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Keeping Integration

ApproveThis manages your Keeping Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Bureaucracy Meets Customer Service

Let's be real - nothing kills customer satisfaction faster than your support team waiting on three managers to approve a $5 refund. But you also can't let junior agents greenlight six-figure contract changes. This is why 73% of support teams using ticketing systems like Keeping still get bottlenecked by approval processes.

Enter ApproveThis. We don't replace your help desk - we turbocharge it. Our Zapier integration with Keeping lets you bake smart approval workflows directly into customer ticket handling. No more CC'ing department heads into email threads. No more lost Slack requests. Just structured decision-making that actually moves at the speed of customer expectations.

Why This Combo Works

Keeping organizes tickets. ApproveThis organizes decisions. Together, they create closed-loop accountability:

  • No license headaches: Approvers only need email access - perfect for involving clients or execs who don't use Keeping daily
  • Conditional logic: Auto-approve routine requests, escalate complex ones based on ticket data

Take refund approvals. A SaaS company could set rules like:
"If ticket mentions 'cancel' AND requested refund ≤ $500 → Auto-approve
If refund > $500 → Route to Finance Director + CS Lead
If enterprise client → Add Account Manager as reviewer"

Meanwhile, the support agent stays in Keeping. The approver works through email. And you? You get audit trails in both systems.

Three Ways This Integration Actually Gets Used

1. New Ticket → Mandatory Review

Good for: Highly regulated industries, client-facing agencies
How it plays out: Every new Keeping ticket automatically creates an approval request with key context - customer tier, ticket category, first response draft. Managers can:
- Approve/deny directly from inbox
- Require sequential sign-off from legal/compliance
- Set SLA timers to auto-escalate

Real example: A healthcare SaaS company uses this to ensure all PHI-related support requests get reviewed by their security officer before agents can access sensitive data.

2. Status Changes → Post-Mortem Control

Good for: E-commerce, subscription businesses
Why it matters: Ever had an agent accidentally mark a high-priority ticket as resolved? This workflow requires manager approval before closing any ticket tagged as "VIP" or containing refund requests over $1K.

Bonus move: Combine with ApproveThis' calculated fields to auto-flag tickets where response time exceeds SLA by more than 24 hours.

3. Agent Assignments → Capacity Guardrails

Good for: Scaling support teams, outsourced operations
The play: Require lead approval before assigning tickets to junior agents or contractors. ApproveThis can check:
- Agent's current open ticket count
- Skill tags match (e.g., "billing issues" → only L2+ agents)
- Client contract terms about support levels

A mid-sized fintech uses this to prevent their offshore team from handling PCI-related tickets without supervision.

Setting This Up Without Losing Your Mind

If you can make toast, you can build this integration:

  1. Connect Keeping and ApproveThis via Zapier (15 mins)
  2. Map Keeping ticket fields to ApproveThis templates (30 mins)
  3. Set approval rules based on ticket data (1 hour, tops)

Pro tip: Start with one high-impact workflow like refund approvals before scaling to 20 different processes. Your team will thank you.

Who Actually Benefits Here?

Support Teams

Get back 3-7 hours/week previously spent chasing approvals. Automatic reminders mean no more awkward "Hey, remember that urgent thing from Tuesday?" Slack messages.

Department Heads

Finally understand where bottlenecks actually are. ApproveThis' real-time dashboards show:
- Average approval time per ticket type
- Most frequent escalation reasons
- Repeat offenders in the approval chain

Finance/Compliance

Sleep better knowing no $50K account credit gets approved without their eyes on it. Vacation delegation means approvals don't stall when someone's out.

The Quiet Perks You'll Appreciate

Beyond the obvious stuff, this combo helps with:

  • Client audits: Full approval history attached to every Keeping ticket
  • Agent training: See which requests get rejected/challenged - knowledge gap identified
  • Capacity planning: Approval delay metrics show when to hire more managers

When Maybe Don't Do This

If your support team handles 100% routine requests needing zero oversight, cool - you don't need approvals. For everyone else:

"But we're too small!"
Founders often handle approvals early on. Then they hire 5 agents and miss critical requests for 3 weeks straight. Set the system up now.

"Our process is too complex!"
ApproveThis handles multi-step conditional workflows. We've seen manufacturing companies route approvals across 12 departments. You'll be fine.

How This Pays for Itself

Math time. Let's say your:
- Support manager makes $75K/year
- Spends 6 hours/week chasing approvals
- $75K = ~$36/hour
→ $36 x 6 hours x 52 weeks = $11,232/year wasted

ApproveThis starts at $299/month. Even if we only save 50% of that time, you're net positive in <4 months. And that's before counting reduced customer churn from faster resolutions.

Getting Started Without the BS

Two paths here:

1. DIY:
- Sign up for ApproveThis
- Connect to Keeping via Zapier (seriously, it's drag-and-drop)
- Clone our pre-built templates

2. Demo:
We'll build your first workflow live in 30 minutes. No "strategy session" torture - just actual setup.

Either way, you'll have approvals running before your next weekly standup. Unless you enjoy herding cats via email.

🥳

Integrate with Keeping 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.

Learn More

Best Approval Workflows for Keeping

Suggested workflows (and their Zapier components) for Keeping

Create approval requests for new Keeping tickets in ApproveThis

Improve ticket management and decision-making efficiency by creating an automated approval request for each new Keeping ticket in ApproveThis. This integration ensures that every customer query starts with a structured review process, saving time and streamlining workflows.

Zapier Components

Keeping Logo

Trigger

New Ticket

Triggers when a new ticket is created.

Action

Create Request

Creates a new approval request in ApproveThis.

Request approvals for status changes in Keeping

Enhance customer service response by automatically generating approval requests in ApproveThis whenever a ticket's status is changed in Keeping. This ensures an organized review, leading to improved accountability and workflow management.

Zapier Components

Keeping Logo

Trigger

Status Changed

Triggers when conversation's status changed.

Action

Create Request

Creates a new approval request in ApproveThis.

Initiate approval requests for agent assignments on Keeping tickets

Streamline your customer service operations by creating an automated approval request in ApproveThis whenever an agent is assigned to a Keeping ticket. This integration supports structured approval processes, ensuring all assignments are tracked and reviewed.

Zapier Components

Keeping Logo

Trigger

Assignment

Triggers when agent is assigned to the ticket.

Action

Create Request

Creates a new approval request in ApproveThis.