ApproveThis manages your Pomelo Pay Integration approvals.

Why This Integration Matters

When payment processing meets approval automation, businesses unlock new levels of operational efficiency. Pomelo Pay's hardware-free mobile payments platform handles transactions with speed, while ApproveThis brings structure to financial decision-making. Together through Zapier, they create closed-loop systems where money moves only after proper oversight – without creating bureaucratic delays.

Core Capabilities Combined

Pomelo Pay excels at instant payment collection through QR codes, payment links, and POS integrations. ApproveThis adds governance layers with features like multi-level approvals, automatic escalation rules, and audit trails. The integration connects financial actions (transactions, shop setups) with human decisions (approvals, verifications) in real time.

Key Advantages for Teams

Finance Teams: Maintain control over cash flow while enabling field teams to initiate payment requests. Approval thresholds prevent unauthorized spending.
Operations Managers: Ensure new locations or major purchases get proper review before funds are committed.
Sales Teams: Quickly process approved client invoices while keeping non-compliant requests in check.

Real-World Workflow Solutions

1. Transaction Approval Guardrails

A regional restaurant chain uses this integration to prevent franchise overordering. When any location creates a Pomelo Pay transaction over $2K for ingredient purchases:

• Zapier detects the new transaction
• ApproveThis routes it to the regional manager
• Approval triggers automatic payment processing

This stopped $18K in duplicate orders last quarter through denied approvals.

2. Location Expansion Control

A retail brand opening pop-up shops uses the New Shop trigger. Each proposed location:

• Creates Pomelo Pay shop profile draft
• Requires CMO approval via ApproveThis
• Only approved shops receive activation funds

Reduced unapproved location budgets by 43% in Q1.

3. Client Payment Automation

A B2B SaaS company automates collections:

1. ApproveThis confirms contract renewal approval
2. Zapier triggers Pomelo Pay invoice creation
3. Payment link sent directly to client

Cut Days Sales Outstanding from 45 to 28 days.

Implementation Made Simple

Setting up takes under 30 minutes:

1. Create Zapier account (if new)
2. Connect Pomelo Pay and ApproveThis
3. Choose trigger (e.g., "New Transaction")
4. Map data fields between systems
5. Test with $0 transaction

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag transactions needing review based on amount, vendor, or category.

Critical Features for Financial Governance

ApproveThis enhances Pomelo Pay workflows with:

Approval Escalation: Unanswered requests automatically route to backup managers after set periods.
Delegated Authority: Auto-reassign approvals during vacations via Vacation Delegation.
Compliance Logs: Every decision timestamped with rationale for audits.

Cross-Team Benefits

Procurement Teams: Require PO approvals before supplier payments process through Pomelo Pay.
AP Departments: Batch-approve verified invoices for scheduled payments.
Field Technicians: Get instant parts purchase approval via mobile without back-office delays.

Why It Works for External Partners

ApproveThis doesn't require external vendors or clients to have Pomelo Pay licenses. Accounting firms reviewing client transactions or suppliers confirming orders can approve directly via email. Status portals show real-time progress without exposing backend systems.

Limitations to Consider

While powerful, remember:

• Complex currency conversions need pre-mapped rates
• Multi-country tax rules require separate approval templates
• High-volume microtransactions (under $50) may not need approvals

Getting Started

Begin with low-risk workflows:

1. Employee expense reimbursements under $500
2. Recurring vendor payments with pre-approved limits
3. Client deposit requests from sales teams

As confidence grows, expand to:
• Capital expenditure approvals
• International wire transfers
• Contractual payment milestones

The Bottom Line

ApproveThis and Pomelo Pay create accountability without friction. Financial teams maintain oversight while operational teams move faster. Zapier handles the busywork so decision-makers focus on exceptions, not routine approvals.

Next Steps:
→ Start Free ApproveThis Trial
→ Explore Pomelo Pay Features
→ Request Custom Workflow Demo