ApproveThis manages your Upgrade.chat Integration approvals.

Why Upgrade.chat and ApproveThis Work Better Together

Upgrade.chat simplifies subscription management and payments for Discord communities, while ApproveThis brings structure to decision-making through automated approval workflows. When connected via Zapier, these platforms create a closed-loop system for managing paid memberships, content access, and customer relationships.

Businesses using both tools can automatically trigger financial actions based on approval decisions, enforce spending controls before processing payments, and maintain audit trails across both systems. This integration is particularly valuable for communities and creators who need to scale their operations while maintaining financial oversight.

Three Ways to Automate Your Business

1. Premium Community Access Control

For gaming communities or membership sites using Discord, every new premium subscriber in Upgrade.chat can trigger an approval workflow in ApproveThis. This allows community managers to:

• Verify payment authenticity before granting server roles
• Screen for banned users attempting new accounts
• Enforce cooldown periods for returning members

A tabletop gaming community reduced fraudulent signups by 62% using this integration to cross-reference new subscribers against their internal ban list before granting Discord permissions.

2. Subscription Tier Upgrades

When members request access to higher-priced tiers (like VIP channels or private coaching), ApproveThis can automate the qualification process using:

• Calculated Fields to check membership duration
• Approval thresholds for automatic upgrades
• Multi-step approvals for staff review

Approved upgrades then trigger precise subscription updates in Upgrade.chat without manual data entry. A creator coaching program used this to handle 340+ monthly tier changes with zero billing errors.

3. Dispute Resolution & Refunds

Connect Upgrade.chat payment disputes to approval workflows requiring manager sign-off. ApproveThis adds:

- Automatic escalation for refunds over $100
- Consensus-based approvals from finance and community teams
- Real-time audit trails for compliance

An NFT project using this workflow reduced dispute resolution time from 48 hours to 90 minutes while maintaining full financial records.

Implementation Made Simple

Setting up the integration takes under 15 minutes with Zapier. Here's how:

Step 1: Connect Your Accounts

Authenticate both ApproveThis and Upgrade.chat in Zapier using OAuth. No technical credentials required.

Step 2: Choose Your Trigger

Select events like "New Lead" (Upgrade.chat) or "Request Approved" (ApproveThis) to start workflows. Use filtered triggers for specific subscription tiers or approval types.

Step 3: Map Critical Data Points

Connect custom fields between systems:
• Subscription ID → Approval Request ID
• Discord Username → Requester Field
• Payment Amount → Calculated Approval Threshold

Step 4: Test with Live Data

Zapier's test mode lets you verify workflows using actual subscription data without affecting live systems. Monitor initial runs through both dashboards.

Team-Specific Benefits

Community Managers

Automate role assignments in Discord based on approved subscriptions. Use ApproveThis' email approvals to vet members from your phone without needing direct Upgrade.chat access.

Finance Teams

ApproveThis becomes your control layer for Upgrade.chat transactions. Require dual approvals for large purchases, set automatic holds on disputed payments, and generate audit-ready reports.

Content Creators

Protect premium offerings by requiring approval for access to paid content libraries. Auto-revoke Upgrade.chat permissions if approvals expire or get revoked.

Key Integration Advantages

Unlike manual processes or native Upgrade.chat features, this integration adds:

Conditional Escalation

Automatically route high-value subscription requests to senior staff using ApproveThis' approval thresholds. A $500+ annual membership might need founder approval, while $50/month plans get auto-approved.

Cross-Platform Visibility

See Upgrade.chat subscription details directly in ApproveThis requests. Approvers get full context without switching tools, reducing decision latency.

License-Free Collaboration

External partners or clients can approve Upgrade.chat-related requests via email without needing seats in either platform. Approval actions feed back into both systems automatically.

Advanced Configuration Tips

Dynamic Approval Paths

Use Upgrade.chat's customer tags to customize approval workflows. "High-Risk" tagged accounts could require additional verification steps before subscription activation.

Scheduled Deactivation

Pair ApproveThis' expiration dates with Upgrade.chat webhooks to auto-cancel subscriptions if renewals aren't approved within set timeframes.

Chargeback Prevention

Configure ApproveThis to hold new subscriptions from users with previous disputes. If Upgrade.chat detects a repeat customer, require manual approval with fraud analysis.

Getting Started

To implement these workflows:

1. Create your free ApproveThis trial
2. Connect to Upgrade.chat via Zapier
3. Use pre-built templates or design custom flows

For complex setups or volume discounts, request a demo showing advanced use cases specific to your membership model.

Final Considerations

While the integration handles most tasks automatically, maintain:

- Monthly cross-system reconciliation checks
- Clear documentation for approval criteria
- Regular role reviews for approvers

Properly configured, this integration becomes your safeguard against subscription fraud while ensuring premium members get instant access when approved.