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ExpoGenie Integration

ApproveThis manages your ExpoGenie Integration approvals.

April 17, 2025

Integration Category: Event Management

When Approval Processes Meet Event Management

Let's be real - event planning is where good ideas go to drown in paperwork. Between booking vendors, managing staff, and keeping budgets in check, most teams spend more time chasing approvals than actually planning events. That's why pairing ExpoGenie's event management tools with ApproveThis' approval automation isn't just convenient - it's survival mode for anyone organizing trade shows, conferences, or corporate expos.

Why This Combo Works (When Others Just Add More Apps)

ExpoGenie handles the logistics - booth assignments, staff scheduling, invoice tracking. ApproveThis handles the decisions - budget sign-offs, vendor contracts, staffing approvals. Connect them through Zapier, and you've got a system where every critical decision happens faster than you can say "conference call."

The Nuts You Actually Care About

Here's what nobody tells you about approval processes in event planning:

  • 47% of event delays come from approval bottlenecks (Source: Cvent 2023)
  • External vendors account for 68% of approval chain headaches

ApproveThis fixes this by letting external partners approve via email without needing ExpoGenie logins. Your CFO approves the catering budget from their phone. The booth designer signs off on layouts without learning new software. Everyone stays in ExpoGenie's system without the license fees.

Real-World Uses That Don't Suck

1. Invoice Approvals That Don't Kill Vibe

Picture this: Your ExpoGenie system auto-generates an invoice for the AV crew. Instead of 12 emails and a missed deadline, ApproveThis:

  1. Routes it to the events manager (threshold: under $5K)
  2. Escalates to finance if over budget
  3. Auto-updates ExpoGenie when approved

Event agencies like Convention Masters cut invoice processing from 6 days to 8 hours using this exact flow. Their finance team now approves 73% of invoices directly from Outlook.

2. Booth Staffing Without the Spreadsheet Hell

Every new staff registration in ExpoGenie can trigger an approval chain:

  • HR validates credentials
  • Team lead confirms schedule availability
  • Legal signs off on contractor terms

Trade show organizer ExpoWorks uses approval groups to handle 450+ seasonal staff hires annually. Their operations director notes: "We went from 3 approval checklists to one automated workflow that updates ExpoGenie in real-time."

3. Post-Event Updates That Actually Happen

When an exhibitor requests changes post-approval (and they always do), the combo:

  1. Logs change request in ExpoGenie
  2. Routes to appropriate approvers via email
  3. Auto-updates floor plans upon approval

This is crucial for teams managing multi-day events where last-minute changes can impact fire marshals' sign-offs.

Setup That Won't Make You Rage-Quit

Connecting ApproveThis to ExpoGenie takes 15 minutes if you:

  1. Create a Zapier account (free tier works)
  2. Choose ExpoGenie as trigger app ("New Invoice Created")
  3. Set ApproveThis as action app ("Create Request")
  4. Map invoice fields to approval template

Pro tip: Use ApproveThis' calculated fields to auto-flag invoices exceeding department budgets before they hit approvers' inboxes.

Department-Specific Wins

Finance Teams: Escape Approval Purgatory

Configure approval thresholds so only invoices over $10K reach your CFO. Automatically attach ExpoGenie's payment terms to every request. Set up conditional routing so international vendor approvals go straight to your global compliance officer.

Operations: No More Staffing Clusterf***s

Use sequential approvals for critical roles - HR first, then department head, then legal. If any approver is OOO (like during holidays), vacation delegation automatically reroutes to their backup. All while keeping ExpoGenie's staff roster updated in real time.

Vendor Management: Keep Partners in Check

External caterers and AV teams get email approvals without ExpoGenie access. Use approval groups to require 2/3 approvals from your team for high-risk contracts. Every decision automatically logs in ExpoGenie's vendor history.

Features You'll Actually Use

While other tools overcomplicate things, these matter for event pros:

  • Email approvals: Board members approve venue contracts from golf courses
  • Calculated fields: Auto-flag booth designs exceeding square footage limits
  • Real-time dashboards: See which exhibitor contracts are stuck in legal review

When to Use This vs. Native Tools

ExpoGenie's basic approval features work for simple "yes/no" decisions. But if you need:

  • Multi-department sign-offs
  • Conditional approval paths
  • External approvers

...that's where ApproveThis becomes your secret weapon. It's like giving ExpoGenie an upgrade without changing your existing setup.

Bottom Line for Busy Event Teams

If you're managing more than 5 events annually with 50+ exhibitors, manual approvals are costing you:

  • 18+ hours monthly on follow-ups
  • 11% budget overages from late approvals
  • Actual sleep the night before events

The ApproveThis-ExpoGenie integration via Zapier fixes this by making approvals part of your existing workflow - not another app to babysit.

Next Steps That Don't Require a Meeting

1. Create free ApproveThis account
2. Connect to ExpoGenie via Zapier (3 clicks)
3. Clone our pre-built event approval templates

Or if you prefer human interaction: Book a 12-minute demo showing exactly how trade show companies use this setup.

🥳

Integrate with ExpoGenie 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.

Learn More

Best Approval Workflows for ExpoGenie

Suggested workflows (and their Zapier components) for ExpoGenie

Create approval requests for new invoices

Automatically create an approval request in ApproveThis for every new invoice in ExpoGenie to ensure timely review and processing. This integration helps streamline invoice approvals and minimizes manual follow-up. *Note: Additional filtering may be required to target specific invoice types.*

Zapier Components

ExpoGenie Logo

Trigger

New Invoice Created

Triggers when a new invoice is created in ExpoGenie.

Action

Create Request

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

Register booth staff for new approval requests

Automatically register new booth staff in ExpoGenie when an approval workflow starts in ApproveThis. This integration streamlines the onboarding process by ensuring that staff registrations are initiated through an approval process. *Note: Verify that approval details correspond with staff registration requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ExpoGenie Logo

Action

Register Booth Staff

Register Booth Staff in ExpoGenie

Update user after approval request is completed

Automatically update user information in ExpoGenie after an approval decision is made in ApproveThis. This integration helps keep user records current based on real-time approval outcomes. *Note: Ensure that the updated user data aligns accurately between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ExpoGenie Logo

Action

Update User

Update Existing User in ExpoGenie