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Dashly Integration

ApproveThis manages your Dashly Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When "Just Shoot Me an Email" Stops Working

Let's be real – your marketing team lives in Dashly, tracking every chat, campaign, and customer heartbeat. Meanwhile, legal's drowning in Slack pings about contract approvals, finance keeps losing invoice requests in email threads, and someone just approved a $50K spend because the CMO was on vacation. This isn't workflow management. It's organized panic.

ApproveThis fixes this by giving every team one place to handle approvals that actually talks to your customer data in Dashly. No more switching tabs to approve a discount for that big client your sales team's been nurturing. No more guessing if the campaign copy got legal sign-off before it went live. Just decisions that keep pace with real customer interactions.

Why This Combo Doesn't Suck

Most "integrations" are just notification spam in fancy dress. Here's what actually changes when you connect Dashly to ApproveThis via Zapier:

Kill the Approval Black Hole

Dashly knows when a high-value lead requests a demo. ApproveThis knows whether your sales director cleared the 20% discount. Zapier makes them talk before your rep promises something that gets vetoed later.

Approvals That Follow the Money

Customer success just got a renewal request? Auto-create an approval tied to their contract value. Marketing wants to A/B test pricing? Route that through legal and finance based on the numbers. No more "Who needs to sign off on this?" – the system decides.

External Clients Without the License Headache

Your biggest client's legal team needs to approve campaign messaging. They get an email, click approve, it updates Dashly. Zero Dashly licenses needed. Zero "I can't find the login" support tickets.

Real Uses for People Who Hate "Use Cases"

For Marketing Teams Who Launch Fast (Without Getting Sued)

Scenario: Your team uses Dashly to test new campaign messages in live chats. But every time you find a winner, it takes 3 days to get legal approval to scale it.

Fix: Set up a Zap that triggers an ApproveThis request whenever a campaign message gets 50+ positive reactions in Dashly. Legal gets an email with the message text and performance data. One click approves it for rollout. Bonus: Auto-reject anything with "free" or "guaranteed" using ApproveThis' keyword blocks.

For Customer Success Teams Who Hate Escalation Tennis

Scenario: A enterprise client in Dashly requests custom contract terms. CS needs exec approval but the CFO's at a offsite. Deal stalls.

Fix: Auto-create approval requests that escalate based on deal size. Under $10K? CS director approves via email. Over? CFO gets it, but if they're OOO, it jumps to their delegate. Dashly automatically sends the client a "We're reviewing your request" message. No more radio silence.

For Operations Teams Tired of Being Human CC:

Scenario: Every new Dashly chatbot script requires 3 departments to approve. Emails get lost, people forget to reply-all.

Fix: Approval groups in ApproveThis require all 3 to vote. The Zap updates a shared Dashly dashboard with real-time status. If someone doesn't approve in 24hrs, it pings their manager. Suddenly scripts get approved in hours, not weeks.

Setting This Up Without Losing Your Mind

Step 1: In Zapier, pick your trigger (new Dashly event or new ApproveThis request).

Step 2: Map critical data – like deal size from Dashly to ApproveThis' calculated fields.

Step 3: Set escalation rules. Example: If deal size >$5K, require CFO approval UNLESS it's from a Tier 1 client in Dashly, then VP level suffices.

Pro Tip: Use ApproveThis' vacation delegation before you need it. Sync with Google Calendar so approvers auto-delegate when OOO.

Why Your CFO Won't Hate This

Approval thresholds mean small spends get auto-approved based on rules. That $500 expedited shipping fee for your biggest Dashly lead? Approved instantly. The $15K untested ad spend? Still needs human eyes. Finance gets control without bottlenecks.

The Part Where We Tell You What to Do Next

If your approval process involves more than two "Per my last email" follow-ups, it's broken. ApproveThis + Dashly via Zapier fixes it in an afternoon.

Do this now: Register for ApproveThis, connect your Dashly, and build one approval flow for your most annoying bottleneck. (Or schedule a demo if you prefer someone else to do the heavy lifting.)

Either way, stop letting decision chaos screw up your customer experience. Your Dashly data's too valuable to get stuck in approval purgatory.

FAQs for the Skeptics

"We Have Developers. Why Use Zapier?"

Because your devs have better things to do than build another integration that marketing will complain about. Zapier handles the basics in an hour. If you need custom stuff later, ApproveThis has an API. But start simple.

"What If We Use [Other Chat Tool]?"

ApproveThis plugs into everything. But if you're using Dashly, you care about tying approvals to actual customer behavior – not just sending forms to Slack. That's where this combo shines.

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Integrate with Dashly 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 Dashly

Suggested workflows (and their Zapier components) for Dashly

Create Dashly events for new approval requests in ApproveThis

Streamline your event tracking process by automatically creating Dashly events whenever a new approval request is initiated in ApproveThis. This automation ensures your team is always informed and ready to act on incoming approvals, enhancing coordination and response times. *Note: Ensure your Dashly account has the necessary permissions to create events.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Dashly Logo

Action

Create Event

Creates a new event.

Create ApproveThis requests from new Dashly events

Automatically create an approval request in ApproveThis whenever a new event occurs in Dashly. This integration captures important events requiring approvals and streamlines your approval process, reducing manual workload and response times. *Note: Configure notifications in ApproveThis to stay updated on request statuses.*

Zapier Components

Dashly Logo

Trigger

New Event

Triggers when new event occurs.

Action

Create Request

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