ApproveThis manages your Cacheflow Integration approvals.
April 17, 2025
Integration Category: Invoices
How ApproveThis + Cacheflow Cuts Approval Chaos for Scaling Teams
When CPQ Meets Approval Automation
Let’s get real: subscription management and proposal approvals shouldn’t require a PhD in corporate bureaucracy. Cacheflow nails the CPQ (configure-price-quote) game, while ApproveThis handles the messy human decisions that follow. Together? They’re like caffeine for your revenue operations.
Why This Combo Works
Cacheflow structures your deals – ApproveThis structures your decisions. When proposals hit critical thresholds or subscriptions need greenlights, manual follow-ups create bottlenecks. This integration through Zapier acts as your auto-pilot for governance.
No More Approval Black Holes
Sales teams love moving fast. Finance teams love control. Here’s how both win:
- Deal Desk Teams: Auto-route $100k+ proposals to CFO while letting sales managers approve smaller deals
- Renewal Managers: Flag subscription changes requiring legal review before updating terms
Real-World Juice
A SaaS company we work with slashed their enterprise deal approval time from 72 hours to 4. How? Cacheflow proposals now auto-trigger ApproveThis workflows. Legal gets emailed PDFs with redlines, sales ops sees real-time status, and VPs approve via Slack. No more “Who’s got the latest version?” cluster.
Four Ways This Duo Delivers
1. Proposals That Don’t Stale
New Cacheflow quote? ApproveThis pings the right approver based on deal size. We’ve seen manufacturers use calculated fields to auto-flag proposals needing engineering sign-off for custom parts. Bonus: Approvers only need ApproveThis access – no extra Cacheflow seats required for external partners.
2. Subscription Guardrails
When a Cacheflow subscription changes, ApproveThis can:
- Require CSM approval for downgrades
- Auto-approve upsells under $5k
- Escalate custom contract terms to legal
A cybersecurity client auto-pauses subscriptions until approval – stops $80k/yr in accidental renewals.
3. Two-Way Street Sync
Approved a discount exception in ApproveThis? Cacheflow updates the proposal instantly. Denied a renewal change? Subscription stays locked. This handshake keeps Salesforce, your CPQ, and actual contracts in sync without spreadsheets.
4. Audit Trail Armor
ApproveThis logs every approval step with timestamps and comments. When combined with Cacheflow’s version history, you’ve got a compliance forcefield. Perfect for industries like healthcare IT where change audits are non-negotiable.
Setting Up Your Safety Net
Here’s the cheat code:
- Connect the Pipes: Create a Zapier account (takes 2 minutes)
- Pick Your Trigger: “New Proposal” in Cacheflow or “Approval Completed” in ApproveThis
- Map Critical Fields: Deal size > approval threshold, customer tier > approver group
Pro tip: Use ApproveThis’ calculated fields to auto-add markup percentages or compliance checks before routing.
Who Gets Their Time Back?
Sales Ops Teams
No more herding VPs for signatures. Set rules like:
“Enterprise deals >$250k require CRO + CFO approval. Mid-market gets regional VP. SMB? Sales director’s call.”
Finance Controllers
ApproveThis thresholds act as your policy enforcers. Margins below 30%? Route to pricing team. Payment terms over 60 days? CFO eyes required. All before deals hit NetSuite.
Customer Success
Auto-approve standard upsells but flag churn risks. One Cacheflow customer slashed MRR leakage by 18% by requiring CSM approval on any subscription decrease.
The Hidden Perks
Beyond the obvious, this combo delivers sneaky value:
Vacation Coverage: ApproveThis automatically reassigns approvals if someone’s OOO. No more “Waiting on Megan” while she’s hiking the Alps.
Client-Friendly: External approvers (like channel partners) get email approvals without Cacheflow logins. Cleaner access control.
When to Think Twice
This isn’t magic fairy dust. If your approval rules change weekly or you’ve got 50+ exception cases, you’ll need heavier workflow tuning. But for 90% of companies scaling through 5000 employees? It’s plug-and-play governance.
Bottom Line
Cacheflow built the car. ApproveThis adds the traffic laws. Together, they let you scale revenue operations without creating a approval bureaucracy monster.
Ready to stop being a human router? Get ApproveThis and plug it into your Cacheflow via Zapier. Or book a demo to see how approval automation actually works when it’s not stuck in 2015.
Integrate with Cacheflow 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.
Learn More
Best Approval Workflows for Cacheflow
Suggested workflows (and their Zapier components) for Cacheflow
Create approval requests for new Cacheflow proposals
When new or updated proposals appear in Cacheflow, this integration creates an approval request in ApproveThis to streamline decision making. It ensures that proposal changes undergo a formal review process before further action.
Zapier Components
Trigger
Proposal Event
Triggers when a proposal is created or updated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Cacheflow proposals for new approval requests
When a new approval request is received in ApproveThis, this integration triggers creation of a proposal in Cacheflow. This automation helps ensure that significant requests are immediately captured and processed in your proposal workflow. *Note: Ensure your proposal details map correctly between systems.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Proposal
This action creates a proposal.
Initiate approval requests for subscription updates
When a subscription is created or updated in Cacheflow, this integration initiates an approval request in ApproveThis. It ensures that any subscription change is reviewed by the designated approvers before implementation.
Zapier Components
Trigger
Subscription Event
Triggers when a Subscription is created or updated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update Cacheflow subscription status for approved requests
When an approval decision is completed in ApproveThis, this integration automatically updates the subscription status in Cacheflow. It connects the approval outcome with subscription management, ensuring business processes remain aligned. *Note: Verify synchronization settings to reflect accurate subscription states.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Update Subscription Status
Updates the status of a Cacheflow Subscription
More Crm integrations you might like
-
Sperse
Published: April 17, 2025Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.
-
Panda IDX
Published: April 17, 2025Panda IDX is a software company designed for real estate agents.
-
CATS
Published: April 17, 2025CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job boards and social networks to generating customized reports. Collect applications with the hosted career portal and find the right candidates with searching capabilities.
You'll ❤️ these other ApproveThis integrations
-
Default
Published: April 17, 2025Default is an all-in-one inbound sales, marketing, and revenue operations platform designed to power your revenue stack.
-
Social WiFi
Published: April 17, 2025Social WiFi App is about data flow from Social WiFi system for your usage.
-
QuickDesk
Published: April 17, 2025QuickDesk is a simplified CRM software optimised for sales teams and professionals. Convert leads and close prospects easier than ever.