ApproveThis manages your Rev.io Integration approvals.

When Billing Meets Approval Chaos

Let's be real: billing approvals suck. You've got invoices stuck in email threads, department heads playing hot potato with responsibility, and that one guy who's always "out of office" when you need a signature. Rev.io handles the money part well, but when it comes to getting actual humans to make decisions? Not so much. That's where throwing ApproveThis into the mix changes the game.

ApproveThis acts like the traffic cop for your Rev.io billing data. It takes those quotes, orders, and invoices flowing through Rev.io and forces them through actual approval processes that don't rely on chasing people down. We're talking automated routing, deadline tracking, and a paper trail that won't make your auditor twitch. And the best part? You set it up once through Zapier, then let it run while you focus on things that don't involve herding cats.

Why This Combo Works for Grown-Up Companies

If your company's between 50-5000 people, you're big enough that "just CC everyone" doesn't cut it anymore, but small enough that buying some enterprise monster-software feels like overkill. This integration hits the sweet spot:

• No more billing black holes: See exactly where every invoice is stuck – waiting on legal, hung up in AP, or just forgotten in someone's inbox.
• Approvals that actually match your rules: Got tiered sign-off amounts? Department-specific approvers? ApproveThis enforces it without you playing process cop.

Example: A mid-sized telecom company used to lose 11 days per month chasing invoice approvals. After connecting Rev.io and ApproveThis, their finance team cut that to 48 hours by auto-routing bills based on amount and service type. Even better – their external vendors stopped blowing up their Slack because they could see approval status without needing a Rev.io login.

Real-World Uses That Don't Feel Like Robot Overlords

This isn't about replacing your team – it's about stopping the stupid bottlenecks. Here's how actual companies use the Rev.io + ApproveThis linkup:

1. Killing "Who Approved This?!" Moments

The Problem: Your sales team offers a sweetheart deal to a big client in Rev.io. Finance OKs it, but Legal hasn't reviewed the terms. Chaos ensues when the contract has loopholes.

The Fix: Auto-create approval chains in ApproveThis whenever Rev.io generates a quote over $X. Legal gets tapped first, then Finance, with hard deadlines. If Legal sits on it for 48 hours, it escalates to their boss. Everyone's on the hook, no one can play dumb.

2. Stopping the Document Scavenger Hunt

The Problem: AP needs the PO, the bill, and the delivery confirmation to approve payment. It's all in Rev.io, but buried across different screens. Approvers waste time hunting.

The Fix: When a new bill hits Rev.io, ApproveThis grabs the PDF, slaps on the related PO and shipping docs (via other Zapier connections), and serves it as one package. Approvers click once, see everything, decide faster. No more "I didn't have the info" excuses.

3. Escaping Approval Limbo When People Bail

The Problem: Your head of sales OOOs for a conference, and suddenly every deal approval grinds to a halt. Rev.io can't fix that – but ApproveThis does.

The Fix: Vacation rules in ApproveThis auto-reassign their approvals to the VP. If the VP's plate is full, it goes up the chain. Deals keep moving, and you don't have to manually update every workflow.

Setup That Doesn't Require a PhD

If you can build a basic Zap, you can do this. Here's the gist:

1. Trigger: Pick a Rev.io event (new bill, updated order, etc.)
2. Action: Send that data to ApproveThis to kick off an approval chain
3. Bonus Points: Add steps to pull in related docs or update Rev.io post-approval

Example Zap: When Rev.io generates a bill over $5k → ApproveThis routes it to Department Head → If approved, Rev.io marks it ready for payment → If denied, notifies the sales rep with comments. Takes about 20 minutes to set up, saves dozens of hours monthly.

Pro Tip: Use ApproveThis' calculated fields to auto-flag bills that don't match the PO amount. No more manual cross-checking.

Who Actually Benefits (Besides Your Sanity)

Finance Teams: Cut invoice approval cycles from weeks to days. Enforce approval matrices without being the bad guy.

Operations: Auto-route service orders based on location/contract type. Stop playing middleman between Rev.io and field teams.

Customer Success: Approve client discounts/credits in Rev.io without jumping between systems. Faster resolutions = happier customers.

Pro Tip: Use approval thresholds to auto-approve small recurring charges. Save human attention for the big stuff.

The Nuts and Bolts You Care About

Cost Saver: Approvers don't need a Rev.io license. Great for involving clients or partners in approvals without the seat fees.

Audit Trail: Every decision timestamped with comments. Perfect for compliance or when someone inevitably says "I never approved that!"

Flexibility: Need 3 approvals on POs but only 1 on service tickets? Set different rules per Rev.io workflow. No one-size-fits-all crap.

Ready to Stop Being a Approval Babysitter?

If your Rev.io setup feels like it's held together by duct tape and hope, it's time to upgrade. ApproveThis doesn't replace Rev.io – it makes sure the humans part of your billing process don't screw up the efficient parts.

Get Started with ApproveThis (takes 5 minutes, and yes, there's a free trial)

Or schedule a demo to see how other Rev.io users cut their approval headaches by 60%+.

FAQs for the Skeptics

Q: We have custom Rev.io fields. Will this break?
A: ApproveThis pulls whatever data you specify. Mapped custom fields work fine.

Q: Our approvers are technophobes. Will they use it?
A: They approve/reject via email. If they can reply to a message, they're golden.

Q: We sometimes need emergency overrides. Possible?
A: Yep. Designated admins can reassign or fast-track approvals in one click.