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plugnpaid Integration

ApproveThis manages your plugnpaid Integration approvals.

April 17, 2025

Integration Category: Ecommerce

When Payments Meet Approvals: Why This Combo Works

Let’s cut through the BS: approvals suck. They’re where productivity goes to die in a PDF attachment. But when you connect PlugnPaid’s payment muscle with ApproveThis’ approval automation through Zapier? Suddenly you’re not just moving money – you’re moving decisions.

PlugnPaid handles the heavy lifting of e-commerce transactions. ApproveThis handles the politics of getting three VPs to sign off on that bulk order discount. Together, they turn “I’ll get back to you” into actual business outcomes.

No More Chasing Approvers Through Slack

Here’s the dirty secret about approvals: the hard part isn’t saying yes or no. It’s herding the cats who need to say it. ApproveThis automates the cat-herding:

  • Money thresholds: Auto-approve small discounts, escalate big ones
  • Approval chains: Legal signs off before Finance, every time
  • Dead man switches: If Karen’s OOO, it routes to her backup automatically

Meanwhile, PlugnPaid’s tracking the money trail in real-time. Combine them through Zapier, and you’ve got a system where approvals trigger payments (or block them) without six follow-up emails.

Real-World Use Cases That Don’t Suck

Let’s talk brass tacks. Here’s how mid-sized companies are using this combo to actually make money:

1. Killing Abandoned Cart Drama

Scenario: Customer bails on a $5K order. Your sales team wants to offer a 15% discount to save the deal. Normally this requires:

1. Sales → Sales Manager → CFO → Customer (who’s now buying from your competitor)

With PlugnPaid + ApproveThis:

- Abandoned cart triggers approval workflow in ApproveThis via Zapier
- Discount thresholds auto-approve small offers, escalate big ones
- Approved discounts auto-apply in PlugnPaid
- Customer gets email before their ass hits the office chair

Who this helps: E-commerce teams at DTC brands, wholesale distributors

2. Invoice Approvals That Don’t Require a PhD

PlugnPaid marks an invoice paid. Cue the approval chain:

- Accounting verifies payment
- Legal checks contract terms
- Project Manager releases deliverables

Without automation, this is where invoices go to collect dust. With the integration:

- Paid invoice in PlugnPaid → Approval request in ApproveThis
- Parallel approvals with calculated fields (e.g., “Does payment match contract? Yes/No”)
- Auto-release deliverables when all boxes checked

Who this helps: SaaS companies, agencies, anyone with milestone billing

3. New Customer Onboarding That Doesn’t Embarrass You

Enterprise client signs up. Now you need:

- Credit check approval
- Custom contract terms review
- Onboarding specialist assignment

Old way: Forwarding PlugnPaid signup emails with “FYI” and praying. New way:

- New PlugnPaid customer → Approval workflow with conditional branches
- Credit team gets financials, legal gets contract clause, ops gets resource request
- All approvals sync back to PlugnPaid customer notes

Who this helps: B2B companies with complex onboarding

Setting This Up Without Losing Your Mind

If you can build an IKEA shelf, you can do this:

  1. Connect PlugnPaid to Zapier (here’s Zapier’s setup guide)
  2. Pick your trigger (new sale, abandoned cart, etc.)
  3. Map the data to ApproveThis’ approval fields
  4. Set approval rules (who, thresholds, escalation paths)

Pro tip: Use ApproveThis’ calculated fields to auto-flag issues. Example: If an abandoned cart’s value is 20% above average, require VP approval.

Why Your Team Won’t Hate This

Finance Teams: Get audit trails without playing 20 questions. Every approval ties back to PlugnPaid’s transaction data.

Sales Ops: Stop being the approval middleman. Let the system route discount requests while you actually hit quota.

Customer Success: Approve contract exceptions without making clients wait. Real-time updates in PlugnPaid keep everyone aligned.

Best part? External partners can approve without PlugnPaid logins. Clients see ApproveThis’ clean interface, not your backend.

The Quiet Advantage: You’ll Finally Have a Paper Trail

Remember that time you approved a 30% discount and the client swore they’d order more? Yeah, neither does anyone else. With ApproveThis:

- Every decision logs who approved what and why
- Comments sync to PlugnPaid’s customer notes
- Approval thresholds prevent “Oh I didn’t know” excuses

It’s CYA coverage that actually works.

When to Steer Clear

This isn’t magic fairy dust. If your approval process is “The CEO emails 👍/👎”, keep doing that. But if you’re dealing with:

- Multiple departments needing to sign off
- Compliance requirements
- External clients or vendors
- More than 5 approval requests/week

Then this integration pays for itself in reclaimed hours.

Your Move

ApproveThis isn’t another SaaS toy. It’s the approval layer your PlugnPaid account should’ve had years ago. The Zapier integration takes 20 minutes to set up. The alternative? Keep playing approval tag while your competitors close deals faster.

Get Started Free (approval not required)

Or book a 15-minute demo if you’re into that sort of thing.

🥳

Integrate with plugnpaid Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for PlugnPaid

Suggested workflows (and their Zapier components) for PlugnPaid

Create approval request for abandoned carts

When a customer abandons their cart, this automation creates an approval request to review the incident and determine follow-up actions. It streamlines the process by ensuring that potential issues are promptly flagged for investigation. *Note: Ensure necessary cart details are mapped correctly.*

Zapier Components

PlugnPaid Logo

Trigger

Abandoned Cart

Triggers when a cart is abandoned.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval request for paid invoices

When an invoice is marked as paid, this automation generates an approval request to verify the payment and initiate any necessary follow-up actions. It helps maintain financial oversight and ensures that payment details are properly reviewed. *Note: Include invoice metadata to support audit trails.*

Zapier Components

PlugnPaid Logo

Trigger

Invoice Marked as Paid

Triggers when an invoice is marked as paid.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval request for new customers

When a new customer is added to PlugnPaid, this integration automatically generates an approval request to validate the account setup or trigger onboarding processes. The automation ensures that new customer details are reviewed and any special conditions are met. *Note: Customize approval fields to match onboarding requirements.*

Zapier Components

PlugnPaid Logo

Trigger

New Customer

Triggers when a new customer is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval request for one-time sales

When a one-time sale is recorded, this automation triggers an approval request to manage post-sale processes such as commission verification or follow-up actions. It streamlines sales oversight while reducing manual intervention. *Note: Ensure transaction details are integrated for comprehensive reviews.*

Zapier Components

PlugnPaid Logo

Trigger

New One-Time Sale

Triggers when a new sale is made.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval request for declined orders

When an order is declined, this automation creates an approval request to investigate the issue and determine corrective actions. It enhances decision-making efficiency by ensuring that order rejections are promptly reviewed. *Note: Capture relevant order decline reasons for effective follow-up.*

Zapier Components

PlugnPaid Logo

Trigger

Order Declined

Triggers when a new order is declined.

Action

Create Request

Creates a new request, probably with input from previous steps.