ApproveThis manages your Elective Integration approvals.

When “Pay Later” Meets “Approve Faster”

Let’s cut to the chase: if your team uses Elective to manage customer payments and financing, you’re already ahead of the game. But here’s the thing – payment plans and approval processes go together like Monday mornings and coffee. You need both to function properly. That’s where ApproveThis comes in. We’re the approval automation sidekick that turns your Elective workflows from “waiting on someone’s inbox” to “done before your second espresso.”

Why This Combo Works (No Corporate Jargon, We Promise)

Elective handles the money flow – approvals, payment plans, refunds. ApproveThis handles the decision flow – who needs to sign off, when, and what happens next. Together through Zapier, they create what we like to call the “set it and actually forget it” approach to financial operations.

The Nerd Stuff You Actually Care About

Here’s what changes when you connect these two:

• Approval paralysis dies: Payment plan requests get routed automatically – no more chasing down managers
• Refund limbo ends: Failed installments trigger immediate review processes

Best part? Your approvers don’t need Elective logins. Just an email address. Perfect for finance teams working with external partners or execs who refuse to learn new software.

Real-World Use Cases That Don’t Suck

1. The “Instant Application Review” Play

How it works: Every new Elective payment plan application → auto-creates approval request in ApproveThis.

Who needs this: SaaS companies offering annual plans, furniture retailers with 0% financing options.

Secret sauce: Use ApproveThis’ calculated fields to auto-approve applications under $5k, only escalating bigger risks to human reviewers. Approval groups ensure your legal team sees high-risk deals while sales managers handle routine OKs.

2. The “Paper Trail Master” Move

Trigger: Elective application approved → Create approval paper trail in ApproveThis.

Why bother: Compliance teams love this. Automatically document every approved deal with timestamps, comments, and approval hierarchy. When auditors come knocking, you’re ready in 3 clicks instead of 3 hours.

3. The “Refund Rescue” Workflow

Scenario: Customer requests refund → Triggers approval chain with order details pre-loaded.

Pro tip: Set approval thresholds so junior staff can approve sub-$200 refunds instantly, while larger amounts require CFO eyes. Vacation delegation means no more “Waiting on Sarah’s OOO reply” delays.

4. The “Installment Lifeguard” System

What happens: Failed payment → Auto-creates case file in ApproveThis with customer history.

Real results: One equipment leasing company cut failed payment resolution time from 48 hours to 4 hours using this setup. They route high-value clients directly to account managers while automated emails handle small fry.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting here. Here’s the cheat sheet:

1. Connect Elective to Zapier (takes 2 minutes)
2. Choose your trigger (new application, refund, etc.)
3. Map key data points to ApproveThis fields
4. Set approval rules (thresholds, groups, etc.)

Pro move: Start with one workflow (like failed payments) before scaling up. Most teams get their first automation live in under an hour.

Who Gets the Biggest Win?

Finance Teams

Stop being human routers. Set conditional approval chains where:

• High-risk deals → Legal + CFO approval
• Renewals → Auto-approved if payment history is clean

Operations Managers

Real-time dashboards show exactly where every request is stuck. No more status update meetings – just click and see.

Customer Support

When customers ask “Where’s my refund approval?”, your team can actually answer. No more transferring calls between departments.

The Cool Features You’ll Actually Use

Beyond basic approvals, these matter:

Email approvals: Let approvers click “Approve” without logging into anything. Even your least tech-savvy board member can handle this.

Calculated fields: Auto-flag applications that exceed risk thresholds based on custom formulas (ex: “If order amount > $10k AND customer credit score < 650 → escalate”).

Why This Isn’t Just Another Integration

Most approval tools make you choose between flexibility and simplicity. With Elective + ApproveThis, you get:

External-friendly workflows: Vendors, partners, or clients can approve without getting full system access.

Financial guardrails: Hard-code your approval rules so junior staff can’t accidentally OK a $100k refund.

Ready to Stop Being a Human Router?

If you’re using Elective, you’ve already solved the “get paid” part. Now solve the “get approvals done” part. Zapier handles the tech connection – you handle picking which coffee to celebrate with.

Get started with ApproveThis free for 14 days, or book a live demo to see exactly how it works with Elective.