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Greetly Integration

ApproveThis manages your Greetly Integration approvals.

April 17, 2025

Integration Category: Forms

Why This Combo Works Better Than Coffee

Let's cut to the chase - nobody gets excited about approval processes or visitor check-ins. But when you connect ApproveThis with Greetly through Zapier, you're not just automating tasks. You're fixing two broken systems that make teams resent coming to work.

Greetly handles your front desk like a pro - visitor check-ins, badges, the whole receptionist vibe. ApproveThis? It's the muscle that makes sure the right people sign off on stuff before it becomes a problem. Together, they turn "Who approved this?" and "Was that visitor supposed to be here?" into questions that answer themselves.

Real Problems This Integration Solves

Think about last week. How much time got wasted chasing down approvals for new user accounts? How many visitors wandered into restricted areas because someone forgot to notify security? This integration isn't about flashy tech - it's about eliminating those daily fires.

The Nuts and Bolts

When these two platforms talk through Zapier:

  • Approval decisions in ApproveThis automatically update Greetly (no human data entry required)
  • Visitor check-ins can trigger approval workflows (goodbye clipboard sign-in sheets)

Best part? Approvers only need an email address - no extra Greetly licenses required. That means external partners or clients can approve stuff without you paying for seats they'll never use.

Use Cases That Actually Matter

1. The Gatekeeper Special: User Account Approvals

Picture this: Your HR team adds a new contractor in Greetly. Before they can get building access, ApproveThis automatically:

  • Pings the department head for approval
  • Checks if their clearance level matches the requested areas
  • Adds them to the security group only after approval

Real-world impact: A healthcare company reduced unauthorized access incidents by 80% by tying facility access approvals directly to Greetly check-ins.

2. The Bouncer Protocol: Visitor Pre-Registration

When legal needs to approve a client visit, ApproveThis handles the sign-offs while Greetly manages the actual check-in. Zapier connects them so:

- Legal gets automatic approval requests when someone schedules a visit
- Approved visitors get added to Greetly's allowlist
- Denied requests trigger automatic emails explaining next steps

Bonus: Approval thresholds mean low-risk visitors get auto-approved, while VIPs or high-security guests get escalated to the right execs.

3. The Clean Sweep: Automating Offboarding

When an employee leaves, denied approvals in ApproveThis can trigger Greetly to:

- Revoke building access immediately
- Delete scheduled future visits
- Notify security about access changes

No more waiting for IT to remember to disable accounts. This is crucial for companies handling sensitive data or regulated industries.

Setup That Doesn't Require a PhD

Here's the skinny on getting this working:

  1. Connect both apps to Zapier (15 minutes tops)
  2. Choose your triggers:

    - New Greetly user → ApproveThis approval workflow
    - Approved request → Greetly visitor preregistration
    - Denied request → Greetly user deactivation

  3. Test with real data (protip: use a facilities manager's visit as your test case)

Pro tip: Use ApproveThis's calculated fields to auto-flag requests needing extra scrutiny. Like visitors requesting access to R&D labs get auto-routed to CTO approval.

Who Actually Benefits From This

Facilities Teams

No more playing phone tag with department heads about who approved which visitor. Real-time tracking in ApproveThis shows exactly where each request stands.

HR & IT

Automate user access approvals with conditional logic. New sales hire? Maybe their manager can approve. C-suite candidate? That approval might need to go through legal first.

Security Teams

Get automatic alerts when high-risk approvals are requested. Vacation delegation means coverage gaps never slow down urgent access requests.

Why This Isn't Just Another Integration

Most approval tools stop at "Yes/No" decisions. ApproveThis adds layers Greetly needs:

Approval thresholds: Auto-approve routine visits under $10K liability, escalate others
Consensus vs. sequential approvals: Require 3/5 department heads to approve VIP visits
Real-time dashboards: Facilities managers see pending visitor approvals at a glance

Plus, since approvers only need email access, you can include external partners in approval chains without sharing internal systems.

Bottom Line: This Isn't About Software

It's about eliminating the 37 emails required to approve a simple visitor pass. It's security teams actually trusting that approved visitors have been vetted. It's new employees starting their first day instead of waiting at reception.

If your approval processes still live in email chains or paper forms, you're not just inefficient - you're risking compliance issues and security gaps.

Make It Happen

Ready to stop being the approval bottleneck? Register for ApproveThis or schedule a demo to see how it plays with Greetly.

Pro tip: Bookmark Zapier's ApproveThis integrations - that's where the magic happens.

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Integrate with Greetly Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Greetly

Suggested workflows (and their Zapier components) for Greetly

Initiate approval for new Greetly users in ApproveThis

Easily streamline user onboarding in your organization. Whenever a new user is created in Greetly, this integration will automatically initiate an approval request in ApproveThis, ensuring that new user setups meet your company standards before activation. *Note: Ensure approval workflows are set up in ApproveThis to handle user-based requests.*

Zapier Components

Greetly Logo

Trigger

New User

Triggers when a new user is created.

Action

Create Request

Creates a new approval request.

Preregister visitors upon initiation of new ApproveThis requests

Automatically manage and organize your reception tasks with ease. Once a new approval request is initiated in ApproveThis, preregister the visitor in Greetly, ensuring a smooth and efficient visitor experience. *Note: Ensure visitor approval criteria are defined in ApproveThis for optimal use of this integration.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Greetly Logo

Action

Visitor Preregistration

Preregister a visitor before they visit.

Deactivate Greetly users when requests are denied in ApproveThis

Maintain clean databases and user lists. When an approval request is denied in ApproveThis, this automation will deactivate the corresponding user in Greetly, ensuring only approved users have access to your systems. *Note: Users must be associated with specific approval requests in ApproveThis for this to function correctly.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Greetly Logo

Action

Deactivate User

Deactivates a user.