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Userbot Integration

ApproveThis manages your Userbot Integration approvals.

April 17, 2025

Integration Category: Crm

Why Bother Connecting These Two?

Let’s cut to the chase – if your company still runs approvals through email chains or worse, actual paper forms, you’re leaving money on the table. ApproveThis handles the messy part of decision-making (you know, chasing down signatures, figuring out who’s out sick, dealing with “I never got that email” excuses). Userbot? It’s like having a tireless intern who never sleeps, automatically collecting info through forms and pinging people via chat. Together? They turn clunky processes into something that actually works.

Here’s the kicker: 83% of employees waste up to 5 hours weekly chasing approvals (we didn’t make that up – it’s from actual workflow studies). This integration fixes that by making approvals start automatically when forms get submitted and instantly notifying teams via chat when decisions happen. No more lost requests. No more status update meetings. Just decisions moving at the speed your business actually needs.

Real-World Scenarios That Don’t Suck

1. From Form Submission to Approved in 60 Seconds

Picture this: Your sales team uses Userbot to collect client onboarding details through a simple form. The second that form hits your system, ApproveThis kicks off a customized approval chain – maybe the sales director needs to verify pricing, legal checks contract terms, and finance confirms payment terms. Each approver gets notified via email (they can approve/reject without even logging in), and once everyone’s greenlit, Userbot automatically messages the account manager in Slack: “Client X approved – activate their account.”

Who This Works For:

  • HR Teams: New hire equipment requests get routed to IT, facilities, and department heads based on role-specific requirements.
  • Healthcare Admin: Patient intake forms trigger approvals for specialist referrals or medical device allocations.

2. Instant Chat Alerts When Sh*t Gets Approved

Here’s where most approval tools drop the ball – they assume once something’s approved, everyone magically knows what to do next. With this integration, when an expense report gets the thumbs-up in ApproveThis, Userbot instantly messages the requester (“Your $2,500 conference budget is approved – book those flights!”) and the finance team (“Process reimbursement for John by EOD”). No more checking dashboards or sending “Hey, did you see that?” follow-ups.

Who Cares About This:

Manufacturing Teams: When a raw material order is approved, the warehouse manager gets a chat alert to prep receiving docs. Marketing Agencies: Client content approvals automatically notify creatives to start production. No more waiting for email threads.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect these tools. Here’s the basic flow:

  1. Zapier Account: You’ll need one (they’ve got a free tier).
  2. Trigger: Pick either “New Userbot Form” or “Approval Decision in ApproveThis.”
  3. Action: Connect to the other app – map form fields to approval requests or format chat messages.
  4. Test: Zapier walks you through a dry run. Pro tip: Use a test Slack channel or email alias first.

Total setup time? 15 minutes if you’re slow. Less if you’ve done this before. Zapier’s tutorials cover the nitty-gritty.

Why Your Team Leads Will Actually Like This

Finance Teams

They care about two things: compliance and not being the bottleneck. With calculated fields in ApproveThis, expense reports auto-flag anything over budget before hitting their inbox. Approved invoices automatically trigger payment processing chats in Userbot. Audit trails? Built-in.

Operations Managers

They’re tired of being human routers. Equipment requests from Userbot forms get auto-routed based on location (NY office approvals go to Jane, SF goes to Carlos). Vacation delegation means approvals never stall because someone’s OOO.

External Partners

Here’s the sneaky part: Your clients or vendors don’t need ApproveThis accounts. They get approval emails, click approve/reject, and Userbot notifies your team. Perfect for contract sign-offs or project change requests where you don’t want to give outsiders full system access.

Features You’ll Actually Use (No Bloat)

We’re not here to sell you features that look good in demos but collect dust. Here’s what matters when using ApproveThis with Userbot:

Approval Thresholds

Example: Any vendor purchase under $5k auto-approves if it matches pre-approved categories. Over $5k? Routes to the CFO. Userbot can message requesters immediately if it’s auto-approved – no waiting.

Conditional Routing

HR example: An employee’s promotion request goes to their manager first. If approved, it escalates to HR and finance based on salary impact. Each step triggers Userbot updates to the employee.

Vacation Overrides

Sales team example: If a deal approval gets stuck because the VP is hiking the Appalachian Trail, ApproveThis auto-reassigns to their second-in-command. Userbot pings the backup so they know to check their email.

Let’s Get Practical: Industry Examples

Healthcare

Patient discharge forms in Userbot trigger approvals for home equipment rentals. ApproveThis routes to the attending physician, insurance specialist, and case manager. Once approved, Userbot alerts the equipment vendor and family contacts via SMS.

Construction

Subcontractor change orders submitted via Userbot require approvals from project managers, safety officers, and clients. Conditional logic in ApproveThis adds extra reviewers for OSHA-related changes. Approved orders auto-message the subcontractor’s team via Userbot’s chat.

E-Commerce

Customer return requests through Userbot forms start an approval chain checking purchase history, product condition, and fraud flags. ApproveThis auto-approves low-risk returns while escalating suspicious cases. Userbot then updates customers via their preferred channel (email, SMS, WhatsApp).

The Bottom Line

This isn’t about “streamlining workflows” – that’s consultant speak. It’s about eliminating the crap that makes work suck: waiting for approvals, repeating info across systems, playing phone tag with approvers. With ApproveThis and Userbot talking via Zapier, approvals become background noise instead of productivity black holes.

Best part? You don’t need to force everyone onto a new platform. Approvers live in their inboxes. Requesters use simple forms. Your team gets updates where they already work (Slack, Teams, whatever). It’s approval automation that actually works with how people operate.

Next steps: If you’ve got a process that involves more than two email forwards to get approval, grab an ApproveThis trial. Pair it with Userbot’s free plan, build one Zap, and see how much time you save. Or book a 15-minute demo – we’ll show you how other teams in your industry are using this combo.

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Integrate with Userbot 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 Userbot

Suggested workflows (and their Zapier components) for Userbot

Create approval requests for new Userbot forms

When a new form is submitted through Userbot, this integration creates an approval request in ApproveThis. It streamlines the process of verifying submitted data, reducing manual review time. *Note: Ensure the form includes all relevant details for approval.*

Zapier Components

Userbot Logo

Trigger

New Form

Triggers when a new form is submitted.

Action

Create Request

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

Send chat messages for approved approval requests

When an approval request is approved or denied in ApproveThis, this integration sends a chat message via Userbot to keep teams informed immediately. It ensures decision updates are communicated promptly, reducing follow-up delays. *Note: Customize the chat message to include pertinent approval details.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Userbot Logo

Action

Send Chat

Sends a Chat Message