ApproveThis manages your Outseta Integration approvals.

When Billing Meets Boundaries

Let’s cut to the chase: SaaS companies using Outseta already get the value of keeping CRM, billing, and customer tools in one place. But here’s where things get sticky—approvals. Whether it’s onboarding new clients, greenlighting custom subscriptions, or closing deals, every “yes” needs to happen without slowing down your momentum. That’s where pairing Outseta with ApproveThis turns messy handshake agreements into airtight processes.

Why This Combo Works for Growing Teams

Outseta handles the heavy lifting of managing customers and cashflow. ApproveThis handles the gatekeeping. Together via Zapier, they solve three big problems:

• No more approval black holes: Requests don’t die in inboxes between departments
• Less license sprawl: Approvers don’t need Outseta seats to say yes/no
• Fewer “Who’s responsible?” meetings: Automatic routing based on thresholds or roles

Real Workflows for Real SaaS Companies

Use Case 1: Client Onboarding Without the Paper Chase

Imagine you’re a cybersecurity SaaS selling to mid-market companies. Every new client needs legal review, security compliance sign-off, and billing setup. Without automation: endless Slack pings. With ApproveThis+Outseta:

1. Sales rep submits request in ApproveThis with deal terms
2. Legal + security teams approve via email (no app access needed)
3. Zapier auto-creates Outseta account with approved contract terms
Result: New clients go live in 2 days vs. 2 weeks.

Use Case 2: Killing Rogue Subscriptions

Your support team offers discounted upgrades during troubleshooting calls. Great for CSAT, terrible for revenue leakage. Fix it:

1. Outseta triggers ApproveThis when a new subscription starts
2. Finance lead reviews discounted rate in approval portal
3. Either auto-cancels unapproved subs or logs them in Salesforce
Result: 23% fewer billing disputes (actual stat from a customer).

Use Case 3: Deals That Close Themselves

Enterprise sales teams hate admin work. Here’s the fix:

1. ApproveThis request approved by VP Sales
2. Zapier pushes deal details to Outseta
3. Auto-sends contract via Outseta’s billing module
Result: Sales ops team reclaims 11 hours/week.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. Basic setup:

1. Connect ApproveThis and Outseta to Zapier (15 minutes)
2. Choose triggers: New Outseta subscription, deal stage change, etc.
3. Map approval criteria (dollar thresholds, approver groups)
4. Test with a $1 test subscription

Pro tip: Use ApproveThis’ calculated fields to auto-approve renewals under $5K but escalate bigger deals.

Who Actually Benefits? (Spoiler: Everyone)

Sales Teams

Stop babysitting contracts. Set up approval chains where legal only gets pinged for liability clauses over $100K. Everyone else? Automatic Outseta account creation.

Finance Teams

Enforce spending rules without being the bad guy. Custom thresholds mean discounts over 15% require CFO approval—others flow through automatically.

Customer Success

Ever approved a custom plan only to find billing wasn’t notified? Approval workflows now auto-update Outseta subscriptions so nothing falls through.

The Hidden Perks You’ll Actually Use

Beyond the basics, two features make this pairing stick:

Vacation Delegation: Approver OOO? Requests auto-reroute to their manager without missing SLAs.
Conditional Fields: Show/hide contract terms in approval requests based on deal size. Keeps approvals focused.

Common Mistakes (Save Yourself Time)

• Don’t set “everyone approves” rules—use groups with 1 required approver
• Do sync Outseta custom fields to ApproveThis for smarter routing
• Don’t forget to set escalation rules for unanswered requests

Ready to Stop Chasing Approvals?

This isn’t about adding more software. It’s about making the tools you already use (Outseta) work harder so your team can work less. ApproveThis handles the gatekeeping, Zapier handles the busywork, you handle the big stuff.

Get started with ApproveThis and connect your Outseta account in under an hour. Or schedule a demo to see how other SaaS companies cut approval delays by 60%.

P.S. If you’re still manually updating Outseta deals after approvals…we need to talk.