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RocketRez Integration

ApproveThis manages your RocketRez Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Approval Bottlenecks Meet Booking Chaos

Let's be real - nobody got into the tour business to chase down signatures. But here you are: custom group booking requests piling up, last-minute vendor contracts needing sign-off, and finance teams manually rubber-stamping every discount request. RocketRez handles the front-end chaos beautifully, but those backend approvals? They're still costing you time, money, and probably a few gray hairs.

ApproveThis plugs directly into RocketRez via Zapier, turning approval roadblocks into automated workflows. We're talking about triggering approval chains based on real-time booking data, enforcing spending limits before contracts finalize, and giving managers one-click approval power from their inbox. And yes - your external vendors or part-time staff can approve stuff without needing full RocketRez access (or another software license).

Why This Combo Works (Besides Saving Your Sanity)

RocketRez operates the front-of-house - reservations, ticketing, customer management. ApproveThis runs the back-of-house approvals that keep those operations compliant and scalable. Together through Zapier, they handle scenarios like:

  • Auto-approving standard bookings while flagging high-risk reservations
  • Requiring manager sign-off on custom group packages before confirmation
  • Enforcing budget guardrails on vendor contracts tied to specific events

For a mid-sized zip line operator we worked with, connecting these systems cut their contract approval time from 3 days to 4 hours. How? Automated workflows that:

  1. Pull new vendor agreements from RocketRez into ApproveThis
  2. Route to safety, finance, AND legal teams in parallel
  3. Only finalize booking when all 3 approve

Real-World Use Cases That Actually Matter

1. Recovering Abandoned Carts Without The Begging

When families bail on booking your $2,500 safari package, RocketRez triggers an approval chain in ApproveThis. Now your sales lead gets an email with:

- Customer's cart details
- Previous engagement history
- Pre-calculated discount authority based on margins

They click "Approve" to auto-send a recovery offer. No back-and-forth with finance. No guessing what discounts are allowed. A cave tour company used this to recover 23% of abandoned carts in Q1.

2. Validating High-Stakes Web Orders Instantly

That $15k corporate team-building request? Instead of hoping your junior staff follows the approval matrix, ApproveThis:

- Checks order value against pre-set thresholds
- Requires CFO approval if over $10k
- Adds legal review for custom liability terms
- Only confirms in RocketRez after green lights

An adventure park client blocked 7 questionable bookings last quarter this way. Their operations director called it "fraud prevention that doesn't feel like bureaucratic BS."

Setup That Doesn't Require a PhD

1. Connect the Apps: Log into Zapier, link your RocketRez and ApproveThis accounts (5 minutes tops).

2. Pick Your Trigger: Choose RocketRez events like "Abandoned Cart" or "New Web Order."

3. Build Approval Logic: Set thresholds, approver groups, and conditions in ApproveThis. Pro tip: Use calculated fields to auto-determine needed approvals based on booking value.

4. Test With Real Data: Zapier's test mode lets you simulate orders without live customer impact.

Most teams get their first workflow live in 2 hours. Not days. Hours.

Who Actually Benefits (Besides Your CFO)

Operations Teams

Stop being the approval middleman. When guides request emergency equipment rentals through RocketRez, ApproveThis auto-routes based on cost:

- Under $500? Auto-approved
- $500-$2k? Supervisor approval
- Over $2k? Facilities director + finance

Sales Teams

Custom package requests no longer die in email purgatory. Set rules like:

"If proposed discount >15%, require regional manager approval before sending to client."

Finance Teams

Enforce budget controls without micromanaging. ApproveThis can:

- Flag bookings exceeding department caps
- Require PO matching before final confirmation
- Auto-archive approved docs to your ERP

The Nuts & Bolts You Care About

Approval Delegation: When your head buyer is on PTO, ApproveThis automatically reroutes vendor contract approvals to their deputy. No broken workflows.

Email Approvals (Yes, Really): Approvers can click "Approve/Reject" directly from Gmail or Outlook. No new logins. Critical for external vendors.

Real-Time Tracking: See every pending approval across all RocketRez-connected workflows in one dashboard. SLA alerts ping you if reviews stall.

Audit Trails: Every decision is logged with timestamps and notes. Perfect for compliance reviews or settling the "But I approved that!" debates.

Why This Isn't Just Another Integration

ApproveThis doesn't just move data between systems - it enforces how decisions get made. For seasonal businesses like yours, that means:

Scale Without Chaos: Temporary staff during peak season? They can approve within set limits without full system access.

Adapt Faster: Changed your group booking policy? Update the ApproveThis workflow once - no need to retrain every manager.

Kill Shadow Approvals: Those Excel sheets and Slack pings? Replace them with auditable, automated processes that actually connect to your core systems.

Getting Started (Without the Sales Fluff)

1. Free Trial: ApproveThis offers a 14-day trial - enough time to connect 2-3 key RocketRez workflows.

2. Pre-Built Templates: Use our Zapier templates for common scenarios like group booking approvals or vendor contract reviews.

3. Support That Doesn't Suck: Our team actually knows tour ops. We'll help map your approval rules to RocketRez events in plain English.

Ready to stop being an approval secretary? Book a 15-minute demo or start your free trial. Worst case? You save 6 hours a week. Best case? You finally take that vacation without your phone blowing up.

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Integrate with RocketRez 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 RocketRez

Suggested workflows (and their Zapier components) for RocketRez

Create approval requests for new abandoned carts

When a customer abandons a cart, this automation creates a new approval request in ApproveThis for review. It helps ensure timely follow-up and verifies potential revenue recovery. *Note: Configure review thresholds in ApproveThis as needed to tailor the process.*

Zapier Components

RocketRez Logo

Trigger

Cart Abandoned

Triggers when a cart has been abandoned for over one hour.

Action

Create Request

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

Create approval requests for new web orders

When a new web order is created, the integration instantly generates an approval request in ApproveThis. This automation supports streamlined order validation and ensures risk is managed efficiently. *Note: Adjust order review criteria in ApproveThis for optimized performance.*

Zapier Components

RocketRez Logo

Trigger

Web Orders Created

Triggers when a new successful web order is created.

Action

Create Request

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