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ChatrHub Integration

ApproveThis manages your ChatrHub Integration approvals.

April 22, 2025

Integration Category: Customer Support

Why Combine ApproveThis and ChatrHub?

Businesses using ChatrHub's AI chatbots and live-agent solutions often face a hidden challenge: translating chat interactions into actionable decisions. Whether it's processing refund requests, approving sales discounts, or scheduling high-priority appointments, teams lose hours manually forwarding chat transcripts to stakeholders for sign-off. This is where ApproveThis steps in as the missing link.

By connecting ChatrHub to ApproveThis via Zapier, companies automate the entire approval lifecycle. Chat outcomes instantly become tracked approval requests with deadlines, escalations, and audit trails. Approvers – whether internal teams or external partners – can review and decide directly from their inboxes without needing access to ChatrHub. The result? Faster resolutions, fewer dropped balls, and complete visibility into post-chat decision-making.

Key Capabilities: Where ChatrHub Ends, ApproveThis Begins

ChatrHub excels at capturing customer intent through chatbots and live chats. Its AI can schedule appointments, qualify leads, and even collect basic request details. However, it's not designed to handle what happens next:

  • Routing complex decisions to multiple stakeholders
  • Enforcing approval policies like spending limits
  • Tracking pending requests across departments

ApproveThis fills these gaps with features like multi-step approval chains, conditional routing, and real-time dashboards. For example, a customer service chatbot can collect a refund request in ChatrHub, then ApproveThis automatically routes it to the customer's account manager and finance team based on amount thresholds. Approvers receive email notifications with one-click approve/reject options – no login required.

Real-World Use Cases

1. Customer Support: Turning Chat Requests into Trackable Tickets

Imagine a retail company using ChatrHub to handle return requests. Their chatbot collects order details and reason codes, but staff currently copy-paste this data into emails for manager approval. With ApproveThis:

→ ChatrHub triggers a Zapier workflow when a return request chat ends
→ ApproveThis creates an approval ticket with customer history and order value
→ Tickets over $200 auto-route to regional managers; others go to store leads
→ Approvers get a deadline-driven email with policy guidelines
→ Once approved, Zapier updates ChatrHub to notify the customer

This cuts approval times from 2 days to under 4 hours for one home goods retailer.

2. Sales Teams: Instant Deal Desk Reviews

ChatrHub chatbots often handle price inquiries for B2B SaaS companies. When a prospect asks for a custom discount in chat:

→ The chatbot qualifies the lead and logs the request
→ ApproveThis routes the discount approval to sales ops, finance, and legal
→ Sequential approvals ensure compliance with revenue recognition rules
→ If any approver is OOO, requests auto-reassign to backups
→ Once signed off, the sales rep receives pre-approved terms to share

A cybersecurity vendor using this flow reduced their average deal review time by 68%.

3. Healthcare: Patient-Centric Scheduling

Medical practices using ChatrHub for appointment booking can escalate urgent requests without overburdening staff. For example:

→ A patient messages symptoms suggesting a priority visit
→ The chatbot flags the request and ends the chat
→ ApproveThis routes it to the triage nurse group
→ Nurses review and either confirm urgency or suggest standard booking
→ The front desk sees final decisions in real time

One clinic network using this integration improved urgent care slot utilization by 40%.

Setup in 3 Steps

Step 1: In Zapier, create a new Zap with ChatrHub as the trigger app. Select "New Chat" as the trigger event.
Step 2: Add ApproveThis as the action app. Choose "Create Request" and map chat data to approval fields (e.g., customer email → requester field).
Step 3: Configure ApproveThis workflow rules – set approvers, thresholds, and reminders based on chat type or content.

Most teams complete setup in under 20 minutes using pre-built templates.

Cross-Team Benefits

Customer Support Teams

Reduce ticket backlogs by automatically escalating chat requests that need managerial input. Approval thresholds ensure only high-value refunds or exceptions reach human reviewers.

Sales Operations

Maintain deal hygiene with enforced sequential approvals. Calculated fields in ApproveThis automatically check discount percentages against quarterly quotas.

External Collaborators

Vendors or clients can approve purchase orders or project changes directly via email without ChatrHub logins. Vacation delegation prevents delays during holidays.

Why This Integration Works

Unlike native ChatrHub extensions, ApproveThis adds structured governance without complicating the user experience. Key differentiators:

No License Sprawl: Approvers only need email access – ideal for working with contractors or clients who shouldn't have full app access.
Policy Enforcement: Auto-approve routine requests (e.g., sub-$50 refunds) while flagging exceptions, reducing manual reviews by up to 70%.
Audit Ready: Every decision is timestamped with notes, creating a clear chain of custody for compliance audits.

Getting Started

To test this integration:

1. Start an ApproveThis trial
2. Connect your ChatrHub account to Zapier
3. Use the template "Post-Chat Approval Workflows" in Zapier's public library

For complex use cases like healthcare compliance or multi-region deal desks, request a custom demo to see advanced features like calculated fields and conditional routing.

The Bottom Line

Pairing ChatrHub's conversational data with ApproveThis's decision automation turns chat interactions into closed-loop workflows. Teams resolve requests faster while maintaining control, and approvers gain mobile-friendly simplicity. By bridging these platforms through Zapier, businesses finally close the gap between customer conversations and actionable outcomes.

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Integrate with ChatrHub 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 ChatrHub

Suggested workflows (and their Zapier components) for ChatrHub

Create approval requests for new chats

When a chat ends in ChatrHub, create a new approval request in ApproveThis to review chat outcomes. This integration automatically initiates an approval workflow for follow-up actions, ensuring timely decision-making. *Note: Ensure any additional chat filters are configured as needed.*

Zapier Components

ChatrHub Logo

Trigger

New Chat

Triggers when a chat has ended.

Action

Create Request

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