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TrustMeUp Integration

ApproveThis manages your TrustMeUp Integration approvals.

April 17, 2025

Integration Category: Notifications

When Approval Meets Action

Let’s cut to the chase – if your team’s approval process for donations or orders still involves chasing people through Slack or digging through email threads, you’re leaving money and goodwill on the table. ApproveThis and TrustMeUp just became your new power couple for turning charitable campaigns and merchant operations into well-oiled machines.

Here’s the deal: TrustMeUp tracks donations and orders like a bloodhound. ApproveThis makes decisions happen faster than your CEO during a fire drill. Connect them through Zapier, and you’ve got a system where every donation triggers an approval workflow, every order gets vetted automatically, and nobody has to play middleman.

Why This Combo Works (When Others Don’t)

Most approval tools treat every request like a copy-paste job. ApproveThis doesn’t play that game – especially when paired with TrustMeUp’s donation tracking. We’re talking about three specific advantages that actually matter:

1. No More Approval Black Holes

TrustMeUp sees every donation. ApproveThis tracks every decision. Together, they give you a paper trail that even your most paranoid auditor would love. Campaign donation came in at 2AM? It’s already routed to the right approver based on amount, donor history, or whatever rules you set.

2. External Approvers Won’t Cost You a Dime

Here’s where most companies get screwed: requiring external partners to log into some clunky portal just to approve a donation request. ApproveThis approvers can sign off via email – no TrustMeUp license needed. Your nonprofit partners? They’ll actually reply before the campaign ends.

3. Automatic Math That Doesn’t Suck

ApproveThis’ calculated fields automatically check if that $50k donation hits your campaign threshold or needs exec review. No more fat-fingering spreadsheet formulas at midnight. It just works.

Real-World Workflows That Don’t Feel Like Homework

Let’s break down exactly how this plays out for teams that actually move money and goods:

For the Merchants: No More “Who Approved This?!”

Picture a mid-sized e-commerce company running a “Buy One, Donate One” campaign through TrustMeUp. Every order triggers a donation approval request in ApproveThis. Here’s their setup:

  • Orders under $500 auto-approve (thanks to approval thresholds)
  • Large orders get routed to finance + legal (sequential approvals)
  • All approvals logged with timestamps (for that end-of-campaign report)

Result? Last quarter they processed 2,300 donations without a single “Did we sign off on this?” meeting.

For Nonprofits: Keeping Partners in the Loop Without the Chaos

A national charity uses TrustMeUp to track partner contributions across 12 regions. Their ApproveThis workflow:

  • Regional donations auto-route to local directors
  • Gifts over $10k add national board review
  • Expiring campaigns get priority routing

Bonus: When their director took a safari vacation, approvals auto-delegated to her deputy. No dropped balls.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect these tools. Here’s the step-by-step without the corporate jargon:

1. The Zapier Part (It’s Easier Than IKEA Furniture)

Create a Zap that starts with TrustMeUp triggers – like “New Merchant Donation” or “Partner Campaign Update.” Hook that to ApproveThis’ “Create Request” action. Map these fields:

- Donation amount → Approval amount field
- Campaign ID → Custom reference field
- Contact email → Approver assignment

Test it with a $1 donation. If it works, you’re golden.

2. Approval Logic That Actually Makes Sense

In ApproveThis, set up rules like:

- Under $500 → Auto-approve + log in TrustMeUp
- $500-$5k → Department head approval
- Over $5k → CFO + Legal signoff

Pro tip: Use calculated fields to factor in cumulative donations from the same donor.

3. The “Oh Crap” Safeties

- Vacation rules: Debbie in accounting is hiking the Alps? Approvals bounce to her backup.
- Expiration dates: No decision in 48 hours? Escalate to the VP.
- Audit trails: Every decision ties back to TrustMeUp’s records automatically.

Department-by-Department Wins

Finance Teams: From Spreadsheet Hell to Actual Strategy

Instead of manually reconciling TrustMeUp exports, your people get:

- Auto-generated approval audit trails
- Threshold-based compliance checks
- Real-time dashboards showing pending high-value approvals

Translation: Less busywork, more time to actually manage budgets.

Ops Teams: Shipping Orders That Won’t Get Recalled

Merchant orders in TrustMeUp now require approved vendor contracts and inventory checks before fulfillment. How it works:

- New order → ApproveThis checks vendor status
- Low stock items → Require warehouse manager approval
- Rush orders → Extra fee approval step

Result: 78% fewer “Why did we ship this?!” emergencies (based on real client data).

Campaign Teams: No More Donation Leaks

When TrustMeUp logs a new supporter donation:

- Recurring gifts → Auto-approve if under history-based limits
- First-time donors → Marketing lead review
- Suspicious amounts → Fraud check before processing

This kept a client from accepting a $100k donation from a sanctioned entity last quarter. Awkwardness avoided.

Why This Isn’t Just Another Integration

Plenty of tools claim to automate approvals. Here’s what makes this combo different:

It Bends, Doesn’t Break

Nonprofit needs to add a last-minute board vote to major gift approvals? Adjust the workflow in ApproveThis – no need to bug IT or redo your TrustMeUp setup.

Approvals That Actually Understand Money

Dynamic calculations mean a $999 donation might auto-approve, but three $400 donations from the same IP address trigger a review. Smarter than your average threshold rule.

Visibility Without Micro-Managing

Execs get high-level dashboards. Managers see team-specific queues. Approvers get simple email links. No one’s stuck in some convoluted portal.

Getting Started (Before Your Competitor Does)

If you’re using TrustMeUp for donations or orders, here’s your playbook:

1. Sign up for ApproveThis – free trial covers basic workflows
2. Connect to TrustMeUp via Zapier (takes 9 minutes if you’re slow)
3. Set up one test workflow – merchant orders work well
4. Train your team using the email-based approval system (they’ll figure it out fast)

Bigger teams should book a demo to configure complex rules around donor tiers or multi-country approvals.

The Bottom Line

Approval processes shouldn’t be where good ideas go to die. With ApproveThis and TrustMeUp talking through Zapier, you get:

- Donations that move faster than your accounting team’s coffee breaks
- Orders that ship without last-minute panic
- Partners who don’t hate you for making them jump through hoops

It’s not magic – just workflow design that finally understands how actual businesses operate. Time to fix what’s broken.

🥳

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Best Approval Workflows for TrustMeUp

Suggested workflows (and their Zapier components) for TrustMeUp

Create approval requests for new merchant donations

Receive new merchant donations from TrustMeUp and automatically route them for approval in ApproveThis. This integration streamlines donation review and ensures every donation is validated according to your workflow rules. *Note: Configure the approval thresholds in ApproveThis as needed.*

Zapier Components

TrustMeUp Logo

Trigger

New Donations to Merchant and Brand Campaigns

Triggers when a new merchant donation is created.

Action

Create Request

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

Create approval requests for new merchant orders

Capture every new merchant order from TrustMeUp and forward it for approval in ApproveThis. This automation helps ensure orders are processed only after meeting necessary business criteria. *Note: Adjust details in ApproveThis to match your order review process.*

Zapier Components

TrustMeUp Logo

Trigger

New Orders to Merchant

Triggers when a new merchant orders is created.

Action

Create Request

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

Create approval requests for new partner donations

When a new partner donation arrives from TrustMeUp, this automation creates an approval request in ApproveThis to validate the donation prior to further processing. It saves you time by centralizing donation approvals into one cohesive workflow. *Note: Ensure the approval criteria in ApproveThis reflect your partner policies.*

Zapier Components

TrustMeUp Logo

Trigger

New Donations to Partner Campaigns

Triggers when a new partner donation is created.

Action

Create Request

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

Create approval requests for new supporter donations

Automatically convert new supporter donations from TrustMeUp into approval requests within ApproveThis. This integration ensures each donation is reviewed through your established approval workflow for enhanced transparency and compliance. *Note: Verify that the approval steps in ApproveThis are set up to handle donation verifications.*

Zapier Components

TrustMeUp Logo

Trigger

New Donations to Supporter Campaigns

Triggers when a new user donation is created.

Action

Create Request

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