ApproveThis manages your Paygee Integration approvals.

When Approval Management Meets PAYG Operations

Paygee's hardware-agnostic platform solves critical challenges for businesses managing pay-as-you-go models - from solar energy providers to equipment leasing companies. But when financial approvals become the bottleneck in customer onboarding, loan management, or service activation, even the most efficient systems stall. This is where combining Paygee with ApproveThis creates measurable impact.

By connecting these platforms through Zapier, businesses gain:

• 45-60% faster approval cycles for customer state changes
• Automatic escalation of overdue loan decisions
• Audit-ready documentation for compliance teams

Approvers don't need Paygee licenses to participate in workflows - a key advantage when coordinating with external partners or cross-departmental teams.

Four Real-World Automations Driving Results

1. Customer State Validation for Sales Teams

When a solar company's field agent updates a customer from "prospect" to "pending installation" in Paygee, ApproveThis automatically:

• Routes credit check approval to finance
• Requests equipment allocation confirmation from warehouse
• Updates Paygee status upon final sign-off

This prevents installation delays caused by manual follow-ups between sales and operations teams.

2. Overdue Loan Escalation for Risk Managers

A microfinance institution using Paygee's loan tracking can configure ApproveThis to:

• Auto-create approval requests at 5/10/15-day delinquency thresholds
• Route to collection managers based on calculated risk scores
• Sync payment plan updates back to Paygee

Approval thresholds and calculated fields ensure high-risk cases get prioritized attention.

3. External Partner Coordination

Equipment distributors using Paygee's partner portal can:

• Trigger ApproveThis workflows when dealers submit bulk orders
• Require regional manager approval for credit limit increases
• Maintain approval history without giving partners Paygee access

Delegation features prevent delays during approver vacations.

4. Audit-Proof Compliance Reporting

For businesses in regulated industries, the integration:

• Time-stamps every approval/denial in ApproveThis
• Maintains immutable records of Paygee state changes
• Auto-generates compliance reports combining both datasets

Real-time tracking dashboards give controllers instant visibility.

Implementation Essentials

Setting up the integration takes under 20 minutes for Zapier users:

1. Create Zapier triggers for Paygee's state change events
2. Map key Paygee fields to ApproveThis request templates
3. Configure approval rules and escalation paths
4. Test with sample data before full deployment

Most teams start with one high-impact workflow (e.g., loan delinquency approvals) before expanding to other use cases.

Cross-Functional Benefits

Sales Operations

Reduce deal cycle times by 22% by eliminating approval delays between CRM updates and credit checks. Approval groups ensure regional managers only review exceptions.

Risk Management

Automatically escalate high-value loan modifications while approving routine requests via thresholds. Vacation delegation prevents backlog during peak seasons.

Customer Support

Agents see real-time approval status without switching systems. Email approvals let managers respond directly from mobile devices.

Why This Integration Works

Paygee excels at tracking PAYG transactions but wasn't built for complex approval logic. ApproveThis complements it by adding:

• Conditional routing based on dynamic criteria
• Multi-level authorization chains
• Compliance-grade audit trails

Together, they enable businesses to scale PAYG operations without adding approval-related overhead.

Getting Started

Ready to eliminate approval bottlenecks in your Paygee workflows?

Start your ApproveThis trial or schedule a custom integration demo to see how approval automation works with your existing Paygee setup.

For Paygee implementation details, visit paygee.com.

Key Implementation Notes

Do:

• Use calculated fields for risk-based routing
• Set approval thresholds for low-risk auto-approvals
• Leverage email approvals for external partners

Don't:

• Recreate existing Paygee logic in ApproveThis
• Overcomplicate initial workflow designs
• Ignore built-in vacation delegation settings