ApproveThis manages your Instabot: Chatbot Platform Integration approvals.
April 17, 2025
Integration Category: Marketing Automation
Why Bother Connecting ApproveThis and Instabot?
Letâs cut to the chase: approvals suck. Chatbots are cool, but only if they actually do something. Combine the two? Now weâre 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, whoâs 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 isnât just about clicking "yes" or "no." Itâs about structuring decisions so they actually make sense. Instabot isnât just answering FAQsâitâs guiding users toward actions that matter. Connect them via Zapier, and youâve 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 Donât Feel Like Corporate Fluff
1. Automate New User Vetting (Because Not Every Lead Deserves a Red Carpet)
Instabotâs 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 (Instabotâs "New User" trigger), ApproveThis creates an approval request. Sales teams get a structured workflow to vet the leadâcheck 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 whoâs 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 â Instabot triggers an approval request to assign them a success manager â Once approved, the bot sends a personalized message with next steps. Feels human, but itâs 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 ApproveThisâs vacation delegation so out-of-office approvers donât 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. Hereâs the playbook:
- Create a Zapier account (if you donât have oneâtheyâre free to start).
- Choose your trigger in Instabot (e.g., "New User" or "Goal Completed").
- Select ApproveThis as the action app ("Create Request" or "Update Approval Status").
- Map the data fields (Instabotâs user info â ApproveThisâs request form).
- Test it with a real user interaction. Tweak if needed. Activate.
Total time: 15 minutes if youâre detail-oriented. 7 if youâre 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. Legalâs feedback auto-updates the project brief in your PM tool. The bot notifies the client when itâs live. Campaigns move faster. Everyone keeps their sanity.
For Support Teams: Escalate Issues Without the Drama
User complains via chatbot â Instabot creates an approval request for a refund or account credit â Support lead approves/denies â Bot responds with the decision. No public Twitter shaming. No back-and-forth emails. Just resolved issues.
For Operations: Budget Approvals That Donât Require a PhD
Department lead requests software via Instabot â ApproveThis calculates total cost (including hidden fees) using calculated fields â Routes based on amount. Under $1k? Auto-approved. Over? Escalates to CFO. Finance stays happy. Employees donât revolt over purchase delays.
The Bottom Line (Because Youâre Busy)
ApproveThis and Instabot solve the same problem: moving things forward without unnecessary friction. One handles the conversations, the other handles the decisions. Together, theyâre like a well-rehearsed duoânot a corporate robot overlord.
If your approval processes feel like a choose-your-own-adventure game with no happy endings, itâs 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 youâre the "look before you leap" type. Either way, stop letting approvals and chatbot small talk eat your day.
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.
Learn More
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
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
Trigger
New Goal Completed
Triggers when a user completes the selected goal(s) when they talk to the selected bot(s).
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.
Action
Send a Message
Sends a message to Instabot's Zapier Node.
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