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Snappy Integration

ApproveThis manages your Snappy Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Ticketing Meets Approval Automation

Snappy helps teams manage customer queries efficiently, but complex tickets often require internal sign-offs that create delays. ApproveThis eliminates approval bottlenecks with structured workflows that integrate directly into Snappy’s ticket lifecycle through Zapier. Together, they create a closed-loop system where customer requests trigger approvals, approvals update tickets, and decisions automatically communicate back to clients.

Why This Integration Matters

Customer support teams using Snappy face two critical challenges: resolving tickets quickly and maintaining compliance with internal policies. Manual approval processes create friction – think expense reimbursements requiring manager sign-off or VIP ticket resolutions needing legal review. ApproveThis adds guardrails without slowing down response times. When a Snappy ticket meets predefined conditions (e.g., refund over $500), Zapier automatically routes it through ApproveThis’ configurable approval chains. Decision-makers review directly via email, and outcomes sync back to Snappy – all while keeping the customer informed.

Key Integration Scenarios

1. Auto-Escalate High-Stakes Tickets

A regional bank uses Snappy for customer complaint tracking. When tickets marked "Regulatory Concern" arrive, ApproveThis triggers a 3-step approval: team lead → legal → compliance officer. Approvers receive email summaries with ticket details and one-click approve/deny options. Once resolved, Snappy automatically notifies the customer with a pre-approved message template. This cut their resolution time for compliance cases from 72 to 12 hours.

2. Instant Budget Approvals for Support Agents

An e-commerce company empowers agents to offer discounts via Snappy tickets. ApproveThis uses calculated fields to auto-approve discounts under 15% or route larger amounts to managers. Agents see real-time approval statuses in Snappy without switching tools. Finance teams get automated audit trails showing who approved what – critical during quarterly reviews.

3. Cross-Department Collaboration at Scale

A SaaS company handles enterprise client requests in Snappy that often require engineering input. Using ApproveThis’ approval groups, tickets needing technical review are routed to the correct product team based on tags. Engineers approve/comment directly from GitHub commit emails, and updates post back to Snappy. This reduced misrouted tickets by 80% and kept clients in the loop without manual status updates.

Technical Setup Made Simple

Connecting Snappy and ApproveThis via Zapier takes under 15 minutes:

  • Step 1: In Zapier, create a new Zap with Snappy as the trigger app. Choose triggers like "New Ticket" or "Waiting Ticket Assigned to Me."
  • Step 2: Select ApproveThis as the action app. Use "Create Request" to map Snappy ticket fields (subject, requester, custom data) into your approval template.
  • Step 3: Set up bidirectional syncs by adding another Zap: Trigger on ApproveThis’ "Request Approved/Denied" event, then update Snappy tickets or send customer notes.

Pro Tip: Use ApproveThis’ conditional logic to only route specific Snappy tickets – like those tagged "Urgent" or with custom field values exceeding thresholds.

Team-Specific Benefits

Customer Support Teams

Agents resolve tickets faster with embedded approvals, reducing back-and-forth emails. Escalation paths are predefined, so new hires avoid costly mistakes. Real-time dashboards show pending approvals, helping managers balance workloads during peak times.

Finance & Legal Teams

Auto-generated audit trails meet compliance requirements without manual reporting. Approval thresholds prevent overspending – for example, capping free service credits at $1,000/month per client. Delegation rules ensure continuous coverage during vacations.

Operations Leaders

Reduce SaaS sprawl by handling approvals within existing Snappy workflows. Track approval cycle times to identify bottlenecks – like a department where requests take 3x longer than average. Use data from ApproveThis’ analytics to justify headcount requests during budget season.

Critical Features You’ll Actually Use

While Snappy manages ticket conversations, ApproveThis adds:

  • Email Decisions: External approvers (vendors, clients) can approve without logging into Snappy or ApproveThis.
  • Dynamic Routing: Send Snappy tickets to different approvers based on ticket type, dollar amount, or requestor role.
  • Auto-Archiving: Approved Snappy tickets can auto-close with pre-written resolutions; denied ones reopen with context for agents.

Real-World Impact

A travel tech company using Snappy for partner support integrated ApproveThis to handle $2M+ in monthly commission payouts. Previously, agents manually emailed finance for each payout approval, causing 4-day delays. Now, Snappy tickets auto-create ApproveThis requests with payout calculators. Finance approves via email, and approved amounts sync back to Snappy for agent confirmation. This reduced payout errors by 65% and accelerated partner onboarding by 40%.

Getting Started

To implement:

  1. Sign up for ApproveThis (14-day free trial, no credit card)
  2. Connect to Snappy via Zapier using the triggers/actions outlined above
  3. Build your first approval workflow mirroring a current Snappy process
  4. Train teams using ApproveThis’ built-in simulation mode

Why This Combo Works

Snappy excels at ticket organization but wasn’t built for complex governance. ApproveThis doesn’t replace your help desk – it adds a decision layer that works natively within Snappy’s environment. Support teams maintain their workflow, finance/legal gains control, and customers get faster resolutions with audit-proof compliance.

Next Steps

If your Snappy tickets involve more than two approval steps, require external sign-offs, or need audit trails, it’s time to test this integration. Book a custom demo to see how approval automation can cut your ticket resolution time by 30-60% while reducing compliance risks.

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Integrate with Snappy 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 Snappy

Suggested workflows (and their Zapier components) for Snappy

Create approval requests for new tickets

Set up an integration that sends a new ticket from Snappy as an approval request in ApproveThis. This automation streamlines the approval process by automatically creating requests when tickets are added. *Note: Ensure that ticket details map to the approval request fields.*

Zapier Components

Snappy Logo

Trigger

New Ticket

Triggers when a new ticket is added.

Action

Create Request

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

Create wall posts for new approval requests

When a new approval request is initiated in ApproveThis, this integration posts a wall update in Snappy to notify the team. This automation enhances visibility and speeds up decision-making. *Note: Check approval request mapping details in the wall post content.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Snappy Logo

Action

Create Wall Post

Creates a post on the team wall.

Create approval requests for waiting tickets

Automatically convert waiting tickets in Snappy to approval requests in ApproveThis. This integration facilitates quicker approval decisions by linking ticket management with centralized approval workflows. *Note: Verify your field mappings before enabling.*

Zapier Components

Snappy Logo

Trigger

New Waiting Ticket Assigned to Me

Triggers on a waiting ticket assigned to you.

Action

Create Request

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

Send notes to customers for completed approvals

This integration sends a note to customers using Snappy when an approval request in ApproveThis is completed. It ensures that approval outcomes are promptly communicated. *Note: Adjust note content to match customer communication guidelines.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Snappy Logo

Action

Create Note To Customer

Creates a note to the customer.