ApproveThis manages your TidyHQ Integration approvals.

Let’s be real – approvals suck. They’re the traffic jam in your workflow highway, the “waiting on Stacy from accounting” meme come to life. But what if you could automate the nagging, skip the endless Slack pings, and actually get shit done? That’s where pairing ApproveThis with TidyHQ turns into your secret weapon.

Why This Combo Doesn’t Just Work – It Actually Solves Problems

TidyHQ’s the Swiss Army knife for managing members, money, and events. ApproveThis? It’s the bouncer at the door of your processes, making sure nothing moves forward without a nod from the right people. Together, they turn “Hey, can you approve this?” from a productivity killer into a background process.

TidyHQ’s Strengths (And Where ApproveThis Fills the Gaps)

TidyHQ’s killer at tracking memberships and collecting dues. But when you need five people to sign off on that new member’s premium tier access? That’s where things get messy. ApproveThis handles the multi-person approval chains, automatic reminders, and audit trails – all while keeping TidyHQ updated without manual data entry.

Real-World Use Cases That Actually Matter

1. New Member Onboarding That Doesn’t Require a PhD in Follow-Ups

The Problem: Your community manager adds a new corporate sponsor in TidyHQ. Now accounting needs to verify their payment tier, the events team needs to approve their logo placement, and legal needs to check the contract. Cue the email chain from hell.

The Fix: Auto-create an ApproveThis request with TidyHQ contact details. Set up parallel approvals for each department. When everyone greenlights, TidyHQ automatically upgrades their membership status. No license needed for external approvers – your lawyer can approve from their phone without logging into TidyHQ.

2. Budget Approvals That Don’t Make You Hate Spreadsheets

The Scenario: Your education nonprofit uses TidyHQ to track program budgets. But every equipment purchase over $500 needs board approval. Instead of digging through old emails, ApproveThis triggers requests based on TidyHQ data. If the request hits $495? Auto-approved. $501? Routes to the board with calculated tax and shipping costs. Denied? TidyHQ gets updated before the intern even thinks about placing the order.

3. Event Planning Without the 3AM Panic Attacks

The Headache: Your trade association uses TidyHQ to manage conferences. But venue deposits require three committee approvals. Someone’s always OOO, deadlines get missed, and you end up paying rush fees.

The Solution: Approval groups in ApproveThis with vacation delegation. First approver out? Request automatically jumps to their backup. All approvals in? TidyHQ auto-sends the deposit invoice. Bonus: Attach venue contracts directly in the approval request so nobody’s hunting down PDFs.

Setup That’s Actually Simple (We Promise)

Connect TidyHQ to ApproveThis via Zapier in 15 minutes flat:

1. Create your “new contact” or “invoice” trigger in TidyHQ
2. Map the data to an ApproveThis template (pro tip: use calculated fields for budgets)
3. Set approval rules – thresholds, groups, escalation paths

Done. Now approvals happen while you’re actually working, not chasing people down.

Why Your Teams Will Stop Complaining (For Once)

Finance Team Wins

Auto-route purchase requests based on amount. Under $1K? Immediate approval. Over? Escalate with all vendor docs attached. Integrates with TidyHQ’s payment tracking so approved requests auto-create invoices.

Operations Crew Stays Sane

Venue bookings, speaker contracts, sponsor agreements – all tied to TidyHQ events. Approval delays? Use real-time dashboards to see where the holdup is. Spoiler: It’s always Greg from legal.

Membership Managers Look Like Heroes

New member applications get vetted by the right people before hitting TidyHQ. Premium tier upgrade? Conditional approvals based on their payment history in TidyHQ. Expired memberships? Auto-send renewal requests through ApproveThis with payment links.

Features You’ll Actually Use (No Bloat Here)

Email approvals: Because nobody wants another login. Approvers click “Approve” right from Outlook.
Threshold rules: Auto-approve small expenses, escalate big ones. Uses TidyHQ’s existing budget data.
Delegation: Greg’s on vacation? Requests automatically reroute to his backup. No more “OOO” reply chains.

The Bottom Line (No Corporate Jargon)

TidyHQ keeps your data organized. ApproveThis keeps your decisions moving. Together, they cut the approval time on everything from new members to $50K purchases. And because ApproveThis approvers don’t need TidyHQ logins, even your most tech-challenged board members can’t mess it up.

Ready to stop being a human reminder bot? Get ApproveThis, connect it to TidyHQ, and finally fix your approval process. Or schedule a demo if you’re the “try before you buy” type.