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WOZTELL Integration

ApproveThis manages your WOZTELL Integration approvals.

April 17, 2025

Integration Category: Communication

When Messaging Meets Approvals: No More Bottlenecks

Let's be real - waiting for approvals on customer messages feels like watching paint dry. Someone asks a time-sensitive question via WhatsApp. Your team drafts a perfect response. Then it sits in legal limbo while three managers play email tag. By the time you get the green light, the customer's moved on. This is why 500+ companies connect ApproveThis and WOZTELL through Zapier.

WOZTELL handles the communication chaos across WhatsApp, Instagram, Facebook, and Webchat. ApproveThis handles the decision-making gridlock. Together, they turn "waiting for approval" from a business risk into a competitive advantage. No more screenshots in Slack threads. No more chasing down VPs in parking lots. Just structured approvals that keep conversations moving.

Why This Combo Works for Mid-Sized Companies

If you're managing 50-5,000 employees with multiple approval layers, this integration solves three specific headaches:

1. Customer-Facing Teams Stop Playing Telephone

Your support agents aren't mind readers. When a high-value client asks about contract changes via Webchat, they need to know exactly who can approve that response. Connect WOZTELL to ApproveThis, and every incoming message automatically creates an approval request with context attached. Legal sees the full conversation history, approves the response, and it goes out without 14 forward/reply-all emails.

2. Compliance Without the Paper Trail Nightmare

Financial services firms use this setup to approve WhatsApp payment confirmations. Healthcare teams validate patient data requests through Instagram DMs. Every approved/denied decision is logged with timestamps and approver comments - no more "I thought Karen handled that" moments during audits.

3. External Approvals That Don't Cost You Seats

Here's the kicker: ApproveThis approvers don't need a WOZTELL license. Client needs to sign off on a Facebook ad response? Add them as an approver. They'll get the request via email, click approve, and keep the convo moving. You're not paying for another user seat in your chat platform.

Real Workflows for Teams Who Hate Busywork

The High-Velocity Customer Service Play

E-commerce companies use this when handling VIP shoppers:

1. Customer asks for a custom bundle via WOZTELL's Webchat
2. Zapier creates an ApproveThis request with price calculations
3. Dept heads approve/deny based on real-time profit margins
4. Approved offer goes back to customer in <90 seconds

Bonus: ApproveThis' vacation delegation automatically reroutes requests if a manager's OOO.

The Agency Accountability Builder

Marketing firms love this for client-facing comms:

1. Client messages "Can we push the launch?" via WhatsApp
2. Request hits ApproveThis with escalation thresholds
3. If project lead doesn't approve within 2 hours, it escalates to VP
4. Approved? WOZTELL auto-sends client confirmation

This shaves 3+ hours off typical approval cycles. Clients think you're mind readers.

The Regulated Industry Lifesaver

Healthcare providers streamline patient updates:

1. Patient asks for lab results via Instagram
2. WOZTELL triggers ApproveThis with HIPAA checkpoints
3. Doctor approves specific data points
4. Pre-approved template sends through WOZTELL

Compliance teams sleep better knowing every outbound message was validated.

Setting This Up Without the Usual Zapier Headaches

If you can send a Slack message, you can connect these tools:

  1. Pick Your Trigger: In Zapier, choose a WOZTELL event (new WhatsApp message, Instagram DM, etc.)
  2. Map Critical Data: Pull message content, sender info, and timestamps into ApproveThis
  3. Set Approval Rules: Use ApproveThis' conditional logic to auto-route requests
  4. Close the Loop: Connect approved decisions back to WOZTELL responses

Pro Tip: Use ApproveThis' calculated fields to auto-flag urgent requests. Messages with "refund" or "legal" can skip queues and ping directors immediately.

Why Your CFO Will Actually Like This

Beyond faster decisions, this combo cuts two hidden costs:

License Savings That Add Up

External approvers (clients, partners, contractors) don't need WOZTELL seats. ApproveThis handles their input via email. For companies with 100+ external collaborators, that's $5k+/year saved.

Audit Hours You'll Never Bill For

ApproveThis logs every decision with user/IP stamps. Next compliance review? Export the report instead of paying interns to dig through email chains.

The Quiet Power of Approval Thresholds

Most teams miss this gem: ApproveThis can auto-approve requests below certain values. Example:

- Customer asks for a $20 discount? Auto-approved, response sent instantly
- Request hits $500? Requires manager sign-off
- Over $5k? Escalates to finance team

Pair this with WOZTELL's chatbots to handle 30%+ of requests without human involvement.

When Not to Use This Integration

This isn't magic fairy dust. Avoid if:

  • You have <5 approval processes monthly (manual works fine)
  • Your team refuses to document decisions (bless their hearts)
  • You need real-time co-editing (stick to Google Docs)

Getting Started Without the Sales Circus

We don't do "demo roulette." Either:

Option 1: Grab a free trial, connect WOZTELL in Zapier, and use our pre-built templates.
Option 2: Book a 12-minute demo where we'll show how healthcare/logistics/retail teams use this daily.

Either way, you'll know in 30 minutes if this solves your approval bottlenecks. No "strategy sessions" or whiteboard torture.

The Bottom Line for Teams Scaling Past 50

ApproveThis + WOZTELL isn't about chasing shiny tools. It's about eliminating the decision lag that frustrates customers and burns out managers. When you need compliant, traceable approvals that don't kill conversation velocity, this is how grown-up companies operate.

PS: If you've ever said "We should really document our approval process," stop talking and start automating. Your future self (and customers) will thank you.

🥳

Integrate with WOZTELL 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.

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Best Approval Workflows for WOZTELL

Suggested workflows (and their Zapier components) for WOZTELL

Create ApproveThis requests for new Facebook messages

Need to approve or track every Facebook message interaction? This integration lets you automatically create approval requests in ApproveThis each time a new message is received on your company's Facebook page via WOZTELL. Streamline your decision-making and ensure every interaction is monitored efficiently.

Zapier Components

WOZTELL Logo

Trigger

New Facebook Message

Triggers when a Facebook message is received or send from the mentioned Facebook page (WOZTELL Platform Channel).

Action

Create Request

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

Send WhatsApp template messages for approved requests in ApproveThis

Want to keep your contacts updated about approved decisions? This automation sends a WhatsApp template message to your customers whenever a request is marked as approved in ApproveThis. It's perfect for notifying stakeholders after approval processes are completed.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

WOZTELL Logo

Action

Send WhatsApp Template Message

Use this to send WhatsApp template messages to your customers.

Generate ApproveThis requests for new Instagram messages

Ensure every Instagram interaction is tracked by creating a new approval request in ApproveThis whenever a message is received. This integration helps maintain accountability and streamlines communication evaluation processes.

Zapier Components

WOZTELL Logo

Trigger

New Instagram Message

Triggers when a Instagram message is received or send from the mentioned Instagram account (WOZTELL Platform Channel).

Action

Create Request

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

Send WebChat messages for new ApproveThis requests

Automatically engage your team with WebChat messages each time a new approval request is created in ApproveThis. Keep everyone informed and ready to participate in the decision-making process without delay.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

WOZTELL Logo

Action

Send WebChat Session Message

Use this action to send session messages on WebChat

Initiate ApproveThis requests for new WebChat messages

Need to log WebChat interactions for review or approvals? Automatically generate a new approval request in ApproveThis for each WebChat message received through WOZTELL, ensuring thorough review processes and streamlined communications.

Zapier Components

WOZTELL Logo

Trigger

New Webchat Message

Triggers when a Webchat message is received or send from the mentioned Webchat (WOZTELL Platform Channel).

Action

Create Request

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