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Builtfirst Integration

ApproveThis manages your Builtfirst Integration approvals.

April 17, 2025

Integration Category: Notifications

Let’s be real – marketplaces are messy. Buyers want instant gratification. Sellers need guardrails. Finance teams demand oversight. And everyone’s stuck waiting for someone else to hit “approve.” That’s where pairing Builtfirst’s marketplace engine with ApproveThis’ approval automation turns “Who’s got the keys to this decision?” into “Consider it handled.”

Why This Combo Doesn’t Just Work – It Wins

Builtfirst lets companies spin up partner marketplaces faster than you can say “revenue stream,” but scaling those operations? That’s where things get sticky. ApproveThis acts like the bouncer, accountant, and project manager rolled into one – automatically enforcing who needs to sign off on what, when, and why.

Here’s the kicker: ApproveThis approvers don’t need Builtfirst licenses. Your external vendors approving orders? Clients signing off on project quotes? They get to approve directly via email without you paying for another seat. That’s the kind of detail finance teams high-five over.

Three Ways This Duo Saves Actual Time (Not Just Hypothetical)

1. Vet New Buyers Without Playing 20 Questions

Builtfirst fires a signal when new buyers join. ApproveThis routes their application to:
- Sales ops (Are they in our target vertical?)
- Finance (Do their credit checks add up?)
- Legal (Signed Ts & Cs?)

Real-world win: A SaaS company using this combo cut buyer onboarding from 48 hours to 90 minutes. Their secret sauce? ApproveThis’ calculated fields automatically flagging applicants below credit thresholds before human eyes even see the request.

2. Stop Discount Requests from Becoming Profit Leaks

When Builtfirst gets a “Can I get 20% off?” plea, ApproveThis:
1. Checks the product’s margin via calculated fields
2. Routes to regional sales lead if under $5K discount
3. Escalates to CFO automatically if over $15K
All while keeping the sales rep updated via email approvals.

Case in point: A manufacturing supplier reduced unauthorized discounts by 62% in Q1 by setting approval thresholds that actually stick. Their sales team still closed deals faster because approvers got nudged automatically when requests stalled.

3. Turn Quote Requests into Closed Deals, Not Black Holes

Builtfirst notifies sellers about incoming quote requests. ApproveThis then:
- Assigns parallel approvals to engineering and pricing teams
- Triggers reminders if specs review takes too long
- Auto-reassigns approvals if someone’s OOO (looking at you, vacationing VP)

One logistics company slashed quote turnaround from 5 days to 11 hours using this exact flow. Their ops team now sleeps through the night because vacation delegation means no single point of failure.

Where This Gets Strategic (Not Just Tactical)

This integration isn’t just about speeding up individual approvals – it’s about scaling trust in your marketplace operations. When enterprise buyers know every discount gets CFO-level scrutiny? They stop questioning your pricing integrity. When sellers see consistent approval SLAs? They trust you with bigger deals.

Bonus perk: ApproveThis’ audit trails give you instant defense when audits come knocking. Every decision point in Builtfirst – new buyers, pricing exceptions, custom quotes – gets timestamps, approver comments, and version history. It’s compliance armor you didn’t know you needed.

Setup That’s Actually Doable (We Promise)

Connect Zapier to both platforms. Map these key triggers:
1. Builtfirst’s “New Buyer Joins” → ApproveThis’ “Create Request”
2. Builtfirst’s “Discount Requested” → ApproveThis’ conditional approval workflows
3. Builtfirst’s “Quote Requested” → ApproveThis’ parallel approval groups

Pro tip: Use ApproveThis’ calculated fields to auto-route requests based on Builtfirst data. Example: If a new buyer’s company size field in Builtfirst exceeds 500 employees, route their approval directly to enterprise sales leads.

Who Benefits Beyond the Obvious

Sales Ops: Enforce discount policies without playing bad cop. Set thresholds that auto-approve small deals but require oversight on risky ones.

Finance: Get real-time visibility into marketplace P&L impacts. Every approved discount or buyer credit term gets logged in ApproveThis’ dashboard.

Partnerships Team: Speed up vendor onboarding by letting external partners approve their own marketplace listings via email – no app access required.

No, It Doesn’t Do Everything (But Here’s What It Does Best)

This isn’t some all-in-one unicorn solution. Builtfirst still owns marketplace UX. ApproveThis handles the decision layer. Together, they’re like GPS for your ops – recalculating the fastest route when approvals hit traffic.

Limitation note: Complex multi-marketplace setups might need custom Zapier filters. But for 90% of companies, the out-of-box integration handles approval load without breaking a sweat.

Bottom Line: Approval Guardrails That Accelerate Deals

Marketplaces live or die on speed and trust. Builtfirst gives the speed. ApproveThis provides the trust infrastructure. Together, they let you scale operations without hiring a small army of middle managers.

Ready to stop being the human router for marketplace approvals? Get started with ApproveThis or schedule a live demo to see how it plays with Builtfirst. Your future self (and your annoyed approvers) will thank you.

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Integrate with Builtfirst 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 Builtfirst

Suggested workflows (and their Zapier components) for Builtfirst

Create approval request for new marketplace buyers

When a new buyer joins the marketplace on Builtfirst, this integration initiates an approval request in ApproveThis to verify eligibility. It streamlines the onboarding process while ensuring compliance with marketplace standards. *Note: Review request parameters in ApproveThis for accurate approvals.*

Zapier Components

Builtfirst Logo

Trigger

Notification - New Buyer User Joins Marketplace

Triggers when a buyer joins your marketplace.

Action

Create Request

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

Create approval request for discount requests

When a user requests a discount on Builtfirst, this integration creates an approval request in ApproveThis to review and validate the discount details. It ensures controlled processing of discount approvals, reducing errors. *Note: Adjust approval conditions in ApproveThis as needed.*

Zapier Components

Builtfirst Logo

Trigger

Notification - Request for Discount

Triggers when a user has requested a deal not currently available in your marketplace.

Action

Create Request

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

Create approval request for new quote requests

When a seller receives a quote request on Builtfirst, this automation triggers an approval request in ApproveThis to review the quote details. It helps maintain quality control by ensuring every quote request is vetted. *Note: Confirm eligibility criteria in ApproveThis workflow settings.*

Zapier Components

Builtfirst Logo

Trigger

Notification - For Seller - Trough Marketplace - Quote Requested

Triggers trough marketplace when a user has requested a quote in a marketplace.

Action

Create Request

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