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Cooperto Integration

ApproveThis manages your Cooperto Integration approvals.

April 17, 2025

Integration Category: Crm

Let’s cut through the corporate speak: approvals suck when you’re scaling. You’ve got contacts piling up in Cooperto, vendors breathing down your neck, and marketing campaigns stuck in email threads. This is where ApproveThis comes in like a chainsaw through red tape - especially when paired with Cooperto via Zapier. We’re talking about turning “hey, can someone check this?” into a process that actually works.

Why This Combo Works (When Other Tools Don’t)

Cooperto’s great at wrangling contacts and reservations. ApproveThis? It’s the muscle that makes decisions happen fast. Together, they solve the two biggest headaches for teams between 50-5k employees:

1. No more approval black holes: Contacts stuck in limbo between sales and legal? Menu changes dying in someone’s inbox? The Zapier integration auto-converts Cooperto updates into trackable approval requests.

2. External approvals without the license tax: Your steak supplier doesn’t need Cooperto access. ApproveThis lets them sign off via email while keeping everything synced back to Cooperto automatically.

Real-World Use Cases That Don’t Feel Like Corporate Fluff

For Restaurants: Stop Playing Phone Tag with Suppliers

Imagine this: Your Cooperto system flags a new seafood vendor. Instead of chasing down your GM and head chef for sign-off, ApproveThis:

  • Auto-generates an approval request with vendor terms
  • Routes it to the right people based on spend thresholds
  • Pushes approved vendors back to Cooperto before your current supplier jacks up prices

Bonus: Use calculated fields to auto-flag contracts that exceed your seafood budget. No more “Oh, I didn’t realize the delivery fees were that high” moments.

For Hotel Chains: Guest Requests That Don’t Get Lost in Shuffle

When Cooperto gets a bulk reservation request (say, a wedding block), ApproveThis can:

  • Require dual approval from sales and operations
  • Escalate to regional managers if room discounts exceed 25%
  • Auto-update Cooperto with approved rates before the bridezilla calls

Pro tip: Set up vacation delegation so summer wedding approvals don’t die when your sales director is at Burning Man.

How to Set This Up Without Losing Your Mind

Zapier’s the glue here. Here’s the 5-minute version:

  1. Connect Cooperto to Zapier (you’ll need admin access)
  2. Choose triggers: “New Contact” or “Updated Reservation” in Cooperto
  3. Add ApproveThis action: “Create Request” with your approval rules
  4. Set up the reverse zap for approved decisions → Cooperto updates

Yes, it’s that simple. No coding, just dragging boxes in Zapier. Their pre-built templates handle 80% of the work.

Who Actually Benefits From This? (Spoiler: Everyone)

Procurement Teams

Your people are drowning in contract reviews. With the integration:

- Vendor bids from Cooperto auto-create approval requests
- Legal gets only contracts that meet initial criteria
- Approved vendors sync back without manual data entry
Key feature: Approval thresholds auto-approve small orders so your team focuses on big spends.

Marketing Departments

Cooperto’s tracking your influencer partnerships. Now:
- New influencer contracts trigger compliance reviews
- Approved content calendars auto-sync to Cooperto
- Denied requests get logged with reasons (no more “I never got that email”)
Game changer: Use calculated fields to flag contracts that don’t meet FTC disclosure rules.

Operations Managers

Equipment purchases stuck in approval purgatory?
- Cooperto purchase orders become tracked requests
- Approvers get SMS/email alerts with deadlines
- Approved orders auto-update Cooperto inventory lists
Life saver: Approval groups ensure both facilities and finance sign off on capital expenditures.

The Nuts and Bolts You Actually Care About

No license headaches: Your steak supplier approves via email. Your legal team uses Slack. Nobody needs Cooperto access except your core team.

Real-time tracking that doesn’t suck: See which Cooperto updates are pending approval, who’s sitting on requests, and what got rejected (with actual reasons).

Audit trails for compliance nerds: Every approval ties back to Cooperto records. Perfect for health inspections or vendor compliance reports.

Common Objections (And Why They’re BS)

“We already have Cooperto workflows set up!”
Cool. This adds approval layers without breaking them. Existing processes stay intact - you’re just adding guardrails.

“Our approvers hate new tools!”
They approve via email. If they can reply “LGTM”, they can use ApproveThis. Seriously.

“What if someone’s on vacation?”
Vacation delegation automatically reroutes requests. No more “Out of Office” bouncebacks holding up $50k orders.

Ready to Stop Being a Human Routing Bot?

ApproveThis isn’t another SaaS toy. It’s the approval system that works how you already do - just faster and with less bitching from frustrated teams.

Next steps:
1. Grab a free ApproveThis account (takes 2 minutes)
2. Connect to Cooperto via Zapier using the templates above
3. Stop chasing approvals and start hitting deadlines

Or if you’re the “talk to a human” type: Book a 15-minute demo. We’ll show you how to automate approvals for your top 3 Cooperto pain points. No sales jargon - just real fixes.

🥳

Integrate with Cooperto 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 Cooperto

Suggested workflows (and their Zapier components) for Cooperto

Create approval requests for new Cooperto contacts

When a new contact list is fetched from Cooperto, this automation creates an approval request in ApproveThis to validate contact updates. *Note: Ensure that appropriate approval workflows are configured in ApproveThis.*

Zapier Components

Cooperto Logo

Trigger

Get Contact List

Returns the contact list of Cooperto sorted by creation date in descending order.

Action

Create Request

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

Update Cooperto contacts for new approval requests

When an approval request is initiated in ApproveThis, this automation updates the corresponding contact in Cooperto. It streamlines contact management by ensuring every new approval is reflected in contact records. *Note: Verify that fields between ApproveThis and Cooperto match for accurate updates.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Cooperto Logo

Action

Create or Update Contact

Creates or updates a contact in Cooperto, the match of contact is by phone number or email address.