ApproveThis manages your PayJunction Integration approvals.

When Payment Processing Meets Approval Automation

Let’s cut to the chase: if your finance team is still manually emailing spreadsheets to get deposit approvals signed off, you’re leaving money (and sanity) on the table. PayJunction handles the money part smoothly, but when you connect it to ApproveThis through Zapier, you’re not just processing payments – you’re automating the entire decision-making circus around them.

Think about it – PayJunction gives you clean transaction data. ApproveThis gives you structured approval workflows. Combine them, and suddenly you’ve got:

• Automatic approval requests triggered by specific transaction thresholds
• Real-time visibility into who’s holding up payments (we all know that one person)
• Zero back-and-forth emails with external vendors or clients needing approvals

The Nuts and Bolts of Smarter Financial Operations

Here’s where this gets real for mid-sized companies. Let’s say you’re a 300-employee manufacturing firm using PayJunction for customer payments. Your AR team currently wastes 15 hours/week chasing down approvals for:

Deposit exceptions: That $28K payment from your biggest client that’s $3K over their usual amount? Instead of Slack pings to the sales director, an approval request auto-generates in ApproveThis with PayJunction’s transaction data pre-filled. The sales lead approves directly from their Gmail inbox. Done.

Client onboarding bottlenecks: New customer wants net-60 terms? When your CS team enters them in PayJunction, ApproveThis automatically routes a credit check approval to finance. No more “I didn’t get the memo” excuses.

What most teams miss is that ApproveThis doesn’t require approvers to have PayJunction logins. Your external accountant? The client’s procurement lead? They can approve directly via email without you buying extra software seats. That’s the secret sauce for companies juggling multiple approval stakeholders.

Three Ways This Combo Actually Works in the Wild

1. The “Why Is Accounting Always Last to Know?” Fix

Zapier Automation: New PayJunction deposit → Create ApproveThis request

Scenario: A 800-employee restaurant chain processes nightly deposits across 30 locations. Their controller needs to verify any deposit over $5K before reconciliation.

Before: Location managers email spreadsheets. Accounting forwards to approvers. Receipts get lost in threads.

After: PayJunction detects >$5K deposits → ApproveThis auto-routes to regional manager → Approval triggers QuickBooks update. Finance team saves 22 hours/month on deposit audits.

2. The Client Onboarding Speed Hack

Zapier Automation: New ApproveThis request → Create PayJunction customer

Scenario: A SaaS company with 200 clients needs legal approval on all new contracts before creating customer accounts.

Before: Sales emails legal. Legal approves. Sales manually enters data into PayJunction. 3-day delays.

After: Sales submits ApproveThis request → Legal approves via mobile → PayJunction customer auto-creates. Onboarding time drops from 72 hours to 45 minutes.

3. The “Who Changed the Payment Terms?” Auditor

Zapier Automation: ApproveThis decision → Update PayJunction customer

Scenario: A wholesale distributor with 1,500 clients needs CFO approval before extending net-90 terms.

Before: Sales reps “forget” to get approvals. AR team discovers unapproved terms during collections.

After: Any PayJunction terms change requires ApproveThis workflow. CFO approves/denies → PayJunction auto-updates. Collections team stops playing detective.

Setting This Up Without Losing Your Mind

Here’s the straight talk – if you can set up a Zoom meeting, you can connect these systems:

Step 1: In Zapier, choose PayJunction as your trigger app. Pick either “New Deposit” or “Customer Created” events.

Step 2: Select ApproveThis as your action app. Map the PayJunction data fields to your approval template (amount, customer ID, notes).

Step 3: Set approval rules – maybe auto-route any deposit over $10K to the CFO, under $2K to department heads.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag exceptions. Example: “If deposit amount exceeds 15% of customer’s average, require VP approval.”

Who Actually Benefits From This Mashup?

Finance Teams:

Stop being the approval police. Set thresholds so only exceptions need human eyes. Automatic audit trails mean month-end closes stop being horror shows.

Sales Ops:

New client stuck in limbo? Approval workflows built into your CRM/PayJunction handoff mean deals move faster without nagging managers.

Execs:

Real-time dashboards show approval bottlenecks. Suddenly you realize those “urgent” payment exceptions are only 12% of transactions – maybe you can delegate more.

The Fine Print That Actually Matters

We’re not here to sugarcoat – this setup works best when:

• You have clear approval rules (if your process is “Debbie decides everything”, fix that first)
• Your PayJunction data is clean (garbage in, garbage automated)

But here’s the kicker – ApproveThis scales as you grow. Add multi-region approvals? Done. Need to temporarily reroute approvals while someone’s on PTO? The vacation delegation feature has your back.

Time to Stop Approving and Start Automating

Look – if you’re still reading, you’ve probably wasted more time than it takes to set up this integration. The reality is simple: payment approvals shouldn’t require heroics. With PayJunction handling the transactions and ApproveThis managing the decisions, your team can finally focus on work that matters.

Next steps:

1. Register for ApproveThis (free 14-day trial)

2. Connect your PayJunction account via Zapier (takes 8 minutes)

3. Stop CC’ing everyone on approval emails (your sanity will thank you)