ApproveThis manages your ChatBot Integration approvals.

When AI Chat Meets Approval Chains

Let's be real - most approval processes suck. They're either email threads that disappear into the void, Slack messages that get buried, or worse: actual meetings. ApproveThis fixes this by putting approvals on rails with structured workflows. ChatBot handles instant communication. Together? They turn "waiting for sign-off" from a productivity killer into something that actually works.

Here's the play: Connect ApproveThis to ChatBot via Zapier, and you're automating the handoff between conversations and decisions. Customer support needs a refund approved? ChatBot starts the request. Marketing copy needs legal review? The bot nags the right people. HR policy updates? You get the idea.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit a sweet spot: enough complexity to need real processes, but small enough that duct-taped solutions break quickly. Here's where stitching these tools matters:

• No approval black holes: Chat interactions automatically become trackable requests
• Approvers don't need ChatBot seats: External clients or contractors? They approve via email

Example: A 200-person e-commerce company uses ChatBot for customer service. When a VIP customer requests a return outside policy, the bot kicks the request to ApproveThis. Managers approve/deny directly from their inbox. ChatBot then informs the customer - all in under 10 minutes.

Real Workflows That Don't Feel Like Work

1. From Chat Trigger to Approved Action

The Zap: "Create approval requests for new ChatBot messages"

How it plays out:

A customer asks ChatBot about upgrading their plan. The bot detects sales intent and pings ApproveThis to route the lead to Sales. ApproveThis notifies the sales manager via email - they click approve, and the lead gets assigned in CRM. No CRM license needed for the approver.

2. Decisions That Auto-Update Customers

The Zap: "Send ChatBot messages upon approval decisions"

Scenario:

An employee submits a travel request through ChatBot. ApproveThis routes it to their manager, who denies it due to budget. The denial triggers ChatBot to message the employee with next steps. No awkward "Hey, did you see my email?" follow-ups.

Teams That Win With This Setup

Customer Support:

Agents get stuck between "empowerment" and "rules." Now:

- ChatBot handles 80% of routine asks
- The 20% exceptions auto-route for approval
- Approvers get context-rich requests (chat history included)

Marketing:

Content approvals via chat:

- Draft copy submitted through ChatBot
- ApproveThis pings legal/compliance
- Edits requested via comments in ApproveThis
- Final version auto-sent to CMS

HR:

Policy questions handled at scale:

- Employees ask ChatBot about PTO carryover
- Complex cases trigger approval workflows
- HRBP approves with one click
- ChatBot messages employee with verdict

Operations:

Procurement without paperwork:

- Team member asks ChatBot for software purchase
- Request auto-routes based on cost thresholds
- CFO approves >$5k purchases via mobile
- ChatBot updates requester and initiates order

ApproveThis Features That Make This Work

This isn't just about passing data between apps. ApproveThis adds structure:

Calculated Fields: Auto-determine approval paths. Example: "If request amount > $1k, escalate to CFO"

Vacation Coverage: Approvers OOO? Requests reroute automatically - no "Who's covering?" guesswork.

Approval Groups: Need consensus from Legal and Compliance? Sequential sign-off from regional managers? Configure once.

Setting This Up Without IT Involvement

Zapier does the heavy lifting. Here's the 5-minute version:

1. Connect ChatBot and ApproveThis to Zapier
2. Pick your trigger (New Message in ChatBot)
3. Map key data to ApproveThis fields
4. Set approval rules (who, thresholds, etc.)
5. Test with a real chat interaction

Pro tip: Use ApproveThis' pre-built templates for common scenarios (refunds, content approvals, procurement).

The Bottom Line: Less Chasing, More Doing

Combining ApproveThis with ChatBot isn't about fancy tech - it's about eliminating the "approval tax" that slows down companies as they grow. You get:

- Customers answered faster (even when exceptions happen)
- Employees unblocked without manager babysitting
- Auditable trails for compliance teams

And zero extra licenses for external approvers. That client who still uses AOL email? They can approve your contract without learning a new system.

Ready to Stop Playing Approval Tag?

If your teams are drowning in Slack approvals or email threads, it's time to fix the process. ApproveThis + ChatBot via Zapier works because it meets people where they already are - in chat and email.

Book a demo to see real workflows, or start a free trial and connect your first Zap in 15 minutes. Your future self (and your annoyed approvers) will thank you.