Skip to content
Recras Integration

ApproveThis manages your Recras Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Booking Systems Meet Approval Muscle

Let's be real - recreation businesses aren't exactly known for their love of paperwork. You're too busy coordinating rafting trips, managing horseback tours, or keeping that zip line operational. But between client bookings, staff scheduling, and invoice approvals, someone's gotta adult. That's where smashing ApproveThis and Recras together creates something actually useful.

Recras handles the nuts and bolts of bookings and billing. ApproveThis slaps structure on your "Hey, can someone check this?" moments. Connect them through Zapier, and you've got a system where approvals trigger real actions (or vice versa) without copying/pasting into fifteen emails.

Why This Combo Doesn't Suck

Most integrations are just digital duct tape. This one actually fixes four specific headaches:

  • No more approval black holes: That invoice from your raft supplier? It's not floating downriver - get it approved and paid without playing Outlook detective
  • Staff scheduling that doesn't require mind reading: Auto-create shifts when bookings come in, but only after the right manager greenlights it

The kicker? Approvers don't need a Recras login. Perfect for when you need a quick sign-off from that freelance guide who can't be bothered to learn another system.

Real Sh*t You Can Automate

1. "We Need More Guides Yesterday" Protocol

Use case: New booking in Recras → Auto-create approval request → Approved? → Shift gets created

Picture this: A family books your 20-person kayak tour through Recras. Instead of your manager getting a Slack scream from operations, ApproveThis automatically routes a staffing request. Once approved, Recras creates the shift. Works for:

  • Adventure parks needing last-minute safety staff
  • Fishing charters coordinating captains based on group size

Bonus: Use ApproveThis' calculated fields to auto-flag bookings needing extra staff (like if group size exceeds 15).

2. Invoice Approvals That Don't Require Carrier Pigeons

Use case: Invoice sent in Recras → Auto-start approval workflow → Log approved payments

Your maintenance crew orders new climbing gear. Supplier sends invoice via Recras. Instead of chasing down your GM who's off-site, ApproveThis:

  1. Checks if amount is under $5k (auto-approve via thresholds)
  2. Routes to finance if over
  3. Pushes approved invoices back to Recras

Prevents those "Wait, did we OK this?" calls during audits.

3. Vet New Contacts Before They Burn You

Use case: New Recras contact → Approval request → Add to mail list only if approved

That "corporate team building" inquiry might be legit... or it's your competitor fishing for pricing. Route new contacts through ApproveThis with:

- Conditional questions ("How did you hear about us?")
- Auto-check against existing clients
- Sales team approval before sending proposals

4. Stop Double-Booking Like It's 1999

Use case: Booking created → Check guide availability → Get manager approval if conflicts exist

Recras shows a booking request for dates already at capacity. Instead of manual back-and-forth, set ApproveThis to:

- Flag date conflicts using calculated fields
- Require override approval from ops
- Auto-update Recras calendar post-approval

Setting This Up Without Losing Your Mind

Zapier makes this stupid simple. Here's the cheat code:

1. Create your ApproveThis account (takes 3 minutes)
2. Connect both apps in Zapier
3. Pick a trigger ("New Recras booking")
4. Add ApproveThis action ("Create approval request")
5. Test with real data (like that upcoming corporate retreat)

Pro tip: Use ApproveThis' conditional logic to skip steps when possible. Like auto-approving invoices under $1k if from trusted vendors.

Who Actually Benefits From This?

Operations Teams

Stop being the messenger between Recras data and decision-makers. Approval thresholds mean you only get pinged for exceptions.

Finance People

Invoice approvals with full audit trails. No more "The system didn't tell me!" excuses during reconciliation.

Sales & Marketing

Qualify new leads before spamming them. Auto-approve repeat clients, but flag new prospects for review.

Field Managers

Get shift change approvals via email while onsite. No need to haul back to the office just to click "approve."

Why This Isn't Just Another Integration

Most Zapier connects just move data. This actually enforces process:

- Vacation coverage: ApproveThis auto-reassigns approvals when Jane's off-grid
- Approval chains: Require safety manager → operations → finance sign-offs in order
- Dynamic checks: Auto-flag bookings that need insurance waivers based on activity type

It's Recras doing what it does best, plus ApproveThis keeping humans from forgetting to human.

Bottom Line

If you're using Recras but still doing approvals via email chains and sticky notes, you're leaving both efficiency and compliance on the table. This integration fixes that without requiring a PhD in workflow design.

Get started with ApproveThis, connect your Recras account through Zapier, and start approving stuff like it's 2024 instead of 1994. Or keep forwarding PDFs to your boss' AOL account - we don't care (we totally care).

🥳

Integrate with Recras 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 Recras

Suggested workflows (and their Zapier components) for Recras

Create Recras shifts for new ApproveThis requests

Streamline shift creation by automatically setting up new shifts in Recras whenever a new request is initiated in ApproveThis. This integration saves time by directly linking approval processes with shift scheduling.

Zapier Components

Recras Logo

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Recras Logo

Action

Create Shift

Creates a new shift.

Initiate approvals for Recras invoices sent

Enhance financial oversight by automatically starting an approval process in ApproveThis when an invoice is sent from Recras. This ensures all invoices meet compliance without manual checks.

Zapier Components

Recras Logo

Trigger

Invoice Sent

Triggers when an invoice is (marked as) sent.

Action

Create Request

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

Process approval for new Recras contacts

Ensure quick validation of new contacts by creating an approval request in ApproveThis whenever a new contact is added in Recras. This reduces onboarding errors through a structured review process.

Zapier Components

Recras Logo

Trigger

New Contact

Triggers when a new contact is created.

Action

Create Request

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

Schedule shifts for new Recras bookings

Automatically create a new shift in Recras whenever a new booking is made. This integration ensures that your scheduling is immediately updated, minimizing manual adjustments and boosting efficiency.

Zapier Components

Recras Logo

Trigger

New Booking

Triggers when a new booking is created.

Recras Logo

Action

Create Shift

Creates a new shift.