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Amaly Legacy Integration

ApproveThis manages your Amaly Legacy Integration approvals.

April 17, 2025

Integration Category: Fundraising

When Approval Workflows Meet Fundraising Muscle

Let’s cut through the noise: Non-profits don’t have time for bureaucratic approval processes that delay campaigns. But they do need guardrails to prevent chaos. That’s where pairing Amaly Legacy’s fundraising tools with ApproveThis’ approval automation creates something actually useful.

Think of it like this: Amaly Legacy helps you build donation widgets and track campaigns. ApproveThis handles the "get three signatures from busy board members who still use AOL email" part. Together, they turn "Hey, can we launch this emergency relief campaign?" into a done deal before the next news cycle hits.

What Each Tool Brings to the Table

Amaly Legacy’s Wheelhouse

Built for non-profits who need to:

  • Track donations without spreadsheet hell
  • Create campaigns faster than you can say "matching gift program"
  • Manage donor relationships without CRM drama

ApproveThis’ Secret Sauce

Built for teams tired of:

  • Chasing down approvers via Slack/email/carrier pigeon
  • Losing requests in email threads that rival Tolstoy novels
  • Manually routing forms to the wrong people (again)

Why This Combo Works for Mid-Sized Orgs

Most non-profits between 50-5,000 people have the same problem: Their fundraising team wants to move fast, while their finance/legal teams need oversight. This integration lets you:

Launch campaigns faster: Get automatic approvals when hitting "publish" on new initiatives
Prevent financial oopsies: Auto-flag donations that need board review
Keep external partners in the loop: Let major donors approve campaign allocations without giving them full system access

Real-World Use Cases That Don’t Suck

1. Campaign Launches That Don’t Require 17 Meetings

The Problem: Your team creates an urgent Ukraine relief campaign in Amaly Legacy. But it sits idle for days waiting for legal/compliance approvals.

The Fix: Connect Amaly Legacy to ApproveThis via Zapier. Now, every new campaign auto-triggers an approval workflow:

- Legal gets a 1-click approve/deny in email
- Finance reviews budget thresholds automatically
- ED gets final sign-off only when required

ApproveThis features used: Sequential approval groups, email-based approvals, approval thresholds

2. Donor Vetting Without the FBI-Level Background Checks

The Problem: Major donor comes in through Amaly Legacy. Your team needs to:

1. Verify donor identity
2. Check for political exposure
3. Get development director sign-off

The Fix: Auto-create approval requests in ApproveThis when new donors hit certain gift tiers. Approvers get:

- Donor profile from Amaly Legacy
- Risk assessment summary
- One-click options to approve/request more info

ApproveThis features used: Conditional logic, calculated fields, vacation delegation

3. Emergency Funds That Don’t Get Stuck in Red Tape

The Problem: Disaster strikes. Your team needs to release funds NOW, but requires board approval for amounts over $50K.

The Fix: Connect Amaly Legacy donation triggers to ApproveThis’ threshold rules:

- Under $50K? Auto-approved
- Over $50K? Immediate escalation to finance committee
- Includes real-time impact analysis from Amaly’s data

ApproveThis features used: Approval thresholds, real-time dashboards, automatic escalations

How This Plays Out Across Teams

Fundraising Teams

Stop babysitting approval requests. Get automatic campaign launches when leadership greenlights initiatives. See real-time status of donor vetting without playing phone tag.

Finance/Operations

Set $$$ thresholds that auto-flag risky transactions. Get audit trails showing who approved what—and why. Stop being the bottleneck on time-sensitive releases.

Leadership

Approve major initiatives from your inbox during airport layovers. Delegate approvals when traveling without derailing operations. Get visibility into all active requests via dashboard.

Setting This Up Without Losing Your Mind

Here’s the 30-second version:

1. Create your ApproveThis account
2. Connect both apps via Zapier (takes 4 clicks)
3. Choose triggers:
  - New Amaly campaign/donor/donation → Create approval request
  - Approved in ApproveThis → Update Amaly status
4. Set approval rules once. Never think about it again.

The Nerd Stuff You Actually Care About

Approver licenses: External board members? They approve via email—no Amaly Legacy login required. Saves you $50/user/month on unused seats.

Security: ApproveThis uses bank-grade encryption. Because the last thing you need is your donor list on Pastebin.

Cost: Starts at $99/month. Cheaper than the intern you’d hire to chase approvals.

Bottom Line

Non-profits using Amaly Legacy already know how to raise funds. Adding ApproveThis means doing it without:

- Waiting 72 hours for someone to click "approve"
- Manually forwarding PDFs to 12 people
- Wondering if requests got lost in someone’s inbox

It’s not magic—it’s just removing the crap that slows you down.

Next Steps

If you’re using Amaly Legacy and still doing approvals manually:
Book a 10-minute demo (comes with free sarcasm)
Or just start a free trial and connect it yourself.

Either way, your board secretary will finally stop sending you hate emails.

🥳

Integrate with Amaly Legacy 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.

Learn More

Best Approval Workflows for Amaly Legacy

Suggested workflows (and their Zapier components) for Amaly Legacy

Create approval requests for new campaigns

When a new campaign is created in Amaly Legacy, this integration sends an approval request via ApproveThis. It streamlines the review and approval process to ensure timely decision-making. *Note: Configure additional approval criteria in ApproveThis as needed.*

Zapier Components

Amaly Legacy Logo

Trigger

New Campaign

Triggers when a new campaign is created.

Action

Create Request

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

Create campaigns for new approval requests

When a new approval request is received through ApproveThis, this integration creates a corresponding campaign in Amaly Legacy. It enables organizations to quickly launch campaigns that align with approved initiatives. *Note: Ensure campaign parameters are mapped correctly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Amaly Legacy Logo

Action

Create Campaign

Creates a campaign in the system.

Create approval requests for new donations

When a new donation is made in Amaly Legacy, this integration generates an approval request in ApproveThis to validate donation allocations. It automates and accelerates the approval process for enhanced financial control. *Note: Customize approval thresholds if needed.*

Zapier Components

Amaly Legacy Logo

Trigger

New Donation

Triggers when a new donation is made.

Action

Create Request

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

Create approval requests for new donors

When a new donor is added in Amaly Legacy, this integration automatically sends an approval request through ApproveThis. This helps to verify donor information and maintain compliance with fundraising protocols. *Note: Update donor verification steps in the approval workflow as necessary.*

Zapier Components

Amaly Legacy Logo

Trigger

New Donor

Triggers when a new donor is created.

Action

Create Request

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