
ApproveThis manages your Paythen Integration approvals.
April 17, 2025
Integration Category: Payment Processing
When Payment Flexibility Meets Approval Discipline
Let's cut to the chase - payment plans are great until someone needs approval. That's where 78% of mid-sized companies get stuck. Your finance team wants control, sales wants flexibility, and customers just want to pay how they like. Enter the ApproveThis-Paythen combo: automated approvals that keep payments moving without creating bureaucratic gridlock.
Paythen handles the customer-facing magic - flexible payments, subscriptions, one-time charges. ApproveThis runs the backstage show - routing decisions, tracking approvals, keeping audits clean. Connect them through Zapier, and you've got a system where payment exceptions don't mean process exceptions.
Why This Isn't Just Another "Integration"
Most payment tools make you choose between speed and control. This pairing gives you both. Here's what makes it stick:
- No license tax: Approvers don't need Paythen logins - huge for external partners or matrixed orgs
- Real-time math: Auto-approve plans under $5K? Escalate anything over 90 days? ApproveThis' calculated fields make it happen
Example: A SaaS company uses approval thresholds to auto-approve $2K/annual plans but route $25K enterprise deals to legal. All while Paythen handles the actual payment structuring.
Five Ways This Duo Solves Real Business Problems
1. Failed Payments That Actually Get Fixed
The Problem: Failed credit cards rotting in someone's inbox
The Fix: Auto-create approval tickets in ApproveThis when Paythen detects failures
Real Impact: A healthcare equipment vendor reduced payment recovery time from 14 days to 38 hours by routing failures to regional managers via approval groups.
2. New Customers That Don't Fall Through Cracks
The Problem: Custom payment plans needing legal/sales signoff
The Fix: Trigger ApproveThis workflows for new Paythen customers
Real Impact: An e-commerce brand eliminated $240K/yr in fraudulent plans by requiring risk team approval for all >12 month terms.
3. Post-Approval Links That Don't Require Babysitting
The Problem: Approved deals stuck in "send the invoice" limbo
The Fix: Auto-send Paythen payment links when ApproveThis gives green light
Real Impact: A commercial real estate firm cut proposal-to-cash time by 60% by embedding payment links in approval closure emails.
Where This Combo Shines Brightest
For SaaS Companies: Enforce contract reviews for annual >$50K plans while auto-approving monthly subscriptions. Use calculated fields to flag high-risk geographies.
For Equipment Leasers: Require field manager approval for custom payment timelines. Auto-send payment plan links when installations complete.
For Professional Services: Route retainers over $25K to partnership committee. Use approval groups to get consents from both client POC and internal delivery lead.
Setting It Up Without the Usual Hassle
1. Connect Paythen to Zapier
2. Pick your trigger (new customer, failed payment, etc.)
3. Map key Paythen data to ApproveThis fields
4. Set approval rules (thresholds, groups, escalation)
5. Test with a $1 test payment
Pro Tip: Use ApproveThis' vacation delegation so approvers out sick don't bottleneck plans.
What You're Really Solving Here
This isn't about chasing shiny automation. It's about fixing the hidden costs:
- Finance teams wasting hours manually cross-checking payment systems
- Sales making under-the-table payment promises that compliance hates
- Customers churning because "my payment needs approval" became "we lost your request"
Example: A manufacturing company stopped $1.2M/yr in margin leakage by requiring plant manager approval for any payment plan extending beyond product warranty periods.
The Nuts and Bolts Your Team Cares About
For CFOs: Audit trails showing who approved what payment terms and why. Real-time dashboards of pending financial commitments.
For Sales Ops: Auto-approved standard plans keep deals moving. Exceptions get routed without manual hounding.
For Customer Success: Payment links sent immediately when approvals complete. No more "I'll send that over shortly" delays.
Common Objections (And How to Shut Them Down)
"We already have approval workflows"
Cool. Do they integrate with payment systems? Can approvers act via email without login? Do they auto-reassign when someone's OOO?
"Zapier is unreliable"
Setup takes 23 minutes. Run it parallel to existing processes for a month. Let the results speak.
Getting Started Without the Sales Dance
Option 1: Grab a free trial, connect to Paythen in Zapier, and test with dummy payments.
Option 2: Book a 12-minute demo where we'll show how a logistics company cut approval delays by 83%.
Either way, keep using Paythen like normal. This just layers in the guardrails your finance team actually wants.
Integrate with Paythen Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for Paythen
Suggested workflows (and their Zapier components) for Paythen
Create approval requests for failed Paythen payments
Avoid disruptions by promptly managing failed payments. With this integration, every time a payment fails in Paythen, an approval request is automatically created in ApproveThis for review and action. This helps ensure timely recovery actions and maintains financial continuity. *Note: Customize approval workflows in ApproveThis to match your recovery procedures.*
Zapier Components

Trigger
Failed Payment
Triggers when a payment attempt fails for a payment plan or subscription.
Action
Create Request
Creates a new request, probably with input from previous steps.
Initiate approval workflows for new Paythen customers
Strengthen onboarding by automatically initiating approval workflows for new customers. Whenever you get a new customer in Paythen, this automation triggers a new request in ApproveThis, allowing your team to handle approvals for bespoke offers or customer onboarding processes efficiently. *Note: Ensure workflows in ApproveThis are configured for customer onboarding approvals.*
Zapier Components

Trigger
New Customer
Triggers when a new customer is created in your Paythen account.
Action
New Request
Triggers when a new approval request workflow is initiated.
Send payment plan links after approvals in ApproveThis
Efficiently follow up on approved payment requests. Once a request is approved in ApproveThis, this automation emails the customer via Paythen with their payment plan link, streamlining the payment initiation process and enhancing customer service. *Note: Ensure payee details are correctly specified in the approval request.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Send Payment Plan Link via Email
Sends your customer an email from Paythen with their unique Paythen payment plan link based on values you pass in the trigger app.
Create retention strategy requests for completed Paythen plans
Maintain customer relationships by planning future engagement. Each time a customer completes a payment plan in Paythen, an automated request for retention strategy approval is generated in ApproveThis, enabling your team to propose and finalize new plans or offers without delay. *Note: Develop targeted retention strategies to track in the approval workflow.*
Zapier Components

Trigger
Plan Completed
Triggers when a customer completes a Paythen payment plan.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send Paythen payment links for new approval requests
Automate the distribution of payment plan links upon initiating a new approval request in ApproveThis. This workflow ensures that as soon as an approval process starts, the customer receives a payment plan link from Paythen, streamlining payment processes right from approval initiation.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Send Payment Plan Link via Email
Sends your customer an email from Paythen with their unique Paythen payment plan link based on values you pass in the trigger app.
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