AdvicePay + ApproveThis Integrations
Put AdvicePay + ApproveThis to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between AdvicePay and ApproveThis
See the kind of workflows teams build with AdvicePay and ApproveThis below — describe the exact one you want above and the Agent builds it on demand.
Record abandoned cart details for team follow-up
When a customer abandons a cart in AdvicePay, automatically add a new record in ApproveThis to track lost leads.
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Log affiliate commission earnings in tracking docs
When an affiliate earns a commission in AdvicePay, append a detailed log entry to your financial page in ApproveThis.
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Send custom store API requests when document statuses change
When a document status changes in ApproveThis, automatically make a custom API request in AdvicePay to update customer tiers or parameters.
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Browse the full workflow library →
Looking to achieve something else with AdvicePay and ApproveThis?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for AdvicePay and ApproveThis
Everything AdvicePay and ApproveThis can do inside a workflow — the triggers that start one and the actions that run when it fires.
AdvicePay Explore AdvicePay →
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
TriggersTriggers when an eSign agreement is fully executed by all required signers.
Triggers when an invoice is paid.
Triggers when a subscription is initially activated.
Triggers when a subscription is canceled.
Creates a new client.
Creates a new invoice.
Creates a new subscription.
Gets an invoice by its unique ID.
Gets a subscription by its unique ID.
Gets a list of invoices.
ApproveThis Explore ApproveThis →
An approval workflow automation tool that enables teams to review, request, and track approvals for business processes.
TriggersTriggers when a request is approved or denied.
Triggers when a new approval request workflow is initiated.
Creates a new request, probably with input from previous steps.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about AdvicePay + ApproveThis
Is there a pre-built AdvicePay + ApproveThis automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches AdvicePay and ApproveThis's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built AdvicePay or ApproveThis connector?
No. The Agent works whether or not AdvicePay or ApproveThis already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can abandoned carts automatically generate recovery records?
Yes, when a customer abandons a cart in AdvicePay, a new record can be added to your tracking database in ApproveThis for follow-up.
How can document status updates affect store configurations?
When a page or record status changes in ApproveThis, an automated workflow can send a custom API request in AdvicePay to adjust store settings.