ApproveThis manages your BoldDesk approvals.

When Help Desk Meets Approval Power

Let's be real - most customer support teams aren't exactly drowning in free time. Between ticket queues, angry customers, and internal approval bottlenecks, your team's probably one missed SLA away from mutiny. That's where pairing BoldDesk's help desk muscle with ApproveThis' approval automation creates something actually useful.

BoldDesk handles the heavy lifting of ticket management and customer communications. ApproveThis handles the "Hey, can someone approve this?" dance that turns simple requests into month-long email chains. Together? You get support workflows that don't require begging finance for sign-offs or playing phone tag with department heads.

For companies between 50-5,000 employees - especially those drowning in multi-team approvals - this integration acts like a bureaucratic bouncer. It keeps unnecessary delays out while letting urgent requests jump the line automatically.

Why This Combo Works (Besides Saving Your Sanity)

Most approval tools either force you to live in yet another app or require expensive seat licenses for every part-time approver. Here's where we're different:

• No license shuffle: Approvers only need ApproveThis access - no extra BoldDesk seats required. Perfect for finance teams who shouldn't need full help desk access just to approve refunds.
• Context where it matters: Approval requests automatically include relevant BoldDesk ticket details, customer history, and internal notes. No more approvers rubber-stamping requests because they're missing information.

Real-world example: A mid-sized SaaS company slashed their enterprise contract approval time from 11 days to 38 hours by automatically routing BoldDesk-generated deals through ApproveThis with conditional thresholds. Deals under $50k? Auto-approved. Over that? Escalated to CRO with full context pulled from BoldDesk.

Five Ways This Actually Gets Used

1. New Client Onboarding That Doesn't Suck

Template: Auto-approve new BoldDesk contacts
Who cares: Sales ops teams drowning in duplicate accounts
How it works: When sales creates a new enterprise contact in BoldDesk, ApproveThis pings legal to verify contract terms before the contact enters your CRM. Legal approves directly from email without touching BoldDesk. No more "Who approved this shady client?" meetings.

2. Escalation Tickets That Actually Escalate

Template: Approval-required ticket handling
Who cares: Support leads tired of rogue agents offering discounts
How it works: Any BoldDesk ticket requesting over $500 in credits triggers an ApproveThis workflow. Support managers get emailed requests with customer LTV data and previous discounts. Approve via email reply, rejection auto-sends a polite "no" template in BoldDesk.

3. Keeping Client Records from Becoming Dumpster Fires

Template: Contact update approvals
Who cares: Operations teams cleaning up CRM messes
How it works: When reps try updating key client fields in BoldDesk (like payment terms), ApproveThis requires manager approval first. Combines the old and new values in the approval request. Stops "accidental" payment term extensions for friends.

4. Closing the Loop on Angry Customers

Template: Ticket resolution sign-offs
Who cares: CX teams needing audit trails
How it works: When BoldDesk tickets are marked resolved, ApproveThis automatically checks if they required approvals. If yes, it verifies the approver matched the request's permission level. No more "I thought someone else okayed this" excuses.

5. Preventing Support From Going Rogue

Template: Comms approval layer
Who cares: Regulated industries and enterprises
How it works: All BoldDesk ticket replies containing specific keywords (like "compensation" or "contract") trigger ApproveThis workflows. Legal or leadership approves replies directly from their inboxes. Adds compliance without slowing down 95% of tickets.

Setup That Won't Make You Hate Tech

If you can make toast, you can connect these systems through Zapier. Here's the cheat sheet:

1. Create Zapier account (free tier works)
2. Connect BoldDesk as trigger app
3. Pick your trigger event (new ticket, contact, etc.)
4. Connect ApproveThis as action app
5. Map BoldDesk fields to approval request templates
6. Test with live data

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing attention. Example: If BoldDesk ticket priority = critical AND requested credit > $1000, route to VP instead of manager.

Who Actually Benefits (Besides Your Promotion-Hungry Boss)

Support Teams

Stop playing approval telephone. Get instant visibility into where requests are stuck. Automatically reassign approvals when Karen from accounting is on vacation (thanks to delegation features).

Finance Departments

Finally get context for every credit/refund request without logging into BoldDesk. Set approval thresholds that auto-approve small stuff but require receipts for big asks.

Operations Managers

Create approval SLAs that actually get met. Use real-time dashboards to prove compliance during audits. Automatically archive approved/denied requests with BoldDesk ticket records.

Why This Isn't Just Another Integration

Most help desk + approval tool combos just shuffle data between systems. This actually changes how approvals happen:

Email approvals matter: 72% of approvers in mid-market companies still live in Outlook. Forcing them into another app kills adoption. ApproveThis works where they already are.

Conditional logic is key: Not every ticket needs VP approval. Auto-route based on ticket type, dollar amount, or customer tier pulled from BoldDesk.

Audit trails that don't lie: Every approval decision gets timestamped with user, comments, and BoldDesk ticket context. Perfect for compliance teams who think "Trust me" isn't a valid process.

Cool Features You'll Actually Use

Beyond basic approvals, this combo lets you:

Auto-close BoldDesk tickets: Denied an escalation request? ApproveThis can automatically post the rejection reason and close the ticket. No manual cleanup.

Dynamic routing: New enterprise support ticket comes in? Route to approvers based on the customer's contract value from BoldDesk.

Approval analytics: See which departments bottleneck requests. Spoiler: It's always legal.

When to Steal This Setup

If your team deals with any of these:

• More than 2 approval steps for support decisions
• External clients needing approval access
• Multiple departments involved in ticket resolution
• Compliance/audit requirements for support actions

Bonus points if you've ever had an approver say "I never got that email."

Make It Happen

Ready to stop herding approval cats? Here's your move:

1. Grab an ApproveThis trial
2. Connect to BoldDesk via Zapier (takes 8 minutes)
3. Clone our pre-built templates
4. Watch your support team actually hit SLAs

Or if you're the "talk to a human" type, book a 12-minute demo. We'll show how other support teams cut approval delays by 60% without adding more meetings.