ApproveThis manages your ClientPay Integration approvals.

When Approval Management Meets Payment Automation

Architecture, engineering, and construction firms face a universal challenge: critical financial decisions get buried in email chains while invoices pile up in disconnected systems. ApproveThis and ClientPay solve this through Zapier-powered integration, creating a seamless bridge between decision-making and financial execution.

Why This Integration Matters

ApproveThis brings structure to approvals with customizable workflows, automatic escalations, and email-based decisions. ClientPay delivers specialized payment automation for project-driven industries. Together, they eliminate three persistent problems:

• Delayed client payments due to manual approval handoffs
• Disconnected financial data between project and accounting teams
• Lack of audit trails for compliance-sensitive industries

Business Benefits Beyond Automation

This integration isn't just about saving time – it transforms how teams collaborate on financial decisions:

Accelerated Cash Flow

An engineering firm reduced their average invoice approval-to-payment cycle from 14 days to 48 hours by combining ApproveThis' threshold-based auto-approvals with ClientPay's instant billing. Projects requiring multiple sign-offs now use sequential approval groups in ApproveThis, with approved amounts automatically converted to ClientPay charges.

Cross-Team Visibility

Project managers in construction companies now track budget approvals against actual payments through ApproveThis' dashboard, which syncs approval statuses with ClientPay's transaction records. Real-time tracking prevents cost overruns before they occur.

Client-Centric Workflows

Approval requests sent via ApproveThis require no ClientPay licenses for external partners. Architecture firms use this to collect client sign-offs on change orders directly through email, then auto-generate invoices in ClientPay using calculated fields for adjusted project fees.

Real-World Use Cases for Project-Driven Businesses

1. Instant Approvals for Time-Sensitive Payments

When a materials supplier triggers a "payment request" webhook in ClientPay, ApproveThis automatically:

• Routes the request to relevant project stakeholders
• Applies conditional logic based on purchase amount
• Updates ClientPay payment status upon approval

Example: A mid-sized construction company prevented $240K in late fees last quarter by automating subcontractor payment approvals through this workflow.

2. Automated Billing for Milestone Approvals

ApproveThis triggers ClientPay charge creation when phase completion approvals occur. Integrated calculated fields ensure billing amounts match approved project milestones.

Example: An engineering consultancy using this integration reduced billing errors by 78% while improving client satisfaction scores.

3. Client Onboarding Synced with Approvals

New client intake forms in ApproveThis automatically create ClientPay contacts, ensuring payment details are captured before work begins. Approval groups validate contract terms while vacation delegation prevents onboarding delays.

Implementation Made Simple

Setting up the integration takes under 30 minutes through Zapier:

1. Create a Zapier account (free tier available)
2. Connect your ApproveThis and ClientPay accounts
3. Choose trigger events (e.g., "New Request" in ApproveThis)
4. Map approval data to ClientPay actions (charges, bills, contacts)
5. Test with sample data before full deployment

Team-Specific Advantages

Finance Teams

Reduce Days Sales Outstanding (DSO) through automated approval-to-payment workflows. Approval thresholds automatically escalate high-value requests while releasing routine payments.

Project Managers

Maintain budget control with real-time approval tracking synced to ClientPay's reporting. Calculated fields automatically adjust charge requests based on change order approvals.

Client-Facing Teams

External partners approve requests via email without needing ClientPay access. Approval groups ensure all stakeholders sign off before sensitive charges are processed.

Key Integration Features

Combine these platform strengths for maximum impact:

ApproveThis: Multi-step approvals • Vacation coverage • Email decisions • Audit trails
ClientPay: Project-specific billing • Payment tracking • Client portals • Compliance reporting

Getting Started

This integration works best for firms with:

• 50+ monthly financial approvals
• Multiple project stakeholders
• External client collaborators
• Audit/compliance requirements

Ready to transform your approval-to-payment cycle? Start your ApproveThis trial or explore ClientPay's features today.

Through Zapier, these platforms create a financial workflow engine that adapts to your business needs while maintaining the human oversight critical in project-driven industries. The result? Faster payments, clearer accountability, and more time for actual client work.