ApproveThis manages your Axonaut Integration approvals.

The Approval Power Move You Didn't Know You Needed

Let’s cut through the noise: approvals suck when they’re manual. Especially when you’re using a tool like Axonaut that already handles everything from CRM to invoicing. But here’s the kicker – you can’t approve expenses or invoices inside Axonaut. That’s where ApproveThis comes in like your favorite coworker who actually fixes problems instead of just talking about them.

When you connect Axonaut to ApproveThis through Zapier, you’re not just automating clicks – you’re creating guardrails for financial decisions, speeding up client onboarding, and making sure nobody’s waiting on a signed invoice to get paid. And the best part? Your approvers don’t need Axonaut licenses. That means external partners or department heads can greenlight stuff without you paying for extra CRM seats.

How This Tag Team Actually Works

ApproveThis acts like the bouncer for your Axonaut data. Every time something needs a human decision in Axonaut – new expense? unpaid invoice? new vendor? – Zapier shoves that request into ApproveThis. Your team approves or denies it via email or dashboard, then Zapier pushes that decision back to Axonaut to trigger the next action. No spreadsheets. No “Did you see my email?” No lost requests.

Here’s why mid-sized companies care: Approval bottlenecks cost real money. A $50K invoice stuck in limbo for 3 days? That’s interest you’re losing. A new vendor approval delayed because someone’s on vacation? Production halts. This integration fixes those leaks.

Real-World Use Cases That Don’t Suck

1. Expense Approvals That Don’t Require Mind Reading

Problem: Your sales team racks up expenses in Axonaut, but finance needs to verify receipts before reimbursing. Cue the endless Slack pings.

Fix: Every new Axonaut expense → Auto-create ApproveThis request with amount, category, and receipt attachment. Finance gets email with one-click approve/deny. Approved? Syncs back to Axonaut as cleared. Denied? Sales gets notified with comments.

Who Cares: Marketing agencies with client billable expenses. Set approval thresholds – under $500 auto-approves, over $1K needs CFO sign-off. Use calculated fields to flag expenses exceeding project budgets.

2. Client Onboarding Without the Paper Cut

Problem: New client contracts in Axonaut need legal, security, and finance approvals before creating their account. Good luck tracking that across departments.

Fix: Approved client contract in ApproveThis? Auto-create their Axonaut company profile and contacts. Include custom fields for NDAs or compliance docs. Legal approves terms, finance approves payment terms – all sequential approvals with deadlines.

Who Cares: SaaS companies with enterprise clients. Use approval groups to require 2/3 security team approvals. Vacation delegation ensures someone’s always available to approve.

3. Invoice Approvals That Actually Prevent Oops

Problem: Accounting creates invoices in Axonaut, but needs project manager verification before sending to clients. Cue the version control nightmares.

Fix: New Axonaut invoice → ApproveThis request with project hours, deliverables, and rate. PM approves via email. Only then does Axonaut mark it as client-ready. Bonus: Auto-email the client through Axonaut once approved.

Who Cares: Consultants and agencies. Set up conditional logic – if invoice exceeds $10K, require COO approval. Real-time tracking shows clients exactly where their invoice is stuck.

4. Purchase Orders That Don’t Ghost Vendors

Problem: Procurement requests in Axonaut need three department sign-offs. Vendors keep calling because POs are MIA.

Fix: Approved vendor request in ApproveThis? Axonaut auto-generates the PO and sends it. Denied? Procurement gets notified to source alternatives. Use approval chains: Requester → Dept Head → Procurement, with escalations if any step takes >2 days.

Who Cares: Manufacturers and retailers. Add approval thresholds – under $5K needs manager approval, over $50K needs CFO. Calculated fields auto-apply vendor discounts before approval.

Setting This Up Without Losing Your Mind

Here’s the no-BS guide:

1. Zapier Account: If you don’t have one, sign up (takes 2 minutes).
2. Pick Your Trigger: In Zapier, choose Axonaut events like “New Expense” or “New Invoice”.
3. Connect ApproveThis: Use the “Create Request” action. Map Axonaut fields to your approval template.
4. Add Logic: Set approval rules – thresholds, groups, escalation rules.
5. Close the Loop: Add a Zap step to update Axonaut when requests are approved/denied.

Pro tip: Start with one workflow (like expenses) before scaling to others. Most companies get this live in under a day.

Why Your Teams Will Actually Use This

Finance Team

They’ll stop playing detective. Every Axonaut transaction gets automatic approval trails. Audit? Pull the ApproveThis report showing who approved what, when, and why. Use calculated fields to auto-flag expenses that breach policies.

Sales Teams

No more begging for approvals on client discounts. Set up a threshold – 10% discount auto-approves, 20% needs manager OK. Approved deals auto-create Axonaut invoices so commissions get processed faster.

Operations

Vendor POs get approved before they’re sent. Inventory orders trigger approvals based on stock levels in Axonaut. Use vacation delegation so plant managers can approve requests from their phones.

Execs

They see approval bottlenecks in real dashboards. No more “Why is this delayed?” meetings. Set escalation rules so big deals bypass middle management when time-sensitive.

The Bottom Line

Axonaut handles your CRM and invoicing. ApproveThis handles the human decisions around them. Together? You get a system where:

• Approvals happen in hours, not days
• External partners can approve without Axonaut access
• Every decision is logged for compliance

This isn’t about replacing Axonaut – it’s about plugging the gaps that cause delays and errors. And because it’s all through Zapier, you’re not stuck with some janky custom integration that breaks every update.

If you’re using Axonaut but still doing approvals through email or (god forbid) paper forms, you’re leaving money on the table. Not just from delays, but from audit risks and frustrated teams.

Get started with ApproveThis – the free trial takes 10 minutes. Or book a demo to see how other Axonaut users have cut approval times by 70%. No sales jargon, just a 15-minute walkthrough.