ApproveThis manages your PayRequest Integration approvals.

Why This Integration Matters

Modern businesses face a critical gap between financial operations and decision-making processes. PayRequest excels at creating branded payment pages and managing subscriptions, while ApproveThis brings structure to approval workflows. When connected through Zapier, these platforms create an operational bridge that eliminates manual handoffs between finance teams, project managers, and external stakeholders.

Consider this: 68% of finance teams report payment delays caused by approval bottlenecks (PYMNTS 2023). This integration directly addresses that pain point by embedding approval logic directly into payment workflows. Marketing agencies can require client sign-off before processing campaign invoices. SaaS companies can automate subscription upgrade approvals. Manufacturing firms can enforce multi-level procurement reviews – all while keeping payment processing centralized in PayRequest.

Strategic Advantages for Key Teams

Finance Teams

ApproveThis adds audit trails to PayRequest transactions. Every payment approval carries timestamped records of who approved what, when, and why. This combination helps compliance teams meet SOC 2 requirements while giving CFOs real-time visibility into cash flow impacts.

Client-Facing Teams

External approvers can review payment requests via ApproveThis' email-based system without needing PayRequest logins. A consulting firm could send contract renewal invoices requiring approval from both the client's project manager and legal team before appearing in PayRequest.

Operations Managers

Approval thresholds in ApproveThis prevent unnecessary escalations. A $5,000 equipment purchase might auto-approve based on budget rules, while a $50,000 order routes to the VP of Operations. When paired with PayRequest's payment tracking, this creates closed-loop procurement cycles.

Real-World Workflow Accelerators

Use Case 1: Client Invoice Approvals

A digital agency uses PayRequest to bill clients but previously struggled with missing purchase orders. Now, their Zapier integration:

• Triggers an ApproveThis workflow when PayRequest detects new payments
• Routes invoices to client stakeholders via email
• Auto-approves recurring payments under $2,000 using calculated fields

Result: 62% faster client payment processing with complete audit trails.

Use Case 2: Subscription Management

A SaaS company connects PayRequest subscriptions to approval chains. When customers upgrade plans:

• ApproveThis checks if the deal requires legal review
• Auto-routes enterprise contracts to General Counsel
• Pushes approved upgrades to PayRequest for prorated billing

Result: Eliminated 14-day sales-to-billing delays for enterprise accounts.

Use Case 3: Vendor Procurement

A manufacturing firm combines approval groups with payment thresholds:

1. Purchase requests over $10k require plant manager approval
2. Approved orders generate PayRequest links sent to vendors
3. AP teams track approvals and payments in one dashboard

Result: Reduced unauthorized purchases by 78% in Q1 implementation.

Implementation Essentials

Setting up the integration requires 15 minutes in Zapier:

1. Connect PayRequest and ApproveThis accounts
2. Choose trigger events (new payment, subscription, or approval)
3. Map PayRequest fields to ApproveThis templates
4. Set escalation rules and approval thresholds

Pro Tip: Use ApproveThis' calculated fields to auto-populate PayRequest amounts based on percentage discounts or tax calculations during approvals.

Critical Features That Make It Work

Approval Thresholds + Payment Limits

ApproveThis can auto-approve PayRequest invoices under specific amounts while requiring manager review for larger transactions. This works particularly well for businesses with tiered spending authority levels.

Email Delegation Without Logins

External approvers (clients, vendors, partners) can review and approve PayRequest transactions directly from email – no software licenses required. Approval status syncs back to both systems automatically.

Vacation Overrides

When approvers are OOO, ApproveThis automatically reassigns PayRequest payment approvals to designated backups. This prevents payment delays during holidays or peak vacation periods.

Industry-Specific Applications

Professional Services

Law firms use the integration to require partner approval before sending client payment links for case expenses. Timekeeper hourly rates sync from ApproveThis to PayRequest for accurate billing.

Ecommerce

Merchants approve bulk supplier payments through ApproveThis, then mass-generate PayRequest links via Zapier. Inventory purchases align precisely with cash flow availability.

Nonprofits

Development teams require board approval for donor-requested payment allocations. Approved distributions trigger customized PayRequest pages showing exact fund usage.

Getting Started

To implement these workflows:

1. Define Approval Scenarios: Identify which PayRequest transactions need oversight
2. Build Templates: Create matching ApproveThis workflows with conditional logic
3. Test Escalations: Validate threshold-based auto-approvals with sample payments
4. Train Stakeholders: Show approvers how to use email/Slack integrations

Most teams achieve full deployment in 3-5 business days.

Why This Beats Manual Processes

Traditional payment approval methods create three key risks:

1. Visibility Gaps: Finance teams lose track of pending approvals
2. Compliance Issues: Missing documentation for audits
3. Revenue Leakage: Unapproved discounts or payment plans

The ApproveThis-PayRequest integration addresses all three by embedding approvals directly into payment workflows. Real-time dashboards show exactly which transactions await approval, which passed automatically, and which require intervention.

Next Steps for Implementation

Businesses using PayRequest for payments but lacking approval controls should:

1. Register for ApproveThis (free 14-day trial)
2. Connect to existing PayRequest account via Zapier
3. Clone pre-built workflow templates from ApproveThis' library

For complex use cases involving multi-currency approvals or subscription prorating, schedule a custom demo to see advanced automation scenarios.