ApproveThis manages your Cloud BOT Integration approvals.

Why Combine ApproveThis with Cloud BOT?

When approval processes meet automation, businesses unlock new levels of efficiency. ApproveThis specializes in structured decision-making workflows, while Cloud BOT executes repetitive tasks through customizable bots. Together, they create closed-loop systems where approvals trigger actions and vice versa – all without manual intervention.

This integration solves a critical problem: delayed execution after decisions. Teams often waste hours manually transferring approval outcomes to downstream systems. With Zapier connecting ApproveThis and Cloud BOT, approved requests automatically launch bots to handle file transfers, data updates, or system notifications. Conversely, bots can initiate approval requests when they encounter scenarios requiring human judgment.

Key Integration Use Cases

1. Post-Approval Automation

When an ApproveThis request is approved or denied, Cloud BOT immediately executes relevant follow-up actions. A manufacturing company could automatically process purchase orders through ERP bots after budget approvals. Marketing teams might trigger social media posting bots when content receives final sign-off.

Real-world example: A logistics company uses this workflow to automatically generate shipping labels through their custom bot whenever customs clearance documents are approved. The bot pulls approved data from ApproveThis, creates labels in their system, and emails tracking numbers to clients – cutting processing time from 3 hours to 9 minutes.

2. Bot-Initiated Approvals

Cloud BOT workflows that require human oversight can automatically create approval requests in ApproveThis. Financial institutions use this to flag unusual transactions detected by compliance bots, routing them for manual review. IT teams automate server provisioning up to predefined thresholds, with bots requesting approvals for resource allocations beyond set limits.

Practical scenario: An e-commerce retailer's inventory bot creates approval requests when it detects stock discrepancies exceeding 15%. Managers receive email approvals through ApproveThis and can authorize investigation procedures directly from their inbox.

Implementation Guide

Setting up the integration requires a Zapier account and published Cloud BOT workflows. Follow these steps:

1. Create a new Zap in Zapier
2. Choose ApproveThis as the trigger app (either "Request Approved/Denied" or "New Request")
3. Select Cloud BOT as the action app ("Execute BOT" or "Create Request")
4. Map approval data fields to bot input parameters
5. Test with sample approvals and monitor execution logs

Critical configuration notes: Enable Cloud BOT's API access in its settings, and use ApproveThis' calculated fields to format data for bot consumption. Set approval thresholds in ApproveThis to handle routine decisions automatically, reserving manual reviews for exceptions.

Team-Specific Benefits

Finance Teams

Accounts payable departments combine invoice approval workflows with payment processing bots. ApproveThis routes invoices based on amount thresholds, while Cloud BOT handles payment executions and reconciliation updates. Approvers receive email notifications with embedded approval buttons, eliminating login requirements for external vendors.

Operations Managers

Maintenance request approvals automatically trigger equipment inspection bots that log sensor data and generate service reports. Using ApproveThis' vacation delegation ensures alternate approvers receive requests during absences, preventing workflow bottlenecks.

HR Departments

Onboarding bots collect new hire documents through Cloud BOT, then create approval chains in ApproveThis for compliance reviews. Approved documents automatically sync to HRIS systems, while rejected files trigger bot-generated revision requests.

Strategic Advantages

The integration delivers three measurable improvements:

• Cycle Time Reduction: Average approval-to-execution time drops 68% in documented cases
• Error Elimination: Automated data handoffs prevent manual entry mistakes
• Compliance Assurance: Full audit trails from approval through bot execution

Approval groups in ApproveThis enable complex governance models – a healthcare provider uses sequential approvals for patient data access requests, with corresponding bots that provision system permissions only after full authorization.

Advanced Configuration Tips

Leverage ApproveThis' calculated fields to create bot-ready datasets. For expense approvals, automatically calculate tax implications or currency conversions before sending amounts to payment bots. Use conditional logic to route different approval types to specialized bots – marketing asset approvals might trigger DAM update bots, while contract approvals initiate e-signature workflows.

For high-volume users: Set up approval templates in ApproveThis that pre-map to specific Cloud BOT workflows. Create escalation rules that trigger alternate bots if initial executions fail, using Zapier's error handling features.

Getting Started

Begin with low-risk workflows to demonstrate value quickly:

1. Automate internal document approvals with Cloud BOT-driven SharePoint updates
2. Connect marketing spend approvals to budget tracking bot updates
3. Set up IT change request approvals that trigger system configuration bots

Visit Cloud BOT's website to create your first bot, then connect it to ApproveThis through Zapier. Remember that ApproveThis approvers don't need Cloud BOT licenses – ideal for involving clients or partners in approval chains without additional software costs.

Final Thoughts

This integration transforms approvals from workflow endpoints into automation triggers. By connecting decision-making with execution, businesses achieve true process continuity. The combination particularly benefits organizations handling:

• High-volume transactional approvals
• Compliance-sensitive workflows
• Multi-system processes requiring coordinated updates

Ready to automate your approval workflows? Register for ApproveThis or explore Cloud BOT's automation capabilities today. For personalized guidance, schedule a integration demo with our workflow specialists.