ApproveThis manages your Altoviz Integration approvals.

Let's cut through the noise: if your team's approval processes still live in email threads or random Slack channels, you're leaving money and productivity on the table. This is where ApproveThis and Altoviz come in – an unlikely duo that turns approval bottlenecks into competitive advantages when connected through Zapier. Here's why mid-sized companies (50-5,000 employees) should care.

When Accounting Meets Accountability

Altoviz handles the numbers game – invoices, customers, payments. ApproveThis handles the human game – decisions, approvals, accountability. Together, they create closed-loop processes where financial actions only happen after proper vetting. No more "Who approved this invoice?" or "Why was this client deleted?" moments.

The Nerd Stuff That Actually Matters

ApproveThis brings three killer features to the Altoviz relationship:

• Email approvals – Your CFO can approve a $50k purchase order from her phone without logging into Altoviz
• Approval thresholds – Auto-approve small expenses but escalate big ones to the right people
• Delegation – No approval blackouts when managers take PTO

Altoviz gets to do what it does best – track money – while ApproveThis handles the guardrails. It's like giving your accounting team a bouncer for bad decisions.

Real-World Use Cases That Don't Suck

Let's move beyond theory. Here's exactly how companies use this integration:

1. Customer Onboarding Without the Headaches

The Problem: New customer entries in Altoviz often lack crucial info or duplicate existing accounts. Sales teams move fast, accounting teams pay the price.

The Fix: Automatically trigger ApproveThis requests whenever a new customer is added to Altoviz. Approval requires:

• Tax ID verification
• Duplicate check
• Credit check approval

Who Wins: A 200-employee marketing agency reduced client payment disputes by 40% by validating customer data before creating invoices.

2. Invoice Approval That Doesn't Haunt Your Dreams

The Problem: Sales teams promise discounts, operations approves shipments, accounting gets stuck holding the bag.

The Fix: Connect Altoviz invoice creation to ApproveThis workflows requiring:

– Sales manager approval for discounts over 15%
– Operations sign-off on delivery timelines
– Automatic flagging for clients with past-due balances

Who Wins: A manufacturing company cut their invoice revision time from 14 days to 2 hours by linking approval criteria directly to Altoviz records.

3. Clean Data Without the Manual Grind

The Problem: Outdated customer records lead to failed payments and compliance risks.

The Fix: Trigger Altoviz customer deletions through completed ApproveThis workflows that require:

– Final invoice confirmation
– Sales territory reassignment
– Legal hold checks

Who Wins: A healthcare SaaS company maintained 100% audit readiness by tying database hygiene to documented approval processes.

Setting This Up Without Losing Your Mind

Here's the beautiful part – you don't need IT involved:

1. Create your free Zapier account
2. Connect Altoviz and ApproveThis as apps
3. Choose your trigger (e.g., "New Customer in Altoviz")
4. Add ApproveThis approval steps with your rules
5. Test with a $0 invoice or test customer

Pro Tip: Start with one workflow (like invoice approvals) before scaling to more complex processes.

Why Your Team Will Actually Use This

Most workflow tools fail because they're either too rigid or too abstract. Here's how this combo nails it:

For Finance Teams

– Auto-block invoices that skip approval chains
– Audit trails that show who approved what in Altoviz
– Real-time dashboards replace weekly spreadsheet reports

For Sales Teams

– Approve discounts directly from Gmail
– Instant notifications when deals clear legal review
– No more accounting hold-ups on closed deals

For Operations

– Procurement requests that auto-create Altoviz POs after approval
– Equipment purchases that require maintenance team sign-off
– Shipping approvals tied to inventory levels in Altoviz

The Elephant in the Room: Security

We know what you're thinking – "Great, another integration to secure." Here's why this works:

– ApproveThis approvers don't need Altoviz licenses
– Role-based access in both systems
– Approval comments sync as Altoviz notes
– Full activity logs meet SOC 2 requirements

When to Steal These Ideas

This isn't just for enterprises. Here's how different industries apply it:

Professional Services

– Approve client rate changes before updating Altoviz
– Escalate overdue invoices to legal after 3 reminders
– Auto-archive clients after project completion approvals

E-commerce

– Require dual approval for supplier payments over $10k
– Sync approved refunds directly to Altoviz
– Flag inventory purchases that deviate from forecasts

Nonprofits

– Board approval for grants above $5k
– Donor record updates requiring development team review
– Program budgets tied to approval thresholds

Your Move

Here's the reality: manual approvals cost the average 200-person company $287k/year in delayed decisions and errors. The ApproveThis-Altoviz integration through Zapier isn't about adding more software – it's about making your existing tools actually talk to each other.

Next steps:
1. Register for ApproveThis (free 14-day trial)
2. Book a 15-minute demo to see Altoviz integrations live
3. Start with one high-pain workflow (invoices, POs, etc.)

No Zenefits-level complexity. No Monday.com-style overkill. Just approvals that work like they should – automatically, accountably, and without the bureaucratic nonsense.