ApproveThis manages your Helpwise Integration approvals.

Why This Combo Works (And Why You’ll Actually Use It)

Let’s cut to the chase – customer support teams using Helpwise are already juggling emails, social messages, and SMS. ApproveThis handles the other circus act: getting decisions made without chasing people through Slack. Connect them via Zapier, and you’ve got a system where urgent requests get eyes immediately, approvals trigger concrete next steps, and nobody’s babysitting inboxes.

The Nuts and Bolts of Better Decisions

Helpwise organizes the chaos of customer conversations. ApproveThis organizes the chaos of getting people to say “yes” or “no.” Together, they handle scenarios like:

• Auto-escalating support issues that require manager approval
• Routing approved refunds/credits directly to finance
• Alerting teams when SLA deadlines are at risk without a decision

Real-World Use Cases That Don’t Suck

1. “Holy Crap, We’re About to Miss Our SLA” Alerts

How it works: Helpwise detects an SLA breach → Zapier triggers ApproveThis to create an urgent approval request → Decision makers get it in email (no app login needed) → Approved? Helpwise auto-reassigns the conversation to a specialist.

Who cares: E-commerce companies processing returns. When a VIP customer’s return is stuck, this combo forces a fast resolution instead of letting it rot in an inbox.

2. Approval Notifications That People Actually Read

How it works: New ApproveThis request → Zapier sends a Helpwise email to approvers with all context → They approve/reject via email → Status syncs automatically.

Who cares: Marketing agencies approving client content. Instead of 12 “Did you see my email?” follow-ups, the request lives in the same Helpwise shared inbox they’re already monitoring.

3. Post-Approval Cleanup Without the Manual Crap

How it works: Request gets approved in ApproveThis → Zapier tells Helpwise to assign the conversation to the right team → No more “I thought YOU were handling this?”

Who cares: SaaS companies handling upgrade requests. Once finance approves a custom plan, support automatically gets the green light to provision it.

4. “Hey, @John – This Needs Your Eyes” as a Trigger

How it works: You’re mentioned in a Helpwise internal note → ApproveThis creates a request → Decision happens where it’s trackable, not lost in comment threads.

Who cares: Legal teams reviewing customer responses. When support tags them in a tricky case, it kicks off a formal review process instead of hoping someone checks their mentions.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. You’ll need:

1. A Zapier account (free tier works)
2. ApproveThis and Helpwise connected as apps in Zapier
3. One of these templates to start:

Basic SLA Breach Escalation Zap:
1. Trigger: Helpwise detects SLA breach
2. Action: ApproveThis creates request with conversation details
3. Action: Once approved, Helpwise assigns conversation
Time to build: 7 minutes if you’re slow at clicking.

Who Benefits (Besides Your Sanity)

Customer Support Teams

Stop playing telephone between customers and finance/legal. Get hard approvals faster without switching tabs.

Finance & Legal

Review requests in email (they live there anyway). No need to learn Helpwise – approvals happen where they already work.

Operations Managers

See which requests are bottlenecked. Use approval thresholds to auto-approve small refunds but escalate big ones.

The Killer Feature Nobody Talks About

ApproveThis approvers don’t need a Helpwise license. Perfect for:

• Clients approving project milestones
• External vendors signing off on orders
• Execs who only care about big $ decisions

Common Objections (And Why They’re Dumb)

“We already use Helpwise tags!”
Cool. Tags tell you something’s pending approval. This combo actually gets it approved.

“We have a #approvals Slack channel.”
How’s that working for tracking? Thought so.

Bottom Line

This isn’t about flashy features. It’s about closing the gap between “customer needs something” and “we’ve officially decided.” Every minute saved here is a minute your team isn’t herding cats.

Get ApproveThis, connect it to Helpwise via Zapier, and start your free trial. Or book a demo if you’re the type who reads instructions first.