ApproveThis manages your Stan Integration approvals.

When Customer Journeys Meet Approval Roadblocks

Let's get real: Stan helps you find customers, but approvals still happen in email chains that get buried faster than last year's marketing campaign. While Stan's automating lead capture and membership management, your team's stuck playing CC tag with finance and legal. Enter ApproveThis - the missing link that turns "Where's that approval?" into "It's already done."

Why This Combo Doesn't Just Work - It Works Different

Stan's great at tracking customer actions. ApproveThis is great at preventing those actions from getting stuck in corporate purgatory. Together through Zapier, they create closed-loop processes where customer data automatically triggers approvals, and approvals automatically trigger next steps. No more copying/pasting membership details into PDF forms. No more chasing down VPs during their Cabo vacation.

Use Cases That Actually Matter

1. The "Why Is Sales Closing Deals We Can't Support?" Fix

Picture this: A enterprise client signs up for your premium Stan membership. Instead of the sales team high-fiving while ops gets a heart attack, ApproveThis auto-creates a legal/tech/finance approval chain the moment Stan logs the deal. Calculated fields automatically flag deals needing CMO review based on contract value. Approval groups make sure legal sees NDAs while engineering sees integration specs. All before the customer gets their first invoice.

2. The Membership Upgrade Sh*tshow Prevention

When a healthcare startup upgrades to your $50K/year Stan plan, your CS team shouldn't be scrambling to get HIPAA compliance sign-offs manually. The integration auto-routes these upgrades to your security lead, includes Stan's tracking data, and escalates after 24hrs. Meanwhile, the customer gets a Stan confirmation email that doesn't scream "We're still using Excel for approvals."

3. Cancellations That Actually Teach You Something

Most companies discover churn when it's too late. With this setup, any Stan membership cancellation automatically checks if there's a pending approval related to that account. Did legal reject their contract renewal? Did finance delay a pricing exception? Now you're connecting cancellation reasons to internal process gaps - not just sending sad "We'll miss you" emails.

Teams That Stop Hating Each Other

Marketing: From Campaign Leaks to Approval Sneakers

Your growth team uses Stan to track lead magnet signups. Now connect that to approval workflows for:
- Auto-approving discount offers under $1K
- Requiring CMO sign-off on influencer partnerships over 10K followers
Bonus: Marketing VPs can approve via email during conferences without needing Stan logins.

Finance: From Spreadsheet Siberia to Approval Central

Stan tracks the customer journey - ApproveThis tracks the money journey. When a enterprise membership hits $20K/month:
- Auto-add tax team approvals for international deals
- Require dual CFO/CTO sign-off on custom SLAs
- Push approved contracts to Netsuite without manual entry

Customer Success: From Reactive Firefighting to Proactive Governance

CSMs using Stan get alerts when enterprise clients hit usage thresholds. Now add auto-approvals for:
- Contract extensions with pre-negotiated terms
- Security audit requests
- Custom reporting demands
All with audit trails that prove compliance during renewals.

Setting This Up Without Hiring a Zapier Expert

1. Connect Stan to Zapier (takes 3 minutes - here's Zapier's guide)
2. Choose your Stan trigger (New Customer, Membership Change, etc.)
3. Map key Stan data to ApproveThis fields (Pro tip: Use calculated fields for auto-approval thresholds)
4. Set approval rules: Who needs to approve what, and when it escalates
5. Test with a $1 test purchase in Stan

Why Your External Partners Won't Ghost You Anymore

Client needs to approve a contract amendment? Add them as an approver without buying them a Stan seat. They get an email, click approve/reject, and it logs back into both systems. No "Can you resend the PDF?" No "The portal won't accept my password." Just a clean audit trail.

The Nuts and Bolts You Actually Care About

Vacation Coverage That Doesn't Require Mind Reading: ApproveThis auto-reassigns approvals when someone's OOO. Stan still tracks the customer timeline, approvals don't bottleneck.

Approval Thresholds That Prevent Micro-Managing: Let junior staff approve small membership tweaks. Auto-flag anything over $5K for directors. Stan provides the context, ApproveThis enforces the rules.

Real-Time Tracking That's Not Just a Green Dot: See which Stan-generated approvals are stuck, who's blocking deals, and which membership tiers cause the most delays. Actual data for your next ops meeting.

Bottom Line: This Isn't About Approval Software

It's about closing the loop between customer actions (Stan) and internal decisions (ApproveThis). No more:
- "The customer paid, but we can't onboard them until Q2"
- "Legal approved what?!"
- "Why did we offer that discount?!"

Just a direct pipeline from Stan's customer data to approved next steps. With a side benefit of not wanting to strangle your VP every time a big deal comes through.

Get Started (takes less time than your last approval email chain)
Or watch a demo (we'll skip the cringy sales rap)