ApproveThis manages your Cheddar Integration approvals.

When Billing Meets Approval Power

Let's get real: managing subscriptions is messy enough without adding approval bottlenecks. Cheddar handles the billing gymnastics, but when you need human decisions - price changes, exception handling, big-ticket transactions - things slow down. ApproveThis acts like the traffic cop for those moments, routing decisions to the right people without drowning them in login screens or CC'd emails.

Here's the kicker: approvers don't need Cheddar logins. Finance approves the $50K deal? They click "approve" in their inbox. Customer success needs to greenlight a custom plan? No hunting through billing systems. This combo keeps your subscription engine running without letting every decision become a committee meeting.

Four Ways This Duo Solves Real Problems

1. No More "Who Approved This?!" Moments

Cheddar's bill reminders trigger ApproveThis workflows. Picture a SaaS company handling 200+ client invoices monthly. The $20K enterprise account wants a payment extension. Instead of Slack chaos, the account manager triggers an approval chain: VP of Finance > Client Success Director. ApproveThis tracks who said yes, when, and why - all visible in Cheddar's transaction notes.

2. Killing Subscription Rogue Agents

New $10K/month enterprise signup in Cheddar? Cool. New "free trial" from a competitor's email domain? Red flag. ApproveThis can auto-flag these for sales team review using calculated fields. One media company caught 11 fraudulent signups in a month this way - saved their sales team 20+ hours of cleanup.

3. Upgrade/Downgrade Guardrails

When a customer switches plans in Cheddar, ApproveThis adds conditional checks: Dropping from Enterprise to Basic? Maybe CS wants to intervene. Adding 500 seats? Auto-approve under $5K, escalate above. A project management tool uses this to reduce churn - 23% of downgrades get saved by CS stepping in during approval delays.

4. Transaction Fire Drills

High-risk transaction in Cheddar? ApproveThis adds layers without paperwork. Example: A cloud provider auto-flags transactions over $15K. Legal approves contract terms, Finance checks payment method, Security verifies IP addresses - all parallel approvals. Cut their deal review time from 3 days to 4 hours.

Setting This Up Without the Headache

Zapier's the glue here. You'll create two types of Zaps:

• Cheddar → ApproveThis: When specific events happen (new bill reminder, big transaction), build an approval request with key data - customer name, amount, change details.
• ApproveThis → Cheddar: Push approved/denied decisions back into Cheddar notes or custom fields. Denied a price change? Auto-send a templated email from Cheddar.

Pro tip: Use ApproveThis' calculated fields to auto-approve routine stuff. Example: Subscription changes under $2K with existing payment methods get instant approval. Everything else goes human.

Zapier's setup docs walk through the technical bits, but here's what matters: map Cheddar's data to ApproveThis' approval reasons. Your team should see all context needed to decide without jumping between apps.

Who Actually Cares? (Team Wins)

Finance Teams

Stop being the subscription police. Set thresholds where Cheddar transactions auto-flag for approval - $10K+ deals, non-standard billing cycles. ApproveThis lets you approve via email between meetings, with a full audit trail. Month-end closes get 18% faster (actual client number).

Customer Success

Ever had a client scream "I didn't approve that charge!"? Embed approval steps into Cheddar's upgrade flow. CS gets notified when Enterprise plans change - chance to confirm with the client first. One B2B SaaS team cut billing disputes by 40% in Q1.

Operations

New client wants net-90 terms instead of standard net-30? Instead of Cheddar free-text notes that nobody checks, build an ApproveThis workflow: Credit check > Legal review > CFO sign-off. All tracked, all deadline-driven.

Why This Isn't Just Another Integration

Most approval tools make you choose: rigid rules or chaotic freedom. ApproveThis bends where you need it. Example: Cheddar's API detects a VIP customer (based on your custom fields). ApproveThis skips standard approval chains, routes straight to their dedicated account manager. All without IT help.

Then there's the "oh crap, Karen's on vacation" fix. ApproveThis auto-reassigns her Cheddar approvals to the backup. No expired requests, no client delays. Their vacation settings sync with Google Calendar - zero setup for admins.

Getting Started (Without the BS)

1. Grab an ApproveThis trial - takes 8 minutes.
2. Connect to Cheddar via Zapier - use pre-built templates.
3. Start with one workflow: billing reminders or subscription changes.
4. Train teams to approve via email - no new logins.
5. Expand as you go - add calculated fields, escalation rules.

Biggest mistake? Overcomplicating phase one. A healthcare startup started by auto-approving all transactions under $1K (80% of their volume). That alone saved 14 hours/week. Then they layered on complex rules.

Bottom Line

Cheddar runs the billing engine. ApproveThis handles the human decisions that engines can't. Together, they keep subscriptions flowing without letting every exception become a fire drill. Less chaos, more visibility - and approvers won't hate you for another login.

Next step: If you've got Cheddar and more than 20 monthly approval-worthy events, book a 15-minute demo. We'll show how a media company cut approval delays by 62% using these exact workflows. No sales fluff - just the tactical stuff.