ApproveThis manages your 2Chat Integration approvals.

Why Combine ApproveThis and 2Chat?

Modern businesses face two critical challenges: managing internal decisions efficiently and maintaining responsive customer communication. ApproveThis solves the first problem by automating approval workflows, while 2Chat addresses the second through conversational commerce on WhatsApp and other messaging platforms. Together, they create a closed-loop system where customer interactions trigger approvals, and approvals trigger customer-facing actions – all without manual intervention.

This integration is particularly powerful for teams handling time-sensitive requests. For example, a retail company could automatically escalate customer return requests via WhatsApp to managers for approval, then instantly notify customers via message – cutting resolution time from hours to minutes.

Key Integration Benefits

The Zapier-powered connection between ApproveThis and 2Chat enables three core improvements:

• Accelerated Response Times: Turn WhatsApp messages into approval requests within seconds
• Cross-Platform Accountability: Maintain audit trails connecting customer conversations to internal decisions

Approvers never need to learn 2Chat’s interface – they receive email notifications from ApproveThis and can approve/reject requests directly from their inbox. This makes the system ideal for collaborating with external partners or clients who shouldn’t have full access to your messaging tools.

Real-World Use Cases

1. Instant Approval Notifications via WhatsApp

When a new approval request lands in ApproveThis (like a purchase order or content publication), Zapier triggers 2Chat to send WhatsApp alerts to decision-makers. This works exceptionally well for:

E-Commerce Teams: Notify warehouse managers about urgent inventory replenishment approvals while they’re away from desks. Approval thresholds in ApproveThis can auto-approve small orders while flagging large purchases for human review.

Field Service Companies: Dispatch managers receive WhatsApp notifications when technicians request premium part replacements. They can approve directly from their phone while reviewing real-time cost calculations from ApproveThis’ dynamic fields.

2. Turn Customer Messages into Approval Requests

Reverse the flow by creating ApproveThis requests whenever specific WhatsApp messages arrive through 2Chat. For example:

Luxury Retailers: When a VIP client messages a personal shopper about a high-value custom order, 2Chat triggers an approval workflow requiring store manager sign-off. ApproveThis’ sequential approvals ensure compliance with spending limits while maintaining white-glove service.

Healthcare Providers: Patient rescheduling requests via WhatsApp automatically create approval tickets for clinical staff review. Vacation delegation ensures coverage if primary approvers are unavailable.

3. Review Transcribed Voice Messages

2Chat’s audio transcription feature pairs with ApproveThis’ collaborative review system to handle voice-based requests:

Logistics Companies: Drivers sending voice memos about route changes trigger transcribed approval requests. Dispatchers review both the text and original audio file (attached via Zapier) before approving detours.

Media Buyers: Client voice notes approving campaign adjustments become tracked requests. Approval groups in ApproveThis ensure legal and account teams both sign off before implementing changes.

Implementation Guide

Setting up the integration takes about 15 minutes through Zapier:

1. Create Zapier accounts at zapier.com (free tier available)
2. Connect your ApproveThis and 2Chat accounts in Zapier’s dashboard
3. Choose a trigger (e.g., "New WhatsApp Message" in 2Chat)
4. Set the action (e.g., "Create Request" in ApproveThis)
5. Map message data to approval request fields

Pro Tip: Use ApproveThis’ calculated fields to auto-populate cost estimates or service-level agreement (SLA) timers based on WhatsApp message content.

Team-Specific Advantages

Customer Support Teams

Reduce resolution times by converting complex customer requests from WhatsApp into tracked approval workflows. Escalation rules automatically route issues to the right approver based on problem type or customer tier.

Marketing Teams

Ensure compliance by requiring legal approval for user-generated content submitted via messaging apps. 2Chat captures the original message, while ApproveThis maintains version control through its audit trail.

Operations Managers

Monitor approval rates and bottlenecks through ApproveThis’ dashboard while maintaining direct communication lines with vendors via 2Chat. Automatic reminders prevent delayed decisions from impacting delivery timelines.

Advanced Configuration Options

Combine both platforms’ features for sophisticated automation:

Conditional Escalation: If a WhatsApp message contains specific keywords (e.g., "urgent"), ApproveThis can bypass junior approvers and immediately notify department heads.

Bilingual Approvals: Use 2Chat’s translation features with ApproveThis’ multi-language interface for global teams. Approval requests automatically display in the approver’s preferred language.

Attachment Handling: Zapier passes files from WhatsApp messages (photos, documents) into ApproveThis requests as reference materials for approvers.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (14-day free trial)
2. Create your 2Chat account
3. Connect both through Zapier using pre-built templates

For complex use cases, request a custom demo showing how to combine approval thresholds, calculated fields, and multi-channel messaging for your specific operations.

Final Considerations

While the integration handles most approval-messaging scenarios, remember:

• Always test new workflows with a small group before full deployment
• Use ApproveThis’ vacation delegation to prevent message bottlenecks

The real power emerges when you treat approvals and customer conversations as connected processes rather than separate tasks. By automating the handoff between 2Chat and ApproveThis, teams make faster decisions while maintaining clear communication trails – essential for both operational efficiency and compliance reporting.