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HelpDesk Integration

ApproveThis manages your HelpDesk Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Ticketing Meets Approval Power

Let's be real – customer support teams using HelpDesk already have enough fires to put out without chasing down approvals for escalated tickets, refunds, or policy exceptions. ApproveThis acts like the bouncer at your support club's VIP section, automating the "Hey, can I get a thumbs up on this?" process through Zapier. No more screenshots in Slack. No more cc'ing six managers. Just structured approvals that keep tickets moving while maintaining control.

Why This Combo Works for Mid-Sized Companies

HelpDesk organizes the chaos. ApproveThis prevents new chaos from being born. Together through Zapier, they handle the specific headaches of companies scaling past 50 employees:

  • No approval black holes: Tickets requiring manager input get automatically routed based on dollar amounts, customer tiers, or issue types
  • External approvals without license fees: Clients or vendors can approve/reject requests via email without needing HelpDesk access

Example: A 200-person SaaS company uses this integration to require CFO approval for any refund over $500 directly in the ticket workflow. Approvers get email links, finance stays in the loop, and support agents aren't playing corporate telephone.

Five Actual Use Cases (Not Just Theory)

1. High-Stakes Ticket Approvals

When new HelpDesk tickets hit specific triggers (like "VIP customer" tags or >$1k refund requests), ApproveThis automatically:

  • Routes to department heads based on ticket content
  • Applies approval thresholds to auto-approve/deny simple requests

Real impact: A cybersecurity firm reduced escalations to legal by 40% by auto-flagging tickets mentioning compliance issues for pre-approval.

2. Approval-Driven Ticket Creation

Flip the script: Start in ApproveThis when internal teams need support resources. HR submits an approval request for new employee device setups → approved requests auto-create HelpDesk tickets with all specs pre-filled. No more "Hey, did you file a ticket?" follow-ups.

3. Priority Change Oversight

Every time a HelpDesk ticket's priority gets upgraded, ApproveThis can require director approval if it impacts SLAs. Uses calculated fields to check against support team capacity in real-time. Prevents priority inflation that burns out teams.

4. Assignment Audits

When tickets get reassigned between agents, ApproveThis forces team leads to confirm the move. Curbs accidental reassignments that lead to duplicate work or dropped balls. Especially crucial for remote teams with overlapping shifts.

5. Closed-Loop Resolution

Approvals directly update tickets: Denied refund requests auto-post templated responses in HelpDesk. Approved feature requests trigger Jira creation (via another Zap). Makes every decision actionable without toggling between apps.

Setup That Takes Less Time Than Your Daily Standup

Connect HelpDesk + ApproveThis in Zapier in three steps:

  1. Pick your trigger (new ticket, priority change, etc.) in HelpDesk
  2. Map ticket data to ApproveThis fields – use calculated fields for auto-routing logic
  3. Set up approval groups and escalation rules in ApproveThis

Pro tip: Use ApproveThis' vacation delegation from day one. Support teams have high turnover – ensure approvals always route to active managers.

Team-Specific Wins

Support Managers

See approval bottlenecks in real dashboards. If legal is sitting on 20+ ticket approvals, you know exactly who to nudge – no more guessing which tickets are stuck.

Finance Teams

All refund/discount approvals are logged with decision trails. Export monthly reports showing approved amounts vs. denials. Finally get clean data for forecasting.

HR & Legal

Data access requests or compliance tickets get auto-routed through proper channels. Sensitive issues never linger in general queues.

The Quiet Advantage Most Miss

ApproveThis doesn't just handle approvals – it documents every decision made on critical tickets. When audits hit or customers demand to "speak to a manager," you've got timestamped records showing who approved what and why. For companies between 200-5k employees, that's compliance gold without the overhead.

Ready to Stop Being an Approval Middleman?

If your support team spends more than an hour daily chasing approvals, you're leaking money and morale. ApproveThis + HelpDesk via Zapier keeps tickets moving while keeping controls intact. No big commitments – our customers typically see workflows live in under a week.

Get started free or book a 15-minute demo to see how approval automation works with your HelpDesk setup. No sales jargon – just a live walkthrough of how other support teams ditched approval chaos.

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Integrate with HelpDesk 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.

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Best Approval Workflows for HelpDesk

Suggested workflows (and their Zapier components) for HelpDesk

Create approval requests for new HelpDesk tickets

Need a structured approval for handling new support tickets? Set up this automation to automatically create an approval request in ApproveThis every time a new ticket is generated in HelpDesk, ensuring your support team follows a consistent decision-making process before proceeding with critical customer interactions.

Zapier Components

HelpDesk Logo

Trigger

New Ticket

Triggers when a new support ticket is created.

Action

Create Request

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

Generate HelpDesk tickets from new ApproveThis requests

Increase workflow efficiency by automatically creating HelpDesk tickets when new approval requests are initiated in ApproveThis. This integration ensures that every request requiring support attention is seamlessly converted into a trackable support ticket, reducing manual entry and enabling faster response times.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

HelpDesk Logo

Action

Create Ticket

Creates a new ticket.

Initiate approval for priority updates in HelpDesk tickets

Manage priority changes in your support tickets more effectively with this automation. Whenever a ticket's priority is updated in HelpDesk, automatically create an approval request in ApproveThis to assure all stakeholders agree on the priority adjustment, thus enhancing strategic alignment in support operations.

Zapier Components

HelpDesk Logo

Trigger

Ticket Priority Changed

Triggers when ticket changes priority.

Action

Create Request

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

Update HelpDesk tickets on ApproveThis approval/denial

Streamline your ticket resolution process by setting up this integration. When a request is approved or denied in ApproveThis, update the corresponding HelpDesk ticket to reflect the decision. This ensures that your support team remains updated on critical resolutions, maintaining service quality and efficiency.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

HelpDesk Logo

Action

Update Ticket / Send Reply

Change ticket properties or send reply.

Request approval for ticket assignment changes in HelpDesk

Maintain control over ticket management by automatically seeking approval for changes in ticket assignments. Whenever a ticket assignment is changed in HelpDesk, this integration initiates an approval request in ApproveThis, ensuring the right agent is assigned with consensus, thereby improving accountability.

Zapier Components

HelpDesk Logo

Trigger

Ticket Assignment Changed

Triggers when ticket changes assignment.

Action

Create Request

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