
ApproveThis manages your eRelocation Integration approvals.
April 17, 2025
Integration Category: Crm
When Bureaucracy Meets Its Match
Let's talk about the worst kept secret in corporate relocation: everyone hates approval bottlenecks, but nobody wants to be the one holding the bag when a client's relocation gets stuck in email purgatory. That's where pairing ApproveThis with eRelocation turns "waiting on approvals" from a career-limiting move to an actual competitive advantage.
Why This Combo Works Like a Swiss Watch
eRelocation handles the complex dance of client transfers and referral management for real estate brokerages. ApproveThis? It's the enforcer that makes sure decisions get made without endless meetings. Together through Zapier, they create an airtight system where:
- Every referral change in eRelocation triggers instant approval workflows
- Approved decisions in ApproveThis automatically update client records
The magic happens in the handoff - no more manual data entry, zero "I thought you approved that" moments, and compliance that actually works while you sleep.
Real-World Use Cases That Actually Matter
1. Killing Referral Roulette
Here's how a 200-agent brokerage uses this integration: When a relocation referral hits eRelocation, ApproveThis automatically:
- Routes it to the right regional manager based on dollar threshold
- Pings legal if the client has unique contract terms
- Approves standard referrals under $15k instantly
Result? Their average referral turnaround dropped from 72 hours to 45 minutes. No joke.
2. Compliance Without the Papercuts
A corporate relocation department handling employee transfers uses calculated fields in ApproveThis to:
- Auto-flag transfers exceeding tax allowance caps
- Require dual approval for executive-level relocations
- Create audit trails that sync back to eRelocation client files
Their external auditors actually sent them a thank you note. First time in 12 years.
Setting This Up Without Losing Your Mind
Here's the straight talk: If you can set up a Zoom call, you can build this integration. Through Zapier, it's three steps:
- Connect eRelocation to Zapier (takes 2 minutes)
- Pick your trigger - new referral, status change, whatever matters
- Map the approval workflow in ApproveThis (we've got pre-built templates)
Pro tip: Start with one workflow (like contract approvals) before scaling to your entire process. Less screaming at your monitor that way.
Who Actually Benefits From This Wizardry?
HR Teams That Hate Being the Bad Guy
Employee relocation approvals get messy fast. With conditional thresholds:
- Standard transfers auto-approve below policy limits
- Exceptions route to compensation committee
- All docs live in eRelocation with zero manual upload
Operations Managers Who Like Sleep
Automated vacation delegation means approvals never stall because someone's hiking in Patagonia. The system:
- Checks Outlook/Google calendars for OOO status
- Reassigns approvals to designated backups
- Sends escrow updates back to eRelocation automatically
Finance Teams Preventing Budget Arson
Real-time calculated fields in ApproveThis catch issues before they become dumpster fires:
- Flag referrals exceeding location-specific cost averages
- Require extra approvals for vendor markups over 15%
- Sync approved budgets straight to eRelocation project trackers
The Silent Killer Feature Nobody Talks About
Here's the kicker: Your approvers don't need eRelocation licenses. For brokerages working with external partners or corporate clients, this is golden. Clients get clean approval emails with one-click decisions that feed directly into eRelocation - no login hassles, no license fees, no "I forgot my password" support tickets.
Common Stumbling Blocks (And How to Dodge Them)
We've seen teams faceplant here:
- Data mapping errors: Test new workflows with dummy referrals first
- Overcomplicating logic: Start with single-path approvals before adding conditionals
- Permission gaps: Use ApproveThis' role-based access to mirror your eRelocation team structure
When You Know It's Time to Pull the Trigger
If any of these sound familiar:
- Your relocation coordinator spends more time chasing signatures than actual work
- Legal keeps finding approved contracts that violate policy
- Agents are making side deals to bypass approval delays
...you're hemorrhaging money and client trust. The fix takes less time than your last all-hands meeting.
Your Move
This isn't about shiny tech - it's about removing friction in a process that directly impacts client retention and liability. ApproveThis starts at $89/month with pre-built eRelocation templates. Register free for 14 days (no card needed) or book a 20-minute demo where we'll show exactly how to automate your messiest approval workflow.
Pro tip: Bring your most annoying approval process to the demo. If we can't streamline it, drinks are on us.
Integrate with eRelocation 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 eRelocation
Suggested workflows (and their Zapier components) for eRelocation
Create approval requests for new changed referrals
When a referral is updated in eRelocation, this integration initiates an approval request in ApproveThis to ensure a thorough review before processing. It streamlines the decision-making process and reduces manual follow-up. *Note: Ensure referral details are configured correctly in the trigger data.*
Zapier Components

Trigger
Get Changed Referrals
As referrals are added and changed in eRelocation, allows you to transfer them to another supported application.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create referrals for new approval requests
When a new approval request is initiated in ApproveThis, this integration creates a referral in eRelocation for further processing. It bridges the gap between approval workflows and operational tasks, enhancing efficiency and accountability. *Note: Validate referral data to prevent duplicates during creation.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Referral
Create a New Referral in eRelocation. If a unique ID is available, it should be passed over. If a unique ID is not available, duplicate referrals will be created (but the default referral owner will receive an email notification that a duplicate referral was created).
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