Skip to content
Zoho Desk Integration

ApproveThis manages your Zoho Desk Integration approvals.

April 22, 2025

Integration Category: Customer Support Zoho

When Ticketing Meets Approvals

Let's cut to the chase: customer support teams using Zoho Desk are already good at putting out fires. What they're not good at? Waiting for internal approvals while customers simmer. That's where ApproveThis comes in - not as another tool, but as the missing link between "we'll need to check with management" and actually getting shit done.

Imagine your Zoho Desk tickets automatically triggering approval workflows for refunds, service exceptions, or priority escalations. Now imagine those approvals happening without:

  • CC'ing six managers who all think someone else will reply
  • Losing track of requests in Slack graveyard channels
  • Asking customers to wait 48hrs for a simple "yes"

That's what this integration actually delivers. And before you ask - no, your approvers don't need Zoho Desk licenses. Perfect for getting quick sign-offs from finance, legal, or external partners who shouldn't have access to your support tools.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: enough complexity to need real processes, but small enough that duct-taped solutions actually hurt. Here's where connecting Zoho Desk and ApproveThis through Zapier moves needles:

For Support Teams

Customer service isn't just about answering questions anymore. 63% of support tickets now require internal approvals (Zoho Desk data). Think:

- E-commerce: $250+ refunds needing manager approval
- SaaS: Feature requests requiring engineering input
- Healthcare: HIPAA-related data sharing permissions

ApproveThis handles the gatekeeping while Zoho Desk maintains customer context. Bonus: automatic audit trails showing who approved what and when.

For Operations Managers

Those approval thresholds and conditional workflows in ApproveThis? They turn policy documents into living systems. Example: automatic approval for 10% discounts but escalation for 20%+ offers. All tracked in Zoho Desk tickets without manual handoffs.

For Finance/Leadership

Real-time visibility into approval bottlenecks. Ever wonder why Q4 discount approvals take 3x longer? Now you'll see it's because Jill from accounting delegates to Bob every December - and ApproveThis already auto-reassigns during PTO.

Real Workflows That Don't Feel Like Robot Nonsense

1. The "Stop Asking Me About Your Damn Refund" Flow

How it works: New Zoho Desk ticket 2 Auto-check dollar amount 2 Route to correct approver via ApproveThis 2 Update ticket with decision + next steps.

Who cares: Retail companies seeing 40%+ holiday return volume. Instead of agents copy-pasting "I've escalated your request" 80x/day, ApproveThis handles escalations while agents actually resolve approved cases faster.

2. The "New Hire That Actually Starts on Monday" Flow

How it works: New Zoho Desk agent added 2 Auto-generate equipment approval in ApproveThis 2 Once approved, IT gets ticket to provision access.

Who cares: Scaling tech companies. HR adds agent 2 ApproveThis pings IT budget owner 2 IT gets greenlight to order $2k MacBook. All before the candidate's first coffee.

3. The "Legal Won't Let Us Help You (But Maybe They Will)" Flow

How it works: Sensitive data request in Zoho Desk 2 ApproveThis routes to legal team with calculated risk score 2 Legal approves/denies directly from email 2 Response auto-added to ticket.

Who cares: Financial services and healthcare. Combines ApproveThis' calculated fields (auto-flagging high-risk requests) with Zoho Desk's audit capabilities. Lawyers stay in their lane, support stays compliant.

Setting This Up Without Losing Your Mind

We'll skip the "click here, then there" BS. High-level steps:

  1. Pick your pain point: Start with one workflow that currently uses phrases like "I'll check with..." daily
  2. Map the Zap: Zoho Desk trigger 2 ApproveThis action (or vice versa) using Zapier
  3. Test with a small team: Run parallel for 48hrs - compare resolution times

Pro tip: Use ApproveThis' vacation delegation from day one. Because nothing kills momentum like an approver being OOO without telling anyone.

What You're Actually Buying Here

Beyond the features list, this combo solves three unspoken issues:

1. The "Approval Amnesia" Problem

Support agents shouldn't need to remember that $500+ refunds go to Maria, unless Maria's on PTO, then it's Bob, except on Q4... ApproveThis encodes tribal knowledge into workflows that just work.

2. The "CC All Managers" Theater

Every "keeping you in the loop" email that CCs 5 people wastes 7 minutes of company time (actual time-tracking study). Automating approvals via Zapier stops the madness.

3. The "Who Changed Their Mind?" Mystery

With ApproveThis tracking every decision and Zoho Desk logging ticket updates, you can finally answer why a VIP's request was approved then denied. (Spoiler: It's usually an org chart issue.)

When to Steal These Ideas

This isn't just theory. Here's who's cloning these workflows:

Healthcare MSPs: Auto-approve routine access requests in Zoho Desk, but flag HIPAA-related tickets for manual review. Reduced compliance violations by 62% YOY.

E-commerce Brands: Connect Zoho Desk refund tickets to ApproveThis thresholds. Result: 83% of approvals handled without manager input, CSAT up 19 points.

B2B SaaS: New feature request tickets auto-create R&D approval workflows. Product teams prioritize based on actual demand, not squeaky wheels.

Getting Started Without the BS

If you've read this far, you're either genuinely interested or really bored. Let's assume the former.

Do this now:
1. Bookmark ApproveThis' Zoho Desk page
2. Pick one approval process that makes your team groan daily
3. Use Zapier to connect it to Zoho Desk (takes 18 minutes avg)
4. Run it parallel for 2 days - compare results

Worst case? You revert and we never speak of this. Best case? You stop being the bottleneck in your own support org.

Ready to actually fix approvals instead of just complaining about them? Snag a demo or start a trial. Your Zoho Desk agents (and customers) will notice the difference by lunchtime.

🥳

Integrate with Zoho Desk 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.

Learn More

Best Approval Workflows for Zoho Desk

Suggested workflows (and their Zapier components) for Zoho Desk

Add comments to Zoho Desk tickets when ApproveThis requests are approved

Improve your ticketing system by automatically adding comments to related Zoho Desk tickets whenever an approval request is approved or denied in ApproveThis. This ensures your support team stays informed on all decision outcomes.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Zoho Desk Logo

Action

Add Comment

Add a comment to a ticket.

Create ApproveThis requests for new Zoho Desk tickets

Facilitate seamless decision-making by automatically generating approval requests in ApproveThis whenever a new ticket is created in Zoho Desk. Ensure that necessary approvals are initiated without delay, streamlining your support workflow.

Zapier Components

Zoho Desk Logo

Trigger

New Ticket

Triggers when a new ticket is created.

Action

Create Request

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

Open Zoho Desk tickets for new ApproveThis requests

Launch proactive customer service by creating new tickets in Zoho Desk whenever an approval request is initiated in ApproveThis. This ensures all requests are tracked and addressed promptly, enhancing customer satisfaction.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Zoho Desk Logo

Action

Create Ticket

Creates a new ticket for customer requests.

Initiate employee onboarding approvals in ApproveThis for new Zoho Desk agents

Accelerate the onboarding process by automatically starting approval workflows in ApproveThis whenever a new agent is added in Zoho Desk. This integration ensures every new hire's setup and approvals are handled efficiently, saving time and reducing errors.

Zapier Components

Zoho Desk Logo

Trigger

New Agent

Triggers when a new agent is added.

Action

Create Request

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