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Classy Integration

ApproveThis manages your Classy Integration approvals.

April 17, 2025

Integration Category: Fundraising

When Fundraising Meets Fast Decisions

Let's be real: nonprofits have better things to do than play approval ping-pong. Between launching campaigns, managing donors, and actually changing the world, there's no time for "Hey, did you see that email from three weeks ago?" That's where connecting Classy (your fundraising powerhouse) with ApproveThis (the approval ninja) changes the game. Zapier acts as the bridge between these two platforms, turning what used to be multi-day approval marathons into a single coffee break.

Why This Combo Works Like a Swiss Watch

Classy handles the money moves - campaigns, donations, supporter data. ApproveThis handles the red tape - getting sign-offs from the right people, fast. Together through Zapier, they create closed-loop automation that would make any operations manager smirk:

  • No more "Oops, forgot to approve that": Campaign launches trigger approval workflows automatically
  • Donor data that actually stays current: Approval decisions update Classy records in real time

The kicker? Approvers don't need Classy licenses. Perfect for board members who still think "the Twitter" is a new bird app.

Four Ways This Duo Saves Actual Hours

1. Campaign Launches Without the Committee Meetings

When Classy detects a new campaign, ApproveThis automatically:

  • Routes it to legal for compliance check
  • Pings finance for budget approval
  • Requires CEO sign-off for anything over $50k

Real-world impact: A mid-sized animal shelter reduced campaign setup time from 11 days to 38 hours by automating their state compliance approvals.

2. Donor Records That Update Themselves (No, Really)

Every new approval request in ApproveThis can push updates to Classy supporter profiles. Approved a major donor's naming rights request? Their Classy record now shows "Gold Tier - Auditorium Naming" automatically.

3. Instant Audit Trails for Updated Campaigns

Changed the end date on your annual gala campaign? ApproveThis forces a re-approval workflow specific to what changed. Finance only gets involved if funding allocations shift. Legal only if T&C updates occur. No more all-hands emails.

4. Post-Approval Classy Updates That Actually Happen

When someone approves a merchandise budget in ApproveThis, Zapier automatically updates the related Classy campaign's expense tracking. Deny a venue deposit? Classy supporter records get tagged with "Pending Location Confirmation."

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these systems:

  1. Create a Zapier account (free tier works)
  2. Choose your trigger: "New Campaign in Classy" or "Approval Decision in ApproveThis"
  3. Pick the corresponding action in the other platform
  4. Test with a real campaign or approval (we recommend using "Save the Puppies 2024" as your test name)

Pro tip: Use ApproveThis' calculated fields to auto-flag campaigns needing board approval based on donation targets.

Who Gets Their Life Changed

Fundraising Teams

No more waiting for IT to approve urgent campaign changes during giving Tuesday. Set thresholds where only donations over $5k require director approval - everything else auto-clears.

Finance Departments

Get automatic approval requests when Classy campaigns exceed budget projections. Bonus: Built-in escalation paths so you're not the bad guy saying "no" to programs.

Operations Managers

Ever tried getting 7 board members to approve a venue contract via email threads? Approval groups with sequential sign-offs mean one "approve" button click propagates through the entire chain.

The Nuts and Bolts You Actually Care About

ApproveThis brings the heavy artillery to this integration:

Email approvals = board members can approve directly from their flip phones
Vacation delegation = no more "Waiting on Karen from accounting" status
Real-time dashboards = see which campaigns are stuck and why

Meanwhile, Classy handles the donor data heavy lifting without breaking a sweat.

When to Use This vs. When to Walk Away

This integration shines for:

- Orgs with multiple approval layers (local chapter + national office)
- Teams using Classy for complex campaigns (peer-to-peer, auctions, etc.)
- Situations requiring compliance paper trails

Maybe skip it if you're a 3-person team approving everything via WhatsApp.

Bottom Line: More Mission, Less Meetings

Connecting Classy and ApproveThis via Zapier isn't about cool tech - it's about removing speed bumps between your team and your mission. Automatic approvals mean faster campaign launches. Synced data means less donor drama. And approvers who don't need another software login? That's just beautiful.

Ready to stop herding approval cats? Book a 15-minute demo or start a free trial. Your future self (and Karen from accounting) will thank you.

🥳

Integrate with Classy 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 Classy

Suggested workflows (and their Zapier components) for Classy

Create ApproveThis requests for new Classy campaigns

Whenever a new campaign is launched in Classy, automatically create an approval request in ApproveThis to ensure all necessary stakeholders are notified and can provide their input before proceeding further. This helps maintain transparency and ensures all campaigns meet organizational standards.

Zapier Components

Classy Logo

Trigger

New Campaign

Triggers when there is a new campaign.

Action

Create Request

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

Update Classy supporters for new ApproveThis requests

When a new approval request is initiated in ApproveThis, use this automation to update the corresponding supporter record in Classy, ensuring all supporter data is synchronized and up-to-date with approval processes. This keeps donor information aligned with organizational activities.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Classy Logo

Action

Update Supporter

Updates a Supporter record in Classy, probably with input from previous steps.

Create ApproveThis requests for updated Classy campaigns

If an existing campaign in Classy is updated, automatically generate an approval request in ApproveThis to notify key stakeholders and obtain required approvals swiftly. This automation ensures updates to campaigns are vetted and align with organizational goals.

Zapier Components

Classy Logo

Trigger

Updated Campaign

Triggers when there is an update to an existing campaign record.

Action

Create Request

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

Update Classy supporter details after ApproveThis approvals

Upon approval or denial of a request in ApproveThis, automatically update relevant supporter details in Classy to reflect the latest decision-making. This keeps all donor records accurate and aligned with organizational decisions.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Classy Logo

Action

Update Supporter

Updates a Supporter record in Classy, probably with input from previous steps.