ApproveThis manages your Cin7 Core Inventory Integration approvals.

Why Combine ApproveThis with Cin7 Core Inventory?

Let’s cut to the chase – if your company moves physical products, you’re already juggling purchase orders, stock levels, and customer orders. Cin7 Core keeps your inventory in check, but here’s the kicker: inventory management isn’t just about tracking widgets. It’s about making decisions. Fast ones. Expensive ones. The kind that can’t afford bottlenecks from email chains that start with “Per my last message…”

That’s where ApproveThis comes in. While Cin7 tells you what’s happening with your stock, ApproveThis handles who gets to decide what happens next. Together through Zapier, they turn inventory management from a reactive scramble into a process that actually works while you’re asleep.

The Nuts and Bolts of Smarter Approvals

ApproveThis isn’t just another layer of bureaucracy. It’s the anti-meeting tool. When connected to Cin7 Core via Zapier, you’re essentially giving your inventory system a built-in decision engine. Think:

• Automatic approval requests when Cin7 flags a low-stock item
• Instant sales order creation when deals get greenlit
• Real-time audit trails for every inventory decision

Best part? Approvers don’t need a Cin7 license to say yes or no. They just need email. That means your external suppliers can approve purchase orders without you paying for another seat, and your sales team can push deals through without learning yet another system.

Three Ways This Combo Saves Actual Time (Not Theoretical Time)

1. Customer Onboarding That Doesn’t Require Babysitting

When a new wholesale client pops up in Cin7 Core (or an existing one updates their terms), ApproveThis automatically fires off approval requests to your credit team. No copying data between tabs. No “Did you see that email from Tuesday?”

Real example: A food distributor uses this zap to flag high-risk customers. If a new restaurant client wants $50k in credit, ApproveThis routes the request through risk assessment thresholds. Only exceptions hit human eyes. Result? 80% fewer “urgent” Slack messages about payment terms.

2. Sales That Close Before the Customer Changes Their Mind

Here’s where it gets fun. When your sales team initiates a custom quote approval in ApproveThis (say, for a bulk order with special pricing), Zapier automatically creates the sales order in Cin7 the second it’s approved. No waiting for someone to “remember” to update the system.

How a machinery dealer uses this: Their field reps approve massive equipment leases directly from their phones. Approved? Cin7 immediately reserves the inventory and triggers production. Denied? The system automatically suggests alternative configurations. Either way, nobody’s chasing paper.

3. Fulfillment Updates That Don’t Require a Seance

When a Cin7 sale moves to “shipped” status, ApproveThis can require a manager sign-off before marking it complete. Seems trivial until you’ve had a $20k pallet disappear because someone clicked the wrong button.

True story: An apparel company uses this to prevent shipping errors. If a warehouse worker marks 500 hoodies as fulfilled but the system expected 50, ApproveThis halts everything until a supervisor verifies. Result? Zero “mystery shortages” last quarter.

Setting This Up Without Losing a Day

Here’s the beauty of Zapier – you’re not coding anything. For the “New Customer Approval” workflow:

1. Connect Cin7 Core to Zapier
2. Set trigger: “New/Updated Customer” in Cin7
3. Add action: “Create Request” in ApproveThis
4. Map Cin7 customer data to ApproveThis fields (takes 2 minutes)

Total setup time? Less than 15 minutes if you’ve used Zapier before. Cheaper than another “process optimization” consultant meeting.

Which Teams Actually Care About This?

Procurement Teams

They live by purchase orders. With ApproveThis thresholds, any PO under $5k auto-approves based on Cin7 stock levels. Over $5k? Routes to the right manager based on category. Vacation delegation means nobody’s waiting for Karen to return from Bali to reorder toilet paper.

Sales Ops

Deal desks hate surprises. When Cin7 shows low stock, ApproveThis can require sales to get pre-approval before promising dates. Calculated fields show real-time lead times during approval – no more “But the system said we had it!”

Finance

Every inventory write-off requires approvals, but finance doesn’t want to live in Cin7. Now they get emailed requests with all Cin7 data embedded. Approve via email, and Cin7 auto-updates. Audit trail? Automatically logged.

The Bottom Line (Because We Know You’re Busy)

ApproveThis + Cin7 Core via Zapier isn’t about flashy features. It’s about eliminating the 37 internal emails required to move a $25 box of screws from “ordered” to “received”. It’s your inventory system finally keeping pace with decisions instead of delaying them.

For teams between 50-5k people, this isn’t “nice to have” – it’s how you prevent growth from feeling like chaos. Set up takes a coffee break. The payoff? Finally knowing your approval process isn’t the reason shipments are late.

Ready to stop herding cats? Register for ApproveThis or book a 15-minute demo. We’ll even help you build your first Cin7 zap – no sales jargon, we promise.