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Partnero Integration

ApproveThis manages your Partnero Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Why Approval Workflows Matter for Partnerships

Let’s cut to the chase: partnerships move fast, but approvals move slow. That disconnect costs mid-sized companies real money. Partnero helps you manage partners like a pro, while ApproveThis cuts through the approval gridlock. Together? You get deals moving faster than your legal team can say "terms and conditions."

What Happens When You Connect the Dots

Partnero tracks every handshake deal and formal partnership. ApproveThis handles the "yes/no/maybe" chain of command. Connect them through Zapier, and you’ve got an automation powerhouse that:

  • Triggers approval requests based on real partner activity
  • Syncs decisions back to Partnero without manual data entry

No more chasing down approvers. No more spreadsheet roulette. Just clean records and faster deal cycles.

Real-World Use Cases That Don’t Suck

1. Automate Partner Onboarding Like You Mean It

Picture this: A new partner signs up in Partnero. Before your team even finishes their coffee, ApproveThis pings the right managers for approval. Finance gets payment terms, legal sees the contract specifics, and nobody’s stuck playing email tag.

Who needs this: Marketing agencies approving affiliate partners. SaaS companies vetting integration partners. Any business that scales through partnerships without wanting to scale their approval headaches.

2. Transaction Approvals That Actually Keep Up

High-value partnership payout? Custom commission structure? When Partnero logs the transaction, ApproveThis automatically routes it based on your rules. CFO wants anything over $50K on their desk? Done. Regional managers handle their territory’s deals? Easy.

Pro move: Use ApproveThis’ calculated fields to auto-flag transactions that need extra scrutiny. Commission percentage too high? Payout timing sus? The system catches it before humans even notice.

3. Keep Partner Records Fresh Without the Grunt Work

Approved a partner tier upgrade in ApproveThis? That update flows back to Partnero before the approval email hits your inbox. Denied a sketchy renewal? Their status changes automatically. No more "I thought someone else handled that" moments.

Setup That Won’t Make You Rage-Quit

Connect ApproveThis and Partnero in 3 steps even your least techy employee can handle:

  1. Create a Zapier account (if you don’t have one)
  2. Pick your trigger in Partnero (new partner, transaction, etc.)
  3. Set the action in ApproveThis (create request/update record)

Bonus points: Use ApproveThis’ email approvals so external partners can sign off without needing a Partnero login. Their legal team approves the contract terms directly from Outlook? Yes, and it still syncs back to your system.

Department-Specific Wins

Finance Teams

Auto-route partnership payouts based on amount and risk level. Set approval thresholds so small commissions auto-approve while big checks get eyeballed. Vacation delegation means no more payment delays when your controller’s on leave.

Partner Managers

Stop babysitting every approval step. Get notified only when partners hit snags. Use real-time tracking to give partners updates without digging through 12 systems.

Legal & Compliance

Build conditional workflows that force high-risk partnerships through extra checks. All docs stay attached to the approval record – no more “I can’t find the latest contract” nonsense.

Why This Isn’t Just Another Integration

Most approval tools treat every request the same. ApproveThis actually gets how partnerships work:

  • Approval groups that match your partner tiers (gold/silver/bronze gets different treatment)
  • Conditional logic that knows when to loop in regional directors vs HQ
  • Real-time dashboards that show partner status without logging into 5 apps

Plus, approvers only need ApproveThis access – no extra Partnero licenses required. Perfect for external partners or matrixed orgs where everyone uses different tools.

No-BS Next Steps

If your partnership deals get stuck in approval purgatory:

1. Grab an ApproveThis trial
2. Connect it to Partnero via Zapier (takes 15 minutes)
3. Automate your first approval workflow

Or book a 20-minute demo and we’ll show you how other partnership teams cut approval times by 60%+. Either way, stop letting manual processes bottleneck your partner revenue.

Wait, Does This Actually Work?

Let’s get specific. A cybersecurity company used this integration to:

- Automatically route new reseller partners through compliance checks
- Approve deal registrations in 4 hours instead of 4 days
- Slash accounting errors on partner payouts by 75%

Their secret sauce? Approval thresholds that auto-approve small deals but flag unusual patterns. Calculated fields that check for margin compliance. And all of it tied directly into their Partnero data.

No magic. Just smart automation that respects how partnerships actually work.

Your Move

Approval bottlenecks aren’t just annoying – they cost real money in delayed deals and missed quotas. With ApproveThis and Partnero talking through Zapier, you fix the approval black hole without rebuilding your entire tech stack.

Start free or book a personalized walkthrough. Either way, you’ll see why companies between 200-5,000 employees keep making this their secret weapon for partnership scaling.

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Integrate with Partnero 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 Partnero

Suggested workflows (and their Zapier components) for Partnero

Create approval requests for new Partnero customers

When a new customer is created in Partnero, this integration sends an approval request to ApproveThis, streamlining the onboarding process by facilitating prompt reviews. *Note: Configure your custom fields in ApproveThis for optimal data mapping.*

Zapier Components

Partnero Logo

Trigger

Customer Created

Triggers when Customer is created.

Action

Create Request

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

Create partner records for new approval requests

When a new approval request is received in ApproveThis, this automation creates a partner record in Partnero to expedite the onboarding process. *Note: Ensure required fields are mapped accurately between ApproveThis and Partnero.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Partnero Logo

Action

Create a New Partner

Creates new Partner in the system.

Create approval requests for new transactions

Every time a new transaction is created in Partnero, this integration initiates an approval request in ApproveThis to ensure proper review. *Note: Verify transaction details are correctly transferred to the approval workflow.*

Zapier Components

Partnero Logo

Trigger

Transaction Created

Triggers when Transaction is created.

Action

Create Request

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

Update customer records after approval decisions

After an approval workflow is completed in ApproveThis, this integration updates the corresponding customer record in Partnero to reflect the decision. *Note: Map the approval outcome to the appropriate customer status field.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Partnero Logo

Action

Update Existing Customer

Updates existing Customer in the system.