ApproveThis manages your Sendbot Integration approvals.

When Chatbots Meet Approval Workflows

Business automation thrives when tools do more than just talk to each other – they need to collaborate. Sendbot’s chatbot-driven event automation gains new teeth when paired with ApproveThis’s structured approval system. Together, they turn reactive workflows into proactive decision engines. This integration isn’t about replacing human judgment, but about making it faster, more informed, and less prone to bottlenecks.

Consider how many customer interactions or internal processes stall waiting for approvals. A support agent needing manager sign-off to issue a refund. A marketing team waiting days for legal review on a campaign message. These gaps compound across organizations. By connecting Sendbot’s real-time event triggers to ApproveThis’s approval logic, businesses can resolve these delays while maintaining control.

Why This Integration Changes the Game

Sendbot excels at initiating conversations and capturing data through chatbot interactions. ApproveThis specializes in routing that data to the right decision-makers under predefined rules. When combined through Zapier, they create closed-loop systems where automated triggers lead to human decisions, which then trigger automated actions.

Key advantages:

• No license sprawl: External approvers (clients, vendors, executives) can review requests via email without needing Sendbot access
• Context-aware routing: Sendbot captures conversation details that determine approval paths in ApproveThis

A customer service director reduced refund processing time by 68% using this combo. When high-value refund requests surface in Sendbot chats, ApproveThis automatically routes them to department leads based on amount thresholds. Approvers get all chat transcripts and customer history in one click.

Real-World Workflows Made Smarter

1. Escalated Support Requests

Sendbot chatbots handle routine issues but flag complex cases needing human review. For a SaaS company:

Before: Support agents manually copied chat logs into emails to managers, leading to lost context and 24+ hour response times.

After: Sendbot triggers an ApproveThis request with full chat history and customer ARR data. Approval thresholds auto-route high-value accounts to senior staff. Resolution time dropped to 4 hours average.

2. Compliant Marketing Messaging

Financial services firms using Sendbot for lead gen can’t afford unapproved promises in chatbot dialogues. The integration enforces compliance without slowing outreach.

When a prospect asks about interest rates in a chat:

1. Sendbot detects the regulated topic
2. ApproveThis routes pre-approved response options to compliance officers
3. Approved messages deploy automatically via Sendbot

One credit union reduced compliance review cycles from 3 days to 45 minutes using this method.

3. Order Fulfillment Exceptions

E-commerce teams using Sendbot for post-purchase support handle out-of-stock scenarios better with approval guardrails. When a customer requests expedited shipping:

Sendbot triggers an approval with order value and customer lifetime value data. ApproveThis uses calculated fields to determine if the shipping cost exceeds profit margins, escalating only borderline cases. A home goods retailer automated 82% of these decisions while maintaining 99% customer satisfaction.

Technical Symbiosis

Sendbot’s strength in event triggering meets ApproveThis’s depth in approval logic:

Sendbot brings:

• Real-time detection of approval-worthy events in customer/employee chats
• Rich context capture (transcripts, user data, sentiment analysis)

ApproveThis adds:

• Multi-step approvals with conditional branching
• Automatic delegation during PTO
• Audit trails for compliance reporting

Together through Zapier, they enable workflows where:

1. Sendbot identifies an approval trigger
2. ApproveThis routes it with smart logic
3. Decisions flow back to Sendbot to complete the interaction

Setup in Four Steps

1. Connect Accounts: In Zapier, authenticate both ApproveThis and Sendbot

2. Choose Trigger: Select Sendbot’s “New Event Occurred”

3. Map Data: Pull relevant chat/event details into ApproveThis request fields

4. Set Approval Rules: Configure thresholds, approvers, and escalation paths in ApproveThis

Pro Tip: Use ApproveThis’s calculated fields to auto-approve requests meeting specific criteria (e.g., shipping upgrades under $20).

Team-Specific Benefits

Customer Support Teams

Reduce escalations while maintaining oversight. Frontline agents get clear authority limits via approval thresholds. Complex cases auto-route with full context, cutting repetitive explanations.

Marketing Operations

Ensure chatbot conversations stay on-brand and compliant. Legal reviews become exceptions rather than bottlenecks. Approval analytics show frequent sticking points to refine chat scripts.

Finance & Procurement

Embed approval checks into vendor communication bots. When Sendbot identifies a purchase request in chat, ApproveThis enforces budget policies before commitments are made.

Beyond Basic Approvals

While the core integration handles request creation, ApproveThis’s advanced features add nuance:

Vacation Delegation: Never miss SLAs because an approver is OOO. Automatic reassignment keeps requests moving.

Consensus vs. Sequential: Choose whether all approvers must agree (compliance reviews) or pass through a chain (multi-department sign-offs).

Dynamic Fields: Calculate discount percentages or delivery dates in real-time based on chat inputs to guide approval logic.

Common Pitfalls to Avoid

Don’t: Use the same approval rules for all chatbot triggers. A shipping upgrade request needs different logic than a content approval.

Do: Set up separate ApproveThis templates for each use case, mapped to specific Sendbot events.

Don’t: Over-automate. Some decisions require human judgment even if criteria are met.

Do: Use ApproveThis’s conditional routing to flag edge cases for manual review.

Getting Started

This integration works best for businesses already using chatbots for customer/employee interactions. Start with one high-impact approval scenario:

1. Identify a frequent bottleneck in your current Sendbot flows
2. Map the approval logic that would resolve it
3. Build a prototype Zap in under 20 minutes

Most teams see ROI within 30 days through reduced decision latency alone. One logistics company cut their contract amendment process from 6 approval steps to 3 automated checks with manual exceptions, saving 140 hours/month.

Final Word

Approval processes often feel like necessary evils – compliance hurdles that slow down “real” work. Integrating ApproveThis with Sendbot flips this script. What if every approval request actually accelerated outcomes by ensuring the right people decide faster with better context?

That’s the power of connecting chatbot automation to intelligent approval workflows. It’s not about removing humans from the loop, but making their input decisively impactful.

Book a demo to see how approval automation can transform your Sendbot workflows, or start a free trial to build your first integration today.