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Intelligo Integration

ApproveThis manages your Intelligo Integration approvals.

April 17, 2025

Integration Category: Lifestyle Entertainment

Why Approval Automation Matters for Events

Event management teams face constant pressure to move fast without compromising oversight. Between speaker confirmations, VIP guest lists, sponsor agreements, and budget approvals, manual processes create delays that impact attendee experiences. This is where combining ApproveThis with Intelligo creates a competitive advantage.

ApproveThis brings structure to decision-making with customizable approval chains, automated reminders, and real-time tracking. Intelligo handles event logistics like registration flows and participant management. When connected via Zapier, these platforms eliminate bottlenecks by turning multi-day approval cycles into automated workflows.

Key Integration Use Cases

1. Controlled Event Registration

High-profile conferences and paid workshops often require vetting attendees. A medical symposium might need to verify credentials, while a startup incubator could screen applicants for fit. With this integration:

  • New Intelligo registrations trigger approval requests in ApproveThis
  • Event managers set conditional rules (e.g., auto-approve tickets under $500)
  • Approvers review via email without needing Intelligo access

Real impact: A cybersecurity conference reduced registration processing time by 68% while maintaining strict attendee validation.

2. Automated Participant Onboarding

When speakers, sponsors, or VIP guests get approved in ApproveThis, the integration automatically adds them to Intelligo events with personalized welcome emails. This ensures:

  • Zero manual data entry between systems
  • Consistent branding in automated communications
  • Immediate access to event materials for approved participants

Example: A university using Intelligo for virtual open houses now approves prospective students' session access requests in 4 hours instead of 3 days.

Team-Specific Benefits

Event Management Teams

Reduce time spent chasing approvals by 40-60% through automated routing. Configure workflows where:

- Registrations requiring CFO sign-off route directly to finance
- Speaker contracts go to legal + marketing simultaneously
- VIP access requests escalate after 24-hour delays

Finance Departments

ApproveThis' calculated fields automatically flag registration discounts exceeding 15% or sponsor packages over $10K. Threshold rules ensure compliance without micromanaging every request.

External Partners

Agencies managing events for clients can loop in stakeholder approvals via email without granting Intelligo access. Approval groups allow sequential sign-off from both agency leads and client contacts.

Implementation Made Simple

Setting up the integration takes under 25 minutes:

Step 1: In Zapier, create a new Zap using Intelligo's "User Added" trigger
Step 2: Connect to ApproveThis' "Create Request" action
Step 3: Map Intelligo registration data to approval fields
Step 4: Set up conditional logic (e.g., auto-approve free tickets)
Step 5: Activate and test with live registrations

For bi-directional syncing, duplicate the process with ApproveThis triggers adding approved users back to Intelligo.

Critical Features That Make It Work

ApproveThis Strengths

- Vacation Delegation: Prevents delays when approvers are OOO
- Approval Groups: Manages panel reviews for speaker selections
- Real-Time Dashboards: Shows pending vendor contracts at a glance

Intelligo Advantages

- Flexible User Roles: Different permissions for attendees vs. sponsors
- Automated Reminders: Keeps approved participants engaged pre-event
- Custom Forms: Collects approval-critical data during registration

When to Consider This Integration

This combination delivers maximum value for:
- Conferences with tiered ticketing or credential requirements
- Corporate training programs requiring manager sign-offs
- Membership organizations approving event access
- Agencies managing events for multiple clients

Warning sign: If your team spends >3 hours weekly on approval-related emails, this integration pays for itself within a quarter.

Getting Started

ApproveThis offers a 14-day free trial with full Zapier integration capabilities. For complex event approval needs:

1. Create your ApproveThis account
2. Verify your Intelligo plan includes API access
3. Follow our step-by-step configuration guide

For personalized demo showing how approval automation applies to your specific events:

→ Schedule 1:1 Integration Walkthrough

Final Considerations

While the integration handles most approval scenarios out of the box, remember:

Do:
- Use calculated fields for dynamic discount approvals
- Set escalation rules for high-value sponsor deals
- Test vacation coverage during holiday seasons

Don't:
- Overcomplicate workflows - start with 2-3 critical approval types
- Ignore Intelligo's native approval features for simple cases
- Forget to notify approvers about email-based review options

🥳

Integrate with Intelligo 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 Intelligo

Suggested workflows (and their Zapier components) for Intelligo

Create approval requests for new event users

When a new user is added to your event on Intelligo, this integration creates an approval request in ApproveThis to review registrations before finalizing. It streamlines decision-making by ensuring that all new registrations meet your criteria. *Note: Configure your approval workflow in ApproveThis accordingly.*

Zapier Components

Intelligo Logo

Trigger

User Added

Triggers when a new user is added to the event. This happens for reasons such as free registration sign-ups, ticket purchases, or manual admin additions.

Action

Create Request

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

Add users to event for new approval requests

When a new approval workflow is initiated in ApproveThis, this integration adds an approved user to your event on Intelligo and sends a welcome email. It simplifies onboarding for approved participants while ensuring a smooth event management process. *Note: Verify that the approval criteria in ApproveThis are correctly set to approve appropriate users.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Intelligo Logo

Action

Add User

This action adds a user to your event and sends out the welcome email.