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essensys Operate Integration

ApproveThis manages your essensys Operate Integration approvals.

April 17, 2025

Integration Category: Cms

When Bureaucracy Meets Workspace Management

Let's be real - managing flexible workspaces is like herding cats. Between new member onboarding, vendor contracts, and facility requests, your team's stuck playing approval tag across six different tools. Enter the ApproveThis + essensys Operate integration via Zapier. It's not just about connecting apps; it's about eliminating the "who approved what?" chaos that plagues operations teams in coworking spaces, flex offices, and enterprise workplace hubs.

Why This Combo Works Like a Double Shot of Espresso

essensys Operate handles the operational nuts and bolts - member management, billing, space bookings. ApproveThis handles the human bottleneck - getting decisions made without endless Slack threads. Together, they create closed-loop processes where:

  • New member contracts auto-trigger compliance approvals
  • Facility purchase requests route to the right budget holders
  • Vendor onboarding stops getting stuck in legal limbo

The kicker? Approvers don't need essensys licenses. Perfect when you're dealing with external partners or cross-departmental reviews.

Real-World Use Cases for People Who Hate "Use Cases"

1. Member Onboarding That Doesn't Require Carrier Pigeons

Picture this: A new enterprise client signs up for 50 flex seats in your downtown hub. essensys Operate creates the account → ApproveThis automatically pings the facility manager to confirm capacity, IT to prep credentials, and legal to verify contract terms. No status update meetings needed.

2. Vendor Payments That Actually Happen This Quarter

Your cleaning contractor submits an invoice through essensys. Instead of it getting lost in Angela's inbox while she's on PTO, ApproveThis routes it based on amount: <$5k auto-approves, >$5k goes to ops director with cost center validation. Payment updates sync back to essensys automatically.

3. Emergency Maintenance Without the 2AM Phone Tag

When a member reports AC failure in Meeting Room B, essensys creates a work order. ApproveThis immediately notifies facilities on call, escalating every 15 minutes until acknowledged. Approval time stamps get logged in both systems for SLA tracking.

Features Your Ops Team Will Actually Use

Beyond basic approvals, here's where the integration gets clever:

Approval Thresholds That Prevent CFO Panic Attacks

Auto-approve routine expenses under $2k, but require three signatures for anything hitting the capex budget. Bonus: Calculated fields in ApproveThis can cross-check vendor quotes against historical spend data from essensys.

Delegation That Doesn't Require a PhD to Configure

When your Head of Facilities is at Burning Man (again), approvals auto-reassign to their deputy. No manual intervention, no expired requests piling up.

Audit Trails That Make Compliance Teams Smile

Every decision links directly to essensys records - who approved the HVAC vendor, when the insurance cert was verified, which director signed off on the rent increase. Instant audit proof without the spreadsheet gymnastics.

Setting This Up Without Losing Your Mind

Here's the no-BS guide:

  1. Create triggers in essensys Operate (new account, lead, work order, etc.)
  2. Map critical data points to ApproveThis fields via Zapier
  3. Build approval workflows with conditional logic (amounts, departments, locations)
  4. Set up bi-directional sync so decisions update essensys records

Pro tip: Start with one high-volume process like member move-ins or PO approvals before scaling to 20 workflows.

Who Benefits Besides Your Sanity?

Facility Teams

Stop playing approval telephone for every maintenance request. Get instant yay/nay on emergency repairs with auto-escalation.

Sales Ops

New enterprise deals auto-trigger credit checks and legal reviews instead of dying in email purgatory.

Finance

AP team stops being the bad cop - let approval policies auto-enforce spend limits and budget checks.

The Bottom Line for Space Operators

In an industry where margins are tight and member experience is everything, manual approvals aren't just annoying - they're revenue killers. The ApproveThis + essensys Operate integration via Zapier turns approval bottlenecks into competitive advantages:

  • Close enterprise deals faster with automated compliance checks
  • Reduce vendor onboarding from weeks to days
  • Cut facility downtime with instant emergency approvals

It's not about having the shiniest tech stack. It's about making sure your team's time goes into growing the business, not chasing signatures.

Ready to Stop Being a Human Routing Bot?

If you're managing 50+ workspaces or dealing with enterprise clients, this integration isn't nice-to-have - it's survival gear. Register for ApproveThis, connect your essensys Operate account via Zapier, and start your free trial. Or book a 15-minute demo to see how other flex space operators cut approval delays by 80%.

Pro tip: Ask about our coworking space template pack when you sign up - pre-built workflows for member onboarding, vendor management, and facilities approvals. Because nobody has time to build that from scratch.

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Integrate with essensys Operate 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 essensys Operate

Suggested workflows (and their Zapier components) for essensys Operate

Create approval request for new accounts

When a new account is created in essensys Operate, this automation generates an approval request in ApproveThis to verify account details. It streamlines the verification process and saves time by automating the approval workflow. *Note: Customize the approval criteria as needed.*

Zapier Components

essensys Operate Logo

Trigger

New Account

Triggers when a new account is created.

Action

Create Request

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

Update contact for approved requests

When a request is approved or denied in ApproveThis, the integration automatically updates the related contact in essensys Operate. It ensures that customer records remain current and accurate for effective follow-up. *Note: Ensure your contact IDs are mapped correctly to maintain data integrity.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

essensys Operate Logo

Action

Update Contact

Updates a contact.

Create approval request for new leads

As new leads are created in essensys Operate, this integration initiates an approval workflow in ApproveThis to qualify and verify lead information. It helps ensure that only vetted leads move forward in the sales process. *Note: Map lead details to the appropriate fields in the approval request.*

Zapier Components

essensys Operate Logo

Trigger

New Lead

Triggers when new lead is created.

Action

Create Request

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

Create contact for new approval requests

When a new approval request is received in ApproveThis, the automation creates a new contact in essensys Operate. This integration streamlines lead capture and helps ensure timely follow-up once approvals are in place. *Note: Ensure approval request data is accurately mapped to contact fields.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

essensys Operate Logo

Action

Create Contact

Creates a new contact.