ApproveThis manages your Commissionly Integration approvals.

When Sales Commissions Meet Approval Automation

Let's be real - nothing kills momentum faster than chasing down signatures for commission approvals, client onboarding, or deal reviews. Commissionly handles the sales math, ApproveThis handles the decision-making bureaucracy. Together? They turn "waiting on approvals" from a revenue blocker into a quick pit stop.

Here's the dirty secret most CRMs won't tell you: Sales teams live in Commissionly, but finance/legal/leadership teams don't. That's where ApproveThis bridges the gap. Your approvers get requests in email (no new logins), you get audit trails, and deals keep moving because approvals can't get stuck in someone's vacation inbox.

Why This Combo Works When Other Tools Don't

Commissionly tracks what matters for commissions - opportunities, closed deals, client details. ApproveThis answers "Who needs to sign off on this?" and "Did they actually do it?" Connect them through Zapier, and you're solving three big headaches:

• Compliance Without the Paperwork: New client added? Auto-trigger KYC/AML review approvals before commissions process
• Deals That Don't Stale: Big opportunity hits Commissionly? Route for internal sign-off before the discount gets approved
• Commission Disputes (Almost) Eliminated: Approvals logged in ApproveThis = clear records of who approved what payout terms

Bonus: Approvers don't need Commissionly access. Legal reviews contracts without seeing sales targets. External partners approve referrals without your CRM data. Everybody stays in their lane.

Real-World Use Cases That Don't Suck

For Sales Ops: Stop Being the Approval Middleman

Scenario: Your reps close a deal with custom payment terms. Normally, they Slack you, you bug finance, someone forgets, the rep loses the client's trust.

The Fix: Zapier auto-creates an ApproveThis request when Commissionly opportunities exceed $50K. Finance gets an email, clicks approve/deny, Commissionly updates automatically. Sales ops… do something actually strategic instead.

For Finance: Kill Commission Overpayments

Scenario: Reps accidentally (or not) log deals under wrong tiers. You catch it during payout, causing delays and arguments.

The Fix: ApproveThis uses Commissionly data to calculate potential commission. If numbers don't match historicals or quotas, it routes for manager approval before the deal is marked closed. Less cleanup, happier everyone.

For External Partners: Cleaner Onboarding

Scenario: Affiliates refer clients, but you need W9s and contracts signed before paying out. Chaos ensues with PDFs and missed emails.

The Fix: New Commissionly contact → ApproveThis sends them a signable doc. They approve via email, you get auto-updated in both systems. No more "I thought you had that?"

Setup That Doesn't Require a PhD

Zapier does the heavy lifting. If you can forward an email, you can set this up:

1. Connect the Apps: Zapier links Commissionly to ApproveThis (15 seconds)
2. Pick Your Trigger: "New Opportunity", "New Contact", etc. in Commissionly
3. Map the Data: Which Commissionly fields should ApproveThis check? (Deal size, client type, etc.)
4. Set Approval Rules: Auto-approve small deals, escalate big ones, require legal on contracts

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag deals needing review. Example: If Commissionly's "Discount %" > 20%, require VP approval.

Features You'll Actually Use

Not Just Basic Approvals

ApproveThis adds layers Commissionly can't:

Thresholds: Auto-approve small commissions, escalate large ones. No more $10 approvals clogging the system.

Delegation: Approver OOO? Requests reroute automatically. No expired SLAs because someone's on PTO.

Dynamic Fields: Calculate commission splits in ApproveThis using Commissionly data. Discrepancy? Route for review.

CRM Syncing That Makes Sense

Approval in ApproveThis updates Commissionly fields. Examples:

- Legal approves NDA → Commissionly tags client as "Contract Complete"
- Finance rejects payout terms → Opportunity status reverts to "Negotiation"
- Manager approves tier upgrade → Commission rate auto-adjusts

When to Use This vs. Native Features

Commissionly's approval features work for basic needs. But when you need:

- Multi-team approvals: Sales + Legal + Finance in one workflow
- External parties: Clients approving SOWs, vendors signing NDAs
- Conditional logic: "If deal size > X, require Y approval"
...that's when ApproveThis via Zapier becomes your secret weapon.

The Bottom Line

Commissionly keeps sales teams honest on commissions. ApproveThis keeps everyone else honest on approvals. Together, they solve the "growth vs. governance" fight. You close bigger deals because approvals happen faster. Finance sleeps better because there's a paper trail. Reps stay motivated because commissions don't get stuck in limbo.

Next Steps:
- Register for ApproveThis (free trial, no CC)
- Check Commissionly's plans (if you're not already using it)
- Build your first Zap in <20 mins

Or just keep forwarding approval emails manually. Your call.