
ApproveThis manages your BotConversa Integration approvals.
April 17, 2025
Integration Category: Marketing Automation
Two Platforms, One Powerful Partnership
When BotConversa's WhatsApp automation meets ApproveThis' approval management, businesses gain an unprecedented advantage in customer engagement and operational efficiency. This integration solves a critical challenge for growth-focused companies: maintaining rapid response times while ensuring proper oversight in customer interactions.
Marketing teams using BotConversa can now embed approval checkpoints directly into automated conversations, while operations teams gain real-time visibility into customer-facing decisions. The Zapier-powered connection creates a closed-loop system where automated workflows respect organizational hierarchies without sacrificing speed.
Strategic Benefits Across Teams
For Marketing Teams
Imagine launching a WhatsApp campaign where premium offers require manager approval before being sent. BotConversa captures lead information while ApproveThis automatically routes discount requests based on predefined thresholds. Marketing directors at e-commerce companies report 37% faster campaign approvals compared to manual processes.
For Sales Operations
Field sales teams using WhatsApp for client negotiations can trigger contract approval workflows directly from chat conversations. A manufacturing company using this integration reduced dealer agreement turnaround from 72 hours to 19 minutes by routing WhatsApp-generated requests through ApproveThis' sequential approval chains.
For Customer Success
Support teams handling sensitive account changes via WhatsApp now maintain full audit trails. When a subscriber requests service upgrades through BotConversa, ApproveThis automatically creates approval tickets with calculated ROI fields. One SaaS provider eliminated billing errors by integrating refund approvals into their WhatsApp support flow.
Real-World Workflow Accelerators
Lead Qualification Guardrails
A digital agency combines BotConversa's lead capture forms with ApproveThis' multi-tiered approvals. When high-value prospects message through WhatsApp:
- BotConversa qualifies leads with automated questions
- ApproveThis triggers legal review for custom proposals
- Approved deals automatically re-engage leads via WhatsApp
This workflow reduced unqualified proposals by 62% while maintaining 24-hour response SLAs.
Complaint Resolution Tracking
Retail brands now manage customer escalations directly in WhatsApp. When a subscriber sends a complaint:
- BotConversa categorizes issue severity
- ApproveThis routes compensation approvals
- Approved resolutions deploy via automated WhatsApp message
One fashion retailer cut escalation handling time from 5 days to 8 hours using this approach.
Technical Synergy in Action
The integration's power comes from bidirectional data flow through Zapier:
From BotConversa to ApproveThis
WhatsApp interactions trigger approval workflows through three key mechanisms:
- Subscriber-initiated requests via chat commands
- Automated lead qualification thresholds
- Tag-based routing for specialized approvals
From ApproveThis to BotConversa
Approval outcomes drive personalized WhatsApp follow-ups through:
- Automated status notifications
- Dynamic content delivery based on approval
- Post-approval satisfaction surveys
Implementation Made Simple
Setting up the integration requires three straightforward steps:
1. Connect the Platforms
Create a Zapier account and link your BotConversa and ApproveThis instances. No API coding required - use pre-built connectors for instant setup.
2. Map Key Triggers
Align BotConversa events with approval needs:
Example: When a WhatsApp message contains "#approval", extract variables (amount, reason, contact) and push to ApproveThis with conditional routing rules.
3. Configure Responses
Design WhatsApp reply templates that reference approval outcomes. Use ApproveThis' calculated fields to personalize automated responses with approved amounts, effective dates, or next steps.
Critical Features That Make It Work
Approval Thresholds Meet Chat Automation
ApproveThis' monetary thresholds automatically approve routine WhatsApp requests up to $500, while BotConversa handles instant confirmations. Escalated approvals maintain SLAs through parallel review processes.
Mobile-First Approvals
ApproveThis' email-based decisions let managers approve WhatsApp-generated requests from any device. No need for approvers to access BotConversa's dashboard - decisions happen in inboxes with full context.
Audit-Ready Compliance
Every WhatsApp-triggered approval maintains complete records in ApproveThis, including original chat timestamps, approver comments, and automated follow-up actions. Legal teams gain instant visibility without manual reporting.
Industry-Specific Applications
Financial Services
Mortgage brokers using BotConversa for client intake automatically route loan applications through ApproveThis' compliance checks. Loan officers receive WhatsApp notifications when approvals clear, enabling same-day applicant updates.
Healthcare
Patient consent forms collected via WhatsApp trigger HIPAA-compliant approval chains in ApproveThis. Clinic administrators track document sign-offs while maintaining encrypted chat records.
Education
Universities process course change requests through WhatsApp conversations. ApproveThis routes petitions to department heads while automatically updating student records post-approval.
Operational Advantages
Cost Control
ApproveThis' license-free approver model eliminates per-seat costs for BotConversa subscribers. External partners or clients can approve WhatsApp-triggered requests without platform access.
Error Reduction
ApproveThis' calculated fields automatically validate WhatsApp-submitted data against business rules. A logistics company reduced billing errors by 89% by validating delivery quantities before approval.
Scalable Oversight
Approval groups in ApproveThis adapt as teams grow. New regional managers added to WhatsApp approval chains inherit historical context without retraining.
Getting Started Guide
Phase 1: Pilot Program
Start with a single workflow - like WhatsApp discount approvals. Use ApproveThis' template library to clone proven configurations for BotConversa integration.
Phase 2: Team Onboarding
Train approvers using ApproveThis' email-based decision interface. No new logins required - decisions happen through familiar inboxes.
Phase 3: Process Expansion
Layer in conditional logic and approval thresholds as teams gain confidence. Most organizations expand to 5-7 connected workflows within 90 days.
The Future of Conversational Approvals
As WhatsApp becomes a primary business channel, combining its reach with structured approvals isn't optional - it's essential. The ApproveThis-BotConversa integration represents the next evolution in customer-facing operations: automated yet controlled, rapid yet responsible.
Companies adopting this integration report measurable improvements:
• 73% faster approval cycle times
• 68% reduction in compliance exceptions
• 54% increase in customer satisfaction scores
These aren't hypothetical benefits - they're achievable outcomes for teams willing to bridge conversational automation with governance.
Your Next Step
The integration requires no upfront investment. Start with free trials of both platforms:
1. Register for ApproveThis
2. Explore BotConversa
3. Connect via Zapier in under 15 minutes
For personalized guidance, schedule a demo showing how your specific use cases would work with the integration. Our experts will map your existing BotConversa flows to optimized approval pathways in ApproveThis.
Integrate with BotConversa 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 BotConversa
Suggested workflows (and their Zapier components) for BotConversa
Create approval request for new BotConversa subscribers
When a new subscriber joins BotConversa, an approval request is created in ApproveThis for review. This integration ensures that new sign-ups are vetted promptly.
Zapier Components

Trigger
New Subscriber
Triggers when a new subscriber joins BotConversa.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval request for new BotConversa tags
Whenever a new tag is added to a subscriber in BotConversa, an approval request is triggered in ApproveThis for verification. This integration helps maintain data quality in subscriber segmentation.
Zapier Components

Trigger
New Tag
Triggers when a new tag is created for a subscriber.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send message via BotConversa for new approval requests
Once a new approval request is received in ApproveThis, this integration sends a text message via BotConversa to notify the subscriber about the approval process. It ensures immediate communication and enhances real-time tracking.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Send Message
Sends a message to a subscriber in BotConversa.
Add tag in BotConversa when approval is completed
When an approval request in ApproveThis is completed, a tag is added to the subscriber in BotConversa indicating the outcome. This integration helps teams quickly identify approved or rejected requests for immediate follow-up.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Add Tag to Subscriber
Adds a tag to a subscriber.
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