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AppointmentCore Integration

ApproveThis manages your AppointmentCore Integration approvals.

April 17, 2025

Integration Category: Scheduling

Why These Two Apps Together? Let’s Talk Business

Let’s get real: approvals suck. But they’re also the glue holding your processes together. Now imagine if you could automate the back-and-forth of sign-offs every time a meeting gets rescheduled, a client cancels, or a new project needs a green light. That’s where ApproveThis and AppointmentCore come in. Together, they turn scheduling headaches into a system that actually works for you—not against you.

AppointmentCore handles the messy calendar stuff. ApproveThis handles the “waiting on Frank from Accounting” stuff. Connect them through Zapier, and you’ve got a way to automatically trigger approval workflows based on real-time changes in your schedule. No more manual follow-ups. No more missed opportunities. Just decisions happening faster, with less drama.

Who Benefits? (Spoiler: Everyone)

This isn’t just for the ops team. Here’s how different departments win:

Sales Teams: Stop Losing Deals to Calendar Limbo

When a prospect cancels a demo, your sales rep shouldn’t be scrambling to manually flag it for approval to reschedule. With this integration, a cancellation in AppointmentCore auto-creates an approval request in ApproveThis. The sales manager gets an email, clicks “approve,” and the system automatically offers new time slots to the prospect. No license for AppointmentCore? Doesn’t matter. Approvers only need ApproveThis access.

Customer Support: Fix Scheduling Conflicts Before They Escalate

Picture a healthcare clinic using AppointmentCore. A patient reschedules an urgent appointment, but the new time requires a specialist’s approval. The rescheduling triggers an ApproveThis workflow that pings the specialist via email. If they’re OOO, vacation delegation kicks in, rerouting to their backup. The patient gets confirmed faster, and the front desk isn’t stuck playing phone tag.

Operations: Kill the “Approval Black Hole”

New client onboarding often means 10+ approvals across teams. With ApproveThis, you can auto-create AppointmentCore bookings for kickoff meetings only after all internal sign-offs are done. No more double-booking execs or overpromising timelines to clients.

Three Ways to Use This Integration (Without the Fluff)

1. Cancelled Bookings → Instant Follow-Up Mode

When someone cancels in AppointmentCore, Zapier tells ApproveThis to create a request for your team to approve a follow-up action. Example: A marketing agency loses a client consultation slot. The automation routes an approval to offer a discounted package or expedited review. ApproveThis’ calculated fields can even auto-suggest discounts based on the client’s lifetime value.

2. New Requests → Bookings That Actually Happen

Create an AppointmentCore booking every time a high-stakes request is initiated in ApproveThis. Think legal teams needing to schedule contract reviews only after compliance approvals. No more “I thought you booked the meeting!” gaps.

3. Rescheduled? Cool. Now Get Everyone on the Same Page

Rescheduling a project retro in AppointmentCore? Auto-generate an approval request in ApproveThis to confirm the new time with stakeholders. Use approval thresholds to auto-approve minor changes (like 15-minute shifts) but escalate bigger ones. Bonus: real-time tracking lets you see who’s dragging their feet.

Setting This Up: Less Time Than Your Morning Coffee

Here’s the game plan:

  1. Connect to Zapier: Both apps play nice with Zapier—no coding needed.
  2. Pick Your Trigger: Start with an event in AppointmentCore (e.g., “Booking Cancelled”).
  3. Add ApproveThis as the Action: Map the key data (client name, reschedule reason) to your approval workflow.
  4. Test with Real Data: Cancel a fake booking. See if the approval pops up. Tweak as needed.

Pro tip: Use ApproveThis’ conditional logic to route requests. Example: Reschedules with new costs > $500 go to the CFO; others go to team leads.

Why This Isn’t Just Another Integration

Most tools slap together a half-baked integration. Here’s what makes this combo different:

No App Switching for Approvers

Your CFO doesn’t need (or want) to log into AppointmentCore. With ApproveThis, they approve via email or a single dashboard. External clients? Same deal—they get a clean approval link, no login required.

Escalate When It Matters

Auto-approve small changes (like shifting a meeting by 10 minutes) but escalate if, say, a reschedule impacts quarterly deadlines. Approval thresholds let you set rules based on dollar amounts, project types, or client tiers.

Track Everything, Everywhere

ApproveThis’ dashboard shows you every pending request tied to AppointmentCore events. See which ones are stuck, who’s responsible, and how long they’ve been idle. Transparency without micromanaging.

Real-World Examples (No Hypotheticals)

Consulting Firms: Stop Overbooking Experts

Your lead strategist is booked solid. A client tries to reschedule a workshop via AppointmentCore. The integration triggers an approval to confirm the strategist’s availability. If they’re booked, ApproveThis automatically suggests alternative dates or delegates to another team member.

E-commerce: Handle Returns Faster

A high-value return request in your CRM creates an AppointmentCore booking for a quality check. Only after the check is approved in ApproveThis does the refund get processed. No more rogue refunds draining margins.

Healthcare: Compliance Without the Paperwork

A patient reschedules an MRI. The new time requires insurance pre-approval. The integration routes the request to the insurance team in ApproveThis, who can approve directly from their phones. Audit trails? Built-in.

Don’t Let This Article Collect Dust

You’ve seen how this works. Now do something about it. If you’re using AppointmentCore, adding ApproveThis takes one Zapier setup and cuts approval delays by at least 60%. That’s not a “marketing stat”—that’s what happens when you stop waiting for people to check their inboxes.

Ready to try it? Sign up for ApproveThis, or if you’re the “talk to a human” type, book a demo. Either way, bring your AppointmentCore login—we’ll show you how to connect the dots in under 10 minutes.

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Best Approval Workflows for AppointmentCore

Suggested workflows (and their Zapier components) for AppointmentCore

Create approval requests for cancelled bookings in ApproveThis

Stop missed opportunities by immediately addressing cancellations. This automation uses ApproveThis to create a follow-up request for each cancelled booking in AppointmentCore, allowing your team to address cancellations promptly for potential re-bookings or further actions.

Zapier Components

AppointmentCore Logo

Trigger

Cancelled Booking

Triggers when a booking is cancelled in AppointmentCore.

Action

Create Request

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

Add new ApproveThis requests as bookings in AppointmentCore

Ensure every approval request gets immediate attention by creating a corresponding booking in AppointmentCore. This integration captures each new request initiated in ApproveThis, creating a booking to facilitate immediate follow-up actions and streamline appointment management.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

AppointmentCore Logo

Action

New Booking

Triggers when a booking is created in AppointmentCore.

Generate approval requests for rescheduled bookings in ApproveThis

Ensure accountability and communication when bookings change. This automation creates an approval request in ApproveThis whenever a booking is rescheduled in AppointmentCore, ensuring the new schedule is aligned and approved by relevant parties.

Zapier Components

AppointmentCore Logo

Trigger

Rescheduled Booking

Triggers when a booking is rescheduled in AppointmentCore.

Action

Create Request

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