ApproveThis manages your ChayAll Integration approvals.

Two Tools, One Mission

ApproveThis and ChayAll solve different but complementary problems. ApproveThis cuts through approval bottlenecks with automated workflows, while ChayAll organizes team discussions across messaging platforms. When connected through Zapier, they create a closed-loop system where critical conversations trigger approval actions – and approved decisions automatically update stakeholders.

This integration isn't about replacing human judgment. It's about ensuring that every decision made in ChayAll rooms gets routed correctly, that approvers have full context, and that completed approvals automatically circle back to the teams who need closure. Let's break down why this matters.

Key Capabilities at a Glance

ApproveThis Strengths

ApproveThis handles multi-layered approval logic that ChayAll isn't built to manage. Think conditional routing ("If budget exceeds $5K, escalate to CFO"), parallel approvals, and automatic delegation during vacations. Its email-based approval system means external partners can review requests without needing access to your internal ChayAll rooms.

ChayAll's Superpower

ChayAll aggregates customer messages from WhatsApp, Messenger, and other channels into one workspace. Teams can discuss issues in dedicated rooms, but often get stuck waiting for formal approvals. That's where connecting to ApproveThis turns conversations into actionable workflows.

Three Ways This Integration Changes the Game

1. From Chat Debates to Clear Decisions

Customer support teams using ChayAll often debate solutions in discussion rooms. With ApproveThis connected, any agent can flag a conversation needing formal approval. The Zapier integration automatically creates an approval request with the chat transcript attached. Approvers get an email with context, make their decision, and the result posts back to the ChayAll room.

Example: A SaaS company's support team discusses a client's request for custom features. Instead of managers constantly checking ChayAll rooms, high-effort requests auto-convert into approval tickets. Sales engineers get notified only when deals require technical vetting.

2. Audit Trails That Connect the Dots

ApproveThis logs every approval step, while ChayAll stores team discussions. Together, they create a compliance-friendly paper trail. If a regulator asks why a refund was approved, you can show the original ChayAll discussion, the approval chain, and final decision in one timeline.

3. Faster Escalations Without Tagging Wars

ChayAll rooms can @mention stakeholders to escalate issues, but approvers often miss these in busy chats. With ApproveThis, critical mentions automatically convert into tracked approval requests. Teams in retail can escalate holiday return exceptions without worrying about messages getting buried.

Real-World Workflows

Use Case 1: Customer Service Exception Handling

Scenario: A telecom company uses ChayAll to manage customer complaints. When agents need to approve service credits over $100, their current process involves pasting chat logs into emails.

Integration Fix: Agents tag ChayAll messages with #approval. Zapier triggers ApproveThis to create a request with the chat snippet. The credit amount auto-populates using ApproveThis' calculated fields. If under $500, it goes to a team lead; over $500, to finance. Approved credits automatically post back to ChayAll with a ✅.

Use Case 2: Marketing Campaign Sign-Offs

Scenario: A marketing agency plans campaigns in ChayAll rooms but struggles to get final client sign-offs. Links to Google Docs get lost, and clients don't know where to approve.

Integration Fix: When a campaign brief is ready, the team uses a ChayAll command like /approve-brief. ApproveThis sends the client an email with a secure approval link. Clients review without needing ChayAll access. Approved briefs trigger a ChayAll message tagging all stakeholders.

Setting Up the Integration

Step 1: In Zapier, create a new Zap. Choose ChayAll's "New Room Event" as the trigger. Select events like tagged messages or keyword mentions that should start approvals.

Step 2: Set up ApproveThis as the action app. Map ChayAll message details to approval request fields. Use ApproveThis' calculated fields to auto-fill amounts or priority levels from chat text.

Step 3 (Optional): Add a second Zap to post approval outcomes back to ChayAll. Use ApproveThis' "Request Approved/Denied" trigger to send messages via ChayAll's "Send Message" action.

Pro Tip: Use ApproveThis' vacation delegation settings to avoid delays if approvers are OOO. ChayAll messages about pending approvals will automatically reroute.

Team-Specific Benefits

Customer Support Teams

Reduce handle time by converting ChayAll escalations into tracked approvals. ApproveThis' SLA tracking ensures no request gets stuck, while ChayAll maintains customer context.

Finance Departments

Approve invoices or budget requests directly from email, with ChayAll discussions attached. Threshold rules auto-approve small expenses but require receipts for larger amounts.

HR Teams

Manage policy exception requests discussed in ChayAll. ApproveThis enforces multi-level approvals (manager > HRBP > legal) while keeping all docs in one audit trail.

Why This Combo Beats Native Tools

ChayAll's built-in polls or reaction emojis work for quick consensus but lack formal approval tracking. ApproveThis adds structure without forcing teams to abandon their chat-centric workflow. Together, they handle both ad hoc discussions (ChayAll's strength) and regulated approval processes (ApproveThis' domain).

For companies using ChayAll with external clients, ApproveThis is a game-changer. Clients approve requests via email without needing ChayAll licenses, while internal teams track everything in their existing workspace.

Getting Started

Ready to move from endless ChayAll debates to clear approvals? Start with these steps:

• Book a 15-minute ApproveThis demo to map your key approval scenarios
• Identify 2-3 ChayAll discussion types that need formal approvals (e.g., refunds, content publishes)
• Use Zapier's pre-built templates to connect ChayAll and ApproveThis in <10 minutes

Most teams see a 40% reduction in approval delays within the first month. Not because decisions happen faster – but because the right people are engaged at the right time, with all context in hand.

Final Thought

ApproveThis doesn't replace ChayAll – it gives your team's best ideas a clear path to action. By turning "We should..." discussions into tracked approvals, you eliminate the gap between planning and execution. Start small with one workflow, and you'll quickly see why 1,500+ teams run approvals where their conversations already live.

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