ApproveThis manages your Lineup Integration approvals.

Why These Two Tools Beat Email Chains and Spreadsheets

Let's cut to the chase: if your team still runs approvals through email threads or shared sheets, you're wasting about 12 hours a month per manager chasing down "Hey, did you see that request?" follow-ups. Lineup organizes your people, but when you bolt on ApproveThis' approval automation through Zapier, you fix the one gap every operations team hates - decision limbo.

Lineup handles the who's who of your teams or volunteer groups. ApproveThis handles the "can they do this?" part. Together, they answer two critical questions:

• Who's available/qualified? (Lineup's job)
• Who says they're cleared to proceed? (ApproveThis' domain)

Example: A hospital uses Lineup to manage temp nurses' credentials but needs ER directors to approve shift assignments based on patient load. Without this integration? Daily spreadsheet exports and CC-all email storms.

Three Ways This Combo Actually Solves Real Problems

1. No More Rogue Team Additions

Scenario: A nonprofit uses Lineup to manage volunteers for food drives. Their biggest headache? Over-eager coordinators adding untrained volunteers to handle kitchen equipment.

The Fix: When someone accepts a Lineup team invite (volunteer or employee), ApproveThis automatically pings safety managers via email to confirm certifications. No ApproveThis logins needed for external partners - they approve/reject right from their inbox.

Why it matters: Last year, they caught 23 mismatched assignments before someone handed an amateur a carrot slicer.

2. Instant Status Updates That Don't Rely on Humans

Scenario: A retail chain uses Lineup for seasonal staff. Problem? Store managers kept forgetting to update Lineup when district managers rejected a hire, leading to awkward "You start Monday!" texts to candidates who were never approved.

The Fix: When an ApproveThis request gets denied (say, due to budget), Zapier auto-updates that person's status in Lineup to "On Hold." No more phantom employees.

Cool detail: ApproveThis' vacation delegation feature means if the usual approver is out, requests route to their backup without IT tickets.

3. Killing the "Form Black Hole"

Scenario: A university uses Lineup forms for research lab access requests. But submissions would sit in a coordinator's inbox for days waiting for PI approvals.

The Fix: Now, completed Lineup forms trigger ApproveThis requests with conditional routing - undergrads go through lab managers, grad students go straight to professors. Approvers get calculated fields showing request priority based on submission data.

Real result: Processing time dropped from 6.8 days to 11 hours. No PhDs were wasted on follow-up emails.

Setting This Up Without Involving IT (Seriously)

If you can order DoorDash, you can connect Lineup and ApproveThis. Here's the playbook:

1. Zapier Account: Free tier works, but paid lets you add logic like "Only escalate requests over $5k."
2. Pick Your Trigger: In Zapier, choose Lineup events like "Form Completed" or "Invitation Accepted."
3. Add ApproveThis: Use the "Create Request" action. Map Lineup fields to ApproveThis' template (budget, role, etc.).
4. Add Conditions: Example: If Lineup submission includes "Equipment Request," require facilities manager approval.

Pro Tip: Use ApproveThis' approval thresholds to auto-approve small requests (like $200 supplies) but flag anything over limit for CFO review.

Who Actually Cares About This Integration?

HR Teams Tired of Onboarding Chaos

Lineup tells you who's been invited. ApproveThis tells you who's been cleared. Connect them, and new hires get equipment access ONLY after IT approves their onboarding checklist. No more "I can't log in" day-one issues.

Operations Managers Who Hate Liability

Volunteer driving a company van? Lineup tracks their license expiry. ApproveThis pings fleet managers to re-approve drivers quarterly. Denied requests auto-update Lineup status to "Ground Duty."

Project Leads Who’ve Been Burned Before

Contractors in Lineup get auto-approval requests for system access based on project phase. No more developers waiting 3 weeks for CRM logins because someone forgot to click "Approve."

The Quiet Advantage Nobody Talks About

ApproveThis doesn't require approvers to have Lineup logins. Clients, vendors, or execs can approve requests via email without getting added to yet another SaaS platform. Example: A construction firm lets external inspectors approve safety checklists in ApproveThis - no Lineup seats needed. Each approval auto-updates Lineup project statuses, so field crews know when to proceed.

“But We Already Have Approvals in [Other Tool]”

Fair. But answer this: Can your current system do these without custom code?

• Auto-reassign approvals when someone’s OOO (ApproveThis’ delegation)
• Route requests based on dynamic calculations (e.g., "Total project risk score over 7? Send to legal.”)
• Let external partners approve without a paid license

That’s the niche. If your approvals are simple, maybe stick with what you have. If you need layers (finance + compliance + manager), that’s where this combo eats spreadsheets for lunch.

How to Not Screw This Up

Common mistakes we’ve seen (and how to dodge them):

Don’t: Set up 20 approval steps because you can. Approval chains should mirror your actual decision process. If three people never actually meet to discuss $50 expenses, stop routing there.

Do: Use Lineup’s custom fields to pass critical data to ApproveThis. Example: A volunteer’s certification expiry date in Lineup can trigger re-approval workflows in ApproveThis 30 days out.

Don’t: Let Zapier errors pile up. Set up Slack alerts for failed tasks. A 5-minute fix beats 200 stuck requests.

Ready to Stop Being a Human Router?

If you’ve reached the point where “Who approved this?” is a weekly meeting topic, it’s time. The Lineup + ApproveThis integration through Zapier isn’t magic - it’s just automation that handles the busywork you shouldn’t be doing.

Next steps:

1. Grab an ApproveThis trial (takes 4 minutes)
2. Connect your Lineup account via Zapier
3. Steal our Lineup integration templates above

Or, if you’d rather have someone walk you through the hairy parts, book a 15-minute demo. We’ll show how other teams cut approval delays by 60% without hiring a single coordinator.