ApproveThis manages your OBVIO Integration approvals.

When Approval Management Meets Event Management

Let’s be real: coordinating approvals for event attendees, budgets, or vendor contracts is where good ideas go to die in email threads. OBVIO handles the logistics of virtual events like a pro, but when you need human sign-offs? That’s where ApproveThis comes in – think of it as the bouncer for your decision-making process.

Connect the two via Zapier, and you’ve got a system where OBVIO triggers approval workflows exactly when needed, and ApproveThis pushes decisions back without missing a beat. No more spreadsheets, no “did you see my Slack?”, just actual progress.

Why This Combo Works (When Other Tools Don’t)

OBVIO’s great at moving attendees through virtual doors. ApproveThis is great at moving decisions through bureaucratic ones. Together, they solve the two biggest headaches in event planning: coordination and compliance.

Example: A 5,000-person conference needs 30 VIP attendees approved by execs. OBVIO tracks registrations, but ApproveThis automatically routes each VIP request to the right approver based on department, spend thresholds, or even the requester’s seniority. When the CMO’s OOO? Delegation kicks in. No license needed for external partners to approve – just a link in their inbox.

Three Ways Teams Actually Use This Integration

1. Pre-Approved Attendees Only

The Problem: Your sales team wants 50 client invites to a product launch. Finance needs to cap it at 35. The back-and-forth eats a week.

The Fix: Every time someone’s added to OBVIO, ApproveThis pings the budget owner with details. Approvers get calculated fields showing total attendee costs (travel, swag, etc.) and thresholds that auto-approve if under $5K. Sales gets instant “yes/maybe/no” without 8 follow-up meetings.

Who uses this: Tech companies launching beta programs, agencies managing client invites.

2. Post-Approval Syncs (The “No Backdoor” Rule)

The Problem: Marketing adds speakers to the event portal before contracts are signed. Legal blows a gasket.

The Fix: ApproveThis becomes the gatekeeper. Only when Legal approves speaker terms in ApproveThis does OBVIO create their attendee profile. Bonus: Auto-send OBVIO check-in links post-approval so speakers aren’t chasing emails.

Who uses this: Conference organizers, universities hosting guest lecturers.

3. Budget Guardrails for Ticket Sales

The Problem: Early-bird tickets sell out too fast, upsetting partners who wanted dibs. Or worse – you oversell capacity.

The Fix: Every OBVIO ticket purchase triggers an approval request. For VIP tiers, ApproveThis routes to partnership leads. For general admission, it checks real-time sales against capacity thresholds. Hit 90% sold? Escalate to CMO for expanding the event.

Who uses this: Nonprofits hosting galas, SaaS companies doing user conferences.

Setting This Up Without Losing Your Mind

Zapier’s the middleman here, and setup’s simpler than OBVIO’s virtual green room. Rough steps:

1. Pick your trigger: “New OBVIO attendee” or “Ticket purchased” to start approvals.
2. Build the approval flow: Use ApproveThis to add conditional logic (e.g., “Route to CFO if over $10K”).
3. Close the loop: Send approved OBVIO attendees back via Zapier; deny ones get a custom email.

Pro tip: Use ApproveThis’ calculated fields to include OBVIO data like attendee type or ticket revenue in approval requests. Makes decisions faster than a pre-event espresso shot.

Who Gets the Most Mileage Out of This?

Event Teams

Stop being the messenger between sales and finance. Custom workflows let marketing approve swag budgets while operations handles venue capacity – all in parallel.

Finance Departments

Auto-approve routine expenses (hello, Zoom licenses) but gatekeep big spends. Approval thresholds mean you only get pinged when OBVIO registrations hit 75% of budget.

External Partners

Agencies love this: Clients approve speaker lists or sponsor placements directly via ApproveThis emails. No OBVIO logins needed, no “Can you resend the link?” hell.

Features You’ll Actually Use (No Fluff)

ApproveThis isn’t just about routing forms. For OBVIO users, these matter:

• Vacation Delegation: Speaker approval can’t wait for Jane’s Bali trip. Her backup gets auto-assigned.
• Real-Time Dashboards: See how many OBVIO invites are pending legal vs. exec sign-off. Spot bottlenecks before they’re crises.
• Approval Groups: Require 3/5 marketing leads to OK a VIP attendee list. Or make them approve in order (CEO first, then others).

Common “Wait, Really?” Moments

Q: “Do approvers need OBVIO access?”
A: Nope. ApproveThis emails them everything – no new logins. Huge for external boards or clients.

Q: “What if we exceed ticket capacity?”
A: Set ApproveThis thresholds to auto-deny once OBVIO hits 100% – or trigger a venue upgrade request.

Bottom Line: Less Herding, More Doing

OBVIO’s job is to make virtual events feel seamless. ApproveThis’ job is to make internal approvals equally invisible. Together, they turn “Did everyone sign off on this?” from a daily anxiety to a system that just… works.

If your event planning involves more approval headaches than actual planning, it’s time to let these two tools talk. Register for ApproveThis, connect your OBVIO account via Zapier, and see how much gets done when you’re not chasing people.