ApproveThis manages your ClickDesk Integration approvals.

When Live Chat Meets Approval Workflows

Let’s be real: customer support teams are drowning in tickets, calls, and chats. Meanwhile, finance teams are still chasing down managers to approve refunds or service upgrades. What if your support tool could automatically trigger approvals exactly when needed – without anyone leaving their inbox?

That’s where connecting ClickDesk (your live chat/ticketing system) and ApproveThis (approval workflows) through Zapier comes in. We’re talking about turning support interactions into structured approval processes that actually finish before the customer starts tweeting complaints.

Why This Combo Works

ClickDesk handles the chaos of real-time customer interactions. ApproveThis handles the red tape. Together, they make sure decisions happen at the speed your customers expect.

ClickDesk’s strengths:

• Live chat, voice/video calls, ticket management
• Instant customer interaction tracking

ApproveThis adds:

• Multi-step approvals with logic (like auto-approving small refunds)
• Email-based approvals so managers don’t need another login
• Real-time audit trails for compliance teams

The Nuts and Bolts of Integration

Through Zapier, any completed ClickDesk interaction (call, chat, ticket) can kick off an ApproveThis workflow. Here’s what that unlocks:

Use Case 1: Escalated Support Tickets

Scenario: A SaaS company gets a ticket requesting a custom feature. The support agent can’t approve it alone.

Automation: When a “feature request” ticket hits ClickDesk, ApproveThis:

- Routes to Product Lead > CTO based on request complexity
- Uses calculated fields to estimate dev hours/costs
- Auto-approves if under $5k, escalates if over

Result: Product teams get structured requests instead of Slack pings. Customers get timelines faster.

Use Case 2: High-Value Refunds

Scenario: An e-commerce retailer gets a chat request for a $2k order return. Frontline agents need manager oversight.

Automation: When a chat includes “refund” over $500, ApproveThis:
- Requires regional manager approval
- Pulls order history into approval request
- Sends decline reasons back to ClickDesk if rejected

Result: Agents don’t overpromise. Finance tracks exceptions centrally.

Use Case 3: Contract Changes Mid-Call

Scenario: A consulting firm’s sales call ends with a client demanding scope changes.

Automation: Post-call, ApproveThis:
- Creates approval with call recording + transcript
- Routes to legal > project lead > CFO if fees change
- Uses thresholds to auto-approve minor edits

Result: Sales closes deals faster without overstepping. Legal stays in the loop silently.

Setting This Up Without Losing Your Mind

Step 1: Create your ApproveThis account (free trial works)
Step 2: In Zapier, connect ClickDesk + ApproveThis
Step 3: Pick a trigger (new call/chat/ticket)
Step 4: Map key data to ApproveThis fields (amount, type, notes)
Step 5: Set approval rules (who approves what, thresholds)

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk requests. Example: If a ticket has “legal” + “urgent”, route directly to General Counsel.

Who Actually Benefits?

Support Teams: Stop playing telephone with finance/legal. Get clear approvals without 12 forward-and-reply emails.

Finance: Every dollar approved/denied lives in one dashboard. Export records for audits in two clicks.

External Partners: Clients/vendors can approve requests via email without getting a ClickDesk login. (Yes, really. They just reply “Approved”.)

The Quiet Advantages

- Vacation Coverage: ApproveThis auto-reassigns approvals if someone’s OOO. No more “Waiting on Carol’s reply” when Carol’s in Bora Bora.

- Compliance: Every decision timestamped with reason notes. Perfect for industries where “I forgot” isn’t a valid excuse.

- Scale Without Chaos: Add approval steps as you grow without creating bureaucratic sludge. Conditional logic keeps things moving.

Common Questions (That We’ll Answer Before You Ask)

“Do approvers need ClickDesk access?”
Nope. They approve via email or ApproveThis portal. Keeps license costs sane.

“What if we need to change approvers later?”
Update the workflow once. All future requests follow the new path. No IT tickets required.

“Can we approve via mobile?”
Email approvals work on any device. No app install needed. (Though we have one if you’re fancy.)

Bottom Line

If your support team constantly hears “Just get a manager to sign off”, this integration cuts the back-and-forth. It’s not about adding process – it’s about making existing approvals less painful.

ClickDesk handles the conversation. ApproveThis handles the paperwork. Together, they make sure customers don’t feel the bureaucracy behind the curtain.

Next steps:
1. Start an ApproveThis trial
2. Connect to ClickDesk in Zapier (15 minutes)
3. Automate one approval process (try refunds or contract changes)

Or, if you’d rather have us walk you through it: Book a 10-minute demo. We’ll keep the sales jargon to a minimum.