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join.me Integration

ApproveThis manages your join.me Integration approvals.

April 17, 2025

Integration Category: Video Calls

Why Approval Workflows Need Modern Collaboration Tools

Businesses lose an average of 5 hours per week chasing approvals through email chains and spreadsheet trackers. When you combine ApproveThis' structured decision-making with join.me's instant meeting capabilities through Zapier, teams gain a closed-loop system for resolving requests faster. This integration turns approval bottlenecks into collaboration opportunities without requiring external partners to learn new tools.

Three Ways Teams Accelerate Decisions

1. Pre-Meeting Compliance Checks

A financial services firm automates compliance reviews for client meetings. When advisors schedule join.me sessions in Outlook, Zapier triggers ApproveThis to verify:

  • Mandatory disclosures attached
  • Client risk profile matches meeting agenda

Approvers receive email notifications with one-click approval buttons. If denied, the meeting is automatically canceled to prevent compliance violations.

2. Post-Approval Action Coordination

A marketing agency uses the "Approved Request → Start Meeting" Zap to gather stakeholders within 15 minutes of final sign-off. When a $50K+ campaign budget gets approved:

  • ApproveThis triggers join.me via Zapier
  • Creative, media buying, and analytics leads receive instant meeting invites

This eliminates the 2-3 day delay typically spent scheduling kickoff meetings through Slack/email.

3. Cross-Company Collaboration

Manufacturing suppliers use ApproveThis thresholds to escalate quality disputes. If a $10K parts shipment is flagged:

  • ApproveThis routes to the plant manager first
  • If denied, automatically schedules join.me with the client's QA team

External partners participate in resolution meetings without needing ApproveThis licenses - they simply click the join.me link.

Key Integration Features

ApproveThis adds four capabilities join.me lacks natively:

Conditional Escalation: Automatically route urgent meetings to executives based on deal size or client tier.

Approval Chains: Require sequential sign-offs from legal → finance → CMO before high-stakes product launch meetings.

Audit Trails: Maintain SEC/FDA-compliant records showing who approved each meeting agenda item.

Delegation: Ensure substitute approvers are assigned when primary contacts are in join.me calls.

Implementation Guide

Connecting ApproveThis and join.me takes 12 minutes:

  1. Create Zapier account (if new to automation)
  2. In Zapier, choose join.me as trigger app ("New Upcoming Meeting")
  3. Select ApproveThis as action app ("Create Request")
  4. Map join.me meeting fields to ApproveThis template

Test with a $0 approval threshold first, then add conditional logic after verifying the data flow.

Department-Specific Benefits

HR Teams: Policy Rollouts

When updating remote work policies, HRBP's can:

  • Require legal/compensation approvals before all-hands meetings
  • Auto-schedule Q&A sessions once finalized

This prevents last-minute scrambles to address unvetted changes.

IT Teams: Security Protocols

For SOC 2 audits, IT directors set ApproveThis rules:

  • Any join.me meeting with external vendors requires CISO approval
  • Denied requests trigger immediate access revocation

Sales Teams: Deal Reviews

Sales ops managers configure:

  • Automatic VP approval for discounts over 15%
  • Post-approval join.me syncs with legal/fulfillment

This reduces deal slippage caused by delayed internal alignment.

Critical Path Automation

The integration shines in three high-stakes scenarios:

M&A Due Diligence: Automatically schedule partner meetings only after NDA approvals. Legal teams set ApproveThis rules requiring signed docs before join.me invites go out.

Healthcare Trials: Site initiation meetings require IRB approval. ApproveThis checks for ethics committee sign-off, then triggers join.me invites to all investigators.

Government Contracts: Compliance officers require pre-meeting checklists. If any item is missing, ApproveThis blocks meeting creation and notifies the contracting officer.

Cost & Time Savings

Companies report:

  • 63% faster approval cycles for time-sensitive meetings
  • 12% reduction in SaaS costs by eliminating redundant approval tools
  • 9 hours/month saved per manager on status update meetings

Since ApproveThis approvers don't need join.me licenses, external legal counsel or auditors can participate without added costs.

Getting Started

To implement:

  1. Sign up for ApproveThis (14-day free trial)
  2. Connect join.me via Zapier
  3. Clone pre-built templates for your use case

Schedule a custom demo to see how conditional thresholds and approval chains work in your specific compliance environment.

Start Free Trial | Explore join.me Features

Final Recommendation

Prioritize integrations that handle:

  • High-volume approval types (contracts, POs, hiring reqs)
  • Meetings requiring cross-functional alignment
  • External partner interactions

ApproveThis + join.me works best when you start with one critical workflow, then expand after proving ROI. Most teams break even on setup costs within 34 days.

🥳

Integrate with join.me 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 join.me

Suggested workflows (and their Zapier components) for join.me

Create approval requests for new upcoming join.me meetings

When a new upcoming join.me meeting is scheduled, this integration creates an approval request in ApproveThis to ensure proper review of the meeting details. *Note: Configure appropriate filters in the ApproveThis step as needed.*

Zapier Components

join.me Logo

Trigger

New Upcoming Meeting

Triggers when a new meeting is scheduled.

Action

Create Request

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

Schedule join.me meetings for new approval requests

When a new approval request arrives, this integration schedules a join.me meeting to get everyone connected. *Note: Ensure meeting parameters are set up correctly in join.me.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

join.me Logo

Action

Schedule New Meeting

Schedules a join.me meeting

Start ad hoc join.me meetings for approved requests

When an approval request completes in ApproveThis, this integration initiates an ad hoc join.me meeting for immediate collaboration. *Note: Adjust meeting settings in join.me as required.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

join.me Logo

Action

Start Ad Hoc Meeting

Starts an (unscheduled) join.me meeting