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Billed Integration

ApproveThis manages your Billed Integration approvals.

April 17, 2025

Integration Category: Accounting

When Invoicing Meets Approval Power

Let’s cut to the chase: financial approvals suck when you’re using four different systems and CC’ing half your company on emails. ApproveThis and Billed fix that mess by connecting invoice creation to decision-making through Zapier – no coding required, just common sense automation.

Billed handles the money part beautifully with clean invoicing and expense tracking. ApproveThis does the adulting part by making sure the right people actually look at those numbers before anything gets paid. Together, they’re like a bouncer and accountant rolled into one – keeping your cashflow legit without the paperwork hangover.

Why This Combo Doesn’t Just “Work” – It Wins

Mid-sized companies aren’t startups anymore, but they’re not enterprises either. You need tools that actually talk to each other without needing a PhD in IT. Here’s where this integration hits different:

  • No more approval black holes: See exactly where every invoice is stuck (looking at you, Gary from Legal)
  • Approvers don’t need Billed logins: Clients or department heads can approve directly via email

Take a 200-person manufacturing company we worked with last month. They were losing 12 hours weekly chasing down invoice approvals. Now? Purchasing submits in Billed > Approval routes through ApproveThis > CFO signs off during her morning coffee. Three days shaved off their payment cycle.

Real Sh*t You Can Automate Today

1. Invoice Reviews That Don’t Require Carrier Pigeons

The Setup: New Billed invoice → Auto-create ApproveThis request → Route to department heads

A marketing agency uses this to stop overbilling from freelancers. Their workflow:

  1. Project manager creates invoice in Billed
  2. Zapier pings ApproveThis
  3. Creative director + client lead approve via email
  4. Only then does accounting process payment

ApprovalGroups in ApproveThis let them require both creative and client-side sign-offs. Since May, they’ve caught $14k in billing errors before checks got cut.

2. Kill Zombie Expenses Automatically

The Flow: ApproveThis rejection → Delete Billed estimate

A construction company rigged this up after realizing rejected project bids were still clogging their Billed reports. Now when estimators reject a proposal in ApproveThis, the corresponding estimate gets nuked from Billed automatically. Field supervisors get real-time alerts about active bids without sifting through dead ones.

3. Task Approvals That Don’t Require Mind Reading

How It Rolls: New Billed task → Approval request for resource allocation

An IT firm uses this to prevent over-servicing clients. Every new support ticket in Billed kicks off an approval chain checking:

  • Is this covered under their contract? (Calculated Fields in ApproveThis cross-reference hours used)
  • Which tech has bandwidth? (Vacation Delegation reroutes if primary approver’s OOO)

Result? 22% fewer unbilled hours last quarter.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these systems:

  1. Zapier Account: Free tier works, but spring for Starter if you’ll do 5+ automations
  2. Connect Billed: Billed’s Zapier docs walk you through auth
  3. Plug in ApproveThis: Our approval triggers show up as native Zapier actions

Pro tip: Use ApproveThis’ Approval Thresholds to auto-approve small invoices (under $500?) and only bug execs for bigger amounts. Saves everyone’s sanity.

Who Actually Cares About This Integration?

Finance Teams

AP clerks live longer when they’re not playing “Where’s Waldo?” with invoice approvals. Real-time tracking in ApproveThis shows exactly which manager is holding things up, complete with reminder nudges.

Project Managers

Know instantly if client deliverables get approval roadblocks. Bonus: conditional logic in ApproveThis can auto-approve repeat tasks once initial specs are signed off.

External Partners

Contractors approve estimates via email without getting access to your full Billed account. No more “I never saw that invoice!” claims.

Why This Isn’t Just Another “Integration”

Most Zapier combos just shuffle data. This one actually closes loops:

  • Billed creates the paper trail
  • ApproveThis enforces the decision discipline
  • Zapier handles the boring middle stuff

It’s the difference between having tools and having a system. For companies hitting that 50-500 employee growth spurt, that’s the make-or-break factor.

Bottom Line: Approval Isn’t Sexy, But Cashflow Is

You didn’t start your business to babysit invoice approvals. Connect Billed and ApproveThis through Zapier, and suddenly:

  • Vendors get paid faster (without you rushing)
  • Budgets stop bleeding from unapproved spends
  • Auditors stop giving you that disappointed look

Best part? ApproveThis doesn’t make your approvers buy yet another software license. They can greenlight payments from their inbox like civilized humans.

Book a 15-minute demo and we’ll show you how to set up your first Billed approval flow live. No “thought leadership” slides – just actual working automation.

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Integrate with Billed 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 Billed

Suggested workflows (and their Zapier components) for Billed

Create approval requests for new invoices

When a new invoice is generated in Billed, this automation creates an approval request in ApproveThis to ensure accurate financial processing. It streamlines invoice management by adding a review step. *Note: Customize the approval conditions in ApproveThis.*

Zapier Components

Billed Logo

Trigger

New Invoice

Triggers when an invoice is created.

Action

Create Request

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

Update expense records for approval decisions

When an approval decision is completed in ApproveThis, this automation updates the corresponding expense record in Billed. It improves record accuracy by reflecting current approval statuses. *Note: Map approval outcomes to expense update fields.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Billed Logo

Action

Update an Expense

This will updates expense.

Create approval requests for new tasks

When a new task is added in Billed, this automation triggers an approval request in ApproveThis to validate task requirements. It fosters accountability by incorporating an approval step before task assignment. *Note: Configure task-to-approval mapping for seamless integration.*

Zapier Components

Billed Logo

Trigger

New Task

Triggers when a task is created.

Action

Create Request

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

Delete estimates after approval rejection

When an approval request is rejected in ApproveThis, this automation deletes the corresponding estimate in Billed. It helps maintain clean records by removing unapproved transactions. *Note: Verify the criteria for estimate deletion before activation.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Billed Logo

Action

Delete an Estimate

This will deletes the estimate