ApproveThis manages your TripWorks Integration approvals.

Why TripWorks + ApproveThis = Fewer Headaches

Let's cut to the chase: manual approval processes suck. They're the reason trips get delayed, finance teams develop eye twitches, and someone's always chasing down that one exec who's "too busy" to click an approval button. That's why pairing TripWorks with ApproveThis isn't just nice-to-have – it's your ticket to actually running trips instead of chasing paperwork.

TripWorks handles the logistics – bookings, customer management, operations. ApproveThis handles the politics – getting sign-offs from the right people, tracking who's dragging their feet, and making sure nobody approves a $50k group trip by accident. Together through Zapier, they turn approval bottlenecks into background noise.

Three Ways This Combo Saves Your Bacon

1. No More "Who Approved That?!" Moments

Picture this: A sales rep books a luxury yacht tour through TripWorks. Normally, this would trigger 3 days of Slack pings, confused emails about budget codes, and maybe a passive-aggressive Teams message. With our setup:

1. The TripWorks reservation triggers an ApproveThis workflow
2. Finance gets auto-alerted if it's over $10k
3. The COO gets a parallel request for high-risk activities
4. Both can approve via email in under 90 seconds

Real example: A Utah rafting company uses approval thresholds to auto-approve repeat bookings under $5k, but require manager sign-off for new routes. Saved 11 hours/week in approval chase-downs.

2. Stop Wasting Time on Admin Theater

Most trip management tools make you jump through hoops to update approved trips. Our favorite Zap:

- ApproveThis approval → Auto-activates TripWorks trip
- Denied? Trip status updates to "Hold" automatically
- All without some intern manually toggling status flags

A New Orleans ghost tour operator uses this to:
- Auto-publish approved tours by 8 AM daily
- Flag sold-out trips for immediate manager review
- Sync guide assignments only after final approval

3. Customer Updates That Don't Bite You Later

Ever had a salesperson promise something TripWorks can't deliver? This integration acts as a reality check:

When customer preferences change in TripWorks:
1. ApproveThis pings the account manager
2. Requires ops team sign-off if it impacts logistics
3. Locks changes until approved
4. Logs who approved what (CYA included)

A San Diego whale watching company caught 17 conflicting customer updates last quarter before they went live. Now their liability claims dropped 40%.

Who Actually Benefits? (Spoiler: Everyone)

Operations Teams

No more playing telephone between TripWorks data and spreadsheet approvals. Guides get notified only when trips are fully approved. Vehicle assignments sync automatically. And when someone tries to book a winter tour in a summer location? Approval groups shut that down fast.

Finance Departments

Approval thresholds mean junior staff can handle routine bookings, but anything over budget gets auto-escalated. Calculated fields apply dynamic discounts during approval. Plus, all approvals feed into TripWorks reporting – no more manual cross-referencing.

Sales & Customer Service

Ever had a customer ask "Is this trip confirmed?" Now you can actually know. Real-time approval tracking means accurate promises. Vacation delegation prevents deals from stalling because someone's at Burning Man. And customer updates get reviewed without 4-hour meetings.

Setting This Up Without Losing a Day

If you can make a sandwich, you can connect these tools:

1. Create a Zapier account (free tier works)
2. Pick a TripWorks trigger (New Reservation, Customer Update, etc.)
3. Select ApproveThis as the action app
4. Map TripWorks data to approval fields
5. Test with a $1 test booking
6. Let it rip

Pro tip: Start with one workflow (like high-value trip approvals) before scaling. Most teams get the first automation live in under 18 minutes.

The Fine Print That Actually Matters

- Approvers don't need TripWorks logins – huge for external partners
- Vacation mode prevents approval black holes
- Every action is audited (legal teams love this)
- Works alongside existing TripWorks permissions
- Mobile approvals actually function (shocking, we know)

When to Think Twice

This isn't magic fairy dust. If your approval process is "the CEO forwards emails to his assistant," maybe fix that first. Also not great for:
- Companies with zero defined approval rules
- Teams that think "ASAP" is a process
- Orgs where every decision needs 14 signatures

What's Next? (Besides Getting Your Time Back)

The best setups we've seen:
- Add Slack alerts for urgent approvals
- Use calculated fields for dynamic discounts
- Auto-archive denied requests in TripWorks
- Tag approvals by season/region/risk level

But start simple. Book a demo with ApproveThis and we'll walk through your specific TripWorks setup. Or just sign up free and connect the Zap yourself. Your future self (the one not drowning in approval emails) will thank you.

Seriously, Why Are You Still Reading?

You've got trips to run and customers to wow. Every minute spent on manual approvals is a minute not spent growing your business. The fix takes less time than your daily standup meeting. Get started now or schedule a 15-minute demo. No sales fluff – just how to make your TripWorks data actually work for you.