ApproveThis manages your CloudYa Integration approvals.

Two Systems, One Competitive Advantage

Dominican businesses using CloudYa’s ERP system now have a direct path to faster financial decisions through ApproveThis’ Zapier integration. This combination solves a critical pain point for SMEs: delayed approvals that create cash flow bottlenecks, compliance risks, and operational friction.

CloudYa handles the financial data layer with precision, while ApproveThis adds decision-making velocity through:

• Automatic routing of CloudYa customer/vendor changes to correct approvers
• Email-based approvals accessible to external partners (no additional CloudYa licenses required)
• Real-time audit trails connecting financial records to approval rationale

Consider a typical accounts receivable scenario: A sales team wants to extend special payment terms to a long-standing client. With traditional processes, the credit manager might delay approval while chasing down order history across spreadsheets. The integrated solution automatically checks CloudYa’s customer balance against preconfigured approval thresholds, then routes exceptions to decision-makers with full context.

Core Integration Use Cases

Customer Onboarding Without Bottlenecks

New customer creation in CloudYa triggers an approval workflow requiring sales manager verification of credit terms and legal team confirmation of contract compliance. A Santo Domingo industrial supplier reduced onboarding time from 72 hours to 8 hours using this method, with automatic Salesforce data enrichment through ApproveThis’ Zapier connections.

High-Risk Account Updates

When modifying payment terms or credit limits in CloudYa, ApproveThis enforces four-eyes verification:

1. Sales representative submits change request via CloudYa
2. ApproveThis routes to regional sales director + CFO based on amount thresholds
3. Approved changes sync back to CloudYa with full audit trail

Vendor Payment Authorization

Though not explicitly covered in the templates, ApproveThis’ calculated fields enable automatic escalation of large invoices. A Santiago-based construction firm uses this to route payments over RD$500,000 to board members while keeping smaller amounts with department heads.

Implementation Guide

Step 1: Create a Zapier account if you don’t have one (Free plan works for basic workflows)

Step 2: Connect CloudYa using OAuth credentials from your ERP admin

Step 3: Set up ApproveThis triggers:

• For new customer approvals: Use CloudYa’s “New Customer” trigger → ApproveThis’ “Create Request” action
• For updates: CloudYa’s “Updated Customer” → ApproveThis conditional routing based on changed fields

Step 4: Configure approval thresholds in ApproveThis dashboard (e.g., auto-approve credit limit increases under RD$100,000)

Department-Specific Benefits

Finance Teams

ApproveThis adds layer of control to CloudYa’s core financial data. Approval groups ensure CFOs only see exceptions over RD$1M while controllers handle routine approvals. Vacation delegation prevents holiday payment delays.

Sales Organizations

Field teams get faster client onboarding through mobile-accessible email approvals. Real-time tracking in ApproveThis dashboard shows pending deals stuck in approval limbo.

Operations Management

Procurement teams using CloudYa for vendor management can set automatic reorder approvals when inventory levels dip below thresholds. ApproveThis’ calculated fields enable dynamic approval rules based on multiple data points.

Strategic Considerations

This integration isn’t just about speed – it’s about data integrity. ApproveThis captures why decisions were made (approval comments, policy exceptions) while CloudYa records the what (final numbers). Together, they create an audit-ready paper trail crucial for Dominican tax authorities (DGII) compliance.

Localized features matter: ApproveThis handles DOP currency formatting and Dominican holiday schedules for approval SLAs. CloudYa users get region-specific compliance without manual workarounds.

Beyond Basic Automation

While the Zapier templates handle straightforward approvals, combined platforms enable advanced scenarios:

Multi-Condition Approvals

A Puerto Plata resort group approves vendor payments differently based on three factors in CloudYa: invoice amount (ApproveThis thresholds), vendor type (conditional routing), and due date (escalation rules).

Client-Facing Approvals

Export businesses using CloudYa can have international buyers approve proforma invoices directly via ApproveThis’ email interface, with approved docs auto-attaching to CloudYa records.

Data-Driven Decision Making

ApproveThis’ dashboard analytics reveal approval bottlenecks – e.g., 73% of delayed orders await sales manager sign-off. CloudYa data shows these delays cost RD$2.3M monthly in expedited shipping. Combined insights justify hiring assistant managers.

Getting Started

Dominican SMEs should focus on high-impact approval points first:

1. New customers over RD$500K annual credit limit
→ Auto-route to credit committee
2. Inventory purchases exceeding budget
→ Require dual procurement/CFO approval
3. Contract amendments
→ Legal team review before CloudYa update

ApproveThis offers a 14-day free trial with prebuilt CloudYa templates. CloudYa users get priority support through their existing ERP contract.

Next Steps:
→ Documentation for CloudYa users
→ Zapier’s CloudYa integration hub

Final Recommendation

For Dominican businesses, this integration solves approval delays that directly impact cash flow – the lifeblood of SMEs. The setup takes under 45 minutes but positions companies for faster growth through:

• 83% faster client onboarding (ApproveThis benchmark data)
• 67% reduction in payment errors (CloudYa case study)
• Full DGII audit compliance

Ready to eliminate approval bottlenecks? Schedule a live demo showing your actual CloudYa workflows automated through ApproveThis.