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Revv Integration

ApproveThis manages your Revv Integration approvals.

April 17, 2025

Integration Category: Fundraising

How ApproveThis + Revv Cuts Approval Chaos for Non-Profits, Campaigns, and Causes

Let’s be real: managing donations, memberships, and petitions is messy enough without adding approval bottlenecks to the mix. Revv handles the money; ApproveThis handles the decisions. Connect them via Zapier, and suddenly, every new donor, membership upgrade, or petition lead kicks off an approval process that’s as organized as a Swiss watch. No more chasing down sign-offs or losing track of urgent requests. Here’s why this combo is a secret weapon for teams that need to move fast without dropping the ball.

Why This Combo Works (Spoiler: It’s Not Magic)

Revv specializes in making donation management and fundraising feel effortless. But let’s face it: behind every successful campaign, there’s a team sweating over approvals. Should we fast-track this $10k donor’s request? Who needs to vet the new membership tier? Is this petition lead worth prioritizing? These decisions can’t live in email threads or Slack chaos. That’s where ApproveThis comes in.

ApproveThis isn’t just another task manager. It’s built for structured decision-making. Think role-based approvals, automatic escalations, and real-time tracking. When you connect it to Revv via Zapier, you’re essentially building a bridge between the “money moves” and the “people moves.” The best part? Approvers don’t need a Revv license. That means you can loop in board members, external partners, or legal teams without paying for extra seats.

Use Cases That Actually Matter

Here’s where things get practical. We’re not talking about vague “productivity boosts.” These are real scenarios where combining Revv and ApproveThis saves hours, reduces errors, and keeps your team from drowning in spreadsheets.

1. Vet High-Impact Donors Faster

Non-profits and political campaigns live and die by donor relationships. But when a new major donor pops up in Revv, you can’t afford to let their request sit in limbo while three department heads argue over who approves what. With ApproveThis:

  • New Revv donors trigger custom approval workflows. Example: donations over $5k auto-route to the Executive Director, while smaller amounts go to the fundraising lead.
  • Use calculated fields to flag VIP donors based on lifetime contribution tiers.
  • Approvers get everything they need to decide via email—no app login required. (Yes, even that tech-averse board member.)

Real-world impact: A regional environmental non-profit used this integration to cut donor response time by 65%. They automated tiered approvals, so $10k+ donations now get same-day attention instead of getting stuck in “reply-all” purgatory.

2. Stop Membership Upgrades from Falling Through the Cracks

Membership drives are chaotic. When someone upgrades their tier in Revv, your team needs to approve perks, update access, and maybe even send a welcome package. But manually tracking these requests? Good luck. Here’s the fix:

  • New Revv memberships trigger approval workflows in ApproveThis with conditional routing. Example: premium memberships go to the program director; standard tiers go to community managers.
  • Set auto-approval thresholds for routine upgrades (e.g., renewals under $100).
  • If an approver is OOO, vacation delegation automatically reassigns the request. No more “Sorry, I was at a conference” delays.

Real-world impact: A national arts organization used this setup to handle a 300% surge in memberships during their annual campaign. Approval bottlenecks dropped to zero, and their team actually took vacations.

3. Turn Petition Leads into Action, Not Spreadsheet Rows

Petitions are great for awareness, but every signature is a potential lead. The problem? Most teams waste days deciding which leads to prioritize. With ApproveThis + Revv:

New petition signatures in Revv auto-create approval requests. Fundraising teams can set criteria like geographic location or petition topic to route leads to the right campaigners. Use approval groups for consensus-based decisions (e.g., “Should we prioritize this lead? Yes/No votes from marketing, legal, and outreach.”). Approved leads then auto-sync to your CRM—no copy-paste required.

Setting This Up Isn’t Rocket Science

If you’ve used Zapier before, this’ll take 15 minutes. If not, it’s still harder to mess up than IKEA furniture. Here’s the playbook:

  1. Connect Revv to Zapier: Sign into Zapier, choose Revv as your trigger app, and pick an event (like “New Donor”).
  2. Add ApproveThis as the action app: Select “Create Request” in ApproveThis, map the Revv data to your approval template, and set approvers.
  3. Test it: Create a test donor in Revv. If the approval request pops up in ApproveThis, you’re golden.

Pro tip: Use ApproveThis’ conditional logic to handle edge cases. Example: If a Revv donor is tagged as “recurring,” auto-approve their request but notify the finance team.

Who Benefits? (Spoiler: Everyone)

This isn’t just for the “approval people.” Here’s how different teams win:

Finance Teams: No More Surprise Expenses

ApproveThis’ approval thresholds let you auto-approve small donations or memberships (under $500?) while flagging bigger ones for review. Finance gets a real-time dashboard of all pending decisions, so there’s no month-end spreadsheet panic.

Operations Teams: Kill the Spreadsheet Jockeying

Track every approval request’s status in one place. If a Revv donor’s request is stuck, you know exactly who’s holding it up. Plus, audit trails are auto-generated for compliance nerds.

Fundraising Teams: Speed = More Money

When you can approve VIP donor perks or membership upgrades in hours instead of days, you keep momentum. No more losing donors because someone forgot to click “approve.”

The Bottom Line

Revv handles the “getting money” part. ApproveThis handles the “deciding what to do with it” part. Together, they’re like a well-oiled machine for teams that hate bureaucracy but love results. You’re not just automating approvals—you’re making sure every donation, membership, or lead gets the attention it deserves, without the chaos.

Ready to stop herding cats? Sign up for ApproveThis or schedule a demo. (Pro tip: Mention this article, and we’ll throw in a free Zapier setup call.)

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Best Approval Workflows for Revv

Suggested workflows (and their Zapier components) for Revv

Create approval requests for new donors in ApproveThis

When a new donor is added to your organization on Revv, you might need to initiate an internal approval process to manage donor interactions effectively. This automation helps streamline that by automatically creating an approval request in ApproveThis once a new donor profile is created.

Zapier Components

Revv Logo

Trigger

New Donor

Triggers when a new donor profile is added to your organization.

Action

Create Request

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

Receive new membership approval workflows via ApproveThis

Managing membership upgrades or creations can be complex, requiring quick approvals. This integration automatically triggers an approval workflow in ApproveThis when a new membership is registered on Revv, ensuring no delay in verifying new memberships or upgrades.

Zapier Components

Revv Logo

Trigger

New Membership

Triggers when a membership is upgraded or created.

Action

New Request

Triggers when a new approval request workflow is initiated.

Create approval requests for new leads in ApproveThis

When new leads are generated by signing petitions in Revv, it's crucial to manage them through an approval process. This automation helps by automatically creating approval requests in ApproveThis, thereby facilitating the efficient follow-up and management of these leads.

Zapier Components

Revv Logo

Trigger

New Lead

Triggers when a new lead is created when a petition is signed.

Action

Create Request

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