ApproveThis manages your Deflection Integration approvals.

Businesses face constant pressure to respond quickly to customer actions while maintaining oversight. Deflection’s customer activity monitoring and ApproveThis’s approval automation solve this tension. Together, they turn reactive workflows into proactive processes that balance speed with accountability. Let’s explore how combining these platforms unlocks efficiency across teams.

Why This Integration Matters

Deflection tracks critical customer events—subscription cancellations, refund requests, new sign-ups, and email interactions. But without structured approval processes, these triggers often lead to fragmented decision-making. ApproveThis adds guardrails, automating how teams review and act on customer data. For example, a refund request in Deflection can instantly route to the right manager via ApproveThis, with calculated fields auto-populating reimbursement amounts based on policy. The result? Faster resolutions with fewer errors.

This integration shines for customer-facing teams. Approvers don’t need Deflection licenses, making it ideal for cross-departmental collaboration or external partners. Finance teams review refunds without logging into support tools. Executives approve high-value retention offers triggered by cancellations, all via email. Meanwhile, Deflection’s real-time alerts ensure no request slips through.

Use Cases That Deliver Results

1. Retain At-Risk Customers Automatically

When a subscription cancellation triggers in Deflection, ApproveThis can route it to a retention specialist with pre-loaded customer data (e.g., lifetime spend, feedback history). Using approval thresholds, low-value accounts auto-cancel, while high-value ones escalate with tailored offer options. A SaaS company reduced churn by 18% using this method, approving targeted discounts in under 2 hours.

2. Validate New Customer Onboarding

New sign-ups in Deflection can trigger compliance checks. For instance, a fintech firm auto-routes high-risk registrations to fraud teams via ApproveThis. Conditional logic ensures only flagged accounts require review, while others proceed instantly. This cut their manual review workload by 40% while maintaining strict KYC standards.

3. Control Refund Payouts

Deflection’s refund requests gain structure with ApproveThis’s calculated fields. If a customer requests $500 back, the system auto-checks purchase history, calculating the max allowable refund. Managers see both amounts, approve/deny via email, and the result syncs back to Deflection. One e-commerce brand reduced erroneous refunds by 31% in Q1 using this workflow.

4. Audit Customer Communications

When sensitive emails (e.g., contract amendments) are sent via Deflection, ApproveThis can require post-hoc approvals. Legal teams review archived messages in-context, adding notes directly in the approval thread. This meets compliance needs without slowing response times.

Setting Up the Integration

Using Zapier, connect Deflection and ApproveThis in 15 minutes:

1. Create a Zap: Choose Deflection as the trigger app. Select an event like “New Refund Requested.”
2. Set Up ApproveThis Action: Map Deflection data (e.g., customer ID, refund amount) to an ApproveThis request template. Configure approval steps—sequential for finance, parallel for urgent cases.
3. Test & Deploy: Send a test refund in Deflection. Confirm the approval request appears in ApproveThis with correct details. Activate the Zap.

Pro Tip: Use ApproveThis’s vacation delegation to avoid bottlenecks. If an approver is out, requests reroute automatically based on their calendar.

Team-Specific Benefits

Customer Support

Agents resolve issues faster with pre-approved response templates. When a complex case arises, they trigger ad-hoc approvals without leaving Deflection. Real-time tracking in ApproveThis lets managers assist without micromanaging.

Finance Teams

Auto-escalate high-value refunds or discounts above $1K. Configure approval thresholds to require CFO sign-off only when needed. All decisions log in ApproveThis for audit trails.

Operations Leaders

Identify process gaps using ApproveThis’s dashboard. If subscription cancellations take 3+ days to approve, adjust workflows to prevent revenue bleed. Sync approved retention offers back to Deflection for consistent messaging.

Key Features That Enhance Deflection

ApproveThis complements Deflection beyond basic approvals:

• Email-Based Decisions: Approvers never need to login. They click “Approve” or add comments directly from inboxes.
• Dynamic Routing: If a Deflection alert involves multiple departments (e.g., a refund requiring fraud review + manager approval), route steps sequentially or simultaneously.
• Calculated Fields: Auto-apply business rules. For example, set refund limits to 20% of a customer’s annual spend, pulling data from Deflection during approval.

Common Pitfalls to Avoid

Don’t: Over-automate nuanced decisions. Use ApproveThis’s conditional logic to only require human input where it matters. For example, auto-approve refunds under $50 if the customer has no prior disputes.

Do: Sync approval outcomes back to Deflection. Once a cancellation offer is approved, trigger a Deflection workflow to email the customer. This keeps systems aligned.

Getting Started

To build your first workflow:

1. Log into Zapier and connect your Deflection account.
2. Choose a trigger event (e.g., “New Subscription Cancelled”).
3. Select ApproveThis as the action app. Use the “Create Request” action.
4. Map Deflection data fields to your ApproveThis template.

For complex scenarios, like multi-tiered approvals with dollar thresholds, use ApproveThis’s conditional logic builder to set rules before syncing to Zapier.

Final Thoughts

Deflection tells you when critical customer events happen. ApproveThis ensures they’re handled correctly. Together, they turn reactive alerts into accountable workflows—without licensing hassles for external partners. Whether you’re retaining high-value accounts or controlling refunds, this integration keeps teams aligned and auditors happy.

Ready to reduce decision lag? Register for ApproveThis or book a demo to see live examples with Deflection.