ApproveThis manages your Valuecard Integration approvals.

Why Approval Workflows Matter for Membership-Driven Businesses

Let’s cut to the chase – manual approval processes suck. Especially when you’re dealing with member onboarding, compliance checks, or subscription management. That’s where pairing ApproveThis (your approval sheriff) with Valuecard (your membership maestro) turns chaos into calm. We’re talking about automating the gatekeeping parts of your membership operations so your team can focus on actual strategy instead of playing email tag.

Valuecard handles the heavy lifting of member communications and transaction tracking. ApproveThis brings structure to your approval processes. Together? They create an ironclad system where membership decisions happen faster, with less paperwork, and zero “I thought YOU approved that” moments.

How This Integration Actually Works

Using Zapier as the middleman, these two platforms hand off tasks like baton passes in a relay race. Valuecard triggers actions based on member activity, ApproveThis handles the decision-making, then feeds the results back. No coding required – just logical connections between tools you already use.

The Nuts and Bolts

ApproveThis gives you two main triggers in Zapier: New Request Created and Request Approved/Denied. Valuecard plays nice with triggers like New Member Created and actions like Unsubscribe Member. Connect these dots, and you’ve got automated workflows that:

• Require approvals for new premium memberships before granting access
• Auto-unsubscribe members who fail compliance checks

Best part? Approvers only need ApproveThis access – no extra Valuecard licenses required. Perfect for involving external partners or executives who shouldn’t be knee-deep in your membership database.

Real-World Use Cases That Actually Move the Needle

Generic examples are boring. Let’s talk about specific situations where this combo saves real companies real time:

1. Membership Vetting for Financial Services

Imagine a credit union using Valuecard to manage member communications. Their compliance team needs to approve all new high-tier accounts manually. Without automation: PDF forms get lost in inboxes, approvals take days, members get antsy.

The Fix: Zapier triggers an ApproveThis workflow whenever Valuecard gets a new “Platinum Member” signup. The request auto-routes to compliance leads with all relevant data. Approved? Member gets upgraded automatically. Denied? A polite decline email fires off through Valuecard. Bonus: ApproveThis’ calculated fields can flag applications that need extra scrutiny based on deposit amounts or risk scores.

2. Retail Loyalty Program Compliance

A national retailer uses Valuecard to manage their SMS loyalty program. Problem? Store managers keep manually approving discounts that violate corporate pricing rules.

The Fix: Any discount request over 20% in Valuecard kicks off an ApproveThis workflow with built-in thresholds. Store managers can approve standard requests, but anything exceeding limits auto-escalates to regional directors. All decisions sync back to Valuecard to apply discounts – or block invalid ones.

3. Marketing Agency Client Onboarding

Digital agencies using Valuecard for client communications often get stuck waiting for internal legal approvals on new contracts. Delays = missed campaign start dates.

The Fix: New client signup in Valuecard? Auto-send contract terms to ApproveThis. Legal team reviews via email (no app login needed), signs off, and Valuecard triggers the welcome sequence. If denied, the client gets a revised proposal before anyone wastes time on setup.

Setting This Up Without Losing Your Mind

We’re not talking rocket science here. If you can make a sandwich, you can connect these tools:

1. Create Your Zap: In Zapier, choose Valuecard’s “New Member Created” trigger
2. Filter Smartly: Set rules to only flag members needing approval (e.g., premium tiers)
3. Connect to ApproveThis: Use the “Create Request” action – map Valuecard data to approval fields
4. Set Up Decisions: Add ApproveThis’ “Request Approved/Denied” trigger to update Valuecard automatically

Pro Tip: Use ApproveThis’ conditional logic to route requests. High-value member? Send to execs. Standard signup? Team leads can handle it. Vacation alerts ensure no one’s stuck waiting for an OOO approver.

Who Benefits (Besides Your Sanity)?

Marketing Teams

Stop letting unapproved discounts or campaigns go live. Sync Valuecard promotions with ApproveThis to ensure every offer gets proper sign-off before hitting members’ inboxes.

Compliance Officers

Auto-flag high-risk members in Valuecard for review. ApproveThis gives audit trails showing who approved what – crucial for regulators.

Customer Success

Ever accidentally onboard a client before contracts are final? Didn’t think so. Now it’s literally impossible.

Why This Isn’t Just Another Integration

Plenty of tools connect to Zapier. What makes this combo stick?

Precision Control: ApproveThis’ thresholds and calculated fields let you automate routine approvals while keeping humans in the loop for edge cases. Valuecard handles the member-facing stuff; ApproveThis manages the internal gates.

No App Hopping: Approvers can vote via email or Slack – no need to log into Valuecard. External partners only see what’s relevant to their approval.

Real-Time Sync: Members aren’t left hanging. Approved requests update Valuecard instantly; denials trigger immediate follow-ups.

Common Objections (And Why They’re Wrong)

“We Already Have Approvals in [Other Tool]”

Cool. But can it handle multi-step approvals with conditional logic? Automatically reassign tasks when someone’s OOO? Show real-time dashboards across every department? Didn’t think so.

“Our Process Is Too Complex”

ApproveThis isn’t some basic yes/no tool. Need 5 people to approve in order, with amount-based escalation rules? Done. Require consensus from three departments? Easy. All while keeping Valuecard in sync.

Bottom Line: This Isn’t About Software

It’s about eliminating the 37 back-and-forth emails required to approve a simple membership upgrade. It’s about your compliance team sleeping soundly knowing nothing slips through. It’s about launching campaigns faster because legal reviews happen in hours, not weeks.

ApproveThis + Valuecard via Zapier is your membership ops Swiss Army knife. It doesn’t just automate approvals – it automates accountability.

Get Started Free (takes 2 minutes) or book a demo to see how it handles your trickiest approval scenarios.