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Orbit Integration

ApproveThis manages your Orbit Integration approvals.

April 17, 2025

Integration Category: Crm

Why Approval Workflows Matter for Community-Driven Teams

Modern community management requires more than just engagement metrics - it demands accountability. Orbit provides unparalleled visibility into member interactions, while ApproveThis brings structure to the decision-making processes surrounding those relationships. Together through Zapier, these platforms create an operational backbone for teams that need both community insights and airtight approval chains.

Consider a common scenario: A community manager identifies a potential superuser through Orbit's analytics. Before granting moderation privileges, they need legal approval for access rights, finance approval for any incentives, and executive sign-off. Without automation, this becomes a game of email tennis. With ApproveThis integrated directly into Orbit's activity streams, every permission request automatically follows predetermined approval paths while maintaining full context from member profiles.

Three Workflows That Transform Community Operations

1. Verified Member Onboarding

For communities handling sensitive data or premium content, new member approvals often require cross-department validation. A healthcare support community might need compliance officer approval for patient advocates. An investment group could require financial vetting for new traders.

How it works: When Orbit detects a new member signup (via form, social login, or API), ApproveThis automatically:

  • Routes profile details to relevant validators
  • Applies industry-specific approval rules
  • Syncs final decisions back to Orbit member tags

Real-world impact: A crypto education platform reduced fraudulent signups by 68% by connecting Know Your Customer (KYC) checks through this integration.

2. Activity-Based Approval Tracking

Community managers often need to approve member-generated content, event proposals, or partnership requests. Traditional methods lose context, forcing approvers to juggle between platforms.

The integration fix: When any Orbit activity triggers an approval need (e.g., event submission), ApproveThis:

  • Creates audit-ready approval records
  • Maintains direct links to source materials
  • Updates Orbit activity feeds with decision timelines

Example: A developer community uses this to manage hackathon submissions, with approved projects automatically moving to their "Featured" Orbit list.

3. Compliance-Driven Member Updates

Regulated industries need to document why member privileges change. A denied credit increase in a financial community or revoked access in a healthcare forum requires clear audit trails.

The workflow: Approval decisions in ApproveThis trigger Orbit member profile updates while automatically:

  • Recording rationale from approval comments
  • Maintaining version histories
  • Notifying members through preferred channels

Department-Specific Benefits

Community Teams

Reduce "approval amnesia" where moderators make ad-hoc permission decisions without oversight. Route sponsorship requests through legal and finance teams while keeping all context in Orbit activity logs.

Legal/Compliance

Apply standardized approval rules to community guidelines updates or moderator actions. Use calculated fields to auto-flag high-risk member reports based on activity thresholds.

Finance

Approve community budgets, swag allocations, or event sponsorships with built-in purchase order matching. Approval thresholds automatically escalate oversized requests.

Cross-Functional Advantage

External partners can approve community initiatives without Orbit logins. Agencies managing multiple client communities keep approval chains separated while using one Orbit instance.

Implementation Guide

Core Setup (15 Minutes)

1. In Zapier, create a new Zap with Orbit as the trigger app
2. Select your trigger event (e.g., "New Member")
3. Add ApproveThis as the action app
4. Map Orbit data fields to ApproveThis request templates
5. Test with a sample community member

Pro Tips

- Use Orbit's custom fields to pass approval metadata like urgency levels
- Set up vacation delegates in ApproveThis to prevent community bottlenecks
- Connect Orbit's Slack integration for secondary approval alerts

Why This Integration Beats Manual Processes

Context Preservation: Approvers see Orbit member history alongside request forms - no more tab-switching to validate decisions.

Compliance Safeguards: Approval rules based on Orbit activity scores prevent exceptions. A member with 3 unresolved reports can't be approved for moderation rights.

External Collaboration: Clients or partners approve community initiatives without needing Orbit licenses. All decision records remain centralized.

Getting Started

For community teams using Orbit, adding ApproveThis isn't about adding process - it's about removing friction. Start with one approval workflow (event approvals work well), then expand as teams see the time savings.

Ready to eliminate approval chaos? Register for ApproveThis or schedule a custom integration demo. Already using both tools? Explore pre-built templates on Zapier.

Final Notes

While Orbit excels at member insights, ApproveThis brings governance to those relationships. Together, they create what we call "accountable engagement" - growth that's both rapid and compliant. For communities scaling beyond 1,000 members or handling sensitive interactions, this integration isn't just useful - it's essential infrastructure.

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Integrate with Orbit 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 Orbit

Suggested workflows (and their Zapier components) for Orbit

Create approval requests for new Orbit members

When a new member is added in Orbit, this integration creates an approval request in ApproveThis to streamline membership verification and onboarding. *Note: Verify your ApproveThis settings for custom workflows.*

Zapier Components

Orbit Logo

Trigger

New Member

Triggers when a new member is created in your workspace.

Action

Create Request

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

Create Orbit activities for new approval requests

When an approval request is initiated in ApproveThis, this integration logs a new activity in Orbit to document the request details and progress. *Note: Ensure that Orbit member profiles are synchronized if required.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Orbit Logo

Action

Create Activity

Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.

Update Orbit members for approval decisions

When an approval decision is finalized in ApproveThis, this integration updates the relevant Orbit member to reflect the outcome, ensuring that member records remain current. *Note: Validate data consistency between Orbit and ApproveThis.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Orbit Logo

Action

Update Member

Updates a Member's profile on your Orbit workspace.