ApproveThis manages your Woovi Integration approvals.

Two Platforms, One Powerful Workflow

Businesses lose countless hours to manual processes: chasing approvals via email, reconciling payments, and updating disconnected systems. ApproveThis and Woovi solve this by connecting approval workflows directly to payment actions through Zapier. This integration turns clunky processes into automated sequences that save time, reduce errors, and keep teams aligned.

What Each Tool Does Best

ApproveThis handles the decision-making layer of your business. It automates multi-step approvals for expenses, contracts, or operational requests with features like conditional routing, automatic escalations, and real-time tracking. Approvers don’t need licenses for your other tools – they review requests via email or a simple dashboard.

Woovi manages the money movement. It processes payments, issues refunds, and tracks subscriptions through a developer-friendly API. Webhooks let you trigger actions based on payment events, but without approvals, this automation can lack guardrails.

Why This Integration Changes the Game

Combining these tools lets you build conditional workflows where money moves only after human approval. Example: A $5K client invoice in Woovi could auto-create an approval request. Once approved, the charge processes. If denied, the workflow notifies accounting to pause billing. This is critical for businesses that need both speed (Woovi’s instant payments) and control (ApproveThis’ audit trails).

Key Benefits Across Teams

Finance Teams: Approve high-value transactions before they process. Use calculated fields to auto-approve small charges but flag larger ones.

Sales Teams: Offer tiered pricing plans without worrying about unauthorized upgrades. Approval workflows ensure clients confirm changes before Woovi bills them.

Customer Support: Process refunds faster by tying them to approval outcomes. No more back-and-forth between CRMs and payment portals.

Real-World Use Cases

1. Automate Payment Approvals for High-Risk Transactions

The Problem: E-commerce companies often face fraudulent orders or large wholesale requests that need manual review. Without a system, these checks delay fulfillment.

The Solution: Connect Woovi’s "New Webhook Event" trigger to ApproveThis. When a charge over $2K is created, ApproveThis routes the request to your fraud team. They review order details in the approval portal and either confirm (processing the payment) or deny (canceling the Woovi charge).

Featured ApproveThis Capability: Approval thresholds auto-flag transactions based on amount, customer history, or product type.

2. Handle Refunds Without Switching Tools

The Problem: Subscription startups get upgrade/downgrade requests daily. Manually adjusting Woovi charges risks errors and customer frustration.

The Solution: When a subscriber requests a plan change via your helpdesk, ApproveThis triggers a workflow. The finance lead reviews the prorated refund amount (calculated automatically), approves it, and Woovi processes the refund instantly.

Featured ApproveThis Capability: Calculated fields determine refund amounts based on billing cycle data pulled from Woovi’s API.

3. Sync Client Approvals with Customer Records

The Problem: Marketing agencies waste time creating Woovi customers after clients approve proposals. Manual entry leads to duplicate profiles or billing errors.

The Solution: When a client approves a project in ApproveThis, Zapier auto-creates their Woovi customer profile. Payment terms, contract IDs, and billing contacts sync automatically.

Featured ApproveThis Capability: Custom fields capture client-specific data during approval, which maps directly to Woovi’s customer API.

Setting Up the Integration

Step 1: Create a Zapier account if you don’t have one. Their free plan supports basic workflows.

Step 2: Connect ApproveThis and Woovi to Zapier. Both apps use OAuth for secure, code-free linking.

Step 3: Choose a trigger. For example, "New Webhook Event" in Woovi could start a Zap whenever a subscription charge fails.

Step 4: Set the action. Map Woovi’s webhook data to an ApproveThis request template. Include dynamic fields like charge amount, customer email, and failure reason.

Step 5: Test with a live transaction. Approve or deny the request to ensure Woovi reacts correctly (e.g., retrying the payment or pausing the subscription).

Critical Features You’ll Use Daily

For Complex Approvals: Conditional Routing

Route Wooovi charges based on multiple factors. Example: Domestic orders under $500 auto-approve, international ones go to logistics, and high-risk industries trigger legal review.

For Team Flexibility: Vacation Delegation

If your CFO is out, ApproveThis reassigns their Woovi-related approvals to the VP of Finance. No more payment delays during holidays.

For Compliance: Audit Trails

Every approval includes timestamps, comments, and approver signatures. Export reports for annual audits or disputeresolution.

Who Benefits Most?

Subscription Businesses (SaaS, Membership Sites)

Require client approval for plan upgrades, custom contracts, or bulk purchases. ApproveThis gates the Woovi charge until terms are confirmed.

Manufacturers & Wholesalers

Large orders often need credit checks or manager sign-off. Delay Woovi payment processing until all internal approvals are secured.

Professional Services (Agencies, Consultants)

Clients approve project scope changes via ApproveThis. Woovi automatically invoices for approved hours, reducing billing disputes.

Start Automating Today

ApproveThis and Woovi solve a universal problem: Businesses need to move fast without sacrificing control. By linking approvals to payments, you eliminate the lag between decisions and action. Finance teams gain visibility, operations reduce busywork, and clients enjoy faster resolution times.

Next Steps:

• Register for ApproveThis (free 14-day trial)
• Explore Woovi’s payment features
• Book a demo to see custom workflow examples

No coding required – just smarter processes.