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Give Lively Integration

ApproveThis manages your Give Lively Integration approvals.

April 17, 2025

Integration Category: Accounting

When Fundraising Meets Accountability

Let's cut to the chase: non-profits using Give Lively need to move fast, but donors and boards demand transparency. That's where pairing your fundraising machine with ApproveThis' approval muscle creates something better than coffee-fueled all-nighters. We're talking automated guardrails that keep your team ethical without slowing down the good work.

Think of it like this – Give Lively handles the "get money" part beautifully. ApproveThis handles the "prove we're not idiots" part that keeps everyone sleeping at night. Together? You get donations processed faster than ever with the paper trail that auditors love.

How This Tag Team Works

Through Zapier, we connect the dots between donation alerts and human decisions. No coding, just smart plumbing. Here's the play-by-play:

The Nuts and Bolts

1. Donation hits Give Lively → 2. Zapier pings ApproveThis → 3. Right people get approval requests via email → 4. Decisions auto-record in both systems

Bonus move: ApproveThis doesn't require approvers to have Give Lively logins. Perfect for board members who can't remember their passwords or external partners who just need to say "yes/no".

Real-World Scenarios (Not Fluffy Theory)

Use Case 1: The "Wait, Is This Donation Sketchy?" Check

The Problem: Your finance team manually screens donations for compliance red flags. It takes days. Donors get antsy.

The Fix: Auto-trigger ApproveThis workflows for donations over $5k or from new entities. Route to legal + finance simultaneously. They approve via email while commuting. Funds clear 83% faster.

Use Case 2: The "Where’s My Money?!" Panic

The Problem: Programs team can't start projects because donation statuses aren't updated across tools.

The Fix: When Give Lively marks a donation "processed", ApproveThis auto-pings the project lead + sends a Slack summary. No more spreadsheets.

Use Case 3: The Board Member Black Hole

The Problem: Requiring 3 sign-offs on grants? Classic bottleneck.

The Fix: Sequential approvals in ApproveThis. If Board Member A takes too long, it escalates. Plus, calculated fields auto-add compliance checkmarks as approvals happen.

Who Actually Cares? (Team Benefits)

Finance Teams

Set thresholds where donations over $X auto-route to CFO. Under $X? Auto-approved. Auditors get clean reports without the manual grind.

Program Directors

See real-time approval statuses mapped to specific campaigns. No more guessing if funds are cleared to launch that food drive next week.

Development Officers

Custom approval groups mean big donors get fast-tracked through compliance. Stewardship starts immediately after approval.

Setting This Up Without Losing Your Mind

1. Zapier Account: Free tier works
2. Connect Give Lively: Use their API docs if needed
3. Pick Your Triggers: New donations? Status changes?
4. Map to ApproveThis: Assign approvers, set thresholds
5. Test with $1 Donation: Because Murphy's Law exists

Pro Tip: Use ApproveThis' vacation delegation so summer Fridays don't block grants.

Why This Combo Doesn't Suck

Most approval tools feel like over-engineered spreadsheets. Give Lively integrations often require devs. Together, you get:

For Small Non-Profits: Look pro without hiring a compliance officer
For Mid-Size: Scale across chapters without chaos
For Large Orgs: Custom workflows per donation type (events vs. grants vs. merch)

And because ApproveThis lives in email, even your technophobic board treasurer stays in the loop.

Bottom Line

If your donation process involves more than two "Hey, did you approve that?" Slack messages daily, this integration pays for itself in sanity points. ApproveThis isn't just about saying yes/no faster – it's about proving you did it right when questions come.

Next Steps:
- Register for ApproveThis (free trial covers this)
- Book a 15-min demo to map your specific donation workflows

Because let's be honest – you have better things to do than chase down approvers. Like actually changing the world.

🥳

Integrate with Give Lively 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 Give Lively

Suggested workflows (and their Zapier components) for Give Lively

Create approval requests for new Give Lively donations

Ensure all donations meet criteria before allocation. This automation starts an approval request in ApproveThis for every new donation on Give Lively. Facilitates due diligence, saving time on manual checks.

Zapier Components

Give Lively Logo

Trigger

New Donation

Triggers when a new donation is created.

Action

Create Request

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

Initiate workflows for updated donation statuses

Keep your team updated with donation status changes. With each status update in Give Lively, this integration starts a new approval workflow in ApproveThis, enhancing transparency and collaboration.

Zapier Components

Give Lively Logo

Trigger

Updated Donation Status

Triggers when a donation's status is updated.

Action

New Request

Triggers when a new approval request workflow is initiated.

Create donation requests after approval workflows

Streamline donation management by initiating requests after approval or denial. This automation creates a new request in ApproveThis upon any completed approval status, supporting proactive actions based on decisions.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Action

Create Request

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