ApproveThis manages your Upnid Integration approvals.

Why Combine ApproveThis with Upnid?

Businesses processing payments in Brazil face unique challenges: strict regulations, high transaction volumes, and the need for airtight financial oversight. Upnid simplifies payment processing, while ApproveThis adds a layer of control through automated approval workflows. Together, they create a system where money moves faster and safer.

This integration isn’t just about connecting apps – it’s about closing the gap between finance teams making decisions and operations teams executing them. When payments or refunds trigger automatic approval requests, you eliminate manual handoffs, reduce errors, and keep cash flow visible to stakeholders.

How It Works: Approval Automation for Payments

Upnid handles the money movement. ApproveThis handles the decision-making. Through Zapier, these platforms communicate in real time:

• Trigger: A payment or refund occurs in Upnid
• Action: Zapier creates an approval request in ApproveThis
• Result: Designated approvers review transaction details directly via email or dashboard

Approvers don’t need Upnid licenses – perfect for external auditors or executives who only need context for specific transactions. Approval thresholds in ApproveThis can auto-approve small payments while flagging larger ones, balancing speed with control.

Real-World Use Cases

1. High-Risk Payment Reviews (E-Commerce)

Brazilian e-commerce companies using Upnid often process thousands of daily payments. With ApproveThis, they can automatically flag transactions that meet specific risk criteria:

Example: A customer purchases R$5,000 worth of electronics using an international credit card. Upnid processes the payment, but ApproveThis triggers a review because:

• Amount exceeds the R$3,000 auto-approval threshold
• Card issued outside Brazil

The fraud team receives an approval request with embedded transaction details. They either approve after verification or deny to block shipment.

2. Refund Dispute Resolution (SaaS Platforms)

When a Upnid refund occurs, ApproveThis can require manager approval based on:

- Refund amount percentage (e.g., 100% refunds)
- Customer’s dispute history
- Subscription cancellation context

Example: A customer requests a refund after canceling an annual SaaS plan. The support agent initiates the refund in Upnid, which creates an ApproveThis request. The customer success manager reviews usage data attached to the request, approves a prorated refund, and adds notes for the finance team.

3. Cross-Department Procurement (Financial Services)

Banks using Upnid for client transactions can enforce approval chains for internal tool purchases:

1. IT team submits a Upnid payment request for new software
2. ApproveThis routes it to the CTO (sequential approval)
3. After CTO sign-off, finance director receives final request
4. Upon approval, Upnid processes the payment

Calculated fields in ApproveThis automatically add tax estimates, ensuring approvers see total costs.

Setup Guide: ApproveThis + Upnid via Zapier

Time required: 12 minutes (existing Zapier account needed)

Step 1: In Zapier, choose Upnid as the trigger app. Select either “New Payment” or “New Refunded Payment.”

Step 2: Connect ApproveThis as the action app. Use the “Create Request” action.

Step 3: Map Upnid data to ApproveThis fields:
- Payment amount → Approval request amount
- Customer email → ApproveThis requester field
- Transaction ID → Custom reference number

Step 4: Configure ApproveThis settings:
- Set approval thresholds (e.g., auto-approve payments under R$1,000)
- Assign approvers based on department or payment type
- Enable email notifications with Upnid transaction summaries

Pro tip: Use ApproveThis’ vacation delegation to avoid delays during holidays.

Team-Specific Benefits

Finance Teams

Real-time dashboards in ApproveThis show pending Upnid transactions awaiting approval. Custom reports track approval times, helping identify bottlenecks in payment processes.

Operations Teams

Automated routing means no more chasing approvers. If a payment is stuck, teams can use ApproveThis’ audit trail to see who’s responsible for delays.

Compliance Teams

Every approved/denied request in ApproveThis includes a timestamped record of who approved it and why. During audits, these logs pair with Upnid’s transaction history for complete traceability.

Beyond Basic Approvals: Advanced Features

ApproveThis adds nuance to Upnid workflows through:

Conditional Logic: Route high-risk payments to senior staff while junior analysts handle routine approvals.

Multi-Language Support: Send approval requests in Portuguese for local teams, English for global stakeholders.

API Extensions: Combine Zapier with ApproveThis’ API to pull real-time payment risk scores into approval requests.

Common Pitfalls to Avoid

Don’t: Set all payments to require multiple approvers – it slows down cash flow.
Do: Use ApproveThis’ tiered thresholds (e.g., 1 approver for R$1k-5k, 2 approvers above R$5k).

Don’t: Let refund approvals bottleneck customer support.
Do: Create separate ApproveThis queues for refunds vs. payments with SLAs.

Getting Started

To implement this integration:

1. Sign up for ApproveThis (14-day trial available)
2. Connect your Upnid account via Zapier
3. Build your first approval workflow in under 15 minutes

For complex use cases like multi-entity approvals or dynamic tax calculations, book a demo with ApproveThis’ Brazil-focused support team.