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Atom Integration

ApproveThis manages your Atom Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Bureaucracy Meets Automation Magic

Let's be real - nobody wakes up excited to chase down document approvals or beg stakeholders to review WhatsApp templates. But here's the thing: when you connect ApproveThis (the approval ninja) with Atom (the WhatsApp automation wizard) through Zapier, you're not just streamlining processes. You're creating a self-running approval machine that works while your team actually does their jobs.

What Each Tool Brings to the Fight

ApproveThis is your approval process bodyguard. It handles the messy stuff:

  • Multi-step approvals with escape hatches for urgent requests
  • Automatic reminders that don't make you look like a nag
  • Real-time tracking so you know exactly who's holding things up

Atom is your WhatsApp operations center. It's built for:

  • Managing approved message templates at scale
  • Automating client updates without manual copy-paste hell
  • Tracking conversations so nothing falls through the cracks

Why This Combo Hits Different

Most teams using Atom are either winging approvals in spreadsheets or begging for replies in 15 different Slack threads. ApproveThis adds structure without the corporate stiffness. Here's the kicker: approvers only need ApproveThis access - no extra Atom licenses required. Perfect for agencies handling client comms or departments collaborating with external partners.

Real-World Scenarios That Don't Suck

Use Case 1: WhatsApp Template Approval Guardrails
Marketing teams creating 50+ holiday promo templates can set up automatic ApproveThis requests the second new drafts hit Atom. Legal gets email alerts, clicks approve/deny, and approved templates go live without a single "Per my last email..." follow-up.

Use Case 2: Approval Status Updates That Don't Require Mind Reading
When finance denies a high-risk client request in ApproveThis, Atom automatically tags the conversation with "Needs Risk Review" and notifies the account manager via WhatsApp. No more guessing why deals stall.

Department-Specific Wins

Marketing Teams: Stop Being Template Jail Guards

Create approval chains where regional managers review localized WhatsApp templates first, then auto-escalate to legal if specific keywords pop up. Use ApproveThis' calculated fields to auto-approve minor copy changes under $500 impact.

Customer Support: Kill the CC: All Threads

When support agents need manager approval for refunds over $1k, Atom creates ApproveThis requests that trigger WhatsApp alerts to supervisors. Approved? Instant system-generated update to the client. Denied? Disposition codes auto-apply in Atom for clean tracking.

Operations: Client Onboarding That Doesn't Make You Hate Life

New client intake forms in ApproveThis automatically create Atom client profiles, triggering WhatsApp welcome sequences only after compliance approval. Vacation mode ensures alternate approvers get tapped when managers are OOO.

Setting This Up Without Losing Your Mind

1. Connect both apps in Zapier (takes 4 minutes)
2. Pick your trigger: "New WhatsApp Template in Atom" or "Approval Request Created"
3. Add filters if needed (e.g., only escalate requests over $5k)
4. Test with a real request - we've seen teams waste weeks on "perfect" setups that never go live

Pro Tip: Use Approval Thresholds Like a Swiss Army Knife

Set auto-approvals for routine WhatsApp template updates under 2 hours old, but require manual review for anything mentioning "limited offer" or "exclusive." ApproveThis' conditional logic handles this without creating 15 different Zaps.

The Hidden Perks You'll Actually Care About

- Email Approvals: Let executives approve Atom campaigns from their inbox without learning new software
- Audit Trails: Perfect for compliance teams who need to prove who approved that edgy sales template
- Client-Facing Mode: External partners approve Atom message drafts through ApproveThis without seeing internal comment threads

When to Use This vs. Building Custom Crap

If your team spends more than 3 hours/week on WhatsApp-related approvals or has ever used "Approved" GIFs as a process, this integration pays for itself in 2 months. Building a custom solution means maintaining it forever - we've seen teams get stuck with half-baked approval bots that break every API update.

Getting Started Without the Sales Fluff

1. Grab an ApproveThis trial (takes 90 seconds)
2. Connect your Atom account through Zapier
3. Steal one of our pre-built templates:
  - Auto-approve routine templates, escalate sensitive ones
  - Push approved WhatsApp drafts to Atom in 1 click
  - Auto-close stalled requests after 48 hours

Pro tip: Start with your most annoying approval bottleneck. Seeing real-time progress on that single workflow usually convinces stakeholders to expand usage faster than any case study.

The Bottom Line

This isn't about making approvals "fun" - it's about making them invisible. When ApproveThis handles the bureaucracy and Atom executes the comms, teams using WhatsApp at scale finally stop drowning in manual follow-ups. The combo works because it's not another productivity cult to join; it's duct tape for the approval holes you're already aware of.

Next step: Book a 12-minute demo showing how to automate your ugliest approval process. Or don't - your team might enjoy playing approval tag forever.

🥳

Integrate with Atom 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 Atom

Suggested workflows (and their Zapier components) for Atom

Create approval request for new Atom templates

When Atom detects new WhatsApp templates, this integration creates an approval request in ApproveThis to review each template. *Note: Set up appropriate filters in ApproveThis to tailor the approval process.*

Zapier Components

Atom Logo

Trigger

Get Templates

Gets all available whatsapp templates

Action

Create Request

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

Send whatsapp message for new approval requests

When a new approval request arrives in ApproveThis, Atom sends a WhatsApp message to notify relevant parties. *Note: Customize the message content in Atom for optimal communication.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Atom Logo

Action

Send Whatsapp Message (Not Official)

sends a message

Typify conversation for completed approval requests

When an approval request is finalized in ApproveThis, Atom applies a disposition code to the conversation automatically. *Note: Verify that the disposition codes are mapped correctly between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Atom Logo

Action

Select Disposition Code for a Conversation

Selects a Disposition Code for a Conversation

Update client information for new approval requests

When an approval request is initiated in ApproveThis, Atom updates or creates a client record based on the provided phone number. *Note: Ensure that client identifiers are consistent across both platforms for accurate mapping.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Atom Logo

Action

Create / Update Client

Creates or Updates a Client based on phone number