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Saasu Integration

ApproveThis manages your Saasu Integration approvals.

April 17, 2025

Integration Category: Accounting

When Accounting Meets Approval Automation

Let’s be real – nobody got into business to chase down invoice approvals or play detective with contact records. Yet here we are. Saasu handles your numbers game like a pro, while ApproveThis slays the approval dragon. Connect them through Zapier, and you’ve basically built a self-driving car for your finance ops.

This isn’t about replacing your team – it’s about letting them focus on actual work instead of playing paperwork ping-pong. We’re talking real-time sync between the system that manages your money (Saasu) and the tool that keeps decisions moving (ApproveThis). No more “Did you get my email?” or “Who’s holding this up?” Just clean handoffs between systems that actually talk to each other.

Where Rubber Meets Road: Real-World Workflows

Invoice Approvals That Don’t Kill Momentum

Picture this: Your sales team closes a deal. Saasu auto-generates the invoice. Normally, this is where things stall – someone needs to check the numbers, confirm the client PO, maybe get a manager’s nod. With ApproveThis in the mix? The invoice fires off an approval request before it ever hits the client’s inbox.

Finance teams get full visibility into pending approvals. Sales ops doesn’t have to babysit emails. And because ApproveThis works through email, your approvers don’t need a Saasu login. (Your external contractor can approve their own invoice without seeing your entire accounting system. Neat, right?)

Contact Management Without the Guesswork

New client gets added to Saasu? Cue the approval chain. Marketing wants to verify lead sources. Sales needs to confirm decision-maker roles. ApproveThis handles the cross-team validation automatically. Set it up once, and every new contact record gets the right eyeballs before syncing to CRMs or marketing tools.

Bonus: Use ApproveThis’ calculated fields to auto-flag high-value accounts for exec review. Under $50K? Auto-approve. Over that threshold? Route to the regional director. No manual sorting required.

Approval-to-Invoice Speed Dial

Here’s the kicker – approvals in ApproveThis can trigger actions in Saasu. Client signs off on a proposal? ApproveThis automatically generates the corresponding service invoice in Saasu. Zero lag time between “yes” and getting paid.

Manufacturing companies use this to convert approved purchase orders into invoices the second materials ship. Agencies automate retainer invoicing the moment clients approve monthly reports. The pattern’s simple: Decision made → Money moved.

Why This Combo Works When Others Choke

Saasu’s good at numbers. ApproveThis is good at decisions. Together, they cover the full lifecycle of any financial action. But let’s get specific about the glue that makes this stick:

No License Juggling

ApproveThis approvers don’t need Saasu seats. Your external vendors can approve their own invoices via email without accessing your accounting system. Internal teams? They stay in their lane – sales approves discounts, legal reviews contracts, nobody steps on each other’s SaaS tools.

Thresholds That Actually Work

ApproveThis’ approval thresholds auto-route requests based on amount, project type, or custom rules. Saasu invoice over $10K? Escalate to CFO. Under that? Manager approval suffices. Set it once and watch 80% of routine approvals handle themselves.

Delegation That Doesn’t Drop Balls

Jen’s on vacation? ApproveThis auto-reassigns her approvals to Tim without missing a beat. Saasu still tracks everything, ApproveThis handles the human shuffle. Audit trails stay clean even when people are out.

Setup: Less Pain, More Gain

Connect ApproveThis and Saasu in three steps:

  1. Pick Your Trigger: In Zapier, choose a Saasu event (new invoice, contact, etc.) or an ApproveThis status change (approved/denied).
  2. Map the Data: Tell Zapier which Saasu fields correspond to ApproveThis request details. Pro tip: Use ApproveThis’ calculated fields to auto-populate approval criteria.
  3. Test Drive: Run a test transaction. Approve a dummy invoice. Watch the systems hand off like relay racers.

Most teams get their first workflow live in under 20 minutes. Saasu’s API plays nice, and ApproveThis keeps the approval logic stupid simple.

Who Wins What

Finance Teams: Escape Spreadsheet Purgatory

AP Clerks: No more manually checking invoice approvals against Saasu records. AR Teams: Instant visibility into which approved invoices are stuck in fulfillment.

Sales Ops: Close Faster, Collect Sooner

Deal approvals automatically trigger Saasu invoices. Custom approval paths for discounts over 15% or multi-year contracts. Everything’s auditable when renewals come up.

Operations: Scale Without the Headaches

New vendor onboarding in Saasu? Require procurement approval via ApproveThis before activating accounts. Inventory purchase requests auto-convert to POs upon approval.

The Bottom Line

This isn’t about automation for automation’s sake. It’s about closing the gap between making decisions and acting on them. Saasu tells you where the money is. ApproveThis gets you there faster.

Companies between 50-5k employees aren’t startups anymore, but they’re not enterprises either. You need tools that flex without breaking. This integration does that – keeps approvals human where it matters, automated where it counts.

Ready to stop being a paperwork traffic cop? Get ApproveThis, connect your Saasu account, and start letting the machines handle the grunt work.

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Integrate with Saasu 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.

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Best Approval Workflows for Saasu

Suggested workflows (and their Zapier components) for Saasu

Create approval requests for new contacts

When a new contact is added in Saasu, an approval request is automatically created in ApproveThis to verify contact details. This integration ensures that contact information is vetted efficiently, reducing manual review time. *Note: Customize approval criteria as needed.*

Zapier Components

Saasu Logo

Trigger

New Contact

Triggers when a new contact is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new invoices

When a new invoice is generated in Saasu, an approval request is automatically initiated in ApproveThis to validate the invoice. This integration streamlines invoice verification and minimizes manual intervention. *Note: Ensure invoice details are accurately mapped for approval.*

Zapier Components

Saasu Logo

Trigger

New Invoice

Triggers when a new invoice is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create item invoices for new approval requests

When a new approval request is received in ApproveThis, an item invoice is automatically created in Saasu to process the order. This integration bridges approval workflows with invoicing, ensuring swift order processing. *Note: Verify item details in the Saasu action setup.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Saasu Logo

Action

Create Item Invoice

Creates a new invoice using the Item layout and inventory items.

Create service invoices for finalized requests

When an approval request is finalized in ApproveThis, a service invoice is automatically generated in Saasu based on the outcome. This integration expedites service fulfillment and minimizes processing errors. *Note: Adjust service parameters in the action configuration as required.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Saasu Logo

Action

Create Service Invoice

Creates a new invoice using the service layout.