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ZOEY by Tekton Billing Integration

ApproveThis manages your ZOEY by Tekton Billing Integration approvals.

April 17, 2025

Integration Category: Accounting

When Billing Meets Approval Muscle

Let’s cut to the chase: billing systems aren’t exactly known for their ability to play nice with other tools. ZOEY by Tekton Billing does the heavy lifting for telecoms and IT resellers – automating subscriptions, usage charges, and cost center management. But here’s where things get sticky: every account update, service change, or new client onboarding needs someone to sign off. That’s where most billing platforms leave you hanging.

ApproveThis isn’t another layer of bureaucracy. It’s the missing link between ZOEY’s automated billing engine and the humans who need to approve changes. Connect them via Zapier, and you’ve got a system where billing updates trigger approval workflows – and approvals automatically push changes back into ZOEY. No more chasing down decision-makers over Slack. No more “I thought you checked the PO” emails. Just clean, auditable handoffs between systems and teams.

Why This Combo Works for Mid-Sized Companies

ZOEY handles complex billing scenarios – think multi-layered telecom contracts or IT service bundles. ApproveThis handles complex approval scenarios – think “This $50K account modification needs CFO sign-off, but only if it exceeds their Q2 budget.” Together, they cover the two biggest friction points in scaling service-based businesses: getting paid correctly and getting decisions made quickly.

Key advantages:

  • No approval black holes: ZOEY’s account updates (new services, pricing changes) automatically create approval requests in ApproveThis. Approvers get email notifications with one-click approve/reject – no need to log into ZOEY.
  • Client-facing teams stay lean: External approvers (client procurement teams, external CFOs) don’t need ZOEY licenses. They review requests via email or ApproveThis’ portal. Approved? Changes sync back to ZOEY automatically.
  • Escalation guards against bottlenecks: If an approver’s OOO (thanks to ApproveThis’ vacation delegation), requests reroute instantly. Thresholds auto-approve small changes but escalate big ones.

Real-World Use Cases (Not Just Theory)

1. Telecoms: Lock Down Service Changes

A regional telecom uses ZOEY to manage enterprise fiber contracts. Their pain point? Sales reps would promise custom SLAs without engineering sign-off, leading to unrealistic commitments. Now:

- Any ZOEY service update → ApproveThis checks if SLA terms changed
- If yes: Routes to network ops lead + legal via sequential approval
- Only approved changes become billable in ZOEY

Result: 83% faster contract tweaks (because approvers aren’t digging through ZOEY logs), 100% compliance with technical vetting.

2. MSPs: Client Onboarding Without the Paper Chase

A managed IT provider onboarded 10+ clients monthly. Their old process: Sales → manually create ZOEY account → email accounting → wait for approval → activate services. Now:

- Sales submits ApproveThis request with client specs
- Upon approval → ZOEY auto-creates account + cost centers
- Rejected? Sales gets feedback in ApproveThis, resubmits

Result: 4-hour onboarding (down from 3 days), zero duplicate accounts from manual entry.

3. IT Resellers: Usage-Based Billing with Guardrails

A cloud reseller bills via ZOEY’s usage engine. Problem: Engineering would provision resources, but finance couldn’t track approvals for non-standard SKUs. Now:

- ZOEY detects usage spike on unapproved SKU → ApproveThis flags CFO
- CFO approves/denies retroactive charge or triggers contract update
- All decisions logged in ApproveThis for audit

Result: 67% fewer billing disputes, because clients see approval chain before invoices drop.

Setting This Up Without Losing Your Mind

Integration happens in Zapier – no devs required. Here’s the playbook:

  1. Connect ZOEY + ApproveThis to Zapier: Zapier acts as the bridge. Auth both apps (takes 2 mins each).
  2. Pick Your Trigger: Most common options:
    - "Updated Account" in ZOEY → Creates approval request in ApproveThis
    - "New Request" in ApproveThis → Creates account in ZOEY upon approval
  3. Map Critical Fields: ZOEY’s account ID → ApproveThis’ reference field. Add conditional logic (e.g., “Only trigger if monthly spend > $5K”).
  4. Test with Live Data: Zapier’s test mode lets you mock a ZOEY update → ApproveThis request. Confirm approvers get correct info.

Pro tip: Use ApproveThis’ Calculated Fields to auto-flag requests needing exec review. Example: If ZOEY’s usage data shows a 20%+ cost overage, route to VP Finance automatically.

Who Benefits (Beyond the Obvious)

Finance Teams: Approve directly from Outlook. Every ZOEY change has an audit trail. Thresholds auto-approve routine items (e.g., sub-$1K adjustments).

Operations: Service updates in ZOEY don’t go live until approved. Vacation coverage ensures no delays – approvers delegate via ApproveThis.

Client-Facing Teams: Send clients approval requests for billing changes via ApproveThis. Clients approve without ZOEY access. Approved? ZOEY auto-generates the amended contract.

The Bottom Line

ZOEY by Tekton Billing automates the money stuff. ApproveThis automates the people stuff. Together, they’re how mid-market companies handle complex billing without complex approval drama.

This isn’t about replacing human judgment – it’s about removing the logistical nightmares around getting that judgment. When ZOEY detects a change that needs eyes, ApproveThis gets those eyes on it within minutes, not days. No licenses for externals, no manual digging through billing logs, no “Who approved this?” retro meetings.

Next Steps

If your ZOEY setup involves even one weekly approval headache, it’s worth a look:

→ Get an ApproveThis trial (takes 2 mins)
→ Book a live integration demo (we’ll show ZOEY use cases)

P.S. Zapier’s free tier covers basic integrations. No budget fights needed.

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Integrate with ZOEY by Tekton Billing 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 ZOEY by Tekton Billing

Suggested workflows (and their Zapier components) for ZOEY by Tekton Billing

Create approval requests for updated accounts

When an account is updated in ZOEY, an approval request is created in ApproveThis for necessary review. This automation ensures that changes to account details are formally approved, enhancing compliance and decision-making. *Note: Ensure account data mapping between systems for accurate approval processing.*

Zapier Components

ZOEY by Tekton Billing Logo

Trigger

Updated Account

Triggers when an Account is recently added or updated.

Action

Create Request

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

Create accounts for new approval requests

When a new approval request is initiated in ApproveThis, a corresponding account is created in ZOEY to streamline onboarding. This integration converts approval signals into actionable account setups, reducing manual entry errors. *Note: Map approval fields to account fields as needed.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ZOEY by Tekton Billing Logo

Action

Create Account

Creates a new Account with a Primary Cost Centre.

Create service approval requests for updated services

Every time a service is updated in ZOEY, an approval request is automatically generated in ApproveThis. This automation helps verify service modifications before implementation, enhancing oversight. *Note: Verify service identifiers for seamless integration.*

Zapier Components

ZOEY by Tekton Billing Logo

Trigger

Updated Service

Triggers when a Service is recently added or updated.

Action

Create Request

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

Update accounts after approval workflow completion

After an approval decision is completed in ApproveThis, the corresponding account is updated in ZOEY. This integration guarantees that account modifications reflect approved changes, improving data accuracy. *Note: Confirm that the approval response data is correctly mapped to account updates.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ZOEY by Tekton Billing Logo

Action

Update Account

Updates an existing Account.