ApproveThis manages your Archie Integration approvals.

Why Integrate Approval Management with Coworking Operations?

Modern coworking spaces juggle complex operations – managing memberships, booking events, processing invoices, and nurturing leads – all while maintaining a seamless experience for diverse clients. Archie provides the operational backbone for these spaces, but when paired with ApproveThis via Zapier, teams gain something critical: structured control over decisions.

ApproveThis adds a layer of accountability to Archie’s flexibility. Where Archie streamlines day-to-day tasks, ApproveThis ensures every financial commitment, event booking, or client onboarding step aligns with your business rules. This integration isn’t about adding bureaucracy; it’s about embedding governance directly into workflows your team already uses.

Key Features Working Together

Archie’s Operational Core

Archie handles space management, member billing, event bookings, and lead tracking – essential for coworking hubs, flex offices, or hybrid workspaces. Its strength lies in centralizing operations that often span physical and digital touchpoints.

ApproveThis’ Decision Layer

ApproveThis introduces approval thresholds, delegated authority, and audit trails to Archie’s processes. Key features like calculated fields (auto-determining approval paths based on invoice amounts) and vacation delegation (no approval bottlenecks) make it ideal for teams managing high-volume requests.

Real-World Use Cases (Beyond the Obvious)

Event Bookings with Budget Guardrails

A downtown coworking space uses Archie to manage event room bookings. Their Zapier integration triggers an ApproveThis workflow whenever a new event is created. Calculated fields automatically route approvals based on:

• Event size (10+ attendees requires manager review)
• AV equipment costs (over $250 escalates to finance)

Result: Community managers can approve small meetups instantly, while larger commitments get proper oversight – without manual back-and-forth.

Invoice Approvals with Multi-Team Consensus

A flex office provider processes 50+ vendor invoices monthly through Archie. Their integration requires:

• Facilities team approval for maintenance invoices
• Finance sign-off on amounts exceeding $5K

Approvers receive email links to review invoice details directly – no Archie login required. Approved payments sync back to Archie, creating an audit trail visible to both platforms.

Lead Prioritization Without CRM Chaos

For sales teams using Archie’s lead forms, ApproveThis adds qualification rigor. High-value leads (e.g., enterprise clients requesting 20+ desks) trigger immediate approval requests to sales directors. Thresholds auto-approve smaller leads, letting reps focus on closing instead of internal follow-ups.

Onboarding that Scales with Your Membership

When new members reach a certain tier in Archie (e.g., dedicated desk plans), ApproveThis triggers custom onboarding checklists: IT setup approvals, access card provisioning, welcome kit shipments. Each step requires stakeholder sign-off before Archie updates the member’s portal status.

Setup Made Simple (Even for Non-Tech Teams)

Connecting Archie and ApproveThis takes under 15 minutes via Zapier:

1. Choose Your Trigger: Select an Archie event (new invoice, lead, booking)
2. Map Critical Data: Pull details like invoice amounts or lead tier into ApproveThis
3. Set Approval Rules: Define who approves what, using thresholds or conditional logic

Pro Tip: Use ApproveThis’ calculated fields to auto-determine approval paths. Example: “If Archie invoice exceeds $X, require CFO review.”

Team-Specific Benefits

Operations Managers: Control Without Micromanaging

Delegate event approvals confidently. Set thresholds where community leads can approve smaller meetups, while large conferences with catering contracts route to you. Real-time dashboards show pending requests, so nothing slips through.

Finance Teams: Audit-Ready Compliance

Every Archie invoice payment has documented approval. Export reports showing who approved what, when, and why. Thresholds prevent unauthorized spending, while delegated approvals keep processes moving during vacations.

Sales Teams: Faster Lead-to-Desk Conversion

Auto-approve qualified leads meeting criteria (budget, company size), while routing complex deals for manager review. ApproveThis’ mobile-friendly approvals let reps get decisions during site tours, not days later.

Community Teams: Member Experience First

New member onboarding checklists (IT access, key cards) require cross-team approvals. Integration ensures all steps are greenlit before Archie updates the member’s portal, preventing “Where’s my login?” support tickets.

The Hidden Advantage: External Approvals Made Easy

ApproveThis shines when involving external stakeholders. Example: A corporate client’s finance team needs to approve coworking membership renewals. They can review and approve directly via email without needing Archie logins – maintaining security while speeding up contracts.

Beyond Basic Approvals: Advanced Scenarios

Dynamic Pricing Approvals

Use Archie’s event data with ApproveThis’ calculated fields to auto-approve discounts. Example: “If weekday meeting room booking exceeds 4 hours, approve 10% discount.” Sales gets flexibility without overspending.

Emergency Maintenance Workflows

When Archie receives a facility ticket marked “urgent,” ApproveThis can:

• Bypass standard approvers if the issue is safety-related
• Auto-approve contractor costs up to $1K during off-hours

Membership Tier Upgrades

Trigger approval chains when members request plan changes. Community managers approve desk upgrades, while finance confirms payment method changes – all before Archie updates the member’s account.

Common Pitfalls to Avoid

Don’t: Overcomplicate workflows early. Start with 1-2 critical processes (e.g., invoice approvals), then expand.

Do: Use ApproveThis’ testing mode to simulate requests before going live. Ensure Archie data maps correctly to approval criteria.

Don’t: Assume all teams need the same detail level. Customize approval emails so finance sees invoice totals, while operations get event specs.

Getting Started: Next Steps

For coworking spaces and flexible offices, ApproveThis + Archie via Zapier isn’t just about approvals – it’s about scaling operations without losing oversight.

Ready to automate? Start with a free ApproveThis trial, explore pre-built templates for Archie, or schedule a demo to see advanced workflows in action.

For Archie-specific integration guides, visit Archie’s integration hub.