ApproveThis manages your Mainstack Integration approvals.

Why Combining Approval Management and Payment Platforms Matters

Modern businesses face a critical challenge: moving fast without breaking things. For Mainstack users managing online stores, client projects, or digital services, speed hinges on how quickly teams can approve financial decisions, client deliverables, or vendor payments. ApproveThis adds structure to these decisions by automating approval workflows through Zapier – without requiring approvers to learn new software.

The Hidden Cost of Manual Approvals

Consider a typical scenario: A client pays an invoice via your Mainstack store. Without automation, your team might manually email stakeholders for approval to fulfill the order, update accounting systems, or release funds. This creates delays, communication gaps, and audit headaches. When you connect Mainstack to ApproveThis via Zapier, paid invoices automatically trigger approval workflows tailored to your business rules.

Key Integration Use Cases for Mainstack Users

Client-Driven Approval Chains

Creative agencies using Mainstack to invoice clients can automate milestone approvals. When a client payment hits Mainstack, ApproveThis initiates a workflow to:

• Notify internal teams to begin work
• Require client sign-off on deliverables via email (no app login needed)

Example: A web design agency automatically routes client payments to approval workflows. Stakeholders receive branded emails with project details and one-click approve/reject buttons. Approved requests trigger follow-up actions like assigning tasks in Asana.

High-Risk Transaction Oversight

Businesses selling big-ticket items or custom orders through Mainstack can use approval thresholds. Configure ApproveThis to auto-approve transactions below $5K but require manager review for larger amounts. This balances speed with control.

Global Team Coordination

Mainstack’s global payment options attract businesses with international clients. ApproveThis handles time zone challenges through vacation delegation – if a primary approver is offline, requests route to backup teammates automatically.

Technical Setup Made Simple

Connecting Mainstack and ApproveThis takes 15 minutes using Zapier:

1. In Zapier, choose Mainstack’s "Invoice Paid" trigger
2. Select ApproveThis’ "Create Request" action
3. Map invoice data (amount, client, notes) to your approval template
4. Test with a recent Mainstack payment

Approvers interact via email or ApproveThis’ dashboard – no Mainstack licenses required for external participants. Zapier handles the behind-the-scenes data flow.

Team-Specific Benefits

Finance Teams: Audit-Ready Tracking

ApproveThis adds a decision layer to Mainstack’s payment records. Every approved/denied request includes timestamps, comments, and approver details – crucial for reconciling high-volume transactions.

Operations Managers: Reduce Context Switching

Teams waste hours weekly chasing approvals across Slack, email, and spreadsheets. With automated workflows, operations leads can filter ApproveThis’ dashboard by status (pending/approved/denied) or priority instead of digging through disjointed systems.

Entrepreneurs: Scale Client Trust

Creators selling through Mainstack often handle client approvals personally. Approval automation lets them delegate decision-making without losing visibility. Customizable email templates maintain brand voice while ensuring clients see every request detail.

Advanced Features Worth Exploring

Beyond basic approvals, consider these capabilities:

Calculated Fields: Auto-flag invoices where payment amounts don’t match original quotes. Helpful for service businesses with variable pricing.

Conditional Routing: Route high-priority client requests to senior staff while junior teammates handle smaller accounts. Maintain service tiers without micromanaging.

Real-World Impact: Ecommerce Case Study

A boutique furniture seller using Mainstack saw 12-hour delays approving custom orders. After connecting to ApproveThis:

• Production starts 83% faster with auto-routed approvals
• Vendor payments require 2 fewer approval steps
• Chargebacks dropped 17% from better documentation

Common Pitfalls to Avoid

Don’t: Create separate workflows for every approval type early on. Start with 2-3 high-impact processes like client payments or inventory purchases.

Do: Use ApproveThis’ testing mode to simulate edge cases before going live. Check how holiday closures or multi-currency invoices affect your flows.

Getting Started

ApproveThis offers a free trial with prebuilt Mainstack templates. For complex needs, their team provides free setup audits to identify optimization opportunities.

Mainstack users should review Zapier’s Mainstack documentation for latest API updates. Most approval workflows don’t require custom code – just clear process mapping.

Final Recommendation

If your Mainstack account processes over 50 monthly transactions or works with external clients, automated approvals aren’t optional. The combined solution reduces operational friction while maintaining human oversight where it matters most.

Book a demo to see live examples matching your business model. For simple setups, sign up directly and connect your Mainstack account in under an hour.