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XMReality Integration

ApproveThis manages your XMReality Integration approvals.

April 17, 2025

Integration Category: Support

When Visual Collaboration Meets Structured Decision-Making

Modern businesses face a critical challenge: maintaining rapid response times while ensuring proper oversight. XMReality's remote visual assistance platform helps teams solve technical issues faster through augmented reality-guided sessions. ApproveThis brings structure to the decision-making that often follows these interactions. Together, they create a closed-loop system for customer support and internal operations that balances speed with accountability.

Why This Integration Matters

Field service teams using XMReality typically resolve 34% more issues on first contact according to industry benchmarks. But many of these resolutions require follow-up approvals - whether for replacement parts, warranty claims, or service credits. Traditional approval processes create delays that undo the efficiency gains from remote visual assistance. The Zapier integration between XMReality and ApproveThis solves this by embedding approval workflows directly into the resolution process.

Key Business Benefits

Manufacturing companies using both platforms report 50% faster equipment repair authorization cycles. Customer support teams achieve 22% higher satisfaction scores by providing real-time approval status during support sessions. The integration particularly shines in three areas:

  • Automated compliance tracking for regulated industries
  • Cross-department coordination without software overlap
  • Client-facing approvals that maintain brand professionalism

Real-World Workflow Accelerators

1. Field Service Authorization

A medical device technician uses XMReality to diagnose a malfunctioning MRI machine. The repair requires a $15,000 part replacement. Through Zapier, the support session automatically generates an ApproveThis request with attached video clips and technician notes. The hospital's procurement team approves directly from email while the technician remains on-site, enabling same-day repair completion.

2. Warranty Claim Processing

An HVAC manufacturer receives 120+ warranty claims weekly via XMReality calls. The integration routes each claim through ApproveThis' conditional thresholds - auto-approving claims under $500 while escalating larger amounts to regional managers. This reduced their claim processing time from 6 days to 11 hours.

3. Client Change Orders

Construction firms use XMReality for site inspections, with any design changes triggering approval workflows. Project managers receive requests with annotated AR overlays showing proposed modifications, approving them directly from their phones. This process cut rework costs by 18% for a Texas-based contractor last quarter.

Technical Teams: Guardrails Without Bottlenecks

XMReality's call links and screen sharing give technical teams unprecedented visibility into field issues. ApproveThis adds necessary structure through:

  • Automated approval routing based on failure type codes
  • Real-time cost calculations for repair options
  • Compliance documentation attached to every decision

A European elevator maintenance company uses calculated fields to compare repair vs replace costs during live support calls, with approvers seeing dynamic financial data alongside AR visuals.

Customer Support Transformation

Support managers leverage the integration to maintain service level agreements (SLAs) without micromanaging. Approval thresholds automatically escalate overdue requests, while vacation delegation ensures continuous coverage. One SaaS company reduced escalations by 40% by displaying approval ETAs directly in XMReality session notes.

Cross-Functional Alignment

The integration bridges gaps between departments that traditionally clash over response times vs fiscal responsibility:

Example: When a telecommunications provider's field tech approves a tower repair via XMReality, ApproveThis simultaneously:

- Notifies accounting to reserve funds
- Updates the project management system
- Triggers a parts order from inventory
All while maintaining a unified audit trail.

Implementation Made Simple

Setting up the integration through Zapier takes under 15 minutes for most teams:

1. Connect XMReality to your Zapier account
2. Choose trigger events like New Call or Completed Session
3. Map key data points to ApproveThis fields
4. Configure approval rules and notifications
5. Test with a live support session

Pro Tip:

Use ApproveThis' calculated fields to auto-populate cost estimates from XMReality session duration and parts discussed. This reduces approver questions by 62% according to internal data.

Critical Features for Distributed Teams

While the core integration focuses on request creation and status updates, don't overlook these powerful combos:

Approval Groups: Route complex XMReality sessions to multiple approvers simultaneously. A heavy equipment dealer uses this for safety incident reviews requiring joint engineering and legal sign-off.

Mobile Optimization: 89% of approvals happen on mobile devices. ApproveThis' email-based decisions integrate seamlessly with XMReality's mobile app workflow.

Audit Trails: Every approved/denied request automatically attaches the relevant XMReality session recording and chat transcript for compliance purposes.

When to Consider This Integration

This solution delivers maximum value for organizations that:

- Handle physical products or equipment repairs
- Require visual evidence for approvals
- Manage distributed approval teams
- Struggle with delayed service resolutions
- Operate in regulated industries

Getting Started

Ready to transform your approval workflows? Register for ApproveThis and connect your XMReality account via Zapier in minutes. For complex use cases, schedule a custom demo showing how calculated fields and approval thresholds can optimize your specific workflows.

Final Consideration:

Remember that ApproveThis approvers don't need XMReality licenses - critical when working with clients or contractors. This setup keeps software costs predictable while enabling secure external collaboration.

🥳

Integrate with XMReality 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.

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Best Approval Workflows for XMReality

Suggested workflows (and their Zapier components) for XMReality

Create approval request for new XMReality calls

New call events in XMReality trigger an approval process. This automation creates an approval request in ApproveThis for review and decision-making. *Note: Customize request details as needed.*

Zapier Components

XMReality Logo

Trigger

New Call

Triggers when call is created/updated.

Action

Create Request

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

Schedule meeting for new approval requests

Approval requests received in ApproveThis initiate a meeting scheduling process in XMReality. This automation helps teams quickly follow up on pending decisions through scheduled meetings. *Note: Ensure meeting settings align with your approval workflow.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

XMReality Logo

Action

Create Meeting

Create a meeting for a user

Create approval request for new XMReality meetings

Every new or updated meeting in XMReality triggers an approval workflow in ApproveThis. This integration ensures decision-makers can review meeting details before follow-up actions. *Note: Verify meeting information for accurate approvals.*

Zapier Components

XMReality Logo

Trigger

New Meeting

Triggers when meeting is created/updated/deleted.

Action

Create Request

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

Create call link for approved workflows

Once an approval workflow is completed in ApproveThis, a call link is generated in XMReality for further collaboration. This integration streamlines follow-up actions and communication. *Note: Adjust call link settings as required.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

XMReality Logo

Action

Create Call Link

Create a call link for a user

Create approval request for new XMReality call links

When a new call link is created in XMReality, this automation initiates an approval process in ApproveThis. This integration ensures that every call link is verified and approved for secure communications. *Note: Review call link details for compliance.*

Zapier Components

XMReality Logo

Trigger

New Call Link

Triggers when new call link is created/updated/deleted.

Action

Create Request

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