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ChatDaddy Integration

ApproveThis manages your ChatDaddy Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Let's cut through the corporate fluff: approvals suck. They slow down deals, create communication black holes, and make everyone hate process. But here's the thing – they don't have to. When you connect ApproveThis (your approval sheriff) with ChatDaddy (your WhatsApp automation ninja) through Zapier, you get decisions made faster without drowning in app-switching or license fees.

Why This Combo Doesn't Just "Work" – It Actually Solves Sh*t

ApproveThis isn't another form builder. ChatDaddy isn't just bulk WhatsApp spam. Together, they handle the three big headaches in approvals:

  • The "Where's My Approval?" Black Hole: Approvers get WhatsApp pings instead of emails that die in inboxes
  • External Teams Ghosting You: Clients/vendors approve via WhatsApp without needing app logins
  • Post-Approval Radio Silence: Auto-send updates through WhatsApp so people stop chasing you

Real Companies Using This (Without Fancy Tech Teams)

This isn't theoretical. Here's how mid-sized teams are already combining these tools:

Use Case 1: Marketing Agencies – Client Content Approvals

Problem: Client approves ad copy via email, then changes mind on WhatsApp. Now you've got conflicting records.

Fix:

  1. New ChatDaddy message flow triggers ApproveThis request
  2. Client gets WhatsApp with preview + approve/reject buttons
  3. Approval automatically updates project management tools

Why it works: Clients stay in WhatsApp, you get audit trails. No more "I never approved that version!"

Use Case 2: Retail Chains – Emergency Inventory Orders

Problem: Store managers WhatsApp about urgent stock needs. Finance team misses messages, shipments delayed.

Fix:

  • Manager's WhatsApp message → ApproveThis request with amount thresholds
  • Over $5k? Auto-escalates to CFO via WhatsApp
  • Approval triggers ChatDaddy confirmation to manager + ERP update

Why it works: Urgent requests can't get buried. Approvers get notified where they actually respond.

Use Case 3: SaaS Companies – Contract Exceptions

Problem: Sales reps promise custom terms over WhatsApp. Legal never signs off, creating compliance risks.

Fix:

  1. Rep starts ChatDaddy message flow for contract exceptions
  2. Triggers ApproveThis with deal details + legal review
  3. Legal approves/denies via email or WhatsApp
  4. Auto-send final terms via WhatsApp to client

Why it works: Sales keeps moving fast. Legal gets context without endless meetings.

The Secret Sauce: Approval Logic That Doesn't Require a PhD

ApproveThis brings features that actually matter when combined with WhatsApp automation:

Approval Thresholds: Auto-approve small discounts via WhatsApp, escalate big deals to execs
Vacation Coverage: Approver OOO? Requests reroute via WhatsApp without workflow breakdowns
Calculated Fields: Show commission impacts or budget remaining right in approval messages

Setup That Takes Less Time Than Your Daily Standup

Connect ApproveThis + ChatDaddy in 3 steps:

  1. Create Zapier account (if you don't have one)
  2. Choose trigger in ApproveThis (new request/approval)
  3. Pick ChatDaddy action (send message, update contact)

Pro tip: Start with the "Approval → WhatsApp Notification" zap. Takes 8 minutes, saves 20+ weekly Slack pings.

Who Actually Benefits (Beyond the Obvious)

HR Teams: Approve PTO requests via WhatsApp, auto-update payroll systems
Operations: Get facility repair approvals with photo attachments via WhatsApp
Procurement: Auto-flag vendor contract changes needing legal review

The License Fee Hack Everyone Misses

Here's the kicker: approvers only need WhatsApp – no ApproveThis or ChatDaddy licenses. When working with clients or external partners:

  1. They get approval buttons via WhatsApp
  2. Decisions sync to ApproveThis
  3. You maintain control without paying for extra seats

Common Mistakes (Save Yourself the Headache)

Don't: Build 20 zaps day one. Start with 2-3 high-impact workflows.
Do: Use Calculated Fields to show decision impacts (e.g., "Approving this exceeds department budget by $1,200")
Don't: Let WhatsApp become another inbox. Use message flows to standardize requests.

Bottom Line: This Isn't About Apps – It's About Speed

Companies between 50-5k employees use this combo to:

  • Cut approval times from days → hours
  • Reduce "status update" meetings by 60%+
  • Handle 3x more requests without hiring coordinators

It works because it meets people where they already are (WhatsApp) instead of forcing yet another tool. No change management theater required.

Next Steps (Pick One)

Get Started Free – Connect your first WhatsApp approval flow in 15 mins
Book Demo – See complex use cases (contracts, multi-country approvals, etc.)

P.S. If you're still handling approvals through email chains or Slack threads... bless your heart. Time to join 2024.

🥳

Integrate with ChatDaddy 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 ChatDaddy

Suggested workflows (and their Zapier components) for ChatDaddy

Send WhatsApp messages for new approval requests

Streamline communication by automatically sending a WhatsApp message using ChatDaddy when a new approval request is initiated in ApproveThis. This integration ensures your team is promptly notified of new requests, improving response time and decision-making processes.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ChatDaddy Logo

Action

Send Message

Send a message on WhatsApp via ChatDaddy

Set contact assignee for approved requests

Enhance workflow efficiency by automatically assigning team members to contacts in ChatDaddy once a request is approved or denied in ApproveThis. This integration ensures tasks are promptly attended to by the right personnel based on approval outcomes.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ChatDaddy Logo

Action

Set Assignee of Contact

Set's the Assignee of a particular contact

Initiate approval requests for new contacts

Automatically create an approval request in ApproveThis whenever a new contact is created in ChatDaddy. This integration helps ensure new customer interactions are reviewed and approved, streamlining onboarding workflows.

Zapier Components

ChatDaddy Logo

Trigger

New Contact Created

Triggers when a new contact is created on ChatDaddy.

Action

Create Request

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

Create approval requests for message flow actions

This integration creates an approval request in ApproveThis when a message flow action is triggered in ChatDaddy. Ensure important milestones in customer communication trigger required internal reviews, enhancing compliance and service quality.

Zapier Components

ChatDaddy Logo

Trigger

Message Flow Action Triggered

Triggers once the action specified of the bot specified is fired

Action

Create Request

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

Send WhatsApp message flows for completed requests

Automatically send targeted message flows on WhatsApp via ChatDaddy following an approval or denial of requests in ApproveThis. This integration ensures consistent client communication contingent on internal decision-making processes, fostering clarity and process transparency.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ChatDaddy Logo

Action

Send Message Flow

Send a message on WhatsApp via ChatDaddy, using a ChatDaddy message flow.