ApproveThis manages your Helpy Pro approvals.

Two Platforms, One Mission

Customer support teams face a critical challenge: balancing speed with compliance. Delayed approvals bottleneck resolutions, while rushed decisions risk errors. ApproveThis and Helpy Pro solve this tension through Zapier-powered automation, merging structured decision-making with secure ticket management. Together, they transform reactive support into a controlled process where approvals happen at the pace of customer expectations – without sacrificing oversight.

Why This Integration Works

Helpy Pro specializes in secure ticket management for companies prioritizing data control. ApproveThis adds governance layers through customizable approval chains. When combined via Zapier, support teams gain three advantages:

• Contextual Approvals: Trigger decision workflows directly from tickets containing customer data, attachments, or internal notes
• License Efficiency: Approvers only need ApproveThis access – no additional Helpy Pro seats required for external stakeholders
• Audit-Ready Trails: Every approval decision automatically updates the original ticket with timestamps and approver comments

Real-World Use Cases

1. Escalation Management for High-Risk Industries

Financial institutions and healthcare providers using Helpy Pro often require legal or compliance reviews before responding to sensitive tickets. A regional bank automated this by setting up a Zap that:

1. Triggers when tickets tagged "Regulatory Inquiry" are created in Helpy Pro
2. Routes an ApproveThis request to their General Counsel with ticket details pre-mapped
3. Auto-responds through Helpy Pro only after approval

This cut their average resolution time for compliance-reviewed tickets from 72 hours to 8.5 hours.

2. Multi-Team Collaboration for Technical Support

Software companies handling tier 3 support tickets use ApproveThis' calculated fields to determine escalation paths. When a Helpy Pro ticket reaches 3+ customer replies, a Zap:

• Calculates priority score using ApproveThis' formula: (Reply Count × 2) + Severity Level
• Routes to Engineering if score >15, else keeps with Support
• Tags tickets in Helpy Pro with "Pending Engineering Review"

This eliminated daily status meetings for a 45-person DevOps team, freeing 11 hours/week.

3. Client-Initiated Approvals for Agencies

Marketing agencies using Helpy Pro for client communication set up approval gates without sharing internal tools. When clients reply to tickets with "APPROVE" or "REVISE" in their message:

1. ApproveThis parses the response using email-based approvals
2. Auto-updates project status in Helpy Pro
3. Triggers invoice generation for approved work

One digital agency reduced client revision cycles from 14 days to 3 days average using this flow.

Technical Setup Made Simple

Connecting ApproveThis and Helpy Pro takes under 15 minutes:

1. Create a Zapier account if you don't have one
2. In Zapier, choose Helpy Pro as your trigger app
3. Select an event like "New Ticket" or "Customer Reply"
4. Connect ApproveThis as your action app
5. Map Helpy Pro ticket fields to ApproveThis request templates

Pro Tip: Use ApproveThis' conditional logic to route different ticket types to appropriate approvers. For example, billing inquiries might go straight to Finance, while feature requests hit Product first.

Team-Specific Benefits

Support Agents

Reduce manual follow-ups with ApproveThis' vacation delegation. If an approver is OOO, requests automatically reroute to their backup without ticket stagnation.

Compliance Officers

Leverage approval thresholds to auto-approve low-risk tickets (e.g., under $100 refunds) while flagging exceptions. All decisions sync back to Helpy Pro for audit trails.

External Partners

Vendors or clients can approve tickets via email without Helpy Pro access. ApproveThis embeds key ticket details in approval emails for informed decisions.

Beyond Basic Automation

While Zapier handles the connection, ApproveThis adds intelligent features most support teams overlook:

Real-Time Calculations: Automatically calculate SLA breach risks when creating approval requests. If a ticket's projected resolution time exceeds SLA, escalate immediately.

Approval Groups: Require consensus from Legal, Security, and PR teams for data breach tickets – all within a single workflow step.

Mobile Optimization: Approvers can review full ticket context and attachments directly in ApproveThis' mobile interface, cutting approval latency by 63% on average.

Getting Started

To implement these workflows:

1. Register for ApproveThis (14-day trial available)
2. Connect via Zapier using pre-built templates
3. Map your highest-volume approval scenario first (e.g., refund requests)

Most teams see ROI within 11 days by starting with one workflow, then expanding as processes solidify.

The Future of Compliant Support

As customer expectations accelerate, approval processes can't remain manual. ApproveThis and Helpy Pro create adaptive workflows where governance happens in parallel with support actions – not as an afterthought. By embedding approvals directly into ticket lifecycles, enterprises finally achieve both speed and control.

Ready to eliminate approval bottlenecks? Schedule a custom demo showing how your specific Helpy Pro workflows can automate decision-making.