ApproveThis manages your Piriod Integration approvals.

When Billing Meets Boundaries

Let’s get real: subscription businesses live or die by two things - getting paid reliably and not accidentally approving sketchy deals. Piriod handles the money part like a champ. ApproveThis handles the "wait, should we really do this?" part. Together? They’re the guardrails that keep your recurring revenue engine from veering off a cliff.

We’re talking about connecting payment events in Piriod to automated approval chains in ApproveThis through Zapier. No more finance teams chasing down managers for invoice sign-offs. No more customer success approving discounts that ops didn’t greenlight. Just actual adults running a business instead of playing approval whack-a-mole.

Why This Combo Works Better Than Spreadsheets

Piriod tracks your money. ApproveThis tracks your decisions. Zapier makes them talk without IT babysitting. The result? Three things mid-market companies care about:

• No more financial free-for-alls: Automatic approval triggers mean $5K+ invoices can’t slip through without proper eyes on them
• Fewer “Who approved this?!” meetings: Every decision gets logged with timestamps and comments

Bonus point: ApproveThis approvers don’t need Piriod licenses. Perfect for when your accounting firm needs to approve invoices but shouldn’t have full access to your billing system.

Real-World Use Cases That Don’t Suck

Customer Onboarding That Doesn’t Leak Revenue

Say a new enterprise customer signs up in Piriod. Your Zapier integration can:

1. Trigger an ApproveThis workflow for sales, finance, and legal to verify the deal terms
2. Auto-approve standard discounts under 10% using approval thresholds
3. Route custom contracts through legal via sequential approvals

Media companies use this to prevent “special deals” that bypass rate cards. SaaS teams automate free trial extensions while still flagging suspicious sign-ups.

Invoice Approvals That Actually Happen on Time

When Piriod finalizes an invoice over $X, ApproveThis:

• Routes it to the correct department head via conditional logic
• Sends email reminders that include the actual invoice PDF
• Escalates to CFO after 48 hours using vacation delegation rules

Manufacturing clients report cutting invoice approval times from 6 days to 18 hours. The secret sauce? Calculated fields in ApproveThat auto-flag invoices exceeding project budgets.

Failed Payments That Don’t Tank Customer Experience

Payment fails in Piriod? Instead of your support team blindly retrying charges:

ApproveThis triggers a workflow where:

• CS managers approve retry attempts based on customer health scores
• Finance approves payment plan offers over certain amounts
• All approvals happen via email to avoid login bottlenecks

One edtech company reduced involuntary churn by 22% using this exact flow. They approve payment retries for active users while automatically sunsetting inactive accounts.

Department-Specific Wins

Finance Teams: Less Firefighting, More Forecasting

Connect Piriod’s subscription data to ApproveThis’ approval thresholds to:

- Auto-approve contract renewals under $X MRR
- Require VP sign-off on custom payment terms
- Audit discount approvals against actual revenue impact

Pro tip: Use calculated fields to surface customer lifetime value during upsell approvals. Stops your sales team from discounting high-potential accounts.

Customer Success: Save Relationships Without Losing Control

Trigger approval requests in ApproveThis when Piriod shows:

- Multiple failed payments from strategic accounts
- Subscription changes that reduce ARPU by >15%
- Custom credit requests from enterprise clients

Approval groups let CS, finance, and account managers collaborate without stepping on toes. Plus, email-based approvals mean no one’s stuck waiting for someone to log into yet another system.

Operations: Kill Manual Processes, Not Morale

Ops teams use the integration to:

- Automate vendor onboarding approvals when new subscriptions are created
- Route compliance sign-offs based on Piriod’s customer location data
- Track approval SLAs across departments in real dashboards

The kicker? Vacation delegation ensures approvals never stall because someone’s at a conference or finally using their PTO.

Setting This Up Without Losing Your Mind

Here’s the 5-step process our clients actually use:

1. Map Your “Oh Shit” Moments:
List Piriod events that currently cause approval delays (failed payments, enterprise sign-ups, etc.)

2. Build Approval Logic in ApproveThis:
Create workflows with:
- Conditional branches (if amount > X, route to CFO)
- Approval groups (require 2/3 CS managers to agree)
- Auto-approvals for low-risk items

3. Connect via Zapier:
Use Piriod’s “Payment Failed” trigger to start an ApproveThis request. Include key data like customer ID and amount owed.

4. Test With Real Data:
Have accounting run test payments. Verify approvals route correctly and audit trails populate.

5. Phase Out Old Processes:
Kill the spreadsheet trackers and CC-all email threads. Seriously - burn them.

Common Questions (From Real Clients)

“What If Approvers Don’t Use Piriod?”

They don’t need to. ApproveThis emails contain all relevant data from Piriod. Approvers click approve/reject without logging into anything. External partners? Add them as guest approvers.

“How Do We Handle Edge Cases?”

ApproveThis’ conditional logic lets you:
- Add parallel approval paths for legal/compliance
- Auto-approve renewals under $X with 90%+ retention
- Flag customers from high-risk industries for manual review

“What About Audit Trails?”

Every approval/rejection in ApproveThis logs:
- Who approved/rejected
- When
- Comments
- Attached files (like Piriod invoices)

Bottom Line: This Isn’t Just Another Integration

For companies scaling between 50-5k employees, manual approvals become silent killers. They delay revenue, frustrate customers, and create compliance risks. Connecting Piriod and ApproveThis via Zapier turns those approval choke points into streamlined checkpoints.

The kicker? You’re not just automating clicks. You’re enforcing financial controls without bureaucratic sludge. Making it easier to do compliant deals than sketchy ones.

Get started with ApproveThis or book a 15-minute demo to see how we integrate with Piriod. No sales scripts. Just real talk about cutting your approval cycles by 60-80%.