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Shopwaive Integration

ApproveThis manages your Shopwaive Integration approvals.

April 17, 2025

Integration Category: Commerce

When Bureaucracy Meets Automation

Let's cut through the corporate speak: approvals suck. Especially when you're dealing with customer credits, payment terms, or balance adjustments in Shopwaive. Someone submits a request. It gets stuck in someone's inbox. Finance chases down signatures. Operations misses deadlines. Meanwhile, your customer's wondering why their account still shows a $0 balance.

ApproveThis and Shopwaive fix this through Zapier – not with some half-baked integration, but by actually connecting financial oversight to execution. We're talking about turning "approve this credit increase" into an automated workflow that updates Shopwaive balances the second it gets signed off. No spreadsheets. No missed emails. Just money moving where it needs to go.

Why This Combo Works for Mid-Sized Companies

Shopwaive handles the money moves. ApproveThis handles the red tape. Together, they cover the two biggest pain points in customer financial operations:

  • Transparency: Every balance change starts as an auditable request
  • Speed: Approved requests execute in Shopwaive without manual data entry

But here's the kicker: your approvers don't need Shopwaive logins. Your sales team can request client credit increases directly from their CRM (via Zapier), get VP sign-off through ApproveThis' email-based approvals, and have Shopwaive update balances automatically. External partners? Add them as approvers – no extra licenses needed.

Real Workflows for Actual Businesses

Use Case 1: The Credit Limit Dance

A regional HVAC supplier uses Shopwaive to manage contractor credit accounts. Their old process:

  1. Sales rep emails PDF credit app to manager
  2. Manager forgets to reply for 3 days
  3. Accounting manually inputs approved limits into Shopwaive

With ApproveThis + Zapier:

  • Zapier triggers when Shopwaive balance hits 80% of limit
  • ApproveThis auto-routes increase requests to correct approver
  • Approval triggers Shopwaive balance update and notifies sales rep

Result: 68% faster credit approvals, zero manual balance entries.

Use Case 2: The "Oops We Overcharged" Scenario

An e-commerce retailer issues customer credits via Shopwaive for returns. Previously:

  • Customer service creates Zendesk ticket
  • Finance approves/denies refund
  • Ops team applies Shopwaive credit

Now:

  • Zapier watches for "refund" tickets
  • ApproveThis routes to finance with amount auto-calculated from order data
  • Approval triggers exact balance update in Shopwaive

Result: 4-hour SLA on refund approvals met 92% of the time.

Setting This Up Without Losing Your Mind

Connect ApproveThis and Shopwaive in Zapier (takes 12 minutes if you're slow):

  1. In Zapier, choose Shopwaive's "Balance Updated" trigger
  2. Filter for balance changes over $X (so you're not approving $5 adjustments)
  3. Map balance data to an ApproveThis request with calculated fields
  4. Set approval rules (e.g., >$10k needs CFO approval)
  5. Connect approval decision to Shopwaive's "Set Balance" action

Pro tip: Use ApproveThis' approval thresholds to auto-approve small changes. $200 credit increase? Auto-approved. $20k? Still goes to the committee.

Department-Specific Wins

Finance Teams

Get audit trails for every balance change instead of digging through email chains. ApproveThis logs who approved what, when, and why – tied directly to Shopwaive transaction IDs.

Sales Teams

Request client credit increases from your CRM (via Zapier). Get notified in Slack when approved. No more "hey, did you see my email?"

Customer Support

Start balance adjustments directly from helpdesk tickets. Escalate to managers through ApproveThis without leaving Zendesk or Freshdesk.

Why This Isn't Just Another Integration

Most approval tools stop at "notify someone." ApproveThis adds:

  • Conditional routing: Send $50k+ requests to CFO, others to accounting
  • Delegation: Auto-reassign approvals when Karen from AR is on PTO
  • Calculations: Auto-add 10% to credit limits for tier-1 customers

Combine this with Shopwaive's real-time balance tracking, and you've got a system that actually prevents financial screw-ups instead of just documenting them.

The Bottom Line

If you're using Shopwaive, you're already handling money smarter than most. Adding ApproveThis via Zapier is about handling the decisions around that money with the same efficiency. No more:

  • Chasing down approvers
  • Manually updating balances
  • Explaining to auditors where that $12k credit came from

It works because both tools stay in their lanes – Shopwaive moves money, ApproveThis moves decisions. Together, they move your business forward.

Next Steps

If you've got Shopwaive and at least one approval process that makes you want to scream into a pillow:

  1. Register for ApproveThis (free 14-day trial)
  2. Connect to Shopwaive via Zapier using the triggers/actions we covered
  3. Pick one high-friction approval process to automate first

Or book a 15-minute demo and we'll show you how other companies are saving 11 hours/week on financial approvals.

🥳

Integrate with Shopwaive 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.

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Best Approval Workflows for Shopwaive

Suggested workflows (and their Zapier components) for Shopwaive

Create approval requests for new Shopwaive balance updates

When a customer's balance is updated in Shopwaive, this integration creates an approval request in ApproveThis to review significant changes. It helps streamline compliance and financial oversight.

Zapier Components

Shopwaive Logo

Trigger

Balance Updated

Triggers when a customer balance is updated.

Action

Create Request

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

Increment customer balance for newly received approval requests

Upon receiving a new approval request in ApproveThis, this integration increments the available customer balance in Shopwaive. It enhances post-approval processes by automatically adjusting balances based on requests.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Shopwaive Logo

Action

Increment Available Balance

Changes the available balance of a customer by an incremental value provided.

Set customer balance for approved requests

When an approval request is completed in ApproveThis, this integration sets the customer's available balance to an exact value in Shopwaive. Use this to ensure balance updates reflect finalized transactions. *Note: Adjust balance parameters as needed for accurate processing.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Shopwaive Logo

Action

Set Available Balance

Sets the available balance of a customer to an exact value.