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Zendesk Integration

ApproveThis manages your Zendesk Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Ticketing Meets Approval Automation

Let's cut through the corporate speak: Zendesk keeps customer support teams from drowning in tickets. ApproveThis stops approval requests from getting lost in Slack threads and forgotten emails. Put them together through Zapier, and you've got something that actually makes middle managers smile.

This isn't about replacing your existing tools. It's about connecting the dots between the ticket that needs a manager's sign-off and the system that actually gets that "yes" or "no" recorded properly. No more screenshotting Zendesk to justify a refund approval. No more digging through old emails to prove someone signed off on an exception.

For companies between 50-5,000 employees, this combo solves three big headaches:

  • Approval delays that turn simple support tickets into week-long sagas
  • Visibility gaps between front-line support agents and finance/legal teams
  • Audit trails that exist in six different systems (read: don't exist at all)

How This Plays Out in the Real World

Take a 250-person SaaS company handling 1,200+ support tickets monthly. Their tier 1 agents can approve discounts up to 15%. Anything higher? Needs a manager. Except managers aren't glued to Zendesk 24/7. So tickets sit. Customers get antsy. Revenue slips.

With ApproveThis wired into Zendesk via Zapier:

  1. Agent tags ticket "Discount >15%" in Zendesk
  2. ApproveThis pings the right manager with all ticket context attached
  3. Manager approves/denies directly from email in under 90 seconds
  4. Zendesk auto-updates ticket status - no manual back-and-forth

Suddenly that 3-day approval process takes 3 hours. CSAT scores climb. Agents stop playing approval detective.

Three Ways to Connect the Dots (Without IT Help)

1. Auto-Create Approvals From High-Stakes Tickets

Zapier trigger: New Zendesk ticket with specific tags (e.g., "Legal Review", "Full Refund")
ApproveThis action: Launch approval workflow with ticket details pre-filled

Who needs this: E-commerce companies handling 50+ daily return requests. Legal teams tired of explaining GDPR compliance to impatient support agents.

2. Mirror Approval Requests as Support Tickets

ApproveThis trigger: New contract approval request from sales team
Zendesk action: Create ticket tagged "Legal Review" with deadline matching contract expiration

Who needs this: MSPs managing 100+ client contracts. Stops renewal deadlines from slipping through cracks because legal didn't realize it was urgent.

3. Escalate Stalled Tickets to Human Decision-Makers

Zapier trigger: Zendesk ticket reaches SLA deadline without resolution
ApproveThis action: Notify department head with option to approve extension or escalate

Who needs this: Healthcare providers dealing with prior authorization requests. Stops patients from getting billed incorrectly because a ticket got stuck in limbo.

Why This Isn't Just Another Integration

ApproveThis brings three things to Zendesk that most approval tools don't:

1. No license headaches for approvers: Your CFO's 70-year-old external accountant can approve invoices tied to Zendesk tickets without needing a Zendesk login. They just click "Approve" in the email. Done.

2. Conditional logic that actually works: If a ticket has "Urgent" priority, route to on-call manager. If it's Friday at 4:55 PM, skip to backup approver. No more "Approver 3 needs to review before Approver 2" nonsense.

3. Audit trails that make auditors semi-happy: Every approval decision links back to the original Zendesk ticket. No more spreadsheets tracking ticket IDs. Just search the approval record, click through to the full ticket history.

Setting This Up Without Losing Your Mind

If you can create a Zendesk ticket filter, you can set this up:

1. Log into Zapier, make a new Zap
2. Trigger: Pick your Zendesk event (new ticket, ticket update, etc.)
3. Action: Select ApproveThis "Create Request"
4. Map Zendesk ticket fields to ApproveThis template
5. Test with a real ticket (pro tip: use your own name as approver first)

Total setup time: 12 minutes if you're slow at clicking. Less if you've ever used Zapier before.

Who Actually Benefits From This?

Customer Support Teams

Stop being the messenger between customers and approvers. When a ticket needs a decision, the system handles nagging. Agents get back to solving problems instead of tracking down managers.

Finance & Legal

Approval requests arrive with full Zendesk context - no more "Why are we approving this?!" back-and-forth. Set hard rules (e.g., "No refunds over $500 without VP approval") that actually get followed.

Operations Leaders

See approval bottlenecks in real dashboards. Notice that refund approvals take 3x longer in EMEA? Dig into why without interrogating team leads.

The Quietly Radical Part

This integration lets you set up approval chains that cross departments without making everyone learn new software. Support uses Zendesk. Finance uses ApproveThis. Legal lives in email. Everyone stays in their comfort zone while actually following process.

It's not sexy. But neither are compliance fines or customers churning because their "urgent" request got stuck waiting for a signature.

Make It Your Own

Start simple: Auto-approve routine requests, flag exceptions. Once that works, layer in complexity:

- Add calculated fields to ApproveThis (e.g., "Total refund amount exceeds monthly average by 20%? Route to VP")
- Use Zendesk ticket status to auto-close approvals when customers cancel requests
- Sync ApproveThis deadlines to Zendesk SLA timers

The goal isn't to build Rube Goldberg machines. It's to make approvals happen so smoothly that teams forget how bad it was before.

Time to Stop Talking About Efficiency

Either you're okay with approval delays tanking your CSAT scores, or you're ready to fix the process. ApproveThis + Zendesk via Zapier isn't magic - it's just connectors for the broken parts of your workflow.

Get started with a free trial or book a 12-minute demo to see how approval automation actually works when it's not overcomplicated.

P.S. If you mention this article during onboarding, we'll include a free workflow consultation. No sales pitch - just 30 minutes of making your Zendesk approvals less painful.

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Integrate with Zendesk 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.

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Best Approval Workflows for Zendesk

Suggested workflows (and their Zapier components) for Zendesk

Create ApproveThis requests for new Zendesk tickets

When a new ticket is created in Zendesk, it can automatically trigger an approval request in ApproveThis. This ensures that any ticket requiring managerial approval is submitted for review promptly, saving time and ensuring that crucial steps are not missed. *Note: Set up your ApproveThis templates to match your workflow needs.*

Zapier Components

Zendesk Logo

Trigger

New Ticket

Triggers when a new ticket is created. Optionally select an organization.

Action

Create Request

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

Open Zendesk tickets for new ApproveThis requests

Whenever a new approval request is initiated in ApproveThis, this automation creates a corresponding ticket in Zendesk. This helps track approval requests that may impact customer service processes, ensuring a streamlined workflow that keeps the entire team informed.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Zendesk Logo

Action

Create Ticket

Create a new ticket.

Survey ApproveThis after Zendesk ticket actions

This integration sends a trigger to ApproveThis when an action occurs on a Zendesk ticket. Approvals or denials related to these actions are monitored in ApproveThis, allowing quick and efficient management of procedural approvals tied to support tickets.

Zapier Components

Zendesk Logo

Trigger

New Action on Ticket

Triggers when there is activity (an audit) on a specific ticket. Non-admins can only watch one ticket per Zap.

Action

A Request Is Approved/Denied

Triggers when a request is approved or denied.