ApproveThis manages your Payfunnels Integration approvals.

When Payments Meet Approval Power

Here's the dirty secret about financial workflows: payment platforms handle money movement well, but they're terrible at managing human decisions. That's where slapping ApproveThis onto Payfunnels via Zapier becomes your secret weapon. We're talking about turning payment events into structured approval processes without the endless email chains or spreadsheet tracking.

Payfunnels handles the money mechanics – recurring subscriptions, one-time payments, invoice creation. ApproveThis handles the human layer – who needs to sign off, what rules apply, and how to keep things moving when someone's on vacation. Together, they create what finance teams actually need: a system where payments trigger approvals and approvals update payment records automatically.

Why This Combo Doesn't Suck

Most payment<>approval integrations are just notification systems. This setup actually changes how teams operate:

• No approval black holes: Every Payfunnels payment event (new subscription, invoice, successful charge) can kick off a tailored approval chain
• External approvers don't cost you: Clients or department heads approve via email without needing Payfunnels logins

The real juice? Calculated Fields in ApproveThis let you auto-approve small transactions but escalate big ones. Imagine a $500 subscription payment auto-clearing while a $50k invoice routes to the CFO. That's the kind of smart delegation that keeps teams from drowning in review requests.

Real Workflows for Actual Humans

1. First Subscription Payment Scrutiny

When a new customer's first recurring payment hits in Payfunnels, ApproveThis can:

• Route to the sales lead who closed the deal for confirmation
• Trigger legal review if contract terms exceed standard T&Cs
• Auto-approve if under $X amount using Approval Thresholds

Who this helps: SaaS companies with enterprise plans. Stops rogue discounts and ensures sales <> finance alignment on deal terms.

2. Invoice Approval That Doesn't Make You Want to Quit

New Payfunnels invoice created? ApproveThis adds:

• Department budget owner approval before invoice goes to client
• Automatic 3-day escalation reminders
• Reassignment if approver is OOO (thanks to Vacation Delegation)

Who this helps: Agencies and consultants. Eliminates "Who approved this?!" meetings when client invoices get questioned.

3. Payment Success ≠ Process Success

Trigger approval workflows AFTER successful payments to:

• Route high-value receipts to accounting for immediate reconciliation
• Notify project managers to kick off deliverables
• Flag unusual payment patterns for fraud review

Who this helps: E-commerce and professional services. Links payments to delivery processes without manual handoffs.

Setup That Doesn't Require an IT Degree

Connect Payfunnels to ApproveThis in Zapier in three steps:

1. Choose your Payfunnels trigger (New Payment, Invoice Created, etc.)
2. Map key data points to ApproveThis fields (amount, client, dates)
3. Set approval rules: who approves, escalation paths, auto-approve thresholds

Pro tip: Use ApproveThis' Calculated Fields to automatically add markup percentages or prorate subscription amounts during approval routing. Makes approvers actually have context to say yes/no.

Department-Specific Wins

Finance Teams

Stop being the approval bottleneck. Set rules where:

• Under $10k? Auto-approved with receipt tracking
• Over $10k? Route to department head first, then finance
• Client invoices over 90 days unpaid? Auto-route to collections

Sales Ops

Embed approvals into deal flow:

• Custom discounts over 15% require sales director sign-off
• Annual vs monthly billing decisions trigger different approval paths
• New client payment plans auto-notify account managers

Client-Facing Teams

Keep external folks in the loop without chaos:

• Client PO changes update Payfunnels invoices automatically post-approval
• Approval status pages shared via client portal links
• Payment plan modifications require client + internal dual approval

What You're Not Buying

This isn't some all-in-one unicorn platform. We're glueing best-of-breed tools together:

• Payfunnels remains your payment workhorse
• ApproveThis becomes your approval layer
• Zapier handles the boring data shuffling

The magic is in keeping each tool focused on what it does best while making them play nice. No rip-and-replace, just smarter connections between systems your team already uses.

Common "Yeah Buts" Addressed

"What if approvers hate new systems?"
They approve via email. Zero learning curve.

"Our payment thresholds vary by department."
Set different Approval Thresholds in ApproveThis based on Payfunnels' category tags.

"We have existing Zapier workflows."
Slot ApproveThis steps into current Zaps. No need to rebuild from scratch.

Getting Started Without the BS

Try this today:

1. Grab an ApproveThis trial
2. Connect to Payfunnels via Zapier (takes 8 minutes)
3. Clone our pre-built template for invoice approvals

Or skip the DIY and book a 15-minute demo where we'll show how 200+ companies use this combo to cut approval delays by 60%.

Either way, stop letting payment approvals be the reason work stalls. Tools exist. Use them.