ApproveThis manages your Peggy Pay Integration approvals.

Why Your Finance Team Needs This Combo

Let's cut to the chase: payment approvals suck when you're using sticky notes, Slack threads, or that one Excel sheet from 2018. Peggy Pay handles the money movement, but when you need human decisions in the mix? That's where things get messy. ApproveThis cleans up the chaos by adding guardrails to Peggy Pay's flexibility.

Think of it like this: Peggy Pay builds the highway for your payments. ApproveThis adds the traffic lights and emergency exits. Together, they let you move money faster without risking compliance crashes or approval pileups.

Where This Duo Shines

Real Businesses, Real Results

A mid-sized HVAC company used to lose 3 days approving every custom equipment installment plan. Now their sales team triggers Peggy Pay payment pages immediately after engineering signs off in ApproveThis. Deals close 22% faster.

The Hidden Perk Your CFO Will Love

Approvers don't need Peggy Pay licenses. Your external partners or execs can review requests directly in email or ApproveThis' dashboard. No more "I can't find the login" excuses at 4:55 PM on Friday.

Four Ways This Integration Saves Time Today

1. Custom Installment Plans That Don't Haunt AR

When sales creates a new Peggy Pay installment plan for a big client, ApproveThis automatically:

• Routes to credit team if terms exceed 60 days
• Pings legal if collateral requirements drop below 20%
• Locks the deal until both departments approve

Who needs this: Wholesalers, equipment lenders, anyone offering "buy now, pay later" options

2. Subscription Firewalls

New Peggy Pay subscriptions over $5k/month? ApproveThis adds mandatory CFO review before the first payment processes. No more "Oops, we didn't realize it was that big" moments.

3. Order Changes That Don't Screw Up Inventory

When a Peggy Pay order status changes to "modified":

• ApproveThis checks if quantity increased >15%
• Auto-routes to warehouse manager if stock is low
• Blocks fulfillment until confirmed

Who needs this: Ecommerce teams, distributors with JIT inventory

4. Payment Confirmations That Actually Prevent Fraud

Successful Peggy Pay installment triggers ApproveThis to:

- Require AR manager confirmation for amounts over $10k
- Auto-flag mismatches between payment and PO amounts
- Hold funds transfer until dual approval

Setting This Up Without Losing Your Mind

Connect them through Zapier in 15 minutes flat:

1. Create Zap trigger from Peggy Pay (new installment, payment, etc.)
2. Map critical data points to ApproveThis fields
3. Set approval rules based on your thresholds
4. Test with a $1 transaction

Pro tip: Use ApproveThis' calculated fields to auto-flag anything that needs special attention. Example: "If (Peggy Pay amount) / (PO value) > 1.1, require VP approval."

Why Your Teams Will Stop Complaining

Finance Team

Finally get audit trails for every payment decision without manually chasing PDFs. Approval thresholds mean they only see exceptions, not every $20 subscription.

Sales Ops

Deal customization without liability. They can offer creative Peggy Pay plans knowing approvals happen automatically behind the scenes.

Legal

Only looped in when contract terms hit predefined red flags. No more being the bottleneck on standard agreements.

The Nuts and Bolts You Care About

Vacation Coverage That Works: ApproveThis automatically reassigns approvals when someone's OOO. No more "Sorry, I was on PTO" holds on critical payments.

Dynamic Routing: Peggy Pay data (like customer tier or product type) determines who approves what. Enterprise deals go straight to senior staff, small biz to junior managers.

Real-Time Tracking: See every pending payment approval across departments in one dashboard. Exportable reports for month-end close.

When to Consider Alternatives

This combo isn't magic fairy dust. You'll hate it if:

- You need single-click approval on 100% of transactions (just use Peggy Pay alone)
- Your approval rules change daily (stick with manual processes)
- You enjoy playing middleman between departments (weird, but okay)

Bottom Line

ApproveThis + Peggy Pay via Zapier is for companies that want to scale payment flexibility without losing financial control. It's not about adding more process – it's about enforcing the rules you already have, just without the paperwork and follow-up emails.

Ready to stop herding cats? Get started with ApproveThis or schedule a live demo to see how it works with your Peggy Pay setup.

FAQ

Q: Can approvers edit Peggy Pay data?
A: No – they review the details, approve/reject, but can't modify payment terms. Stops well-meaning "tweaks" from creating compliance issues.

Q: What if Zapier goes down?
A: ApproveThis stores pending requests locally. Sync resumes once connection's back. No data loss.

Q: Can we customize approval emails?
A: Yes – add your logo, approval reasons, even Peggy Pay payment IDs for cross-referencing.