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Roster Integration

ApproveThis manages your Roster Integration approvals.

April 17, 2025

Integration Category: Marketing

Why Approval Processes Need a Therapist

Let's be real: approval workflows are where productivity goes to die. You've got advocates waiting on program enrollments, marketing teams chasing sign-offs, and someone's always "out of office." Meanwhile, Roster's over here trying to manage your brand ambassadors like a champ. What's missing? A direct line between "We need a decision" and "Here's your approved action."

That's where ApproveThis comes in – think of it as Roster's no-BS wingman. We don't care about making pretty flowcharts. We care about getting your advocate programs moving today, not after three reminder emails and a carrier pigeon.

What Happens When Approval Meets Advocacy

Roster handles the who and what of your advocate programs. ApproveThis handles the "Can we actually do this?" part. Connect them through Zapier, and suddenly:

  • New advocate applications auto-trigger compliance reviews
  • Milestone approvals update Roster contacts in real-time

Best part? Your legal team doesn't need Roster logins to veto that questionable influencer contract. Approval happens where they already live – email, Slack, carrier pigeon, whatever.

Real Teams Actually Using This (No Bullshit)

Use Case 1: Vetting Brand Advocates Without the Paperwork Tsunami

Marketing agencies drown in influencer applications. Connect Roster's "Application Received" trigger to ApproveThis, and suddenly:

- Compliance gets auto-alerts for FTC guideline checks
- Finance reviews proposed compensation in parallel
- The "cool factor" team weighs in on brand fit

Example: A cannabis brand uses approval thresholds to auto-approve advocates over 21 in legal states, while flagging others for manual review. No more accidentally onboarding a teen TikToker.

Use Case 2: Milestone Approvals That Don't Require a Séance

Roster tracks when advocates hit milestones. ApproveThis handles the "Did they actually earn this reward?" part. Connect the two, and:

- Unlocked milestones auto-generate approval requests
- Finance confirms budget availability
- Logistics checks inventory before promising that "limited edition" hoodie

Real result: A beverage company cut reward fulfillment time from 14 days to 48 hours. Mostly because approvers stopped playing inbox hide-and-seek.

Use Case 3: Updating Contacts Without the Copy-Paste Circus

When ApproveThis finalizes a decision (approved/denied/ask-again-after-coffee), Roster updates automatically. No more:

- Manually tagging "Approved Advocates"
- Spreadsheet vs CRM arguments
- "Wait, did we already approve Sarah?" moments

Pro tip: Add calculated fields to auto-flag advocates nearing contract renewal dates. Legal teams will send you gift baskets.

Setup That Doesn't Require a PhD

1. Create a Zapier account (if you're somehow still living in 2010 without one)
2. Connect Roster's triggers (new apps, milestones, etc.)
3. Map fields to ApproveThis requests
4. Set approval rules: thresholds, groups, escalation paths
5. Test with a real advocate application (not your CEO's fake alias)

Time commitment: Less than it takes to explain your current process in a meeting.

Why This Isn't Just Another "Integration"

ApproveThis brings specific firepower Roster doesn't have:

Email approvals: External partners approve via email without Roster logins. Perfect for:
- Legal contractors reviewing NDAs
- Client-side brand managers
- That elusive CMO who only checks email quarterly

Vacation coverage: Auto-reassign approvals when Karen from compliance is hiking the Andes. No dropped requests. No passive-aggressive "Per my last email" replies.

Threshold rules: Auto-approve advocate reimbursements under $500. Escalate anything over to the CFO. Because nobody wants to explain a $5,000 "meme research" expense.

Who Actually Benefits (Besides Your Sanity)

Marketing teams: Launch advocate programs 68% faster (real stat from a customer we can't name). Track approvals alongside Roster metrics in dashboards that don't suck.

Compliance officers: Review influencer contracts without learning Roster's interface. Deny requests with one email click. Sleep better knowing auto-archiving happens.

Finance people: Set budget thresholds that auto-block sketchy payouts. Export approved requests directly to QuickBooks. Finally prove they're not the "Department of No."

Common Objections (And Why They're Dumb)

"We already have Roster workflows." Cool. Do they handle multi-department approvals with conditional logic? Didn't think so.

"Our process is too complex." Your current 22-step email chain isn't complexity – it's chaos with delusions of grandeur.

"We'll set it up later." How's that working with Q4 coming up? Exactly.

Next Steps That Won't Waste Your Time

1. Register for ApproveThis (free trial, no CC required)
2. Book a 15-minute demo to see Roster integrations live
3. Steal our pre-built Zap templates and look like a hero

Pro tip: Bring your nastiest approval headache to the demo. We live for this stuff.

🥳

Integrate with Roster 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 Roster

Suggested workflows (and their Zapier components) for Roster

Create approval requests for new applications

When a new application is received in Roster, an approval request is created in ApproveThis to review the candidate details before proceeding. This integration ensures a uniform review process for every application. *Note: Ensure the candidate information fields are mapped correctly.*

Zapier Components

Roster Logo

Trigger

Application Received

Triggers when New Application Received.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add new contacts for new approval requests

When a new approval workflow is initiated in ApproveThis, a new contact is added to Roster to centralize contact management and streamline follow-ups. This integration links approval processes directly with contact records. *Note: Verify that the approval request data includes all necessary contact details.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Roster Logo

Action

Add Contact

Adds a new contact. Optionally add to a program and/or assign to a contact owner.

Create approval requests for unlocked milestones

When a contact unlocks a milestone in Roster, an approval request is generated in ApproveThis to review the achievement. This automation ensures significant milestones receive timely oversight. *Note: Adjust milestone criteria as needed.*

Zapier Components

Roster Logo

Trigger

Milestone Unlocked

Triggers when Contact unlocked Milestone.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update contacts for approved or denied requests

When an approval request is finalized in ApproveThis, the corresponding contact in Roster is updated to reflect the decision. This integration ensures contact records remain current based on approval outcomes. *Note: Configure the field mappings to reflect approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Roster Logo

Action

Update Contact

Updates an existing contact. Optionally add to a program and/or assign to a contact owner.