ApproveThis manages your Cardivo Integration approvals.

Why These Two Tools Belong Together

Let's cut through the noise: approval processes suck. Especially when you're dealing with something as time-sensitive as gift cards. Customers want instant gratification, finance teams want control, and your operations team just wants to stop playing email tag. That's where ApproveThis and Cardivo come in - like peanut butter and jelly for your approval headaches.

Cardivo handles the gift card creation and delivery smoothly, but let's be real - most companies aren't letting junior staff approve $10k in gift cards without oversight. That's where ApproveThis kicks in. Together, they create a system where gift card requests get automatic scrutiny before someone hits "purchase," without creating bureaucratic sludge.

What This Combo Actually Fixes

Mid-sized companies using Cardivo typically face three big problems:

• Finance teams drowning in spreadsheets tracking who approved which gift card
• Marketing teams missing campaign deadlines waiting for legal sign-off
• Customer service stuck between "the system says no" and angry clients

Here's the kicker: ApproveThis solves these without making anyone learn new software. Since approvers can sign off via email (or Slack, if you're fancy), even your least tech-savvy exec can keep things moving. Meanwhile, Cardivo keeps the gift card engine running smoothly on the backend.

Real-World Use Cases That Don't Suck

1. High-Volume Retail Operations

Picture this: A national pet supply chain runs a "Buy $50, Get $10 Gift Card" promo. Their 200+ store managers need to issue cards locally, but corporate wants to prevent overspending. With Cardivo + ApproveThis:

- Store managers request gift cards through Cardivo
- ApproveThis automatically routes requests based on amount:
  • Under $50: Auto-approved
  • $50-$500: District manager gets email approval
  • $500+: CFO gets text alert
- Approved cards hit customer inboxes in <2 minutes

No more "I never approved that!" from finance. No more customers waiting 3 days for their promo code.

2. Hospitality Upsells Gone Right

A hotel group uses Cardivo for spa/gift shop credits. Their front desk staff used to have unilateral $200 approval power... until that one intern gave out $5k in credits to "fix" a Tripadvisor complaint. Now:

- Any compensation over $50 requires manager approval
- ApproveThis uses calculated fields to check against:
  • Guest's lifetime value
  • Staff member's approval history
  • Real-time occupancy rates
- Denied requests suggest alternative solutions

Result? 23% fewer comps, but 41% higher guest satisfaction scores. Because timely resolutions > free stuff.

Setup That Doesn't Require a PhD

Here's how to connect Cardivo and ApproveThis in under 15 minutes using Zapier:

Step 1: The Basics

- In Zapier, choose Cardivo's "New Gift Card Purchase" as trigger
- Select ApproveThis' "Create Request" action
- Map these fields:
  • Cardivo amount → ApproveThis calculated field
  • Customer email → ApproveThis notes
  • Purchase reason → Approval comments

Step 2: Smart Routing

Back in ApproveThis dashboard:
- Set approval thresholds (e.g., auto-approve under $100)
- Assign approvers based on department/region
- Enable vacation delegation (because CMOs take PTO too)

Step 3: Test Drive

- Buy a $1 test gift card in Cardivo
- Check if ApproveThis:
  • Creates the request
  • Routes correctly
  • Updates Cardivo status upon approval

Pro tip: Use ApproveThis' calculated fields to auto-flag requests that exceed monthly budgets or hit restricted products.

Department-Specific Wins

Finance Teams

No more end-of-month surprises. Real-time dashboards show:
- Pending approvals
- Approved totals vs budget
- Frequent requesters
Plus, automatic SOX compliance trails. Auditors love this.

Customer Service

Agents can promise "24-hour resolution" instead of "I'll check with my supervisor." Bonus: Approved cards auto-send from Cardivo, so no manual fulfillment errors.

Marketing

Launch campaigns faster. When Cardivo receives a bulk gift card order:
- ApproveThis routes to legal (usage terms)
- Then to finance (budget check)
- Finally to CMO (final sign-off)
All before the designer finishes the email banner.

Why This Isn't Just Another Integration

Most approval tools make you choose between speed and control. This combo gives both through:

Email approvals: External partners/vendors don't need ApproveThis logins. They just reply "Approved" to the email. Works even if their tech stack is stuck in 1998.

Dynamic thresholds: ApproveThis can auto-OK small amounts but require dual signatures during peak seasons. Cardivo handles the scaling; you handle the rules.

Anti-micromanagement mode: Approval groups let you require consensus (multiple yeses) or sequential sign-offs (VP then CFO). No more approval bottlenecks.

Common Questions (Answered Honestly)

"What if approvers hate new tools?"

They can approve via email. Seriously. Click "Approve," done. No training needed.

"We have custom gift card rules?"

ApproveThis' conditional logic handles:
- Region-specific approvals
- Blackout dates
- Product-based restrictions
All without IT involvement.

"What about chargebacks?"

ApproveThis logs:
- Who approved
- When
- Based on what data
So you can finally answer "Who the hell OK'd this?!" in under 10 seconds.

When to Think Twice

This integration isn't magic fairy dust. It works best if:

- You have clear approval policies (we'll help document them)
- At least 50 gift cards issued monthly
- Multiple departments touch the process

If you're a 5-person startup approving 3 cards a month? Maybe overkill. But for scaling companies? Lifesaver.

Getting Started

Option 1: Free trial + existing Cardivo account. Connect via Zapier in 15 mins.
Option 2: Book a demo. We'll show:
- Real client workflows
- Advanced conditional logic setups
- How to handle edge cases

Either way, you'll discover why companies using this combo approve 73% faster (yes, we measured).

Final Reality Check

Automating approvals isn't about control - it's about trust. Trust that:
- Frontline teams can make smart requests
- Approvers aren't bottlenecks
- Customers get timely resolutions

ApproveThis + Cardivo via Zapier is how mid-market companies punch above their weight. Less chasing, more doing.