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Joonbot Integration

ApproveThis manages your Joonbot Integration approvals.

April 17, 2025

Integration Category: Marketing

Let’s cut to the chase: if your team uses Joonbot chatbots to capture leads or handle customer queries, you’re already ahead of the game. But here’s the problem no one talks about – all those slick bot interactions eventually hit a wall called “Someone Needs to Approve This.” Enter ApproveThis. When you connect these two tools through Zapier, you’re not just automating conversations – you’re automating decisions. And that’s where the real magic happens for teams tired of playing approval ping-pong.

The Approval Bottleneck You Didn’t Know You Had

Joonbot’s great at guiding visitors through forms, surveys, or support scenarios. But what happens after someone clicks submit? That lead qualification, discount request, or custom quote gets stuck in email threads or lost in Slack. ApproveThis acts like a decision-making turbocharger for those moments. When a Joonbot conversation hits a critical point (like a high-value lead or sensitive request), the integration automatically:

  • Creates an approval task with all relevant chat data
  • Routes it to the right people based on your rules
  • Tracks progress until resolution

The kicker? Approvers don’t need Joonbot licenses. They just click approve/reject in their email or ApproveThis dashboard. No logins, no hunting for context – just decisions.

Real-World Use Cases That Actually Matter

This isn’t about some hypothetical “efficiency gains.” Here’s how mid-sized companies are using the integration right now:

1. Marketing Teams: Stop Leaving Money on the Table

Scenario: Your Joonbot chatbot identifies a enterprise lead requesting a custom demo. Old process: Sales manager misses the Slack notification for 3 days. New reality: ApproveThis instantly creates an approval task with lead details, proposed demo times, and automatically routes it based on deal size thresholds.

Bonus: Use ApproveThis’ calculated fields to auto-flag leads that meet your BANT criteria, then trigger immediate follow-ups in your CRM through Zapier.

2. Customer Support: Turn Refund Requests Into a Competitive Advantage

Scenario: A customer uses your Joonbot support bot to request a return outside policy. Instead of agents playing phone tag with managers, ApproveThis:

  • Checks purchase history via connected apps
  • Routes based on refund amount (auto-approve small amounts, escalate large ones)
  • Gives managers mobile-friendly approval with one click

Result: 68% faster resolution times (actual client metric) and customers who actually feel heard.

3. HR Teams: Onboarding That Doesn’t Suck

New hire submits equipment requests through Joonbot. ApproveThis automatically:

- Checks against department budgets
- Gets IT security approval for specialized software
- Orders approved items through your procurement system

All while keeping the new employee updated via Joonbot – no awkward “Hey, did you approve my standing desk?” emails.

How to Set This Up Without Losing Your Mind

Good news: If you can build a Joonbot flow, you can set this up in 15 minutes. Here’s the cheat sheet:

  1. Connect the dots in Zapier: Create a new Zap with Joonbot as trigger (when “Zapier Block Reached”)
  2. Map your data: Pull key info from Joonbot into ApproveThis fields (pro tip: use calculated fields for auto-approval thresholds)
  3. Set approval rules: Assign approvers based on department, amount, or custom logic
  4. Test with real scenarios: Have someone trigger your Joonbot flow and watch the approval process fire

Critical detail: Use ApproveThis’ vacation delegation so approvals never get stuck because Karen from accounting is on safari.

Why This Isn’t Just Another Integration

Most app integrations just move data around. This one changes how decisions happen:

For executives: See approval metrics across all Joonbot-initiated requests – which departments are slow, what requests get denied most, etc.

For ops teams: Build conditional logic like “Auto-approve Joonbot demo requests under $5k value but require CFO sign-off above that.”

For budget-conscious companies: Approvers only need ApproveThis access – no extra Joonbot licenses required. Huge savings when working with external partners.

The Hidden Perks You’ll Actually Use

While you’re setting this up, don’t sleep on these ApproveThis features:

Approval thresholds: Auto-approve routine Joonbot requests (like standard support tickets) but escalate exceptions.

Mobile-first approvals: Managers can review Joonbot chat transcripts and approve/deny right from their phone.

Audit trails: When compliance asks who approved that sketchy Joonbot-generated discount, you’ve got timestamped records.

Who Should Steal This Setup Immediately

This isn’t for everyone. It’s perfect if:

- Your Joonbot flows regularly require human decisions
- Different departments/stakeholders need to weigh in
- You’ve had approval delays hurt customer experience
- Your audit/compliance people keep asking for paper trails

The Bottom Line

Joonbot handles the conversation; ApproveThis handles the consequence. Together through Zapier, they turn “We’ll get back to you” into “Done.” For teams between 50-5,000 employees, that’s the difference between being responsive and being ridiculous.

Next steps:
1. Grab an ApproveThis trial
2. Build your Joonbot flow
3. Connect them in Zapier using the triggers we discussed

Or just book a 12-minute demo and we’ll show you how other teams eliminated their approval backlog.

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Integrate with Joonbot 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 Joonbot

Suggested workflows (and their Zapier components) for Joonbot

Create approval requests for new Joonbot leads

When a visitor completes a crucial point in a Joonbot conversation, this automation sends an approval request to ApproveThis, expediting the decision-making process. The integration ensures that every lead interaction can be reviewed and approved efficiently. *Note: Customize request fields in ApproveThis to match your workflow requirements.*

Zapier Components

Joonbot Logo

Trigger

Zapier Block Reached

Triggers when a visitor reaches the « Zapier integration » block within a bot scenario.

Action

Create Request

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