ApproveThis manages your Criya Integration approvals.

Two Platforms, One Powerful Connection

When conversational AI meets approval automation, businesses unlock new levels of operational efficiency. Criya's generative AI apps capture real-time customer interactions, while ApproveThis transforms those engagements into actionable decisions through structured workflows. Together via Zapier, they create closed-loop processes that eliminate manual handoffs between customer engagement and internal approvals.

Consider a sales team using Criya's AI chat to qualify leads. Without automation, promising conversations might stall while reps manually route discount approval requests through email chains. With this integration, Criya automatically triggers an ApproveThis workflow the moment a lead meets predefined criteria in your CRM. Decision-makers receive context-rich approval requests with calculated discount margins, customer conversation history, and deal size – all without leaving their inbox.

Why This Integration Matters

Criya excels at capturing high-value interactions through AI-driven conversations, but its true potential emerges when connected to decision-making systems. ApproveThis adds three critical capabilities:

1. Context-Aware Approvals: Pull CRM data, chat transcripts, and customer scoring from Criya directly into approval requests, giving decision-makers 360-degree visibility.

2. Compliance Guardrails: Automatically enforce approval thresholds based on deal size, client tier, or conversation sentiment analysis from Criya's AI.

3. Cross-Team Coordination: Route requests to sales managers, legal teams, and executives in sequence or parallel while maintaining a centralized audit trail.

Real-World Use Cases

Accelerating High-Value Lead Conversion

Marketing agencies using Criya to engage website visitors can automatically flag enterprise-level leads for special treatment. When a prospect discusses projects over $50K in chat, ApproveThis:

• Routes custom proposal approval to department heads
• Attaches conversation transcripts for context
• Escalates unanswered requests after 2 hours

This combination reduced approval cycles by 68% for a digital consultancy handling 200+ monthly enterprise inquiries.

Streamlining Client Onboarding

Financial advisors using Criya's AI assistant to collect client documents now automate compliance reviews. When users upload sensitive files through chat, ApproveThis:

• Triggers KYC verification workflows
• Routes suspicious activity reports to compliance officers
• Updates CRM records upon approval

One wealth management firm cut onboarding time from 5 days to 12 hours using this approach.

Implementation Made Simple

Connecting Criya and ApproveThis requires no coding expertise. Here's how teams typically set it up:

Step 1: Map Your Decision Points

Identify Criya events needing approvals – new contact creation, file uploads, or specific conversation triggers like "schedule demo."

Step 2: Configure Zapier Automation

Create a Zap that:

1. Triggers on Criya events (new contact/user)
2. Passes relevant data to ApproveThis
3. Routes approvals based on your workflow rules

Step 3: Optimize Approval Logic

Leverage ApproveThis features like:

Calculated Fields: Auto-compute discount percentages or project margins based on Criya data before routing for approval.

Conditional Routing: Send high-risk contracts to legal first, others straight to department heads.

Team-Specific Benefits

Sales Teams

Close deals faster by embedding approval workflows into Criya's conversation paths. When prospects agree to terms in chat, ApproveThis automatically:

- Verifies contract compliance
- Checks inventory availability
- Routes for manager sign-off

Marketing Operations

Maintain brand consistency by requiring approval for all user-generated content collected through Criya's AI chats. Automatically flag posts containing regulated terms for legal review.

Customer Success

Implement tiered support approvals using Criya's conversation sentiment analysis. Escalate frustrated customers to senior staff while auto-approving standard requests.

Critical Advantages

This integration solves two persistent operational challenges:

1. External Collaboration Made Frictionless

ApproveThis approvers don't need Criya licenses – clients can review contracts or partners can approve joint marketing materials directly via email. All actions sync back to Criya's records automatically.

2. Audit-Ready Compliance

Every approval decision links to the original Criya interaction, creating an immutable record of who approved what, when, and why. This proved crucial for a healthcare provider meeting HIPAA audit requirements while using AI patient intake.

Getting Started

To implement these workflows:

1. Create your ApproveThis account
2. Connect to Criya via Zapier
3. Start with one high-impact workflow like proposal approvals
4. Expand to other use cases over 2-3 weeks

Most teams see ROI within 14 days by reducing approval bottlenecks in their Criya-powered processes. The combination works particularly well for businesses handling 50+ monthly approvals across departments or external partners.

Final Thoughts

Integrating ApproveThis with Criya isn't about replacing human judgment – it's about empowering teams to make better decisions faster. By automating the logistical heavy lifting of approval management, companies using both platforms consistently report:

- 40-65% faster decision cycles
- 30% reduction in compliance errors
- 80%+ approver adoption rates

Ready to transform your Criya interactions into actionable workflows? Start your free ApproveThis trial or schedule a custom demo to see live examples matching your use case.