a connection between Brex Partner Referrals and ApproveThis in three steps:

1. Choose your trigger event in Brex (new referral, status change, etc.)
2. Map key data fields to ApproveThis (commission amounts, partner contacts, deadlines)
3. Configure approval rules and notifications in ApproveThis

Most teams complete initial setup in under 45 minutes. For complex workflows using calculated fields or approval thresholds, ApproveThis provides pre-built templates that align with Brex's partner management framework.

Cross-Functional Benefits

Finance Teams

Auto-escalate high-value referrals to senior managers based on dynamic thresholds. When a Brex referral includes custom payout terms, ApproveThis' calculated fields automatically flag deviations from standard rates before approvals begin.

Partnerships Teams

Track referral approval SLAs in real time with color-coded dashboards. If a partner complains about delays, teams can instantly identify whether the holdup is in Brex processing or internal approvals.

Operations Teams

Use vacation delegation rules to prevent approval gridlock. When a key approver is OOO, Brex referral workflows automatically reroute to designated backups without manual reassignments.

Critical Features That Make It Work

ApproveThis enhances Brex integrations through features most approval tools lack:

• Email-Based Approvals: External partners approve terms without creating accounts
• Approval Thresholds: Auto-approve small referral bonuses while flagging exceptions
• Real-Time Calculations: Dynamic commission forecasts during approval reviews

These capabilities turn Brex referral data into actionable approval workflows. When a sales team refers an enterprise client through Brex, ApproveThis can calculate and validate the partner's commission percentage against deal size before routing to finance for final sign-off.

Real-World Applications

Financial Advisory Firms

One RIA firm automates compliance approvals for Brex referrals containing alternative investment opportunities. Their workflow: 1) Brex triggers an approval when a referral includes "Alts" in the notes 2) ApproveThis routes to the compliance officer with a 24-hour SLA 3) Upon approval, Brex automatically generates partner payment tracking.

SaaS Partner Programs

A B2B platform using Brex Partner Referrals integrated ApproveThis to handle tiered commission approvals. When referrals exceed $250K ARR, ApproveThis adds a CFO approval step and calculates accelerated payout rates in real time. This reduced accounting reconciliation time from 14 hours to 45 minutes monthly.

Getting Started

To implement these workflows:

1. Set up your Brex Partner Referral account
2. Create an ApproveThis trial account
3. In Zapier, choose your primary trigger (e.g., new Brex referral)
4. Map Brex fields to ApproveThis' custom request form
5. Set escalation rules and approval paths in ApproveThis

For complex implementations, ApproveThis offers white-glove onboarding that pre-configures your Zapier connections based on Brex partner program requirements.

Why This Integration Matters Now

As partner ecosystems grow, manual approval processes create two risks: delayed revenue and compliance gaps. The ApproveThis-Brex integration through Zapier isn't just about speed – it's about creating an audit-ready approval chain that scales with your partner growth.

Financial operations leaders using both platforms report 3x faster partner onboarding cycles and 92% reduction in approval-related exceptions. With recession pressures mounting, automating this workflow converts partner relationships into revenue faster while maintaining financial controls.

Next Steps

Ready to eliminate approval bottlenecks in your partner program? Start with a free ApproveThis trial or schedule a custom demo showing Brex integration scenarios specific to your industry. For existing Brex partners, ask your customer success manager about pre-built ApproveThis workflow templates that go live in under a day.