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inFlow Inventory Integration

ApproveThis manages your inFlow Inventory Integration approvals.

April 22, 2025

Integration Category: Ecommerce

When Inventory Management Meets Approval Superpowers

Lets get real  inventory management is already complex enough without chasing down signatures. While inFlow Inventory handles the heavy lifting of tracking stock and orders, ApproveThis tackles the bureaucratic nightmare of getting decisions made. Connect them through Zapier, and youve got a system where purchase approvals, customer updates, and sales quotes actually move at the speed of business.

Heres the kicker: ApproveThis doesnt require your suppliers, clients, or even your own approvers to have inFlow licenses. External partners get approval requests via email (no login required), while internal teams only need ApproveThis access. No more paying for unused seats in multiple systems.

Why This Combo Works for 50-5,000 Person Companies

inFlow keeps your physical inventory organized  ApproveThis organizes the human decisions around it. Together, they solve three critical problems:

1. No More "Who Approved This?" Moments

When a sales rep in Chicago creates a custom quote for a bulk order, the warehouse manager in Dallas needs to confirm stock levels before its finalized. With ApproveThis conditional routing, that quote automatically goes to the right warehouse lead based on location or product category. Approvers see all relevant inFlow data directly in the approval request.

2. Kill Spreadsheet Roulette

Manufacturing companies using inFlow often juggle 10+ approval points per purchase order (materials, budget, compliance, etc.). ApproveThis replaces messy email chains and shared sheets with audit trails showing exactly who approved what  and when.

3. Prevent $250,000 "Oops" Moments

Thats the average loss mid-sized businesses face from inventory shrinkage annually. By requiring approvals for customer record changes (discount tiers, credit limits) and high-value orders, you add guardrails without slowing down legitimate transactions.

Real-World Use Cases That Actually Matter

Customer Data Governance

When your sales team updates a clients credit limit in inFlow, ApproveThis automatically:

  • Routes the change to the finance lead for that region
  • Includes the customers 90-day order history from inFlow
  • Escalates to the CFO if the increase exceeds $50k

Who needs this: Wholesale distributors with 100+ active clients where a single bad credit decision can tank cash flow.

Sales Order Firewalls

New sales order in inFlow? ApproveThis adds conditional checks before it processes:

  • Auto-approve orders under $5k from trusted clients
  • Flag orders exceeding inventory thresholds for manager review
  • Block shipments to clients with past-due balances

Who needs this: Ecommerce companies scaling rapidly where manual order reviews are becoming a bottleneck.

Quote-to-Cash Control

Custom quotes often require special pricing or expedited shipping. ApproveThis ensures:

Sales reps cant promise 24-hour shipping unless the warehouse lead confirms capacity. Discounts over 15% get automatic CFO review. Approved quotes sync back to inFlow with all terms locked.

Who needs this: Manufacturers dealing with complex B2B contracts where margin erosion is a constant battle.

Setup That Doesnt Require an IT Degree

Connect inFlow Inventory to ApproveThis in 3 steps:

  1. Create Your Zapier Hook: New inFlow trigger (sales order, customer update, etc.)  Create Request action in ApproveThis
  2. Map Critical Data: Pull inFlow fields (order total, client ID) into the approval request. Add approval logic like Route to Procurement if order exceeds $10k.
  3. Test with Real Data: Create a test customer update in inFlow. Verify the right person gets the approval email with all necessary context.

Pro tip: Use ApproveThis Calculated Fields to auto-flag requests needing attention. Example: If (Order Total  30-Day Sales Average) > 2  Escalate to VP.

Department-Specific Wins

Procurement Teams

Auto-approve routine replenishment orders under $2k. For larger purchases, ApproveThis:

- Checks vendor contracts in your CRM (via Zapier)
- Verifies budget availability in QuickBooks
- Gets 2+ stakeholder approvals if over $25k

Sales Ops

New sales rep created in inFlow? Require HR approval before granting system access. Territory changes? Auto-route to regional director. All approved changes sync back automatically.

Finance

ApproveThis audit trails show exactly who approved exception pricing or extended payment terms. Real-time dashboards track pending requests by dollar amount  critical for cash flow forecasting.

Features Youll Actually Use

Beyond basic approvals, leverage:

Approval Thresholds

Example: Auto-approve customer credit limit increases under 10%, but require dual signatures for anything higher. Thresholds adjust by client tier (Platinum vs. New).

Vacation Coverage

When your head of procurement is OOO, ApproveThis automatically reroutes requests to their deputy  no manual reassignments needed.

Email-Based Approvals

Suppliers approve/reject PO acknowledgments directly from their inbox. No app logins, no training  just click Approve or Request Changes.

The Bottom Line

inFlow tells you whats in stock. ApproveThis ensures the right people decide what happens to it. Together, they turn approval bottlenecks into competitive advantages  especially for companies where inventory is the lifeblood of the business.

Next Steps:
- Register for ApproveThis (free 14-day trial)
- Book a custom demo showing inFlow integrations
- Zapier connection takes under 20 minutes  well send you the playbook

No more I thought you approved it! moments. Lets get your inventory decisions moving at the speed of your business.

🥳

Integrate with inFlow Inventory 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 inFlow Inventory

Suggested workflows (and their Zapier components) for inFlow Inventory

Create approval requests for new or updated inFlow Inventory customers

Handling customer data efficiently is crucial for business growth. This automation creates an approval request whenever an inFlow Inventory customer is added or updated, ensuring record changes are reviewed for accuracy and compliance. *Note: Ensure correct mapping of customer fields to the approval request.*

Zapier Components

inFlow Inventory Logo

Trigger

New or Updated Customer

Triggers when a customer is created or updated.

Action

Create Request

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

Generate approval requests for new sales orders in inFlow Inventory

Keep your sales order process transparent and compliant by generating automatic approval requests for each new or updated sales order in inFlow Inventory. This ensures that all sales documents are properly reviewed and approved before final execution. *Note: Verify the sales order fields are correctly configured within the request.*

Zapier Components

inFlow Inventory Logo

Trigger

New or Updated Sales Order

Triggers when a sales order is created or updated.

Action

Create Request

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

Request approvals for updated sales quotes in inFlow Inventory

Ensure accuracy and compliance for sales quotes by automatically requesting approvals whenever a new sales quote is added or an existing one is updated in inFlow Inventory. This integration helps maintain high standards in sales operations and customer satisfaction. *Note: Ensure sales quote details are consistently mapped to the approval request.*

Zapier Components

inFlow Inventory Logo

Trigger

New or Updated Sales Quote

Triggers when a sales quote is created or updated.

Action

Create Request

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

Create inFlow Inventory approval requests based on completed workflows

Streamline your post-decision process by generating new approval requests in inFlow Inventory automatically when an existing approval is completed in ApproveThis. This ensures subsequent processes are initiated promptly and with the necessary oversight. *Note: Configure actions based on the type of workflow completed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Action

Create Request

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