ApproveThis manages your Stripe (Legacy) Integration approvals.

When Payments Meet Permission

Let's cut to the chase: money moves require guardrails. Stripe handles the cashflow, ApproveThis handles the "are you sure about this?" conversations. Together, they create an airtight system where financial actions get proper oversight without creating bureaucratic speed bumps.

For companies scaling between 50-5,000 employees, this combo solves the "growth vs control" dilemma. Finance teams keep their safeguards. Operations keeps its velocity. And nobody ends up in a Slack thread arguing about who approved that $20k charge.

What Makes This Integration Click

Stripe's the engine - processing payments, subscriptions, and customer data. ApproveThis is the checkpoints - making sure the right people sign off before money moves (or after, for audits). Through Zapier, they talk directly:

Key Handshakes

• Approval → Action: Auto-create Stripe subscriptions only after execs sign off
• Payment → Paper Trail: Flag large transactions for review after they process
• Data Sync: Keep customer records fresh between systems without manual entry

The kicker? Approvers in ApproveThis don't need Stripe licenses. Perfect for involving clients in payment approvals or cross-department reviews without racking up SaaS bills.

Real-World Use Cases That Don't Suck

1. Subscription Guardrails for SaaS Teams

Picture this: Your sales team closes a custom enterprise plan. Instead of immediately billing the client, ApproveThis:

• Routes the contract terms to Legal
• Sends pricing to the CFO
• Only triggers the Stripe subscription creation after both approve

No more "Oops, we promised something we can't deliver" moments. Built-in calculated fields ensure discounts stay within quarterly quotas.

2. Audit-Proof E-Commerce Operations

When your Stripe account gets 500+ daily payments, spotting issues is needle-in-haystack stuff. Connect it to ApproveThis to:

- Auto-flag refunds over $1k for manager review
- Require dual approval for discount codes >30% off
- Escalate disputed charges to your risk team

All tracked with timestamps and approval comments. Chargeback ratios drop, finance sleeps better.

3. Client-Centric Agencies

Here's the agency dilemma: Clients want oversight on spend, but you don't want them in your Stripe account. Solution:

1. Connect Stripe to ApproveThis
2. Set client contacts as approvers
3. They get email approvals for project-related charges

Transparency without access. Bonus: Vacation delegation means approvals don't stall when someone's offgrid.

Setting This Up Without Losing Your Mind

We've all seen "easy integrations" that require a CS degree. This isn't that. If you can make toast, you can connect Stripe to ApproveThis:

The 5-Minute Version

1. Create a Zapier account (free tier works)
2. Pick your trigger ("New Stripe Payment" etc.)
3. Add ApproveThis as the action app
4. Map the data fields (amount → amount, customer email → approver)
5. Test with a $1 charge

Pro tip: Use Approval Thresholds to auto-approve small charges. Your team will thank you when the $5 AWS fees don't clog their inbox.

Who Benefits (Besides Your Sanity)

Finance Teams

Real talk: Your controllers hate playing detective. With this setup:
- Every large charge has a pre/post-approval trail
- Subscription changes require VP sign-off
- Disputes show who approved the original charge

Operations Managers

Stop being the human router between Stripe and Slack. Automated workflows:
- Push renewal approvals to department heads
- Escalate expired card alerts to account managers
- Sync approved discounts to Stripe coupons automatically

Client-Facing Teams

Ever had a client question a charge? Now you can:
- Share approval timestamps without screenshots
- Include client approvers in payment workflows
- Auto-email receipts with approval metadata

The Unspoken Perks

Beyond the obvious, this combo does some heavy lifting you might not expect:

Audit Trails That Actually Help

Stripe shows what happened. ApproveThis shows why it happened. Together, they answer:
- Who approved the exception?
- What rationale was given?
- Were quota thresholds considered?

Compliance Without the Theater

GDPR/CCPA/SOC2 aren't buzzwords - they're checklist nightmares. This integration:
- Logs approval decisions with user IPs/timestamps
- Tracks data access during reviews
- Auto-archives records per retention policies

When Not to Use This

Full disclosure: No tool is a magic wand. Avoid this setup if:

- You process under 50 transactions/month (manual works)
- All approvals are handled within your CRM already
- You use Stripe solely for donations with no oversight

Ready to Stop Playing Approval Tag?

At the end of the day, this isn't about Stripe or ApproveThis - it's about removing friction from financial decisions. Less chasing people down, more actual work getting done.

ApproveThis has a free tier that works with Stripe via Zapier. Takes 10 minutes to set up your first workflow. Either you'll love it, or your finance team will make you use it anyway.

Get Started Free or schedule a 15-minute demo if you prefer someone else drives first.