ApproveThis manages your Mayar approvals.

Let’s be real: chasing down approvals for payments, subscriptions, or new clients is about as fun as watching paint dry. But here’s the thing – when you connect ApproveThis (your approval sheriff) with Mayar (your payment wrangler) through Zapier, you’re not just automating paperwork. You’re building guardrails for your cash flow and turning financial decisions into a well-oiled machine.

Why This Combo Works Like a Double Shot of Espresso

ApproveThis isn’t another tool that complicates your life. It’s the missing layer between your payment operations and the people who need to sign off on them. Mayar handles the money moves – subscriptions, one-time charges, client onboarding. ApproveThis handles the human decisions. Together through Zapier, they work like this:

When money-related stuff happens in Mayar (new client, recurring charge, etc.), Zapier pings ApproveThis to launch the right approval chain. Approvers get email alerts, click approve/deny, and Mayar automatically records the result. No spreadsheets. No “Did you see my Slack?”. Just clean records and faster decisions.

The Nuts and Bolts for Different Teams

Finance Teams: Kill Payment Guesswork

Ever approved a client discount only to find out Accounting never got the memo? With this integration, when sales teams create custom subscription plans in Mayar, ApproveThis automatically triggers multi-level approvals. CFOs get email alerts with deal terms baked into the request. Approve, and Mayar enforces the pricing. Deny, and the sales rep gets auto-notified with feedback.

Real-World Example: A SaaS company slashed billing errors by 40% after linking custom subscription approvals to their Mayar payment flows. Finance leads now set approval thresholds – any deal under $5K/month auto-approves, anything higher escalates to the VP.

Sales Teams: Close Deals Without the Approval Black Hole

New client stuck in legal review purgatory? Here’s the fix: When sales creates a Mayar customer profile, ApproveThis instantly routes contracts to legal, then billing, then the sales VP. Each step happens in sequence, with Slack-style @mentions in approval comments. Deals close 3 days faster on average because nobody’s waiting on inboxes.

Operations: Plug Revenue Leaks Before They Happen

Recurring payments are great until someone forgets to approve a price hike. Connect Mayar’s subscription events to ApproveThis’ conditional logic. Example: Any subscription plan change over 10% triggers CEO approval. Under 10%? Auto-approved if the client’s LTV is above $50K. Ops teams sleep better knowing upsells follow actual rules, not email threads.

Three Ways to Set This Up Before Your Next Coffee Break

1. New Client Vetting: Every time sales creates a Mayar customer profile (especially high-ticket clients), ApproveThis routes contract terms, payment history, and KYC docs to legal/compliance teams. Approvers get everything in one email – no digging through CRMs.

2. Subscription Changes: When a customer upgrades/downgrades in Mayar, ApproveThis checks the new MRR against your thresholds. Enterprise plan changes? Auto-route to CRO. Small tweaks? Maybe just notify the account manager.

3. Invoice Exceptions: Custom payment terms need oversight. If a client requests net-60 instead of net-30 in Mayar, ApproveThis pings the controller with A/R aging stats. Approve with conditions (like added late fees) or deny and send back to sales.

Why This Isn’t Just Another Zap

Most approval tools make you choose between speed and control. This integration gives both. Because ApproveThis handles the decision layer, you get features that actually matter:

• Approval Escalations: If a manager sits on a request for 48hrs, it automatically jumps to their boss. No more stalled deals.
• Client-Friendly Approvals: External partners can approve requests via email without Mayar logins. Great for agencies managing client billing.
• Audit Trails That Don’t Suck: Every Mayar payment ties back to an approval thread with comments, versions, and digital signatures. SOC 2 compliance made less painful.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. You’ll create two main Zaps:

Zap 1: Mayar → ApproveThis
1. Trigger: New customer/recurring payment in Mayar
2. Action: Create ApproveThis request with deal details
3. Map custom fields like contract value, client tier, etc.

Zap 2: ApproveThis → Mayar
1. Trigger: Request approved/denied in ApproveThis
2. Action: Update Mayar payment terms or send to billing
3. Add conditional paths for approvals vs. denials

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag high-risk requests. Example: If Mayar customer LTV < $10K and requested payment terms > net-45, require CFO sign-off.

Who Actually Needs This?

If you answer “yes” to any of these:

• Do billing disputes eat up 5+ hours/week?
• Is sales promising discounts that finance later vetoes?
• Does month-end close involve herding cats for approvals?

For agencies, it’s golden. Client wants to pay via custom installments? Create the Mayar payment plan, kick off ApproveThis workflow, get client email approval, and auto-enable the payment schedule. All without making the client log into another portal.

The Bottom Line

Approvals suck less when they’re baked into the tools you already use. This isn’t about replacing Mayar – it’s about adding guardrails so your team can move fast without breaking things. Finance gets control. Sales keeps velocity. Ops stops playing referee.

Best part? Approvers don’t need another software license. They just click a link in their email. Even your least tech-savvy board member can figure it out.

Zapier handles the busywork. You handle the decisions. Mayar handles the money. Cleaner books, happier teams, fewer migraines.

Ready to stop babysitting approvals? Spin up a free ApproveThis account or book a 15-minute demo to see the Mayar integration live. No sales jargon, just a quick walkthrough of how your team could cut approval delays by 60%+.

P.S. If you’re still managing payment approvals via email forwards and “Hey, did you get my last Slack?”, we need to talk. Your future self will thank you.