When Approval Management Meets Digital Sales
Let's cut through the noise: most companies between 50-5,000 employees aren't approving TPS reports. They're drowning in digital order approvals, refund requests, and marketing compliance checks. Enter ApproveThis and Tentary - the anti-committee committee for getting shit done.
Tentary handles the messy work of selling digital products and services. ApproveThis handles the messier work of getting humans to make decisions about those transactions. Connect them through Zapier, and you've just built guardrails for your revenue operations that even your most chaotic team member can't crash through.
Why This Combo Doesn't Suck
Most approval tools make you choose between flexibility and control. Tentary's strength is moving digital product revenue through pipes that rarely burst. ApproveThis' job is to install emergency shut-off valves at exactly the right spots in those pipes. Together, they handle:
- Financial oversight without spreadsheet archaeology
- Marketing compliance that doesn't require 17 Slack approvals
- Customer service escalations that don't make you want to hide in a supply closet
The kicker? ApproveThis approvers don't need Tentary licenses. Perfect for involving clients in approval chains or bridging teams that normally communicate through passive-aggressive calendar invites.
Real Workflows for Actual Humans
1. The "Don't Get Fired" Order Approval System
When Tentary gets a new paid order (especially for high-ticket digital products), ApproveThis triggers multi-layer approvals. Imagine a cybersecurity SaaS company selling $25k/annual plans:
How it works:
Tentary order → Zapier → ApproveThis workflow with calculated fields checking:
- Deal size vs. sales rep approval limit
- Client domain risk assessment
- Automatic legal review for custom contract terms
Approvers get email notifications with one-click approve/reject. No logging into Tentary required. Finance gets auto-updated records. Sales doesn't have to play 20 questions with legal.
2. Marketing Compliance That Doesn't Require a Law Degree
New email subscriber in Tentary? Cue the approval chain for GDPR/compliance teams. For a European edtech company handling student data:
The flow:
Tentary subscriber → Zapier → ApproveThis workflow checking:
- Age verification for under-16 signups
- Consent audit trail
- Regional marketing permissions
Approval thresholds auto-route escalations. Vacation delegation means no approvals stuck with that one manager who's always "working" from Bali.
3. Refund Requests That Don't Require Begging
When Tentary processes a refund, ApproveThis adds accountability layers. Take a digital agency using Tentary for service packages:
Why it matters:
Automatic approval requests trigger for:
- Refunds over $1k
- Repeat refund requesters
- Services already delivered
Client success teams get context-rich approval requests with Tentary order history baked in. No more guessing games about why Karen from accounting is rejecting refunds.
Setting This Up Without Losing Your Mind
1. Connect Tentary to Zapier (their Zapier docs are decent)
2. Pick your trigger: New order, refund, subscriber - you know your pain points
3. Map Tentary data to ApproveThis fields (protip: use calculated fields for auto-escalations)
4. Set approval rules: Who needs to bless this thing? In what order?
5. Test with real data: Make your CEO approve a $1.99 test order. It's fun.
Who Actually Benefits From This?
Finance Teams: Auto-approve routine orders, flag anomalies, and stop playing detective with refund patterns.
Compliance Nerds: Bake regulatory checks into approval logic instead of nagging people post-mistake.
Client Services: Involve clients in approval chains without sharing your entire Tentary backend.
Department Hoarders: That team clinging to their manual approval spreadsheet? Give them an export and let them die happy.
The Not-So-Obvious Perks
- Approval groups that actually work for matrixed orgs (looking at you, healthcare tech companies)
- Real-time tracking that shows which VP is holding up the deal
- Email approvals that don't require teaching approvers new software
- Audit trails that survive employee turnover (and the occasional existential crisis)
When You Shouldn't Bother
This isn't magic fairy dust. If your approval processes are simple ("Does the CEO feel like it today?"), keep using email threads. If you're allergic to transparency, maybe stick with post-it notes. But for teams scaling past "just ask Jen," this combo actually works.
Bottom Line
Tentary moves digital products. ApproveThis moves decisions. Together, they move revenue without the usual bureaucratic constipation. The Zapier integration is just plumbing - what matters is fixing the approval bottlenecks slowing down your teams.
Ready to stop herding approval cats? Register for ApproveThis or schedule a demo that skips the sales poetry.
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