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Weezly Integration

ApproveThis manages your Weezly Integration approvals.

April 17, 2025

Integration Category: Scheduling

Why Combine ApproveThis and Weezly?

Businesses face two universal challenges: coordinating schedules efficiently and getting decisions approved quickly. Weezly solves the first by automating event scheduling, while ApproveThis tackles the second with structured approval workflows. Together, they create a seamless system where scheduling actions automatically trigger approval processes - no manual handoffs required.

This integration is particularly powerful because it connects front-facing operations (scheduling meetings, events, or appointments) with backend decision-making (approving those activities). Teams can maintain oversight without creating bottlenecks, while external stakeholders like clients or partners can participate in approvals without needing access to internal systems.

Key Integration Benefits

When connected through Zapier, Weezly and ApproveThis enable three critical improvements:

  • Automated Policy Enforcement: Every scheduled event or cancellation in Weezly can automatically check against approval rules in ApproveThis
  • Cross-Team Visibility: Marketing, operations, and finance teams all see the same real-time status updates through ApproveThis' dashboard

For example, a sales team using Weezly to schedule client demos could auto-trigger contract approval workflows in ApproveThis whenever a demo gets booked. Legal and finance teams would receive instant notifications to review terms without delaying the sales process.

Real-World Use Cases

1. Controlled Event Scheduling

Template: Create approval requests for new invitees
Industry Example: A conference planning company uses Weezly to collect speaker availability, then automatically routes high-profile speaker requests through ApproveThis. The executive team receives email approvals with one-click accept/reject options, while junior staff handles routine confirmations automatically.

2. Managed Cancellations

Template: Create approval requests for canceled invitees
Industry Example: An educational institution using Weezly for campus tours triggers refund approval workflows in ApproveThis whenever cancellations occur. The finance team reviews requests against cancellation policies, with automatic approval for cancellations within 48 hours and escalation for exceptions.

3. Budget-Guarded Scheduling

While not explicitly templated, combining Weezly's scheduling data with ApproveThis' calculated fields enables advanced use cases. A marketing agency could automatically check if a requested client meeting requires air travel that exceeds project budgets, routing high-cost meetings for special approval while auto-approving local sessions.

Implementation Guide

Step 1: Create a Zapier account if you don't have one (free tier works)
Step 2: Connect Weezly using your existing credentials at Weezly.com
Step 3: Add ApproveThis from Zapier's app directory
Step 4: Choose trigger events from Weezly (new invitee, cancellation, etc.)
Step 5: Map data fields to ApproveThis' approval templates
Step 6: Test with a sample scheduling action

Most teams complete setup in under 20 minutes. The key configuration is matching Weezly's scheduling data (invitee email, event type, cancellation reason) to ApproveThis' required approval fields.

Team-Specific Advantages

Sales Teams

Automatically flag meetings requiring contract reviews or special discounts. When a sales rep books a demo through Weezly, ApproveThis can check deal size against the rep's approval limit and either auto-confirm or route to management.

HR Departments

Coordinate interview schedules while maintaining compliance. Weezly manages candidate availability, while ApproveThis ensures proper panelist participation and compensation approvals for overtime interviews.

Legal Teams

Maintain control without becoming a bottleneck. Contract review meetings scheduled in Weezly can auto-trigger document approval workflows, giving legal staff context before the meeting occurs.

Critical Features That Make It Work

ApproveThis brings three unique capabilities that supercharge Weezly integrations:

Approval Thresholds: Auto-approve routine scheduling actions while flagging exceptions. For instance, meetings under 1 hour get instant confirmation, while longer sessions need manager review.

Vacation Coverage: Never miss approval deadlines because someone's OOO. If a key approver has Weezly calendar blocks showing vacation time, ApproveThis automatically reassigns their pending requests.

External Approvers: Clients or vendors can approve/reject requests via email without needing Weezly logins. This maintains security while simplifying collaboration.

Common Implementation Mistakes

Teams often stumble by:

  • Over-approving - Start with high-value exceptions rather than reviewing every scheduling action
  • Ignoring feedback loops - Use ApproveThis' analytics to identify unnecessary approval steps

A healthcare provider initially required approvals for all telemedicine appointments via Weezly. After analyzing data in ApproveThis, they switched to only reviewing new patient consults, reducing approval volume by 68%.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (14-day free trial)
2. Connect your existing Weezly account via Zapier
3. Clone our pre-built template for scheduling approvals
4. Adjust thresholds and approvers as needed

For complex implementations, request a custom demo showing how to combine Weezly's scheduling data with ApproveThis' conditional approval paths. Our team can walk through scenario-based examples specific to your industry.

The Bottom Line

Integrating Weezly with ApproveThis via Zapier creates more than just time savings - it builds accountability into scheduling operations. By attaching approval workflows to calendar events, organizations gain:

- Real-time policy enforcement for high-stakes meetings
- Automatic documentation for compliance audits
- Frictionless cross-team collaboration

A financial services firm using both platforms reduced their client onboarding time from 14 days to 3 days by combining Weezly scheduling with parallel approval workflows. Compliance checks happened concurrently with meeting coordination instead of sequentially.

The integration works because it respects what each tool does best. Weezly manages the complex dance of availability matching, while ApproveThis ensures every scheduled event has proper oversight. Together, they create a system that's greater than the sum of its parts - one that lets teams move fast without breaking things.

🥳

Integrate with Weezly 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 Weezly

Suggested workflows (and their Zapier components) for Weezly

Create approval requests for new invitees

When a new invitee schedules an event in Weezly, this automation immediately creates an approval request in ApproveThis to verify and process the event invitation. It ensures that each new invitee is reviewed promptly, saving time and reducing manual oversight. *Note: Configure your approval criteria within ApproveThis to reflect your event confirmation policies.*

Zapier Components

Weezly Logo

Trigger

Invitee Created

Triggers when an invitee schedules an event.

Action

Create Request

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

Create approval requests for canceled invitees

When an invitee cancels a scheduled event in Weezly, this automation triggers an approval request in ApproveThis to review and validate the cancellation. This integration helps maintain oversight on event changes by ensuring cancellations meet business criteria before final processing. *Note: Adjust the cancellation review parameters in ApproveThis to match your operational policies.*

Zapier Components

Weezly Logo

Trigger

Invitee Canceled

Triggers when an invitee cancels a scheduled event.

Action

Create Request

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