ApproveThis manages your ZOKO Integration approvals.

When WhatsApp Meets Approval Workflows

Let’s get real: nobody wakes up excited to chase down approvals. But when customer messages pile up in WhatsApp and decisions stall shipments, refunds, or marketing campaigns? That’s when teams start Googling solutions. Enter ZOKO and ApproveThis – two tools that turn approval bottlenecks into autopilot moments.

ZOKO handles WhatsApp communication at scale. ApproveThis cuts through approval chaos. Connect them via Zapier, and you’ve got a system where customer messages trigger approval workflows, and approvals trigger instant WhatsApp updates. No more “Did you see my message?” follow-ups. No more spreadsheet trackers. Just decisions moving at the speed of business.

How This Combo Actually Works

ZOKO’s all about managing WhatsApp for sales, support, and marketing. ApproveThis handles multi-step approvals with rules like “If order > $5K, escalate to CFO.” Together, they automate scenarios like:

Use Case 1: Instant Approvals for Customer Requests

A retail company gets 200+ WhatsApp messages daily: “Can I change my order address?” “Can you waive the restocking fee?” With ZOKO feeding these messages into ApproveThis:

• Customer messages trigger approval requests
• Agents approve/deny directly from email (no app login needed)
• ZOKO auto-sends decisions via WhatsApp

Real impact: A logistics team reduced response times from 24hrs to 45 minutes by routing delivery change requests through this setup.

Use Case 2: Order Updates That Don’t Require Mind Reading

Approvals often stall because teams forget to notify customers. Connect ApproveThis to ZOKO so that:

• When finance approves a refund in ApproveThis, ZOKO instantly messages the customer
• If procurement denies a vendor request, the buyer gets a WhatsApp update

Why it matters: An e-commerce brand saw 22% fewer support tickets just by automating status updates via WhatsApp.

Use Case 3: Escalations That Actually Work

Ever had a customer message rot in someone’s inbox because the approver was OOO? ApproveThis’ vacation delegation reroutes approvals automatically. Pair it with ZOKO, and you get:

Example: A sales rep requests a custom discount via WhatsApp. If the sales manager is off-grid, ApproveThis bumps it to the regional director, then ZOKO notifies the customer once approved – all without human babysitting.

Setting This Up Without Losing Your Mind

You’ll need:

1. A ZOKO account (they handle WhatsApp API access)
2. An ApproveThis subscription
3. A Zapier login (free tier works)

Basic steps:

1. Zap 1: When ZOKO gets a new message → Create ApproveThis request with message details.
2. Zap 2: When ApproveThis approves/denies → Update ZOKO order status or send WhatsApp message.
3. Test: Use a test WhatsApp number and dummy approval to verify the flow.

Pro tip: Use ApproveThis’ calculated fields to auto-approve small discounts (e.g., under 5%) and only escalate bigger requests.

Why Teams Actually Care

For Customer Support:

No more switching between WhatsApp and Jira/email to get internal approvals. All requests live in ApproveThis, with ZOKO handling comms. Approvers don’t need ZOKO access – they just click “Approve” in their inbox.

For Sales Teams:

Custom quotes via WhatsApp get approved in real-time. If a deal requires CFO sign-off, ApproveThis escalates it while ZOKO keeps the prospect updated. Bonus: Threshold rules prevent discount abuse.

For Operations:

Inventory restock requests from retail partners via WhatsApp? ApproveThis routes them to procurement, then ZOKO confirms ETA. If procurement’s swamped, vacation delegation bumps it up the chain.

What You’re Not Getting Elsewhere

Other approval tools make you build everything from scratch. ApproveThis + ZOKO works because:

1. No app overload: Approvers interact via email, agents stay in ZOKO. No new logins.
2. Conditional logic: Auto-approve routine requests, escalate exceptions.
3. Audit trails: Every WhatsApp-triggered approval is tracked in ApproveThis for compliance.

A manufacturing client used this to handle supplier QA approvals – 80% auto-approved via thresholds, 20% escalated. All WhatsApp comms were logged automatically.

Common Objections (And Why They’re Wrong)

“We already use WhatsApp web.”
Cool. But when’s the last time it auto-routed a discount request to your CFO’s backup?

“Our ERP handles approvals.”
Does it integrate with WhatsApp? Can vendors approve POs without an ERP license? Didn’t think so.

Bottom Line

If your team uses WhatsApp for customer conversations and wastes hours chasing approvals, this integration isn’t “nice to have” – it’s a plug for revenue leaks. ApproveThis handles the decision chaos; ZOKO keeps customers in the loop. Together, they turn approval delays into a solved problem.

Next step: Register for ApproveThis, connect your ZOKO account via Zapier, and automate one approval flow this week. Or book a demo to see how other teams scaled to 5000+ employees without approval burnout.