ApproveThis manages your Transax Integration approvals.

Let’s cut to the chase: approval processes suck when you’re using six different systems that don’t talk to each other. For automotive dealerships using Transax, this usually means financial applications getting stuck in email threads, sales leads rotting in inboxes, and managers playing phone tag to get simple sign-offs. Enter ApproveThis – the approval workflow tool that plugs directly into Transax via Zapier to automate your worst bottlenecks.

Why This Combo Works for Mid-Sized Dealerships

Transax handles your frontline operations – financial applications, lead management, customer data. ApproveThis handles the invisible work: getting the right people to say “yes” at the right time. Together through Zapier, they create closed-loop processes where approvals happen where the work already lives. No new logins for approvers. No spreadsheets. No “I thought you were handling that.”

The Killer Feature Nobody Talks About

Here’s the secret sauce: ApproveThis approvers don’t need Transax licenses. When your bank partners need to sign off on a financing deal or your external marketing agency needs to approve lead criteria, they get everything they need via email. No $50/month seat license for someone who approves three things a quarter.

Real-World Use Cases (Not Just Theory)

1. Financial Applications That Don’t Die in Committee

Scenario: A customer submits a complex financing application through your Transax portal. Under current process: Your finance manager manually emails PDFs to the bank, waits 3 days, then hunts down updates.

With the integration: Transax automatically triggers an ApproveThis workflow the moment the application is submitted. The bank’s credit team gets an email with key details (no Transax login required), reviews directly in their inbox, and their decision automatically updates Transax. Deals close 65% faster based on actual client data.

2. Lead Approval Chains That Actually Move

Problem: Your BDC team generates hundreds of leads, but high-value ones (fleet sales, commercial accounts) need GM approval before being assigned. Result? Sales reps waste hours guessing which leads are “approved.”

Fix: Transax triggers ApproveThis when leads meet specific criteria (e.g., “Commercial” lead type). The GM gets a mobile-friendly approval request showing lead details and customer history. Approved leads auto-populate in Transax with “Approved for Assignment” status. Denied ones get routed to sales managers with comments.

3. Escalating Stalled Deals Without the Nagging

Here’s where most CRMs fail: ApproveThis adds time-based escalation rules. Example: If a test drive request isn’t approved by a sales manager within 2 hours, it automatically escalates to the GSM. If still pending after 4 hours, pings the GM via SMS. All approval history gets logged in Transax for accountability.

Setup That Takes Less Time Than a Coffee Break

We’re not talking API developers here. If you can use a toaster, you can connect Transax to ApproveThis via Zapier:

1. Create your free Zapier account (if you don’t have one)
2. Choose your Transax trigger (New Financial Application, New Lead, etc.)
3. Select ApproveThis as the action app
4. Map Transax fields to your approval template (amounts, customer info, notes)
5. Test with one real request

Most clients go live in under 20 minutes. Seriously.

Features That Matter for Dealerships

Beyond basic approvals, these are the ApproveThis functions that actually move the needle:

• Approval Thresholds: Auto-approve routine deals under $5k? Done. Send anything over $25k straight to the GM? Easy.
• Vacation Coverage: Sales manager out fishing? Requests auto-reroute to their backup without missing a beat.
• Calculated Fields: Automatically flag applications where debt-to-income ratio exceeds 45% before sending to lenders.

Who Actually Benefits in Your Dealership?

Sales Teams

Stop babysitting approval requests. Get instant visibility into which leads/financing deals are greenlit instead of playing phone tag with managers.

Finance & Insurance (F&I)

Automatically route credit applications to the correct lender based on amount or customer tier. No more manual sorting or wrong-bank submissions.

General Managers

See real-time approval metrics across departments – which bottlenecks are actual issues versus managers being overly cautious.

The Bottom Line

ApproveThis + Transax isn’t about flashy features. It’s about eliminating the 23 internal emails required to get a $150K fleet deal approved. For dealerships between 50-5,000 employees, that’s the difference between hitting quota and watching your best salespeople walk out the door.

Ready to stop being an approval secretary? Get your free ApproveThis account and connect it to Transax in the time it takes your coffee to get cold. Or book a 15-minute demo if you want to see exactly how other dealerships are cutting approval delays by 70%.