ApproveThis manages your Zeymo Integration approvals.

Why Integrate ApproveThis With Zeymo?

For small and medium manufacturers using Zeymo to manage sales orders, invoices, and customer relationships, adding ApproveThis creates a seamless bridge between operational data and decision-making. While Zeymo excels at tracking financial transactions and production workflows, ApproveThis brings structure to the approval processes that often create bottlenecks in manufacturing businesses. Together, they eliminate manual handoffs between teams while maintaining compliance and audit trails.

This integration solves a critical challenge: manufacturing leaders need to move fast without compromising oversight. When sales teams close deals in Zeymo, ApproveThis ensures pricing terms get proper review. When invoices generate, approvals happen before shipments leave the dock. By connecting these systems through Zapier, businesses automate the flow of data while keeping human judgment where it matters most.

Key Use Cases for Manufacturers

1. Sales Order Validation

When a new confirmed sales order enters Zeymo, ApproveThis automatically routes it for approval based on predefined rules. For example, a custom furniture manufacturer could set thresholds where orders over $50K require CFO review. Sales managers receive email notifications with embedded approve/reject buttons, enabling decisions from any device without logging into Zeymo. Approved orders proceed to production; rejected ones trigger immediate alerts in Zeymo for correction.

2. Customer Onboarding Compliance

New customer accounts in Zeymo (Zeymo) often require credit checks or contract reviews. Through the integration, ApproveThis routes customer profiles to legal and finance teams with calculated fields showing potential risk scores. A metal fabrication shop might auto-approve clients with < $10K orders while escalating larger accounts. Approvers see all relevant Zeymo data within ApproveThis, eliminating back-and-forth emails.

3. Invoice Approval Automation

Every new sales invoice in Zeymo can trigger approval workflows matching company policies. A food packaging supplier might require plant manager approval for rush orders exceeding production capacity. ApproveThis' calculated fields automatically flag these exceptions, while standard invoices get instant approval via email. Approved invoices sync back to Zeymo as ready for fulfillment, keeping accounting and logistics teams aligned.

4. Expense Reconciliation

When receipts are logged in Zeymo for raw material purchases or equipment maintenance, ApproveThis validates them against budget thresholds. For instance, a machinery manufacturer could auto-approve spare parts under $500 but require facility director approval for larger spends. The integration ensures procurement teams work within financial guardrails while maintaining Zeymo's audit trail.

Beyond Basic Approvals: Advanced Features

ApproveThis adds layers of intelligence to Zeymo workflows that go beyond simple "yes/no" decisions:

Conditional Routing: Set rules where high-margin orders bypass standard approvals, while low-margin deals require executive review. This helps protect profitability without slowing down strategic deals.

Vacation Coverage: When approvers mark out-of-office in ApproveThis, requests automatically reroute to delegates. Critical Zeymo transactions never stall because someone missed an email.

Multi-Level Escalation: Complex orders might need sequential approvals – first engineering confirms feasibility, then finance verifies payment terms. ApproveThis enforces this order while keeping all stakeholders updated.

Implementation Guide

Setting up the integration takes under 30 minutes:

1. Create Zapier connections to both ApproveThis and Zeymo
2. Choose a Zeymo trigger (new sales order, invoice, etc.)
3. Map relevant data fields to ApproveThis' request template
4. Configure approval rules and notification settings

Key advantage: External partners (like contract manufacturers or clients) can approve requests via email without needing Zeymo access. Internal teams maintain full visibility through ApproveThis' dashboard while keeping Zeymo as the source of truth.

Team-Specific Benefits

Finance Teams

CFOs gain real-time visibility into approval bottlenecks affecting cash flow. Custom reports show how long invoices spend in review, while approval thresholds prevent budget overruns. Automated compliance reduces quarter-end fire drills.

Sales Teams

Account managers close deals faster with predefined approval paths for discounts or custom terms. They can check request statuses directly in Zeymo via ApproveThis' embedded widgets, eliminating status update meetings.

Operations Teams

Production planners avoid scheduling errors caused by unapproved orders. ApproveThis integrations with Zeymo's inventory data enable conditional logic – e.g., auto-approve orders if raw materials are in stock.

Strategic Impact

Manufacturers using both platforms report 40-60% faster approval cycles, particularly for cross-departmental requests. One industrial equipment maker reduced order processing time from 72 hours to 8 hours by combining Zeymo's real-time production data with ApproveThis' escalation rules. Their finance team now approves 89% of invoices within one business day, up from 35% with manual processes.

The hidden benefit? Cultural alignment. When engineering, sales, and finance teams share a standardized approval framework, collaboration improves. Disputes decrease because everyone follows the same rules, documented in both Zeymo and ApproveThis.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (free trial available)
2. Connect to Zeymo via Zapier using pre-built templates
3. Start with one high-impact use case (e.g., sales order approvals)
4. Expand to other processes after initial success

ApproveThis requires no long-term contracts, with pricing scaled to your Zeymo transaction volume. Implementation specialists help map your existing Zeymo workflows to approval rules during onboarding.

Schedule a demo to see how the integration works with your Zeymo instance, or start a free trial to build your first automated approval workflow today.