ApproveThis manages your ChargeAutomation Integration approvals.

Why These Two Tools Work Better Together

Let's cut to the chase: ChargeAutomation handles money. ApproveThis handles decisions. When you connect them through Zapier, you get a system that automatically routes financial decisions to the right people at the right time – without manual busywork. For hotels, rental companies, and any business dealing with bookings, this combo solves three big headaches:

• Preventing revenue leaks from unapproved discounts/refunds
• Stopping operational bottlenecks in booking confirmations
• Eliminating spreadsheet-tethered approval tracking

How It Works (Without the Jargon)

ChargeAutomation triggers actions in ApproveThe moment something financial happens – a new booking, successful payment, or refund request. ApproveThis then routes the decision to the appropriate managers via email or dashboard. The kicker? Approvers don't need access to ChargeAutomation. They just click "Approve" or "Deny" in their inbox, and the result automatically updates your systems.

Real-World Scenarios That Actually Matter

1. Instant Booking Verification for High-Value Reservations

Luxury hotels using ChargeAutomation can auto-flag bookings over $5K for manager review. When a whale books the penthouse suite, ApproveThis:

• Routes approval to the GM and revenue manager
• Attaches guest history from your CRM (via Zapier)
• Auto-approves after 2 hours if no response (prevents lost sales)

2. Killing Payment Fraud Before It Happens

Vacation rental companies use this integration to spot sketchy payments. When ChargeAutomation processes a transaction, ApproveThis cross-checks against rules like:

"If payment IP doesn't match guest location → Route to fraud team"
"If last-minute booking + new account → Require 2 approvals"

3. Upsell Approval Chains That Actually Move

Car rental agencies can automate upsell approvals. When a customer adds a premium insurance package at checkout:

ChargeAutomation triggers ApproveThis → Routes to sales manager → If approved, auto-updates booking → Customer gets confirmation within minutes (not days).

What Makes This Integration Different

Other approval tools make you choose between flexibility and control. ApproveThis gives both through features built for financial operations:

Approval Thresholds: Auto-approve small refunds ($20 or less), escalate big ones to regional managers.
Vacation Coverage: No more chasing down approvers – delegates kick in automatically when someone's OOO.
Calculated Fields: Automatically flag bookings where discounts exceed 15% of total price.

Who Actually Benefits

Finance Teams

Get automatic audit trails for every payment decision. ApproveThis logs who approved what, when, and why – no more digging through email chains before audits.

Operations Managers

Set approval rules once, then focus on exceptions. 80% of bookings auto-process, while your team handles the 20% that need human judgment.

Customer Service

Ever had a rep promise a refund they shouldn't? Now approvals happen before commitments are made. Customers get accurate ETAs, reps stay within policy.

Setting It Up (Without Losing Your Mind)

Connect ChargeAutomation to ApproveThis in 3 steps through Zapier:

1. Create a Zap with ChargeAutomation as the trigger app
2. Choose your trigger event (new booking, payment, etc.)
3. Add ApproveThis as the action app → Select "Create Request"

Pro tip: Start with one workflow (like high-value booking approvals) before scaling to others. Most teams see ROI within 2 billing cycles.

The Fine Print That Actually Matters

Licensing: Approvers only need ApproveThis accounts – no extra ChargeAutomation seats required. Huge for franchises using external partners.
Security: All approval data encrypted in transit and at rest. SOC 2 compliant.
Support: 24/7 chat support included – real humans, not bots.

When You Should (and Shouldn't) Use This

Good fit if: You process 500+ bookings/month, have multiple locations, or handle high-risk transactions.
Not ideal if: You have single-owner approval on all decisions, or process under 50 bookings monthly.

Bottom Line

Connecting ChargeAutomation to ApproveThis isn't about chasing shiny tech – it's about protecting revenue without slowing down sales. Either you control the approval chaos, or it controls you. Which side do you want your team on?

Get Started with ApproveThis or book a 15-minute demo to see real workflows from hotels using this integration.

ChargeAutomation users: See official docs for API details and best practices.