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BotSpace Integration

ApproveThis manages your BotSpace Integration approvals.

April 17, 2025

Integration Category: Crm

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut to the chase: approvals suck. Not the concept – the execution. You’ve got messages flooding BotSpace channels, decisions piling up in inboxes, and finance teams playing detective to track down who signed off on what. That’s where ApproveThis comes in – not as another tool, but as the missing layer between your BotSpace communications and actual business decisions.

BotSpace handles the conversation firehose. ApproveThis handles the “who said yes” paper trail. Together through Zapier? They turn message chaos into audit-ready processes without the corporate jargon.

How Approval Gates Work in the Real World

Picture this: A customer messages via WhatsApp asking for a refund. Normally, your support agent either plays hero (approving on the spot) or kicks off an email chain that dies in someone’s vacation inbox. With ApproveThis + BotSpace:

  • BotSpace detects the refund request
  • ApproveThis auto-routes it to the right manager
  • Approval happens directly in email (no logins)
  • BotSpace automatically responds based on the decision

No heroic decisions. No rogue agents. Just a system that actually works.

Three Ways This Combo Actually Solves Problems

1. Customer Service That Doesn’t Wing It

E-commerce companies using BotSpace for WhatsApp support: When a return request hits BotSpace, ApproveThis can:

- Route high-value returns to senior staff
- Auto-approve small amounts instantly
- Log every decision in the product’s audit trail

Real example: A cosmetics brand reduced refund processing time from 48 hours to 90 minutes by auto-approving orders under $50 and escalating others via WhatsApp.

2. Marketing Teams That Don’t Ghost Clients

Digital agencies: Client wants to approve a campaign via BotSpace. Instead of screenshots in Slack:

- BotSpace message triggers an approval workflow
- Clients vote directly from email
- Approved? BotSpace auto-schedules the post
- Denied? Comments sync back to the project thread

No more “I thought you clicked approve!” meetings.

3. Compliance Without the Paperwork

Healthcare providers using BotSpace for patient comms: Appointment change requests get routed based on:

- Doctor availability (calculated fields)
- Insurance approval thresholds
- Automatic delegation if staff’s OOO

All decisions are logged with timestamps – crucial for audits.

The Silent Killer Feature Nobody Talks About

Here’s the kicker: Approvers don’t need BotSpace licenses. Your external vendors approving purchase orders? They get an email. Done. Your CFO reviewing budget exceptions? Same inbox they already live in. No new logins, no “how do I use this chatbot?” support tickets.

Setting This Up Without the Usual Hassle

If you can make toast, you can set this up:

  1. Connect BotSpace and ApproveThis via Zapier (5 minutes)
  2. Build your first approval flow in ApproveThis (another 5)
  3. Test with a real BotSpace message (2 minutes)

Pro tip: Start with a low-risk process like social media post approvals before touching financial workflows.

Why Your Teams Will Actually Use This

Customer Support: Less time playing middleman between customers and managers. More time actually helping.
Finance: Auto-archived approvals that sync directly to your ERP system.
Ops: See bottlenecks in real-time (why is accounting sitting on 23 requests?).

The Fine Print That Actually Matters

ApproveThis plays nice with BotSpace’s API through Zapier, but keep these in mind:

- Approval thresholds work best with clear $$ rules
- Use calculated fields for dynamic routing (e.g., regional managers)
- Vacation delegation stops approvals from going MIA

When to Steal These Ideas

- You’re handling >100 approvals/month via messaging apps
- Compliance teams keep asking for decision trails
- Customers expect instant answers but decisions need oversight

Bottom Line

This isn’t about replacing how you use BotSpace – it’s about adding guardrails that don’t slow things down. ApproveThis handles the boring compliance stuff so your team can focus on conversations that matter.

Ready to stop playing approval tag? Get started with ApproveThis or schedule a no-BS demo.

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Best Approval Workflows for BotSpace

Suggested workflows (and their Zapier components) for BotSpace

Create approval requests for new BotSpace messages

Streamline your customer interactions by creating approval requests for new BotSpace messages. When a new message is received, an approval workflow kicks in, ensuring that important decisions are made efficiently. *Note: Setup your approval routing in ApproveThis before starting this automation.*

Zapier Components

BotSpace Logo

Trigger

New Incoming Mesasge

Triggers when a new Incoming Message is received on a Channel.

Action

Create Request

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

Send BotSpace template messages for new approval requests

Enhance communication by sending template messages in BotSpace when a new approval request is initiated. This automation ensures prompt communication based on approval status, keeping everyone in the loop. *Note: Prepare your BotSpace templates to align with your approval workflows.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

BotSpace Logo

Action

Send Template Message

Send a Template Message to a Contact

Register BotSpace contacts upon approval completion

Utilize this automation to record and update BotSpace contacts once an approval request reaches completion. Ensures that your contact database remains accurate and up-to-date with approved parties. *Note: Define completion actions in your BotSpace channel settings.*

Zapier Components

BotSpace Logo

Trigger

New Contact Created

Triggers when a Contact is created in a Channel.

Action

A Request Is Approved/Denied

Triggers when a request is approved or denied.