ApproveThis manages your Formilla approvals.

When Live Chat Meets Approval Red Tape

Let's be real - customer support teams using Formilla are stuck in a modern-day paradox. You've got real-time messaging tools to move at customer speed, but internal approval processes stuck in email threads and sticky notes. While your team's closing chats and qualifying leads in Formilla, critical decisions get bottlenecked by:

- Sales managers needing to approve custom discounts offered in live chat
- Legal requiring sign-off on contract terms discussed via email
- Operations gatekeeping inventory commitments made to VIP customers

ApproveThis fixes this mismatch by injecting structured approvals directly into Formilla's customer conversations. We're talking about automating the bureaucratic back-end so your customer-facing teams can actually deliver on those "we'll get back to you" promises.

Why This Combo Doesn't Suck

Formilla excels at capturing customer intent through live chat, email, and in-app messaging. ApproveThis specializes in preventing organizational chaos by routing decisions to the right people. Together via Zapier, they handle two critical layers:

Formilla's Layer:
- Real-time customer interaction tracking
- Lead capture automation
- Conversation history logging

ApproveThis' Layer:
- Multi-step approval chains
- Automatic escalation paths
- Approval audit trails

The magic happens in the handoff - critical customer commitments made through Formilla automatically trigger approval workflows without manual data entry or chasing down decision makers.

Actual Use Cases for Actual Companies

1. E-Commerce: Price Overrides That Don't Require a PhD in Email Tagging

Scenario: Customer service rep offers a 15% discount during live chat to save a cart abandonment. Your pricing policy requires manager approval for discounts over 10%.

How it works:
1. Formilla detects chat transcript with discount offer
2. Zapier creates ApproveThis request with deal details
3. Pricing manager approves/denies directly from email
4. Response automatically logged in Formilla history

Real team benefit: Support reps actually close deals instead of playing approval archaeology.

2. SaaS Companies: Contract Terms That Don't Die in Legal Limbo

Scenario: Sales engineer discusses custom SLA terms via Formilla's email integration. Legal needs to review any non-standard agreements.

How it works:
- Offline email triggers approval workflow with message content
- Legal team gets parallel approval request (no Formilla license needed)
- Approved terms auto-forwarded to contract team

Real team benefit: Sales doesn't make promises that get walked back later.

3. Marketing Agencies: Client Requests That Don't Require Carrier Pigeons

Scenario: Client submits new campaign idea through Formilla's subscriber form. Internal team needs to assess feasibility before committing.

How it works:
- New Formilla submission creates approval task
- Project manager, creative director, and account lead get sequential approvals
- Automated reminders prevent radio silence

Real team benefit: Clients feel heard without internal teams making panic commitments.

Setup That Won't Make You Want to Swear Off Technology

1. Connect Formilla and ApproveThis via Zapier (takes 4 minutes)
2. Choose trigger events:
  - Chat transcripts requiring review
  - Offline emails needing legal eyes
  - New subscriber intakes that need vetting
3. Map Formilla data to ApproveThis fields
4. Set approval rules:
  - Who needs to approve what
  - Automatic escalations if someone's OOO
  - Thresholds for auto-approving small requests

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk requests based on Formilla data like deal size or client tier.

Why Your CFO Won't Hate This

For Finance Teams:
- Approval thresholds auto-approve small discounts without manager drag
- All customer-facing commitments get logged for audit trails
- Real-time visibility into outstanding approvals impacting revenue

For Ops Teams:
- Prevent over-commitment on inventory/bandwidth
- Automatically route requests based on workload capacity
- Vacation delegation ensures no approval black holes

For Customer Support:
- Actually resolve issues during first contact
- No more "let me check with my manager" limbo
- Automatic follow-ups when approvals complete

The Part Where We Tell You What to Do Next

If you're using Formilla as more than a fancy email collector, you need approval workflows that match your customer response times. ApproveThis isn't another tool - it's the missing layer between customer conversations and actual decisions.

Next steps that won't waste your time:
1. Create free ApproveThis account (takes 90 seconds)
2. Connect to Formilla using our pre-built Zapier template
3. Set up one approval workflow for your biggest pain point
4. Actually go home on time when those approvals handle themselves

Or if you prefer human interaction: Book a 12-minute demo where we'll show how to prevent your next customer escalation caused by approval delays.