ApproveThis manages your Checkout Page Integration approvals.

Why Pair Approval Workflows with Checkout Pages?

Let’s cut to the chase: financial approvals suck when they’re manual. Someone buys a subscription, pays for an event ticket, or submits a custom order through your checkout page. Then begins the email tennis – forwarding PDFs, chasing down managers, waiting for that one person who’s always on vacation. Meanwhile, your customer wonders why their order hasn’t been confirmed.

This is where ApproveThis and Checkout Page become your secret weapon. Checkout Page handles the money part – selling subscriptions, digital products, event tickets. ApproveThis handles the red tape – getting the right people to sign off on purchases, compliance checks, or custom requests. Connect them via Zapier, and you’ve got a system where approvals start automatically the moment money changes hands. No more lost requests. No more “I thought YOU were handling it.”

What Happens When You Connect These Two?

Imagine a fitness studio selling monthly memberships through Checkout Page. Every new subscription triggers an approval request in ApproveThis. The finance team reviews the subscriber’s payment plan, the sales lead confirms they’re eligible for any discounts applied, and legal checks waivers – all before the first yoga session. If someone denies the request? The member gets a polite email explaining the issue, and the sales team jumps in to fix it. All without a single Slack ping.

Or take a B2B SaaS company: every enterprise plan purchase on their checkout page kicks off a multi-step approval. The deal size determines who needs to sign off (thresholds), approvers get nudged automatically (reminders), and if the CMO is out, their deputy gets the request (vacation delegation). Meanwhile, the sales rep sees real-time updates in ApproveThis – no more guessing if the deal is stuck in legal limbo.

Four Ways to Use This Combo (That Don’t Feel Like Corporate BS)

1. Active Subscriptions = Automatic Compliance Checks

Checkout Page’s “Active Subscription” trigger starts an approval chain in ApproveThe moment someone subscribes. Use this if you need human eyes on:

• Enterprise software deals with custom terms
• Memberships requiring eligibility verification (e.g., corporate discounts)
• High-ticket subscriptions where fraud checks matter

Real Example: A cybersecurity company sells annual threat detection plans. Their ApproveThis workflow routes new subscriptions to legal (contract review), finance (payment terms), and the CTO (technical compatibility). Approvers get all subscriber data from Checkout Page automatically – no digging through CRM notes.

2. Form Submissions Turn into Trackable Requests

When someone submits a custom order form on Checkout Page (e.g., event tickets with dietary restrictions), ApproveThis creates a request. Operations approves the logistics, accounting confirms the upcharge for gluten-free meals, and the client gets an auto-update when everything’s greenlit.

Why It’s Cool: The sales team doesn’t need Checkout Page logins to track requests. They just open ApproveThis, see which submissions are pending, and know exactly who’s holding things up.

3. One-Time Payments That Need Oversight

For large one-off purchases – say, a $20K conference booth rental – use Checkout Page’s “New Payment” trigger. ApproveThis routes it to the budget owner, checks if the expense is within department limits (thresholds), and pings the events team post-approval.

Pro Tip: Add ApproveThis’ calculated fields to auto-flag payments exceeding quarterly budgets. No more spreadsheets.

4. Approval Decisions That Update Everything Else

When an ApproveThis request is denied (e.g., a subscription fails compliance checks), Zapier can pause the subscription in Checkout Page, notify customer support, and create a follow-up task in your project management tool. No more angry customers wondering why their access was cut off.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account (if you don’t have one).

Step 2: Pick a trigger from Checkout Page – like “New Payment” or “Active Subscription.”

Step 3: Choose ApproveThis’ “Create Request” action. Map the checkout data (customer email, amount, product details) to your approval workflow fields.

Step 4: Test it with a real transaction. Pro tip: Use a 99-cent test product in Checkout Page to avoid fake $5000 charges.

Step 5: Add conditional logic in ApproveThis if needed. Example: Payments over $10K require CFO approval; under that, just department heads.

Who Actually Benefits from This?

Finance Teams: No more surprise charges. Every payment or subscription triggers an approval, with thresholds auto-escalating big spends. Plus, all decisions are auditable in ApproveThis – goodbye, month-end reconciliation nightmares.

Sales/CS Teams: See approval statuses in real time. If a client’s subscription is pending legal review, you can proactively message them instead of waiting for complaints.

Operations: Custom form submissions (like event add-ons) become trackable tasks. Assign approvers based on request type – catering manager for meal selections, facilities for room setups.

Execs: Get high-level dashboards showing approval bottlenecks. Maybe discover that legal takes 3 days longer than needed on contracts – time to hire another lawyer.

The Big Perks No One Talks About

Approvers Don’t Need Another Login: External partners (like a client’s procurement manager) can approve requests via email without a Checkout Page license. They just click “Approve” in their inbox, and you’re done.

Audit Trails That Make Sense: ApproveThis logs every decision with timestamps and comments. If someone asks why a $50K subscription was approved last quarter, you’re not scrambling through email archives.

Scale Without Chaos: Checkout Page handles the volume; ApproveThis handles the control. Even if you 10X transactions, approvals stay organized – no adding more account managers.

When to Use Something Else (Be Honest)

This combo isn’t magic. If you need real-time inventory checks before approvals, hook up ApproveThis to your ERP instead. If you’re selling $5 ebooks with zero approval needs, this is overkill. But for companies where money moves require multiple eyes – especially in regulated industries – it’s a game-changer.

Bottom Line

ApproveThis and Checkout Page solve different problems. One sells stuff, the other manages bureaucracy. Together, they make sure money coming in doesn’t get stuck in approval purgatory. You get cleaner books, faster turnarounds, and fewer “Hey, did you see that invoice?” messages.

Ready to stop babysitting financial approvals? Sign up for ApproveThis or book a demo. We’ll even help you set up the first Zap – no eye-rolling at “techy stuff.”