ApproveThis manages your Kobana (previously Boleto Simples) Integration approvals.

When Bureaucracy Meets Brazilian Payments

Let’s cut through the corporate speak: payment approvals suck. Especially when you’re dealing with Brazilian boletos, bank transfers, and the kind of paperwork that makes accountants consider early retirement. Kobana gets the payment processing part right. ApproveThis nails the "get five people to sign off on this" nightmare. Together? They’re like a caipirinha for your workflow headaches – strong enough to fix the problem, smooth enough that nobody complains about the process.

Why This Combo Works for Teams That Can’t Afford Mistakes

Mid-sized companies dealing with Brazilian payments face a perfect storm: strict compliance needs, multi-layer approvals, and the constant risk of human error. Kobana’s API automates the money movement. ApproveThis automates the "who said yes" paper trail. Connect them through Zapier, and you’ve got something better than a bandaids-on-bullet-wounds solution.

The Nuts and Bolts

ApproveThis handles the decision-making bureaucracy:

• Route boleto approvals to the right people (in order, with deadlines)
• Auto-approve small transactions, flag the big ones
• Keep a searchable record of who approved what, when

Kobana does the banking heavy lifting:

• Generate/collect boletos at scale
• Handle bank transfers across 30+ Brazilian banks
• Update payment statuses in real time

The magic happens when these two start talking through Zapier – no coding required, just logical connections between actions in one app and reactions in the other.

Real-World Use Cases (Not Just Theory)

This isn’t about “potential efficiencies.” These are battle-tested workflows from companies tired of chasing down approvers:

1. New Boleto = Instant Approval Request

How it works: Every time Kobana generates a boleto over R$10k? ApproveThis automatically pings the CFO, Legal, and Operations Lead for sign-off. No PDF email attachments. No “I didn’t see the request.”

Who kills it with this:

- E-commerce platforms dealing with bulk supplier payments. Approve 50+ boletos/day without losing track.
- Property management firms handling tenant deposits. Legal signs off before any money moves.
- Import/export businesses where customs fees need triple verification.

Approver Pro Tip: Use ApproveThis’ calculated fields to auto-flag transactions exceeding department budgets.

2. Approved Clients Get Instant Kobana Profiles

How it works: Sales team closes a deal? Their ApproveThis workflow gets Legal/Finance sign-off. Once approved, Zapier auto-creates the client in Kobana with correct payment terms.

Who needs this:

- SAAS companies with tiered pricing approvals
- Wholesale distributors onboarding retailers with custom credit lines
- Consultancies requiring project scope sign-off before billing setup

Killer Feature: ApproveThis’ vacation delegation means no bottlenecks when approvers are out – backups get auto-assigned.

3. Denied Approvals = Auto-Canceled Boletos

How it works: Finance team rejects a contract renewal? The Zapier integration automatically cancels scheduled boletos in Kobana. No manual cleanup. No accidental charges.

Who sleeps better at night:

- Subscription services with high churn risk
- Event venues handling cancellations
- Freight brokers where load approvals change hourly

Underrated Bonus: ApproveThis keeps an audit trail showing exactly why a boleto was canceled. Handy for compliance disputes.

Setup That Doesn’t Require an IT Degree

If you can set up a Slack channel, you can connect these tools:

1. Pick your trigger: In Zapier, choose either “New Boleto in Kobana” or “New Approval Request in ApproveThis”
2. Map the data: Connect boleto IDs to approval reference numbers (prevents mismatches)
3. Set conditions: Example: “Only escalate approvals for boletos over R$15k” or “Auto-approve recurring clients below credit limit”

Most teams get their first workflow live in under 45 minutes. The second? 20 minutes. It’s that repetitive approval crap that takes hours normally.

Why This Beats Manual Approvals (Even If You Love Excel)

Let’s get brutally honest about the alternative:

Scenario: Your AP team needs three signatures to process a boleto. Without ApproveThis + Kobana:

- Email chains with attachments get lost
- Approvers miss deadlines because “it wasn’t in my calendar”
- Someone manually updates Kobana, fat-fingers a number
- Month-end reporting requires merging data from 4 systems

With the integration:

- Approvers get email or Slack alerts with one-click approve/deny
- Kobana statuses update automatically
- Every decision is timestamped and tied to a user
- Reports pull from a single dashboard

It’s not about being fancy. It’s about eliminating the 17 tiny failures that lead to late payments or compliance issues.

Teams That Win With This Combo

Finance Teams: Cut payment approval cycles from days to hours. Auto-archive records for audits.
Sales Ops: Ensure client payment terms get proper oversight before going live.
Legal: Review high-risk transactions without getting CC’d on every minor boleto.
CFOs: Real-time visibility into cash flow holds. No more surprises.

The Bottom Line (No Fluff)

ApproveThis + Kobana via Zapier isn’t revolutionary. It’s just ruthlessly practical. You’re taking two tools that each solve half of the payment problem and making them work together like they should’ve from day one.

Key takeaway: This isn’t about “digital transformation.” It’s about fixing the approval bottlenecks that cost you time, money, and sanity. Every day you wait is another boleto stuck in someone’s inbox.

Ready to stop herding cats? Get ApproveThis, connect your Kobana account via Zapier, and start approving payments like it’s 2024.