ApproveThis manages your AffiniPay Integration approvals.

Why Combine ApproveThis and AffiniPay?

Let’s cut to the chase: approvals slow things down. Payments slow things down. Combine them without automation, and you’ve got a bottleneck smoothie nobody ordered. But when you connect ApproveThis (the approval engine) with AffiniPay (the payment powerhouse) using Zapier, you’re not just fixing a problem—you’re building a highway for cash flow and decisions to move faster than your morning espresso kicks in.

ApproveThis handles the “should we?” part of business—approving expenses, validating transactions, greenlighting client requests. AffiniPay handles the “make it happen” part—processing charges, managing payment methods, keeping the money moving. Together, they turn “waiting for sign-off” into “done before your next Teams message.”

Here’s the kicker: ApproveThis approvers don’t need an AffiniPay license. That means external clients, contractors, or your CFO’s picky executive assistant can review payment-related requests without getting lost in another software login. Less friction, fewer emails, zero excuses.

Use Case 1: Validate Payment Events Before Processing

Ever had a payment trigger panic? A client dispute, an unexpected charge, or that one employee who “accidentally” upgraded to a platinum membership? With AffiniPay webhook events triggering ApproveThis workflows, you can pause, review, and decide before money moves.

How It Works

When AffiniPay detects a new event (like a high-value charge or a recurring payment), Zapier automatically creates an approval request in ApproveThis. Your team gets an email (or Slack notification—their choice), reviews the details, and approves/rejects it in two clicks. No digging through spreadsheets. No “who’s responsible for this?”

Who Needs This?

Law firms dealing with trust account disbursements. One wrong move and you’re in ethics committee territory. ApproveThis adds a layer of “let’s be 1000% sure” by requiring a partner sign-off before AffiniPay releases funds.

Marketing agencies managing client ad spend. A $50k Facebook ad buy shouldn’t go through without the client’s CMO rubber-stamping it. Use ApproveThis’ calculated fields to show estimated ROI right in the approval request.

Bonus: Set approval thresholds in ApproveThis so smaller charges auto-approve, while bigger ones get escalated. Because micromanaging a $20 office supply order is a waste of everyone’s time.

Use Case 2: Auto-Create Charges After Approval

Waiting for a “yes” shouldn’t mean manual work. This integration turns approved requests into AffiniPay charges faster than you can say “cash flow positive.”

How It Works

A project manager approves a vendor invoice in ApproveThis → Zapier triggers AffiniPay to create a charge. The finance team never has to copy-paste details between systems. Late payments? Disorganized billing? Not your problem anymore.

Who Needs This?

Consulting firms billing hourly. When a project lead approves a client invoice, AffiniPay automatically sends the charge. Add ApproveThis’ vacation delegation so approvals never get stuck if someone’s OOO.

Nonprofits handling donor-funded purchases. Approve expenditures against specific grants, then auto-process payments with AffiniPay. Audit trail? Built-in. Suspicious charges? Caught upfront.

Pro Tip: Use ApproveThis’ role-based access to ensure only department heads can approve charges over $10k. Keep the interns from accidentally buying a lifetime supply of printer ink.

Use Case 3: Collect Payment Info Post-Approval

Nothing kills momentum like chasing down credit card details after a deal closes. This combo nags clients for you (politely, of course).

How It Works

A contract gets approved in ApproveThis → AffiniPay sends the client an info request to update their payment method. No more awkward “hey, can you resend your card number?” emails.

Who Needs This?

Software companies with annual subscriptions. When a sales rep closes an upsell, ApproveThis triggers an AffiniPay info request to collect updated billing info. Renewal headaches? Solved.

Event planners handling venue deposits. Once a client approves the contract terms, AffiniPay automatically requests their payment method. No more chasing down checks or wire details.

Why It’s Cool: ApproveThis tracks every step, so you know exactly when the client opened the payment request. If they ghost you, set up automated reminders. Subtle? No. Effective? Absolutely.

How to Set This Up (Seriously, It’s Easy)

If you can make a sandwich, you can connect ApproveThis and AffiniPay. Here’s the step-by-step:

1. Grab a Zapier account (they have a free tier).
2. In Zapier, choose AffiniPay as the trigger app (like “New Webhook Event”) and ApproveThis as the action app (like “Create Request”).
3. Map the data fields. Example: AffiniPay’s “Charge Amount” becomes ApproveThis’ “Requested Amount.”

Test it with a $1 charge. If it works, pop the champagne. If not, tweak the mapping. Total setup time: 15 minutes. Bragging rights: Infinite.

Why Your Teams Will Love This

Finance: Fewer manual entries = fewer errors. Real-time tracking means they’re not playing detective at month-end.

Operations: Approval rules keep projects moving. No more bottlenecks because someone’s stuck in a meeting.

Legal: Everything’s documented. Every approval, every payment, every “are we sure?” moment is logged. Compliance teams can relax (or at least complain less).

Bottom Line: It’s Time to Upgrade from Email Chains

ApproveThis + AffiniPay isn’t just another integration. It’s a way to stop losing money to delays, errors, and “I thought you approved that?” arguments. The setup takes minutes. The payoff? Faster payments, happier clients, and a finance team that might finally stop CC’ing you on every single email.

Ready to stop babysitting approvals? Register for ApproveThis or schedule a demo. We’ll even show you how to automate the “approve my vacation request” workflow while we’re at it.