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Join It Integration

ApproveThis manages your Join It Integration approvals.

April 17, 2025

Integration Category: Crm

When Approval Management Meets Membership Mayhem

Let’s be real – managing memberships is like herding cats with spreadsheets. Between new signups, payment approvals, and membership tier upgrades, your team’s probably drowning in Slack pings and lost emails. That’s where pairing ApproveThis with Join It through Zapier becomes your secret weapon.

ApproveThis isn’t just another "approval app." It’s the traffic cop for your decision-making processes. When you connect it to Join It’s membership management muscle, you get a system that automatically routes requests, enforces rules, and keeps everyone accountable – without requiring your finance director to learn yet another software.

Why This Combo Works Like a Double Shot of Espresso

Join It handles the nuts and bolts of memberships – payments, directories, renewals. ApproveThis handles the human part: decisions. Together via Zapier, they automate the grunt work so your team can focus on growing the community (or finally taking lunch breaks).

Key benefits you’ll actually care about:

  • No more approval limbo: Automatically kick off approval workflows when members join, upgrade, or pay – right from Join It’s data
  • Finance team’s new BFF: Set $ thresholds where big payments auto-escalate to CFO review, while small fries get instant approval
  • External approvers? No problem: Board members or clients can approve/deny via email without needing a Join It login

Real-World Use Cases That Don’t Suck

1. New Member Vetting Without the Spreadsheet Circus

Trade associations and professional groups: When Join It gets a new membership application, ApproveThis can:

- Route applications to committee chairs based on membership type
- Require background check approvals before granting access
- Auto-approve student/renewal memberships under $100

Why it matters: The National Urban Farming Collective reduced member onboarding from 14 days to 48 hours by automating vetting steps for 5,000+ annual applicants.

2. Killing Payment Approval Anarchy

Nonprofits and clubs: Connect Join It payments to approval rules so:

- Recurring under $500? Auto-approved
- Over $5k? Requires treasurer + exec director signoff
- International transactions? Flag for currency conversion review

Cool feature alert: ApproveThis’ calculated fields automatically apply your approval policies – no manual math required.

3. VIP Member Requests That Don’t Get Lost in Slack

Fitness studios and premium communities: When a member requests a service upgrade via Join It:

- Auto-create approval tasks with member’s history
- Route to service manager + billing department
- Approvers get email links to review without logging into Join It

Real talk: CrossFit Bayfront uses this to handle 300+ member upgrade requests/month without a single billing error last quarter.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. If you can make toast, you can connect these systems:

  1. Create a Zapier account (free tier works)
  2. Choose Join It triggers: New membership, payment, etc.
  3. Add ApproveThis actions: Create approval request with dynamic fields
  4. Test with live data (takes 2 minutes)

Pro tip: Use ApproveThis’ conditional logic to handle 80% of routine approvals automatically. Your team only sees the 20% that need human eyes.

Which Teams Stop Wanting to Quit

Operations Teams

No more chasing down department heads for signoffs. Approval chains auto-route based on rules, with escalations if someone’s OOO (thanks to vacation delegation).

Finance Departments

Payment approvals sync with Join It’s data, so they see member history, past invoices, and notes – no digging through 12 tools.

Membership Committees

New applicant reviews happen in ApproveThis’ centralized dashboard, with deadlines and reminders. No more “I thought YOU approved them!”

But Wait – There’s Actual Features Under the Hood

ApproveThis isn’t just a fancy email forwarder. When integrated with Join It, you unlock:

Approval Thresholds: Auto-approve renewals under $X, escalate high-value members to leadership
Multi-Step Workflows: New corporate membership? Needs HR + IT + Facilities signoff in order
Real-Time Dashboards: See every pending Join It-related request – filtered by status, department, or urgency

Common Objections (And Why They’re BS)

“We already have Join It workflows.”
Cool. Now add enforceable approval steps that non-techies can manage.

“Our process is too complicated.”
ApproveThis handles 15-step approvals with conditional branching. Your move, “complicated process.”

“We’ll lose visibility!”
The dashboard shows every pending/approved/denied request – with audit trails. Try getting that from email chains.

Bottom Line: This Isn’t Just Automation

It’s about making Join It work smarter for teams drowning in membership chaos. When approvals stop being a bottleneck, you can actually focus on growing the community – not pushing paperwork.

ApproveThis + Join It via Zapier works because:

- No software overload: Approvers use email or a simple dashboard
- No data silos: Join It’s info flows into approval requests automatically
- No more “I forgot”: Automated reminders and escalation paths

What’s Next? (Hint: It’s Easy)

If your team spends more than 4 hours/week on membership approvals, you’re bleeding time. Here’s how to fix it:

1. Register for ApproveThis’ free trial
2. Connect to Join It in Zapier (15-minute setup)
3. Automate one approval process this week

Or, if you’re the “talk first” type, book a 12-minute demo. We’ll show how 100+ membership-driven orgs cut approval delays by 70%.

🥳

Integrate with Join It 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.

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Best Approval Workflows for Join It

Suggested workflows (and their Zapier components) for Join It

Create ApproveThis requests for new Join It memberships

When a new membership is created in Join It, automate the generation of an approval request in ApproveThis. This integration streamlines your workflow by automatedly requesting approvals for each new member, ensuring your team is always on the same page and nothing is overlooked.

Zapier Components

Join It Logo

Trigger

Memberships Created

Triggers when a new membership is created.

Action

Create Request

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

Generate approval requests for new payments in Join It

Manage your financials more efficiently by having each new payment in Join It automatically trigger a request in ApproveThis. This optimization saves time and reduces the possibility of errors in the approval process of your financial transactions.

Zapier Components

Join It Logo

Trigger

Payments Created

Triggers when a new Payment is created

Action

Create Request

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

Initiate Join It membership approvals for new ApproveThis requests

Whenever a new approval request is initiated in ApproveThis, automate the submission of an approval process for Join It memberships. This ensures every workflow is thoroughly documented and effortlessly managed, enhancing team coordination and efficiency.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Action

Create Request

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

Start Join It processes when ApproveThis requests are finalized

Automate the launching of Join It processes once an ApproveThis request is approved or denied. This ensures a seamless follow-up on membership tasks based on approval outcomes, reducing manual oversight and improving your organizational response time.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Action

Create Request

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