ApproveThis manages your Record Integration approvals.

Two Tools, One Mission

When customer support teams face complex requests - like approving refunds above $500 or escalating high-priority bugs - delays create frustration. Record gives teams a centralized platform to track issues, while ApproveThis adds structure to decision-making. Together through Zapier, they create an operational rhythm where critical requests move forward the moment they're ready for review.

Consider a SaaS company handling 10,000+ support tickets monthly. Their engineering team needs legal approval before sharing sensitive bug details with enterprise clients. With this integration, tagged records in Record automatically route to ApproveThis, where general counsel can review contextual data and approve/deny requests via email without logging into either system. What used to take 3 days now happens in 3 hours.

Why This Integration Works

Record's strength lies in creating a unified timeline of customer interactions, while ApproveThis excels at enforcing governance without bureaucracy. The Zapier bridge between them solves three persistent problems:

1. Context Switching Kills Productivity

Support agents no longer copy-paste ticket details into approval emails. When a Record entry triggers an ApproveThis workflow, all relevant data - customer history, internal notes, attachments - moves automatically.

2. External Approvers Create Bottlenecks

ApproveThis lets legal, finance, or executive approvers respond via email without needing Record licenses. A VP can approve a $250K contract extension from their iPhone during a layover, keeping deals moving.

3. Audits Become Frictionless

Every approval decision in ApproveThis automatically updates the original Record entry with timestamps and comments. During compliance reviews, managers see the complete story - from initial ticket to final approval - without chasing screenshots.

Real-World Use Cases

High-Stakes Refund Approvals

A fintech company uses Record to track disputed transactions. When agents tag a case as "Refund Over $1K", Zapier creates an ApproveThis request with:

• Customer's 12-month payment history
• Fraud risk score from internal systems
• Proposed refund amount with currency conversion

Finance managers receive email summaries and can approve directly from Outlook. Approved refunds trigger Record to automatically update the case status and notify the customer.

Escalating Security Vulnerabilities

For a cybersecurity SaaS provider, support tags like "Critical Severity" in Record initiate a multi-stage approval:

1. ApproveThis routes the bug report to engineering leads
2. Upon approval, legal reviews proposed client communications
3. Final sign-off triggers Record to create Jira tickets

Using calculated fields, ApproveThis auto-approves low-risk issues while escalating others - cutting response time by 68%.

Technical Setup Made Simple

Connecting Record and ApproveThis takes 15 minutes through Zapier:

Step 1: Trigger Configuration

Choose your Record trigger - "New Record Created" or "Tag Added". For compliance workflows, tagging often works best (e.g., "Needs Legal Review").

Step 2: Action Mapping

Map Record fields to ApproveThis request templates. Pro tip: Use Record's custom properties to pre-fill approver names based on issue type.

Step 3: Approval Logic

In ApproveThis, set up:

• Thresholds (e.g., auto-approve refunds under $200)
• Delegation rules for vacations
• Conditional fields showing SLA deadlines

Test with live data by creating a test Record entry with your personal email as approver.

Team-Specific Advantages

Customer Support Teams

Agents resolve tickets 40% faster when approvals no longer require manual follow-ups. Real-time tracking in ApproveThis dashboards shows which requests are pending legal vs. finance review.

Finance Departments

CFOs gain visibility into approval patterns through ApproveThis analytics. They can spot trends like recurring late approvals from specific departments and adjust thresholds accordingly.

Legal & Compliance

Attorneys appreciate email approvals preserving a documented chain of custody. All decisions automatically attach to Record entries as PDFs - crucial for audits.

Beyond Basic Approvals

While the Zapier integration handles core workflows, ApproveThis adds nuanced control:

Dynamic Calculations

When a Record entry includes purchase quantities, ApproveThis can calculate volume discounts in real-time during approval reviews. Approvers see both list price and proposed discounted rate.

Escalation Protocols

If an approver doesn't respond within 24 hours (configurable), ApproveThis reassigns the request based on org charts. Critical issues can escalate to CTO/CFO automatically.

Cross-Platform Visibility

Approvers see Record data within ApproveThis mobile apps. No more "Can you resend the attachment?" emails - everything's embedded.

Getting Started

Begin with a single workflow - expense approvals or contract reviews work well. Use ApproveThis' free tier for testing, then scale to enterprise processes.

Visit Zapier to create your Record-ApproveThis connection. For tailored setup advice, schedule a demo with our workflow experts.

Final Tip: Name your Zaps clearly (e.g., "Record Support Tickets → Legal Approval") and document field mappings. Clean setups prevent confusion as you add more automations.