ApproveThis manages your Member365 Integration approvals.

Why Your Membership Team Needs This Automation Combo

Let's be real – managing memberships is like herding cats. Renewals, event sign-ups, contact updates...it never ends. Member365 keeps the CRM side under control, but approvals? Those still get stuck in email threads, spreadsheets, or worse – someone's "urgent" Slack DM that gets buried. That's where ApproveThis comes in.

When you connect Member365 to ApproveThis via Zapier, you're not just automating clicks. You're fixing the three things that waste your team's time:

• Approval black holes: No more "Did you see my request?" follow-ups
• Manual data shuffling: Stop copy-pasting between systems

Think of it like giving your membership ops team a caffeine-free energy boost. Less chasing, more doing.

How This Plays Out in Real Life (No Fluff Examples)

We could talk features all day. Let's talk about actual Monday mornings instead.

Use Case 1: The "Oops, We Onboarded a Spammer" Prevention

New Member365 contact → Auto-route to ApproveThis → Human sanity check → Clean CRM.

Who needs this: Associations with public sign-up forms, gyms with trial memberships, paid communities filtering out trolls.

Why it's better than "just" Member365: Your CRM doesn't care if the entry's legit. ApproveThis adds that layer of "Wait, is this guy's email really 'ilovecats12345@questionablesite.net'?"

Use Case 2: The "Why Is This VIP Not on the Event List?" Fix

ApproveThis greenlights a sponsor → Auto-mark their attendance in Member365 → No awkward check-in desk moments.

Who needs this: Conference organizers, nonprofit galas, anyone where "But I was approved!" escalations ruin the vibe.

The secret sauce: ApproveThis' calculated fields can auto-approve under a spending limit, but flag big-ticket items for review. No more manual cross-checking budgets.

Features You'll Actually Use (Not Just Sales Buzzwords)

We know you've been burned by "powerful" tools that require a PhD to configure. Here's what matters when pairing these two:

For the Control Freaks (We Mean That Nicely)

Approval thresholds: Auto-approve member upgrades under $50? Set it once. Anything over pings the board. Member365 tracks the money, ApproveThis handles the decision logic.

For Teams That Hate Bottlenecks

Vacation delegation: Finance lead OOO? Approvals auto-reassign without touching Member365 permissions. Critical for seasonal orgs with event crunches.

For the "Why Is This Taking So Long?" Crowd

Real-time tracking: See which member renewals are stuck, who's sitting on a sponsorship approval, etc. Member365 shows the data, ApproveThis shows the human holdup.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Your job:

1. Pick a trigger in Member365 (new contact, payment, etc.)
2. Map the key data points to ApproveThis
3. Define who approves what, with what rules

Pro tip: Start with one process – like event speaker approvals. Get that humming, then tackle member refund approvals next quarter.

Who Wins (Besides Your Sanity)

Membership Directors

Fewer "system" fires to put out. Report on approval times vs. membership growth. Look like a hero.

Finance Teams

ApproveThis logs every decision with a paper trail. Member365 has the dollars, ApproveThis has the "who said yes" – audit-ready.

Event Planners

Sponsor approvals auto-sync to Member365 attendance lists. No last-minute panic because someone forgot to update both systems.

The Catch (It's Not What You Think)

This isn't about replacing Member365. It's about stopping the 20% of tasks that cause 80% of the headaches. Bonus? Approvers don't need Member365 logins. Great for:

• Board members who shouldn't have CRM access
• External partners approving sponsor perks
• Temp staff during peak seasons

Ready to Stop Being a Human Router?

ApproveThis isn't another tool – it's the missing layer that makes Member365 actually work for teams, not against them.

Get started free or book a demo to see how approval automation can cut your membership ops drama in half.

P.S. If you're still manually approving things in 2024, what are you even doing? (Told you we'd be a little sarcastic.)