ApproveThis manages your Ideta Integration approvals.

Why Approval Workflows Need Conversational Data

Modern businesses face a critical challenge: decisions require context, but context is often buried in emails, chat logs, or unstructured documents. ApproveThis solves half of this problem by automating approval workflows, while Ideta tackles the other half by extracting insights from conversational data. Together, they create closed-loop automation where approvals trigger data retrieval and vice versa – without manual intervention.

Where ApproveThis Excels (and Where Ideta Fills the Gaps)

ApproveThis specializes in routing decisions efficiently. Its strength lies in enforcing process rigor – ensuring the right person approves requests based on amount, department, or compliance rules. However, many approval scenarios require additional context that lives outside traditional forms or CRMs. This is where Ideta adds unique value. By analyzing chatbot conversations, phone call transcripts, and document libraries, it surfaces the specific data approvers need to make informed decisions.

Real-World Example: Customer Support Escalations

Consider a SaaS company using Ideta's chatbot to handle tier-1 support. When a customer mentions "contract cancellation," the bot collects initial details but needs human approval for exception handling. With this integration:

• Ideta triggers an ApproveThis request containing the chat transcript
• The VP of Support receives an email with key data points: customer lifetime value, previous complaints, and proposed resolution
• Upon approval, Ideta automatically fetches the latest retention playbook from company documents

This entire cycle completes in minutes instead of days, with full auditability in both systems.

Two Core Integrations That Create New Possibilities

1. From Chatbot Conversations to Instant Approvals

How it works: Ideta chatbots collect information during customer/employee interactions. When predefined triggers occur (e.g., a sales discount request exceeding 20%), Zapier automatically creates an ApproveThis request with all relevant conversation data.

Teams that benefit:

Sales: Field reps can negotiate deals via mobile chat, then instantly route exceptional terms for approval without switching apps. Approvers see the full conversation history alongside CRM data pulled via ApproveThis' other integrations.

Legal: Standard NDAs get auto-approved, while complex clauses trigger reviews. Ideta prepopulates requests with relevant contract sections from past agreements.

2. Post-Approval Data Retrieval

How it works: When an ApproveThis request is approved/denied, Ideta automatically fetches the latest version of related documents, knowledge base articles, or compliance guidelines. This data is then injected into your CRM, project management tool, or directly to employees via chat.

Teams that benefit:

HR: Approving a remote work request? Ideta immediately sends the employee the latest tax forms and equipment policy from your SharePoint, with links to schedule a setup call.

Procurement: Denied a vendor contract? The system automatically shares alternative suppliers' SLAs and contact details via the original request channel.

The Hidden Advantage: External Collaboration Made Simple

Traditional approval systems force external partners to log into your tools – a security and usability nightmare. With this integration:

• Clients interact via familiar channels (website chat, email)
• Approvers receive email-based decisions requiring no software licenses
• All sensitive documents stay within your ecosystem

A marketing agency uses this to let clients approve campaign concepts directly from proposal chats, while keeping project files securely in their DAM system.

Implementation Guide: 4 Steps to Your First Integration

Step 1: Create a Zapier account if you don't have one

Step 2: Connect Ideta as a trigger source – choose either "New Chatbot Data" or "Fetch Answer" depending on your use case

Step 3: Set ApproveThis as the action app – configure approval templates with dynamic fields that map to Ideta's output

Step 4: Test with real-world scenarios – e.g., have a chatbot submit a mock purchase request and verify the approval chain works

Pro Tip: Leverage ApproveThis' Calculated Fields

When mapping Ideta data to approval requests, use calculations to auto-approve routine items. Example: If a chatbot captures a travel request under $500 with no date conflicts, ApproveThis can skip human review using your predefined rules.

Industry-Specific Applications

Healthcare: Prior Authorization Simplified

Patients describe symptoms via an Ideta-powered intake chatbot. ApproveThis routes cases to specialists based on insurance rules and symptom severity. Approved requests automatically fetch treatment guidelines, while denials trigger patient education materials.

Manufacturing: Supply Chain Exception Handling

When a shipping delay is reported via supplier chat, ApproveThis routes the issue to procurement with real-time impact analysis. Approved alternate suppliers get automatically notified via Ideta with PO details.

Why This Integration Outperforms Custom Builds

Many teams try to create similar workflows using in-house tools, but struggle with:

Maintenance: Zapier handles API updates between systems

Scale: ApproveThis' approval groups and Ideta's NLP scale to enterprise needs

Compliance: Built-in audit trails in both platforms meet SOX/GDPR requirements

Getting Started

To implement these workflows:

1. Explore Ideta's conversation automation

2. Register for ApproveThis (free 14-day trial)

3. Book a integration walkthrough with our team to map your specific approval scenarios

The future of approvals isn't just faster decisions – it's decisions made with complete context. By connecting ApproveThis and Ideta, you enable teams to act confidently using data that's automatically sourced, analyzed, and delivered.