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PayFacile Integration

ApproveThis manages your PayFacile Integration approvals.

April 17, 2025

Integration Category: Payment Processing

Let’s cut to the chase: payment approvals suck when you’re juggling spreadsheets, chasing down VPs in Slack, and praying someone checks their email before the vendor starts charging late fees. This is where ApproveThis and PayFacile turn “Wait, did you approve that?” into “Yeah, it’s already handled.”

PayFacile handles the money moves – subscriptions, one-time payments, order processing. ApproveThis handles the decision-making chaos. Connect them through Zapier, and you’ve got a system where payment triggers instant approvals, approvals trigger instant actions, and your finance team stops wanting to quit.

Why This Combo Works (When Other Tools Just Add Complexity)

Most payment tools make you choose between flexibility and control. PayFacile gives you the no-code setup for taking payments, but approvals? That’s where things get sticky. ApproveThis doesn’t just add a “yes/no” button – it adds logic:

  • Thresholds: Auto-approve small subscriptions, escalate $50k invoices to the CFO automatically
  • Delegation: CFO out? Requests reroute to their backup without missing a deadline

Example: A marketing agency uses PayFacile for client retainers. Their Zapier integration pings ApproveThis when a new $2k/month subscription starts. ApproveThis routes it to the client account lead first. If approved, it escalates to finance. If denied? PayFacile gets the signal to hold the charge. No accounting team panic.

Real Uses That Don’t Feel Like Corporate Fluff

Use Case 1: Killing Subscription Leaks

Problem: SaaS companies lose thousands monthly on forgotten subscriptions. PayFacile tracks them, but someone needs to actually cancel the damn things.

Fix: When PayFacile flags a terminated subscription, ApproveThis triggers a 1-click approval for the department head. No license? No problem – approvers get everything in email. Approval = automatic cancellation confirmation sent to the customer.

Use Case 2: High-Risk Orders That Need Extra Eyes

Problem: Wholesale distributors get massive orders. Let a $200k order through without credit check? That’s how bad debt happens.

Fix: PayFacile’s successful order triggers ApproveThis. If order value exceeds $50k, ApproveThis adds a step: credit team approval. They get the customer’s payment history inside the approval request. Deny it? PayFacile holds shipping until resolved.

Use Case 3: Failed Payments That Aren’t Your Problem

Problem: “Insufficient funds” payments clog support tickets. Who follows up: Sales? Accounting? It becomes a blame game.

Fix: PayFacile detects a failed payment → ApproveThis pings the sales rep with client context. They choose: retry in 3 days, downgrade the plan, or escalate to collections. Decision made? PayFacile updates automatically. No back-and-forth.

Setup That Doesn’t Require an IT Degree

If you can set up a Slack channel, you can do this:

  1. Zapier Hook: Connect PayFacile to ApproveThis (takes 4 clicks in Zapier)
  2. Pick Your Trigger: New payment? Failed charge? Subscription cancel? Choose the PayFacile event that matters.
  3. Map the Data: Tell ApproveThis which PayFacile fields to show approvers (amount, client email, etc.)
  4. Set Rules: ApproveThis lets you add thresholds, approval steps, etc. based on those PayFacile values.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag PayFacile payments that exceed department budgets. No manual checks needed.

Who Actually Benefits (Beyond the Obvious)

Finance Teams:

Stop being the approval bottleneck. Set rules so only exceptions hit your inbox. Real-time dashboards show pending PayFacile transactions without logging into another system.

Sales Teams:

Client’s payment failed? ApproveThis lets sales reps resolve it directly from their phone. No waiting for finance to “get back to them.”

Operations:

Track approval SLAs. If warehouse approvals for PayFacile orders take >24hrs on average, ops gets alerted. Fix the choke point before clients complain.

The Quiet Advantage Nobody Talks About

ApproveThis approvers don’t need a PayFacile login. Huge for:

  • Client Approvals: Let clients approve invoices directly via email without giving them PayFacile access
  • Cross-Company Deals: Partners approve joint payments without seeing your internal PayFacile data

Example: A marketing firm bills clients via PayFacile. ApproveThis sends the invoice to the client’s AP team via email. They approve, PayFacile processes, and the client never logs into anything.

Bottom Line: This Isn’t About Features, It’s About Speed

PayFacile handles the money. ApproveThis handles the decisions. Together, they handle the 47 back-and-forth emails that turn a 5-minute task into a week-long delay. The Zapier integration is just the bridge – the real value is making approvals a background process instead of a company-wide headache.

If you’re using PayFacile but still have “APPROVED?” sticky notes on your monitor, get a demo. Or just try it free and connect one workflow today. Worst case? You finally stop cc’ing your entire team on payment emails.

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Integrate with PayFacile 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 PayFacile

Suggested workflows (and their Zapier components) for PayFacile

Create approval requests for new PayFacile payments

When a new payment is recorded in PayFacile, this integration creates an approval request in ApproveThis. It helps streamline the payment validation process and ensures proper review before processing. *Note: Ensure that required payment details are mapped correctly.*

Zapier Components

PayFacile Logo

Trigger

New Payment for All Products

Triggers when a new payment is recorded.

Action

Create Request

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

Create approval requests for new PayFacile orders

When a new order is successfully placed in PayFacile, this integration creates an approval request in ApproveThis. It enables order validations prior to processing and helps maintain quality control. *Note: Configure order details to match approval criteria.*

Zapier Components

PayFacile Logo

Trigger

New Order for All Products

Triggers when a new order is successfully placed. The payment has been validated.

Action

Create Request

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

Create approval requests for insufficient funds payments

When a payment fails due to insufficient funds in PayFacile, this integration creates an approval request in ApproveThis. It aids in reviewing payment issues and resolving fund-related discrepancies promptly. *Note: Verify that error details are properly captured.*

Zapier Components

PayFacile Logo

Trigger

Payment Failed - Insufficient Funds

Triggers when a payment failed because of insufficient funds.

Action

Create Request

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

Create approval requests for terminated subscriptions

When a subscription is terminated in PayFacile, this integration creates an approval request in ApproveThis. It supports timely review and follow-up actions to manage service cancellations. *Note: Adjust workflow settings as needed for subscription management.*

Zapier Components

PayFacile Logo

Trigger

Subscription Terminated

Triggers when a subscription is terminated.

Action

Create Request

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