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Instabot: Chatbot Platform Integration

ApproveThis manages your Instabot: Chatbot Platform Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Why Bother Connecting ApproveThis and Instabot?

Let’s cut to the chase: approvals suck. Chatbots are cool, but only if they actually do something. Combine the two? Now we’re talking. ApproveThis automates the "hey, can I get a sign-off on this?" chaos. Instabot handles the "hi, how can I help you?" conversations. Together, they turn bureaucratic bottlenecks and robotic small talk into a well-oiled machine.

Imagine this: a customer asks your chatbot for a custom quote. Instabot captures their request, and ApproveThis automatically routes it to the right manager. No emails. No Slack pings. No "wait, who’s supposed to approve this?" Just a customer getting their answer faster, and your team avoiding another spreadsheet-induced coma.

What Happens When Approval Workflows Meet Chatbot Conversations

ApproveThis isn’t just about clicking "yes" or "no." It’s about structuring decisions so they actually make sense. Instabot isn’t just answering FAQs—it’s guiding users toward actions that matter. Connect them via Zapier, and you’ve got a system where:

  • Chatbot interactions trigger real approval workflows (no manual handoffs)
  • Approval decisions automatically update chatbot conversations (no awkward silences)

For companies between 50-5k employees, this means scaling processes without adding layers of red tape. Marketing teams approve campaign budgets faster. Support teams escalate issues without drowning in tickets. Finance stays in the loop without becoming the bottleneck.

Real Use Cases That Don’t Feel Like Corporate Fluff

1. Automate New User Vetting (Because Not Every Lead Deserves a Red Carpet)

Instabot’s great at capturing leads. But what happens when a high-value prospect asks for a demo? Or a suspicious user tries to game your free trial?

How it works: When Instabot detects a new user (Instabot’s "New User" trigger), ApproveThis creates an approval request. Sales teams get a structured workflow to vet the lead—check company size, budget, or whatever criteria matter. Approvers can greenlight or reject right from their inbox. No Instabot license required for the sales director who just needs to say "yes."

Who needs this: SaaS companies filtering enterprise leads, edtech platforms managing student enrollments, anyone who’s tired of sales reps chasing unqualified leads.

2. Celebrate Wins (Without the Cheesy Confetti)

User completes a goal in your app? Instabot can send a generic "Congrats!" message. But connect it to ApproveThis, and suddenly that milestone triggers a real action.

Example: A client finishes onboarding in your project management tool → Instabot triggers an approval request to assign them a success manager → Once approved, the bot sends a personalized message with next steps. Feels human, but it’s all automated.

Who needs this: Customer success teams, membership platforms, anyone who wants users to feel valued without hiring a full-time hype squad.

3. Kill the "Did You See My Approval Request?" Follow-Ups

New request in ApproveThis? Instabot messages the approver directly in Slack, Teams, or wherever your team lives. No more digging through cluttered inboxes. Even better: set up approval thresholds so routine requests auto-approve, and only exceptions get human attention.

Pro tip: Use ApproveThis’s vacation delegation so out-of-office approvers don’t hold up the show. The chatbot can even notify backups automatically.

Setup: Less Complicated Than IKEA Furniture (Probably)

If you can make toast, you can connect ApproveThis and Instabot. Here’s the playbook:

  1. Create a Zapier account (if you don’t have one—they’re free to start).
  2. Choose your trigger in Instabot (e.g., "New User" or "Goal Completed").
  3. Select ApproveThis as the action app ("Create Request" or "Update Approval Status").
  4. Map the data fields (Instabot’s user info → ApproveThis’s request form).
  5. Test it with a real user interaction. Tweak if needed. Activate.

Total time: 15 minutes if you’re detail-oriented. 7 if you’re hungry and just want it done.

Why Your Team Will Actually Like This Integration

For Marketers: No More "Creative by Committee" Hell

Instabot captures a request for a new landing page. ApproveThis routes it to the designer, copywriter, and legal. Each approves their part sequentially. Legal’s feedback auto-updates the project brief in your PM tool. The bot notifies the client when it’s live. Campaigns move faster. Everyone keeps their sanity.

For Support Teams: Escalate Issues Without the Drama

User complains via chatbot → Instabot creates an approval request for a refund or account credit → Support lead approves/denies → Bot responds with the decision. No public Twitter shaming. No back-and-forth emails. Just resolved issues.

For Operations: Budget Approvals That Don’t Require a PhD

Department lead requests software via Instabot → ApproveThis calculates total cost (including hidden fees) using calculated fields → Routes based on amount. Under $1k? Auto-approved. Over? Escalates to CFO. Finance stays happy. Employees don’t revolt over purchase delays.

The Bottom Line (Because You’re Busy)

ApproveThis and Instabot solve the same problem: moving things forward without unnecessary friction. One handles the conversations, the other handles the decisions. Together, they’re like a well-rehearsed duo—not a corporate robot overlord.

If your approval processes feel like a choose-your-own-adventure game with no happy endings, it’s time to try the integration. Sign up for ApproveThis, connect your Instabot via Zapier, and see how much time you save. Or book a demo if you’re the "look before you leap" type. Either way, stop letting approvals and chatbot small talk eat your day.

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Integrate with Instabot: Chatbot Platform 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 Instabot: Chatbot Platform

Suggested workflows (and their Zapier components) for Instabot: Chatbot Platform

Create approval requests for new Instabot users

Keep track of every new user from Instabot by creating an approval request in ApproveThis. This automation initiates a new workflow request for each new user detected, allowing your team to vet and approve user-related actions, aiding compliance and strategic decisions.

Zapier Components

Instabot: Chatbot Platform Logo

Trigger

New User

Triggers when the Instabot platform sees a new user for the first time.

Action

Create Request

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

Send messages for completed goals in Instabot

Enhance user engagement by sending personalized messages through Instabot each time a user completes a goal. This integration ensures that significant user achievements are acknowledged instantly, fostering user satisfaction and retention.

Zapier Components

Instabot: Chatbot Platform Logo

Trigger

New Goal Completed

Triggers when a user completes the selected goal(s) when they talk to the selected bot(s).

Instabot: Chatbot Platform Logo

Action

Send a Message

Sends a message to Instabot's Zapier Node.

Notify Instabot users about new approval requests

Keep your team informed by sending an instant message via Instabot whenever a new approval request is created in ApproveThis. This ensures all relevant parties are informed and can act accordingly, reducing delays in the approval process.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Instabot: Chatbot Platform Logo

Action

Send a Message

Sends a message to Instabot's Zapier Node.