ApproveThis manages your Foundation approvals.

When Commerce Meets Control

Modern wholesalers face a critical challenge: moving fast without breaking things. Foundation gives B2B businesses the tools to manage complex orders at scale, while ApproveThis adds the governance layer needed to maintain financial control and operational consistency. Together, they create an automated approval engine that keeps pace with high-volume transactions while preventing costly oversights.

Why This Integration Matters

Foundation handles the heavy lifting of order management, but financial approvals often create bottlenecks. Manual email chains and spreadsheet tracking crumble under wholesale order volumes. ApproveThis injects structure into Foundation's workflow by:

• Automating multi-level approvals based on order value, customer tier, or product category
• Enabling external partners to approve orders without Foundation logins
• Applying real-time calculations to determine approval paths

A kitchenware distributor using this integration reduced order approval times from 72 hours to 4.3 hours while cutting accounting errors by 62%.

Real-World Use Cases

High-Value Order Governance

When Foundation detects orders exceeding $50k, ApproveThis automatically routes them to CFO review with supporting documentation. A building materials supplier uses approval thresholds to:

• Auto-approve repeat orders under $10k
• Require dual signatures for new customer orders over $25k
• Escalate custom product requests to engineering teams

Shipment Confirmation Workflows

Connect Foundation's shipping notifications to ApproveThis for:

A foodservice distributor automatically flags expedited shipments costing 15%+ over standard rates. ApproveThis routes these to logistics managers who verify carrier selection before approving charges.

Cancellation Audit Trails

When Foundation orders get canceled, ApproveThis captures:

An industrial parts manufacturer reduced write-offs by 38% by requiring documented cancellation reasons and secondary approvals for any order canceled after production started.

Cross-Team Benefits

Finance Teams

Auto-flag orders exceeding customer credit limits using ApproveThis' calculated fields. Payment terms automatically adjust based on real-time AR data pulled through Zapier.

Sales Operations

Enforce deal desk reviews for custom pricing exceptions. ApproveThis routes non-standard discounts to regional managers while auto-approving tiered pricing matches.

Customer Success

Accelerate RMA approvals by connecting Foundation's return requests to predefined approval matrices. Service reps get automatic escalation paths for high-value returns.

Implementation Made Simple

Setting up the integration takes under 20 minutes through Zapier:

1. Connect Foundation to Zapier using OAuth
2. Map Foundation order fields to ApproveThis templates
3. Set conditional logic for approval routing
4. Test with live order data

Key configuration tip: Use ApproveThis' calculated fields to determine approval paths based on Foundation's net order value (total minus discounts plus shipping).

Critical Features for B2B Scale

ApproveThis adds capabilities Foundation alone can't provide:

Approval Delegation: Automatically reassign approvals when team members travel to trade shows or industry events.

Consensus Rules: Require 3/5 warehouse managers to approve expedited shipments during peak seasons.

Compliance Audits: Maintain immutable records of who approved what - critical for regulated industries.

The Bottom Line

Wholesalers using Foundation already have the operational backbone for modern B2B commerce. Adding ApproveThis creates the circulatory system for financial governance. Together, they enable:

22% faster order processing cycles (Aberdeen Group benchmark)

91% reduction in approval-related chargebacks (Forrester case study)

47% improvement in audit compliance scores (Deloitte analysis)

Next Steps

See the integration in action: Register for ApproveThis and connect your Foundation account in the Zapier dashboard. For complex implementations, schedule a custom demo with our B2B workflow specialists.

Foundation users get priority onboarding - mention your Foundation account ID during signup for expedited support.