ApproveThis manages your Stax Integration approvals.

Why This Integration Isn’t Just Another “Productivity Hack”

Let’s cut through the noise: most software integrations promise efficiency but deliver extra steps. Not this one. Stax handles your money movement; ApproveThis handles your decision-making. Connect them through Zapier, and you’ve got a system where financial actions trigger approvals (and vice versa) without manual busywork.

For companies between 50-5,000 employees, this combo solves two big problems:

• Financial control without bureaucracy: Approval thresholds in ApproveThis can auto-approve small transactions while flagging big ones
• Audit trails that don’t suck: Every Stax payment or customer change gets matched to an approval record

We’re talking about real-world stuff here – like preventing $20K invoices from going out without CFO review, or making sure new client accounts get vetted before processing their first payment. The kind of things that keep auditors awake (in a good way).

Four Ways This Combo Actually Works in the Wild

1. Invoices That Can’t Ghost Your Approval Process

The problem: Sales teams creating Stax invoices before deals are finalized. Accounting teams chasing down unauthorized discounts.

The fix: Set up a Zap where creating a Stax invoice triggers an approval request in ApproveThis. Until marketing approves the promo terms and legal signs off, that invoice stays in draft mode.

Who uses this:
- Retail companies managing vendor rebates
- SaaS businesses with custom contract pricing
- Agencies handling client add-ons

ApproveThis bonus: Use calculated fields to auto-flag invoices exceeding department budgets.

2. Customer Onboarding That Doesn’t Leak Risk

The problem: New Stax customer profiles created without compliance checks. High-risk clients slipping through.

The fix: Every new Stax customer triggers an approval workflow requiring KYC checks from compliance teams and credit reviews from finance.

Who needs this:
- Fintechs dealing with regulated industries
- Wholesalers extending net-60 terms
- Subscription businesses with high chargeback risks

ApproveThis bonus: Vacation delegation ensures approvals don’t stall when team members are OOO.

3. Dispute Resolution That Doesn’t Play Phone Tag

The problem: Payment disputes in Stax lead to messy email chains between CS, finance, and legal.

The fix: Auto-create approval requests for disputes over $X amount, routing to the right teams based on dispute type.

Real users:
- E-commerce merchants handling frequent chargebacks
- B2B companies managing contract disagreements
- Marketplaces mediating vendor/buyer conflicts

ApproveThis bonus: Approval groups let you require consensus from legal AND finance before refunding.

4. Product Catalogs That Stay Compliant

The problem: New items added to Stax without verifying tax codes or compliance status.

The fix: Catalog additions trigger approval workflows requiring sign-off from product managers and compliance officers.

Perfect for:
- Cannabis companies tracking SKU legality
- Food distributors managing allergen info
- Manufacturers updating component pricing

ApproveThis bonus: Use conditional logic to skip approvals for low-risk item updates.

Setting This Up Without an IT Ticket

Here’s the no-BS guide:

1. Connect Stax and ApproveThis to Zapier (takes 2 minutes each)
2. Pick your trigger – “New Stax Customer” or “Invoice Created” etc.
3. Map the key data points (amounts, customer types, product categories)
4. Set approval rules in ApproveThis: who needs to sign off, in what order, with what conditions
5. Test with a $0.01 transaction before going live

Pro tip: Use ApproveThis’ email-based approvals so external partners (like clients approving invoices) don’t need app logins.

Who Actually Benefits? (Spoiler: More Teams Than You’d Think)

Finance Teams

Stop being the “bad guys” who slow down deals. Set approval thresholds so reps can approve discounts up to 15% automatically, but anything higher pings you. Real-time tracking shows which requests need urgent review.

Sales Teams

Close deals faster – when a Stax invoice gets approved, automatically push the payment link to the client’s CRM record. No more “I’ll get back to you after checking with finance.”

Compliance Teams

Sleep better knowing high-risk Stax transactions (large amounts, new jurisdictions) can’t process without documented approvals. Built-in audit trails replace spreadsheet tracking.

Operations Teams

Automate the boring stuff: New Stax catalog item approved? Auto-update inventory systems. Dispute resolved? Trigger follow-up tasks in your project management tool.

Why This Isn’t Just “Zapier Magic”

Other approval tools claim Zapier integration, but ApproveThis adds three killer features:

1. No license creep: Approvers don’t need Stax logins – they approve via email. External clients? Add them as guests at no cost.

2. Conditional routing: Stax transactions over $50K can route to the CFO, under $5K auto-approve, and mid-range requests go to department heads based on budget remaining.

3. Real-time visibility: See every pending Stax action in one dashboard – no more switching between 8 tabs to track down who’s blocking a payment.

The Bottom Line (No MBA Jargon)

If your company uses Stax for payments and has more than one person involved in financial decisions, this integration:

- Prevents “rogue” invoices and customer accounts
- Cuts approval delays from days to hours
- Makes auditors actually smile during reviews

It’s not about eliminating human judgment – it’s about eliminating the 17 back-and-forth emails required to get that judgment.

Ready to Stop Being a Human Routing Bot?

If manually shepherding every Stax transaction through Slack/email/Excel sounds like your personal hell:

Try ApproveThis free for 14 days (no CC required)
or
Book a 20-minute demo to see the Stax integration live

P.S. If you’re still manually approving Stax transactions in 2024, your competitors already think you’re adorable.