ApproveThis manages your TruCentive Integration approvals.

When Approval Meets Incentive

Let’s cut to the chase: approvals suck. Gift cards rock. But when you combine ApproveThis’ streamlined approval workflows with TruCentive’s incentive delivery system through Zapier, you get something better than free coffee in the breakroom – you get teams that actually want to use your process.

Think about your last marketing campaign approval. How many emails bounced between legal, finance, and the creative team before someone finally greenlit those $500 Visa gift cards for influencers? Now imagine that entire chain happening automatically the moment your sales team hits quota. That’s what happens when these two platforms shake hands.

The Nuts and Bolts of Better Decisions

ApproveThis isn’t just another “approve this PDF” tool. We’re talking conditional logic that routes $10K sponsorship requests straight to the CMO while auto-approving small vendor payments. Vacation delegation that doesn’t leave requests rotting in an out-of-office inbox. Real-time calculations that flag when your HR team’s recognition budget is about to blow past Q3 forecasts.

Now pair that with TruCentive – the system that actually gets people to open those reward emails. Their envelope tracking tells you exactly when someone’s peeking at their incentive, which means you can trigger approval workflows the moment a high-value client interacts with your offer. No more guessing games about whether your incentives are working.

Real Teams Doing Real Things (Without the Headaches)

Use Case 1: The Influencer Handshake

Marketing teams love this combo like creatives love unlimited PTO. Here’s how it plays out:

1. Your social team identifies a TikTok creator who just mentioned your product
2. TruCentive automatically sends a “collaboration offer” envelope with a gift card preview
3. The second the influencer views the envelope, ApproveThis:
- Checks remaining influencer budget
- Routes approval to brand manager if over $1K
- Auto-sends the gift card once approved

Last month, a outdoor gear company used this exact flow to approve 83% of micro-influencer partnerships within 2 hours. Their brand manager’s exact words? “I finally took a lunch break.”

Use Case 2: Sales Commission Turbo Mode

Your AE just closed a $150K deal. Instead of waiting for payroll to cut a commission check next month:

- ApproveThis triggers an instant approval workflow comparing the deal to quota
- Once approved, TruCentive drops a “Celebration Bonus” envelope in their account
- Sales ops gets real-time tracking on who’s opened/redeemed rewards

Pro tip: Set approval thresholds to auto-approve bonuses under $500. Your finance team will stop glaring at you.

Use Case 3: HR That Doesn’t Suck

Employee recognition programs usually die slow deaths in HR hell. Not anymore:

- Manager nominates someone for a peer bonus
- Approval routes through department head + compliance
- Upon approval, TruCentive sends a personalized envelope
- HR dashboard shows real-time redemption rates

Bonus points: Use calculated fields to cap monthly recognition budgets per department automatically.

Setting This Up Without Losing Your Mind

If you can make a Zoom call, you can connect these systems:

1. Log into Zapier (you’ve used this before)
2. Choose TruCentive as trigger (envelope opened/viewed)
3. Pick ApproveThis action (create approval request)
4. Map envelope data to approval fields (takes 90 seconds)

Critical detail: Approvers only need ApproveThis access. Your external partners or clients don’t need TruCentive seats to approve stuff. That’s like requiring someone to own a forklift to approve shipping logistics.

Who Benefits (Besides Your Sanity)

Marketing Teams

Stop losing influencers to competitors while waiting for legal to approve gift card amounts. Set conditional approvals where:
- Under $500 = auto-approved
- $500-$2K = needs manager signoff
- Over $2K = CMO gets pinged

Track which incentives actually get opened vs. which ones collect digital dust.

Sales Leadership

Instant SPIFF approvals that don’t require accounting to lift a finger. Real proof that your top performer actually received their Presidents Club trip incentive (and opened the details).

HR & People Ops

Peer bonuses that don’t get lost in interdepartmental limbo. Automatic budget enforcement so your “unlimited recognition” program doesn’t accidentally approve $20K in gift cards during a slow Q1.

Finance Nerds

Every approval ties directly to a tracked incentive. No more mystery deductions on the corporate card statement. Set hard thresholds that auto-reject requests over budget before they waste anyone’s time.

Why This Isn’t Just Another Integration

Most approval tools stop at “Yes/No” decisions. ApproveThis adds layers that actually prevent stupid decisions:

• Vacation delegation that’s not an afterthought
• Approval groups that can’t all approve the same request
• Dynamic calculations that flag math errors before approval

Pair that with TruCentive’s envelope analytics, and you’ve got full-cycle visibility from “Should we send this?” to “Did it work?”

Cool Features You’ll Actually Use

Beyond the basics, here’s what makes this combo sing:

Approval Thresholds: Auto-approve small gifts under $50 to keep teams moving, escalate big spends without manual oversight.

Envelope Tracking: Know exactly when high-value incentives get opened – and set automated followups if they don’t.

Calculated Fields: Automatically deduct approved incentives from department budgets in real time.

Cross-Team Workflows: Marketing requests a gift, Finance approves the budget, HR handles delivery – all without leaving their own tools.

How to Not Screw This Up

Common pitfalls (we’ve seen ‘em all):

Don’t: Set approval thresholds higher than your accounting team’s comfort zone. Start small, expand as trust builds.

Do: Use TruCentive’s envelope views as early warning signals. If decision-makers are peeking at high-value incentives but not approving, maybe your thresholds need adjusting.

Don’t: Forget vacation delegation. Nothing kills momentum like an approval stuck with someone on parental leave.

Do: Test workflows with fake data first. Send yourself a $0.01 gift card approval to see the whole chain in action.

Ready to Stop Chasing Approvals?

This isn’t about making your processes slightly less annoying. It’s about turning incentives and approvals into a competitive advantage. The kind where new hires ask “Wait, we actually get recognition that fast?” and vendors stop passive-aggressively asking about payment status.

Book a 15-minute demo and we’ll show you exactly how to set up your first automated incentive approval flow. Or start a free trial and connect the Zap yourself. Either way, your approvers might finally stop ghosting your emails.