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Pupsai Integration

ApproveThis manages your Pupsai Integration approvals.

April 17, 2025

Integration Category: Crm

Why Approval Automation Matters Now

Businesses lose an average of 5 hours per week chasing approvals. For teams using Pupsai's customer engagement platform, this delay directly impacts response times, sales opportunities, and client satisfaction. ApproveThis removes these friction points by adding intelligent approval automation to Pupsai's 24/7 customer care capabilities.

When connected via Zapier, these platforms create closed-loop workflows where:

  • Customer interactions trigger approval requests
  • Decisions automatically update customer-facing systems

This integration is particularly valuable for mid-market companies scaling their operations - teams maintain human oversight without sacrificing Pupsai's always-on responsiveness.

Core Integration Capabilities

ApproveThis extends Pupsai's automation in three key ways:

1. Approval Gatekeeping for Customer-Facing Actions

New Pupsai form responses (lead gen, custom orders, support tickets) can require manager review before triggering automated follow-ups. ApproveThis adds conditional approval layers without disrupting existing workflows.

2. Decision-Driven Content Updates

Approved product changes or policy updates in ApproveThis automatically publish to Pupsai's knowledge base and FAQ system. Legal approves the update once; customers see it immediately.

3. Audit-Ready Compliance

All Pupsai automations tied to approvals carry timestamped decision records. Teams prove compliance without manual documentation.

Real-World Use Cases

Customer Service Escalation Management

A regional bank uses Pupsai to handle routine account inquiries but routes fee waiver requests through ApproveThis. When a customer submits a refund form via Pupsai:

  1. ApproveThis triggers a 2-step approval (branch manager → finance team)
  2. Approvers receive email links - no Pupsai login required
  3. Upon approval, Pupsai automatically updates the customer's case

Result: 68% faster resolution for sensitive requests compared to manual handling.

Product Launch Coordination

An eCommerce retailer synchronizes their merchandising and support teams:

  1. Marketing approves new product copy in ApproveThis
  2. Upon approval, Pupsai automatically creates:
    • Sales team talking points
    • Chatbot product FAQs
    • Return policy documentation

Result: 3-day reduction in time-to-market for new SKUs.

Compliance-Critical Updates

A healthcare SaaS company handles protocol changes:

  1. Legal team approves updated compliance language in ApproveThis
  2. Pupsai immediately updates patient-facing chatbots and email templates
  3. ApproveThis maintains version history for auditor reviews

Result: Zero compliance violations during last FDA audit cycle.

Department-Specific Benefits

Customer Support Teams

Frontline agents resolve 89% of issues via Pupsai automation. For the remaining 11% requiring approval, ApproveThis prevents back-and-forth emails by:

  • Routing to correct approver based on issue type ($ amounts, client tier)
  • Auto-escalating stale requests after 24 hours

Marketing Operations

Campaign launches often stall on legal approvals. With ApproveThis thresholds:

  • Copy changes under $5K impact auto-approve
  • Major revisions route to CMO + legal

Approved assets publish to Pupsai immediately - no manual uploads.

Sales Leadership

Deal desk approvals via ApproveThis sync with Pupsai to:

  • Update CRM records automatically
  • Trigger post-approval customer comms
  • Enforce discount authority rules

Technical Implementation

Setting up the integration takes under 45 minutes:

Step 1: Connect Accounts

In Zapier, authenticate both ApproveThis and Pupsai using OAuth.

Step 2: Map Key Workflows

Prioritize 2-3 approval processes that currently cause delays. Common starters:

  • Pupsai form submission → ApproveThis contract review
  • ApproveThis product approval → Pupsai FAQ creation

Step 3: Configure Notifications

Set approver alerts via email/Slack. Remember:

  • ApproveThis doesn't require approvers to have Pupsai logins
  • Use calculated fields to add context (e.g., "This request impacts 12 active Pupsai campaigns")

Critical Advantages Over Manual Processes

No More Shadow Approvals

55% of teams admit to using unapproved assets when systems are too slow. The integration eliminates this risk by making approved content instantly available.

Cross-Platform Visibility

ApproveThis dashboards show how pending decisions impact specific Pupsai automations - crucial for capacity planning.

Client-Side Participation

External partners can approve requests (via email) that trigger Pupsai actions without accessing sensitive systems.

Getting Started

To implement these workflows:

  1. Audit existing approvals - Identify where Pupsai automations stall on human decisions
  2. Map escalation rules - Define thresholds for auto-approval vs. human review
  3. Run a pilot - Test with 1-2 high-impact workflows before full rollout

Most teams see ROI within 30 days through reduced follow-up time and faster customer response cycles.

Next Steps

Ready to eliminate approval delays in your Pupsai workflows?

Register for ApproveThis or schedule a custom demo to see real-time integration examples.

For existing users, explore pre-built templates in the Zapier integration library.

🥳

Integrate with Pupsai 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 Pupsai

Suggested workflows (and their Zapier components) for Pupsai

Create approval requests for new form responses

When a new form response is received in Pupsai, this integration creates an approval request in ApproveThis to review the submission. *Note: Configure any necessary filters to trigger approvals only on specific responses.*

Zapier Components

Pupsai Logo

Trigger

New Form Response

Triggers when a new response is received from a form is created.

Action

Create Request

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

Create product or service for new approval requests

When a new approval request is initiated in ApproveThis, this automation adds a new product or service in Pupsai. *Note: Ensure product details are mapped correctly to maintain consistency across systems.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Pupsai Logo

Action

Create Product or Service

Adds a new Product or Service for Pupsai to share and sell to customers

Create FAQ for approved requests

When an approval decision is made in ApproveThis, this integration automatically creates a new FAQ in Pupsai to aid customer support. *Note: Review FAQ content and approval criteria to ensure they align with your business needs.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Pupsai Logo

Action

Create Frequently Asked Question

Creates a Frequently Asked Question in Pupsai so that your virtual assistant may respond to queries from your customers