ApproveThis manages your indemandly Integration approvals.

When Conversations Turn Into Action

Indemandly turns website visitors into qualified leads through real-time messaging. But what happens after that first conversation? For most businesses, the real work begins: pricing approvals, scheduling confirmations, and internal sign-offs that delay deals. This gap between client communication and operational execution is where ApproveThis transforms your workflow.

By connecting Indemandly to ApproveThis via Zapier, you create a seamless bridge between client-facing teams and decision-makers. Sales reps get faster approvals on custom quotes. Operations teams automatically verify booking details. Customer success managers escalate urgent client requests without manual follow-ups.

Why This Integration Changes the Game

Indemandly excels at capturing client intent - appointment requests, service inquiries, and urgent messages. ApproveThis adds structure to what happens next:

Key Advantages for Client-Focused Teams

Sales Teams: Automatically route custom pricing requests through finance approval while continuing client conversations.

Service Businesses: Confirm staff availability before locking in appointments booked through Indemandly.

Customer Support: Escalate feature requests or contract changes to department heads without leaving your messaging interface.

The Hidden Benefit: External Collaboration

ApproveThis approvers don't need Indemandly licenses. This makes the integration ideal for:

- Agencies getting client sign-off on campaign proposals
- Consultants requiring partner approvals before committing to bookings
- Manufacturers checking inventory with suppliers during client negotiations

Three Workflows That Deliver Immediate ROI

1. Instant Quote Approvals for High-Velocity Sales

Scenario: A luxury travel agency uses Indemandly to handle VIP vacation inquiries. When clients request custom itineraries exceeding $50K, the Zapier integration automatically:

1. Creates an ApproveThis request with trip details
2. Routes to both the finance director and legal team
3. Updates Indemandly chat status based on approval outcome

Why It Works: ApproveThis' calculated fields automatically flag high-value requests, while vacation delegation ensures approvals continue even if key staff are traveling.

2. Error-Proof Booking Confirmations

Scenario: A medical equipment supplier integrates Indemandly appointment bookings with their warehouse management. When a hospital schedules a delivery:

1. ApproveThis checks inventory levels via calculated fields
2. Triggers automatic approval if items are in stock
3. Escalates to procurement if stock is low

The Result: 83% faster order confirmations with zero double-bookings reported by early adopters.

3. Client-Driven Process Improvements

Scenario: A SaaS company routes feature requests from Indemandly chats:

1. Support agents tag messages as "Feature Request"
2. ApproveThis creates a product team review ticket
3. Clients receive status updates directly in Indemandly

Critical Feature: Approval groups allow parallel reviews by engineering, UX, and security teams while maintaining a single client communication thread.

Setting Up Your Integration

Step 1: Create a Zapier account (free tier works for basic workflows)

Step 2: Connect your Indemandly and ApproveThis accounts

Step 3: Choose from these trigger-action pairs:

Primary Workflow:
Trigger: "New Request" in Indemandly
Action: "Create Request" in ApproveThis

Advanced Option:
Trigger: "Booking Request Confirmed"
Action: Route for inventory/availability approval

Pro Tip: Use ApproveThis' conditional logic to:
- Auto-approve recurring bookings under $1K
- Require dual signatures for new client contracts
- Bypass approvals for pre-authorized VIP clients

Department-Specific Benefits

For Sales Leaders

Reduce deal slippage caused by approval delays. Real-world impact:

- Automatically escalate stalled approvals during last-day-of-quarter pushes
- Embed approval status directly in CRM using ApproveThis' API
- Receive SMS alerts for high-priority requests

For Operations Managers

Maintain service quality as you scale:

- Set approval thresholds based on staff workload capacity
- Automatically reassign approvals during PTO periods
- Generate audit trails for compliance reporting

For Customer Success Teams

Build trust through transparency:

- Share approval progress timelines in Indemandly chats
- Trigger automatic status updates using ApproveThis webhooks
- Flag urgent client messages for priority review

Beyond Basic Approvals

While most teams start with simple request routing, advanced users leverage:

Dynamic Decision Making

ApproveThis' calculated fields enable:
- Automatic discount approvals based on deal size
- Compliance checks against regulatory requirements
- Profit margin calculations during pricing reviews

Two-Way Communication Sync

While Zapier handles initial triggers, ApproveThis' API allows:
- Writing approval comments back to Indemandly tickets
- Syncing attached files between systems
- Updating custom fields based on approval stage

Common Pitfalls to Avoid

Don't: Create approval loops by connecting both apps bidirectionally without filters
Do: Use Indemandly's tagging system to categorize requests before they hit ApproveThis

Don't: Over-notify approvers for low-stakes requests
Do: Set approval thresholds to auto-approve routine items

Don't: Use the same workflow for internal and external approvals
Do: Create separate ApproveThis templates with client-facing vs. internal comment fields

Getting Started

Implementation timeline for most teams:

- Day 1: Connect Indemandly to ApproveThis via Zapier
- Week 1: Run parallel processes to identify edge cases
- Month 1: Expand to 100% of applicable workflows

For complex needs:
- Book an ApproveThis demo to discuss API options
- Explore Indemandly's webhook documentation for custom triggers

Next Step: Create your free ApproveThis account and connect one live workflow within 22 minutes using our pre-built Indemandly templates.