ApproveThis manages your Everyware Integration approvals.

Why This Integration Matters

Manual approval processes create bottlenecks in financial operations. When payment platforms like Everyware operate in isolation from approval systems, companies face delayed transactions, approval backlogs, and compliance risks. This integration bridges the gap between financial execution and organizational governance through Zapier-powered automation.

Two Systems, One Workflow

Everyware specializes in frictionless payment processing through its "Pay by Text" platform, handling everything from invoicing to customer notifications. ApproveThis brings structure to decision-making with customizable approval chains, real-time tracking, and conditional logic. Together, they enable closed-loop financial workflows where payments trigger approvals and approvals initiate payments - all without manual intervention.

Key Technical Advantages

The Zapier integration enables bi-directional data flow:
Triggers: New Everyware paid invoices → Auto-create ApproveThis requests
Actions: Approved requests in ApproveThis → Generate Everyware invoices
This creates an audit trail spanning both systems while maintaining separation of duties between finance teams and approvers.

Real-World Use Cases

1. Invoice Verification Automation

The Problem: Accounting teams often discover paid invoices require post-hoc approvals, creating reconciliation headaches.
The Solution: Connect Everyware's "New Paid Invoice" trigger to ApproveThis' "Create Request" action via Zapier.
Business Impact: A regional HVAC company reduced payment verification time by 68% by automatically routing large vendor payments ($5k+) through department heads before final accounting review.

2. Approval-Triggered Billing

The Problem: Sales teams delay invoicing while waiting for internal contract approvals.
The Solution: Use ApproveThis' "New Request" trigger to initiate Everyware invoice creation upon project approval.
Business Impact: A marketing agency now starts billing cycles 3 days faster by automatically generating invoices when clients approve campaign budgets through ApproveThis.

Implementation Guide

Step 1: Create a Zapier account (free tier available)
Step 2: Connect Everyware using OAuth credentials from your Everyware account
Step 3: Authenticate ApproveThis using your API key (found in ApproveThis dashboard)
Step 4: Map critical data points:

• Everyware invoice ID → ApproveThis reference number
• Payment amount → Approval threshold rules

Pro Tip: Use ApproveThis' calculated fields to auto-flag invoices exceeding department budgets during mapping.

Team-Specific Benefits

Finance Teams

Reduce late payment penalties with automated approval escalations. ApproveThis' vacation delegation ensures invoice approvals never stall because someone's OOO - critical for month-end closing.

Sales Organizations

Accelerate commission cycles by linking approved deals to immediate invoicing. Everyware's payment tracking combines with ApproveThis' audit trails to resolve commission disputes faster.

Operations Managers

Maintain budget control without micromanaging. Set approval thresholds in ApproveThis that align with Everyware payment data - e.g., auto-approve office supplies under $500 but require CFO sign-off on equipment over $15k.

Critical Differentiation

Unlike native payment approval systems, this integration doesn't require external approvers to access Everyware. Clients or department heads can approve payments via ApproveThis' email interface while your financial data stays protected in Everyware. This separation simplifies compliance audits and reduces software licensing costs.

Advanced Configuration Options

Combine both platforms' capabilities for complex scenarios:
Multi-Currency Handling: Use ApproveThis' calculated fields to apply real-time exchange rates to Everyware invoices requiring international approvals.
Project Budget Governance: Configure approval groups in ApproveThis that reference cumulative Everyware invoice totals, automatically escalating approvals when project spending exceeds 75% of budget.

Common Implementation Pitfalls

Avoid: Using only basic approval routing. Layer ApproveThis' conditional logic (e.g., different approvers for consulting vs hardware expenses) with Everyware's invoice categories.
Watch For: Mismatched statuses - configure Zapier to update ApproveThis requests if Everyware invoices get modified post-approval.

The Strategic Advantage

This integration turns payment approvals from a reactive process into a strategic control point. CFOs gain real-time visibility into cash flow implications of pending approvals. Account managers prevent scope creep by linking invoice approvals to project milestones. The combined solution particularly benefits:

Professional Services Firms: Automate client approval workflows for change orders directly tied to Everyware payment requests.
Inventory-Driven Businesses: Sync approved purchase orders (ApproveThis) with supplier payments (Everyware) based on customizable reorder thresholds.

Getting Started

Test the integration with low-risk approvals first:
1. Set up a Zap for office supply invoices under $100
2. Gradually expand to larger amounts as confidence grows
3. Implement approval groups for cross-departmental purchases

Final Recommendation

Companies processing 500+ monthly invoices save 22 hours/week on average with this integration. The combination of Everyware's payment agility and ApproveThis' governance framework is particularly valuable for:

- Scaling businesses adding new departments/locations
- Organizations with remote approvers or external clients
- Industries requiring strict audit trails (healthcare, government contracting)

Ready to eliminate approval bottlenecks? Start your ApproveThis trial or book a custom integration demo to see how it works with your Everyware setup.