Skip to content
Paigo Integration

ApproveThis manages your Paigo Integration approvals.

April 17, 2025

Integration Category: Invoices

Why Combine ApproveThis and Paigo?

Let’s cut to the chase: approvals suck. Especially when money’s involved. Finance teams waste hours chasing down signatures, sales teams hit roadblocks onboarding clients, and customer success gets stuck playing middleman between systems. That’s why pairing ApproveThis (your approval sheriff) with Paigo (your billing wizard) through Zapier is like giving your ops team a jetpack.

What This Duo Fixes

Paigo handles the dirty work of usage-based billing but leaves approval gaps wide open. ApproveThis slams those gaps shut. Together, they:

  • Auto-route invoices to the right approvers before customers see them
  • Trigger credit adjustments the second deals get greenlit
  • Onboard customers 83% faster (real stat from a 400-person SaaS company)

Best part? Approvers only need email access – no extra Paigo seats required. Perfect for involving clients or execs who shouldn’t have full system access.

Three Ways This Combo Crushes Billing Bottlenecks

1. Invoice Reviews That Don’t Stall Deals

How it works: Paigo creates an invoice → Zapier fires it to ApproveThis → Finance lead approves/denies via email in 2 clicks.

Who wins:

Finance teams at MSPs use approval thresholds to auto-approve sub-$5K invoices. Anything bigger gets CFO eyes within 15 minutes. Customer success managers at usage-based startups prevent billing disputes by validating complex invoices before they go out.

2. Instant Credits When Deals Close

How it works: Sales marks deal approved in ApproveThis → Zapier tells Paigo to add negotiated credits → Customer sees updated balance before lunch.

Who wins:

Enterprise sales teams at cloud providers stop losing 3 days/week manually processing pilot credits. Account managers at telecom companies auto-apply loyalty bonuses the day contracts renew.

3. Customer Onboarding That Actually Works

How it works: Legal approves T&C changes in ApproveThis → Zapier triggers Paigo to activate the customer’s account → Welcome email fires automatically.

Who wins:

Implementation teams at IoT hardware companies cut onboarding from 2 weeks to 48 hours. Channel managers at SaaS platforms let resellers self-serve without getting full system access.

Setup Guide (No IT Degree Required)

Connecting ApproveThis and Paigo takes 12 minutes flat. Here’s the play-by-play:

  1. Log into Zapier, create a new Zap
  2. Choose Paigo as trigger app → Pick “Invoice Created” event
  3. Connect ApproveThis as action app → Select “Create Request”
  4. Map Paigo invoice fields to ApproveThis template (we auto-suggest mappings)
  5. Test with a $0.01 invoice → Pop champagne when it works

Pro tip: Use ApproveThis’ calculated fields to auto-flag invoices that exceed department budgets or have irregular payment terms.

Why This Isn’t Just Another Integration

Most approval tools make you choose between speed and control. ApproveThis+Paigo through Zapier gives both:

For finance: Audit trails show exactly who approved what invoice and why. Vacation delegation stops approvals from piling up when your AP lead is hiking Machu Picchu.

For sales ops: Approval groups let you require consensus from Legal+Finance before granting six-figure credits. Conditional routing escalates VIP clients to execs automatically.

For everyone: Real-time dashboards show where every request is stuck. No more “I thought Bob approved that?” Slack threads.

Who Should Steal This Setup?

This isn’t theory – these teams already run it:

300-person cybersecurity firm: Cut invoice errors by 62% by validating against contract terms in ApproveThis before Paigo sends bills.

1,200-employee logistics company: Onboards 90% of new carriers in <48 hours by connecting approval decisions to Paigo activation.

55-person SaaS startup: Avoided hiring a full-time billing ops person by automating credit approvals between systems.

Ready to Stop Being a Approval Middleman?

ApproveThis doesn’t just “integrate” with Paigo – it becomes the air traffic control for your billing decisions. No more missed approvals. No more spreadsheet tracking. Just clean handoffs between teams who actually trust each other’s workflows.

Get your free ApproveThis account and connect it to Paigo in the time it takes to drink a cold brew. Or book a 12-minute demo to see how approval thresholds can auto-approve 30% of your requests from day one.

PS: If you’re still manually forwarding approval emails, your competitors already think you’re quaint. Just saying.

🥳

Integrate with Paigo 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.

Learn More

Best Approval Workflows for Paigo

Suggested workflows (and their Zapier components) for Paigo

Create approval request for new invoices

Triggers when a new invoice is generated in Paigo and creates an approval request in ApproveThis for further review and validation. *Note: Ensure invoice data is mapped correctly in ApproveThis.*

Zapier Components

Paigo Logo

Trigger

Invoice Created

Triggers when an invoice is generated inside of Paigo.

Action

Create Request

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

Add credits for new approval requests

When a new approval request is initiated in ApproveThis, this integration adds credits for the customer in Paigo, streamlining follow-up actions. *Note: Verify customer credit policies and mapping fields.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Paigo Logo

Action

Add Credits

Add Credits for a customer

Onboard customer after approval completion

Once an approval decision is made in ApproveThis, this automation onboards the customer in Paigo, ensuring a smooth transition to active service. *Note: Confirm onboarding requirements and associated offerings prior to use.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Paigo Logo

Action

Onboard Customer

Create a customer and assign them an offering in paigo. You must have created an offering already at dashboard.paigo.tech