Skip to content
Octorate Integration

ApproveThis manages your Octorate Integration approvals.

April 17, 2025

Integration Category: Scheduling

Why Combine ApproveThis with Octorate?

Modern hospitality businesses face a critical challenge: delivering exceptional guest experiences while managing complex back-office processes. Octorate provides the tools to handle reservations and property management, while ApproveThis adds structured approval workflows to ensure every decision aligns with business rules. Together, they create an operational backbone that reduces delays, minimizes errors, and keeps teams focused on what matters most - your guests.

This integration solves a key pain point in hospitality operations: the gap between action and authorization. While Octorate efficiently manages bookings and property details, ApproveThis adds governance without bureaucracy. Managers maintain control over reservation changes and special requests, while front-line staff gain clarity on approval requirements. The result? Faster turnaround on guest requests and fewer financial discrepancies.

Key Integration Benefits

Approval automation between Octorate and ApproveThis delivers measurable improvements across three core areas:

Accelerated Decision Cycles

Automated routing slashes approval times for reservation changes from hours to minutes. A boutique hotel chain using this integration reduced upsell approval times by 78%, directly increasing ancillary revenue.

Cross-Team Visibility

Operations managers gain real-time insight into pending reservation changes, while finance teams automatically receive approved booking details for revenue forecasting. Housekeeping supervisors can even set automatic alerts when last-minute bookings receive approval.

Compliance Without Complexity

ApproveThis enforces approval rules consistently across all Octorate reservations. A vacation rental company eliminated unauthorized discounts by implementing approval thresholds - any rate change over 5% now automatically routes to regional managers.

Real-World Use Cases

These workflows demonstrate how the integration creates tangible business value:

Dynamic Rate Management

When front desk staff modify room rates in Octorate to accommodate last-minute changes, ApproveThis automatically:

  • Routes requests based on discount percentage thresholds
  • Includes competitor rate analysis in approval packets
  • Updates PMS records upon approval

A resort group using this workflow reduced rate change errors by 62% while maintaining price integrity across booking channels.

Group Booking Governance

Large group reservations trigger multi-level approvals in ApproveThis that:

  • Require F&B director sign-off for banquet space
  • Verify room block availability with housekeeping
  • Secure deposit payments before confirming in Octorate

An event venue using this automation increased group booking revenue by 22% through optimized resource allocation.

Maintenance Request Handling

When guests submit repair requests through Octorate's portal, ApproveThis:

  • Prioritizes emergencies using AI classification
  • Routes approvals to facilities managers
  • Automates vendor dispatch upon approval

A property management company reduced average repair resolution time from 9 hours to 2.5 hours using this workflow.

Implementation Essentials

Setting up the integration takes under 30 minutes through Zapier:

  1. Connect Octorate and ApproveThis to your Zapier account
  2. Choose trigger events from Octorate (new/modified reservations)
  3. Map reservation data to ApproveThis request fields
  4. Set approval rules and escalation paths
  5. Test with sample reservations

Critical configuration tip: Use ApproveThis' calculated fields to automate approval routing. For example, automatically escalate reservations exceeding 20 rooms to general managers or flag extended-stay bookings for revenue management review.

Team-Specific Advantages

Revenue Management

Automated approval thresholds prevent rate dilution while enabling strategic discounts. Dynamic fields in ApproveThis can reference Octorate's occupancy data to suggest optimized rates during approval reviews.

Front Office Teams

Staff immediately see approval requirements for special requests through Octorate's interface. Email approvals let managers sign off from any device without needing direct Octorate access.

Corporate Finance

Approved reservations automatically sync to accounting systems with complete audit trails. Finance leaders can set monetary thresholds that require CFO approval for high-value bookings.

Strategic Differentiators

What makes this integration uniquely valuable compared to native Octorate features?

External Approver Support

Third-party vendors and ownership groups can participate in approval chains without Octorate licenses. A hotel franchise uses this to have brand quality auditors approve VIP amenity requests directly through email.

Conditional Workflows

ApproveThis analyzes multiple data points from Octorate reservations to determine approval paths. A B&B automatically routes pet reservation requests to different managers based on animal type and stay duration.

Compliance Automation

Built-in checks ensure approvals meet regulatory requirements. A coastal resort automatically flags reservations during sea turtle nesting season for environmental compliance review.

Getting Started

Three steps to launch your integrated solution:

  1. Audit Current Processes: Identify 2-3 approval bottlenecks in your Octorate workflows
  2. Configure Parallel Approval Paths: Maintain existing processes while testing automated approvals
  3. Phase Implementation: Start with low-risk reservations before expanding to core business

Most clients see full ROI within 90 days through reduced operational delays and improved compliance. The integration particularly benefits businesses experiencing:

  • Rapid property portfolio growth
  • Increasing corporate group bookings
  • Expansion into regulated markets

Next Steps

Ready to transform your reservation management? Start your ApproveThis trial or explore Octorate's latest features. For personalized guidance, schedule an integration walkthrough with our hospitality workflow experts.

Key implementation resources:

  • Zapier integration guide: Connect Octorate + ApproveThis
  • Hospitality approval templates: Download pre-built workflows
  • Compliance checklist: Ensure regulatory alignment
🥳

Integrate with Octorate 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.

Learn More

Best Approval Workflows for Octorate

Suggested workflows (and their Zapier components) for Octorate

Submit approval request for modified Octorate reservations

Spend less time manually handling reservation changes by automating approval requests. Whenever a reservation is modified in Octorate, this integration submits a new approval request in ApproveThis. Streamline decision-making and ensure changes are approved in a timely manner.

Zapier Components

Octorate Logo

Trigger

Modified Reservation

Triggers when a reservation is modified.

Action

Create Request

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

Add Octorate reservations after approval

Automatically add new reservations to Octorate once requests are approved. This integration ensures that only vetted reservations are added to your system, increasing accuracy and compliance with your approval workflows.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Octorate Logo

Action

Add Reservation

Adds a new reservation

Initiate approval workflow for Octorate reservations

Handle new reservations efficiently by initiating an approval workflow in ApproveThis through this automation. Every new reservation in Octorate prompts an approval request, ensuring every booking follows compliance standards before confirmation.

Zapier Components

Octorate Logo

Trigger

New Reservation

Triggers when a new reservation is created.

Action

Create Request

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