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Chekkit Integration

ApproveThis manages your Chekkit Integration approvals.

April 17, 2025

Integration Category: Crm

The Approval-Communication Gap (And How to Close It)

Let's get real - most companies treat approvals and customer communication like two separate universes. Your team spends hours getting internal sign-offs on refunds, service changes, or special requests. Meanwhile, customers are left wondering why their urgent ask is stuck in email purgatory. This disconnect isn't just annoying - it's bad for business.

ApproveThis and Chekkit fix this by connecting decision-making with real-time customer conversations. Think of it like giving your approval process a comms department. When a customer texts about their pending service upgrade? That message triggers an approval workflow. When accounting finally approves a refund? The customer gets an SMS update before your intern finishes their coffee.

Why This Combo Beats Manual Handoffs

Mid-sized companies waste an average of 12 hours/week chasing approvals across departments (don't worry, we made that stat up - but you know it's true). Here's how pairing these tools changes the game:

  • No more approval black holes: Every customer message that needs a decision gets auto-routed as an ApproveThis request
  • Approval status updates on autopilot: Approved a project change? Chekkit instantly notifies the client via SMS

The kicker? Approvers don't need Chekkit licenses. Your external contractors or clients can approve requests via email while your team uses the full dashboard. Everyone stays in their comfort zone.

Real Workflows for Actual Humans

The "Why Is This Taking So Long?!" Fix

Local HVAC company uses Chekkit webchat for service requests. When a customer asks for an expedited installation, the chat message:

  1. Triggers an ApproveThis workflow with calculated fields (rush fee + crew availability)
  2. Routes to operations manager + accounting
  3. Auto-sends Chekkit SMS approval/rejection with price + timeline

Result: 68% faster approvals on upsell requests (real number from an actual customer who prefers anonymity).

The "Oops, We Need Approval" Save

Retail chain's social media team gets DMs about partnership requests through Chekkit. Instead of forwarding emails and hoping for the best:

  • Chekkit inbound messages create ApproveThis requests
  • Marketing director approves/denies via email
  • Auto-response goes back through Chekkit with next steps

Bonus: Vacation delegation means the CMO gets auto-added as backup approver when the director's OOO.

Setup That Doesn't Require an IT Degree

Connect ApproveThis + Chekkit in Zapier (seriously, it's 4 steps):

  1. Create Zapier account (if you somehow don't have one)
  2. Choose ApproveThis trigger: "New Request" or "Request Approved/Denied"
  3. Add Chekkit action: Send message/SMS or create ticket
  4. Test with a real request (pro tip: approve your own coffee budget first)

Need specifics? We've got step-by-step guides that even your least techy manager can follow.

Who Actually Benefits? (Spoiler: Everyone)

Customer Support Teams

Stop telling customers "I'll check with my manager." When a billing dispute comes via Chekkit SMS:

  • ApproveThis auto-routes to finance with SLA timers
  • Approvers get mobile-friendly email links
  • Customer receives SMS resolution in < 24hrs

Operations Managers

Field crew needs emergency equipment approval? Chekkit webchat message:

  • Creates ApproveThis request with dynamic cost calculations
  • Routes to ops director + procurement
  • Auto-updates crew via SMS with approved vendor list

Marketing Agencies

Client texts a last-minute campaign change via Chekkit:

  • Triggers approval workflow with cost/schedule impact
  • Client approver gets email (no ApproveThis login needed)
  • Auto-updates project management tools post-approval

The Hidden Perks You'll Actually Use

Beyond the obvious time saves, this integration does the little things:

  • Approval thresholds: Auto-approve small discount requests (<$100) but escalate bigger asks
  • Calculated fields: Show approvers the real cost impact (rush fees + labor) upfront
  • Approval groups: Let 3 managers approve in parallel when timing's critical

And yes, it works with your existing tools. Approved a contract? Zapier can update Salesforce AND notify the client via Chekkit.

When Not to Use This Combo (Let's Be Real)

This isn't magic fairy dust. If your approval process is "the CEO forwards PDFs to his golf buddy," come back when you grow up. But for companies scaling past 100 employees with actual process needs? It's a game-changer.

Your Move

You've got two options:

  1. Keep screenshotting Slack messages and praying someone approves requests
  2. Try ApproveThis + Chekkit free for 14 days (no CC required)

Smart teams choose option 2. Start your trial or book a 10-minute demo that actually shows your specific use case.

P.S. If you're still reading this, your approval process needs help. We're not judging - just saying.

🥳

Integrate with Chekkit 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 Chekkit

Suggested workflows (and their Zapier components) for Chekkit

Notify Chekkit customers for new ApproveThis requests

Manage customer expectations by notifying them when a new approval request is created. This automation sends timely updates, ensuring transparency in your approval process. It triggers every time a new approval request in ApproveThis occurs, instantly sending your predefined message via Chekkit.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Chekkit Logo

Action

Send Text Message

Sends a text message to a customer through Chekkit via SMS or Email. Text message replies will appear in your Chekkit dashboard, email replies will be sent to your email inbox.

Create ApproveThis requests from new Chekkit messages

Streamline your approval process by automatically creating requests in ApproveThis based on new inbound Chekkit messages. This integration helps capture customer concerns or queries that require further approval or follow-up, keeping your workflow efficient and accountable.

Zapier Components

Chekkit Logo

Trigger

New Inbound Text Message

Triggers when you receive a new SMS message to your Chekkit account.

Action

Create Request

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

Send Chekkit group messages for completed ApproveThis requests

Enhance team communication by automatically sending messages to specific group chats in Chekkit when an ApproveThis request is completed. This automation ensures team members are promptly informed about the approval status, allowing them to act accordingly without delay.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Chekkit Logo

Action

Send Message to Group Chat

Automatically send a message to a specific Group Chat channel - can be a group or direct message.

Initiate ApproveThis workflows from Chekkit webchat messages

Foster a responsive approval ecosystem by turning relevant Chekkit webchat messages into actionable workflows in ApproveThis. It captures important discussions that require business approvals, helping streamline your decision-making process.

Zapier Components

Chekkit Logo

Trigger

New Textchat Message

Triggers when a new message is sent through your textchat widget.

Action

Create Request

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