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Screendesk Integration

ApproveThis manages your Screendesk Integration approvals.

April 17, 2025

Integration Category: Customer Support

When "Just Hit Record" Isn't Enough

Let's be real - your customer support team isn't lacking video recordings. They're drowning in them. Screendesk does the heavy lifting of capturing customer issues, demo walkthroughs, and training sessions. But then what? Those recordings sit like digital paperwork, waiting for someone to approve training content, validate bug reports, or greenlight client-facing materials.

ApproveThis acts as the traffic cop for your video review process. When connected through Zapier, every new Screendesk recording automatically kicks off approval workflows tailored to your compliance needs, quality standards, or client contracts. No more chasing down managers in Slack or letting urgent reviews get buried in inboxes.

Why This Combo Works Better Than Duct Tape Solutions

Most teams handle video approvals one of three ways:

  • The Email Thread Nightmare: "Hey, can you review this?" → Forwarded to 3 people → Version 4 gets approved by someone who missed earlier feedback
  • The Spreadsheet Delusion: Color-coded tabs that nobody updates → Friday afternoon panic to close tickets
  • The "Hope Strategy": Assuming someone, somewhere reviewed that recording before it went to the client

Here's where the integration flexes its muscles:

1. No more approval black holes
New Screendesk recording? Instant ApproveThis workflow triggers. Legal needs to sign off on client-facing materials? Route it there. Technical bug demo? Auto-send to engineering lead. Approval groups, conditional routing, and escalation rules mean videos get seen by the right eyes every time.

2. External approvers without the license headache
Client needs to approve a training video? Vendor contract requires their legal team to review support recordings? ApproveThis lets external users approve/reject via email without needing Screendesk access. No more paying for unused seats or dealing with permission issues.

3. Audit trails that don't suck
Every approval/rejection gets timestamped with comments. Real-time dashboard shows exactly where each recording is in the process. When compliance asks "Who approved this and when?" - you've got receipts.

Real-World Use Cases That Don't Feel Like Corporate Fluff

Customer Support Teams: Stop Playing "Where's Waldo?" With Urgent Bugs

Scenario: Support agent records a critical bug reproduction in Screendesk. Instead of CC'ing half the engineering team, the integration:

1. Auto-creates approval request with priority tag
2. Routes to lead developer + QA manager (both need to approve)
3. If no response in 2 hours, escalates to CTO
4. On approval, auto-posts to Jira with recording link

Result: Engineering gets clean repro steps faster. Support closes tickets without playing middleman.

Compliance Teams: Prove You Actually Reviewed Those Recordings

Problem: Financial services clients require documented review of all support interactions. Manual processes create gaps.

Solution:
- Every Screendesk recording from support queues triggers compliance review
- Approval thresholds auto-approve routine calls after manager sign-off
- Flagged recordings (swearing, sensitive data exposure) require legal approval
- Completed audit trail exports monthly for regulators

Training Departments: Launch New Content Without the Bottlenecks

Typical mess:
New hire training video gets stuck waiting for:
- SME to verify technical accuracy
- Legal to approve disclaimer
- L&D manager to finalize

Automated fix:
Parallel approvals via ApproveThis groups. Conditional logic:
- If any reviewer rejects, route to video editor + original requester
- Vacation delegation covers approvers out PTO
- Final approval auto-publishes to LMS and notifies training coordinator

Setup That Won't Make You Want to Swear Off Tech Forever

Step 1: Connect Screendesk + ApproveThis via Zapier (15 minutes)

Step 2: Set triggers
- Screendesk trigger: "New Recording"
- Filter optional (only process recordings from specific teams/tags)

Step 3: Build approval workflow in ApproveThis
- Assign approvers (internal/external)
- Set escalation rules
- Configure notifications (they'll actually read)

Step 4: Add post-approval actions
Examples:
- Auto-post approved recordings to knowledge base
- Send rejected recordings back to creator with comments
- Update CRM cases with approved solution videos

Features You'll Use More Than Your Stand-Up Desk

Approval Thresholds That Prevent Bottlenecks

Set rules like:
- "Auto-approve recordings under 2 minutes"
- "Escalate if approval takes longer than SLA"
- "Require dual approval for videos tagged 'High Risk'"

Calculated Fields for Smarter Routing

Examples:
- Video length + creator department = specific approval group
- Number of prior rejections triggers manager review
- Support ticket severity score from CRM adjusts approval priority

Vacation Delegation That Actually Works

Approver OOO? ApproveThis auto-reassigns to their backup without:
- Manual forwarding
- "I thought you were covering?" emails
- Approvals falling through cracks

Why This Isn't Just Another "Integration" Buzzword

Most Zapier integrations just shuffle data between apps. This combo actually changes how teams operate:

For support managers:
- Reduce "Did you review that recording?" check-ins by 60%+
- Cut time from bug report to engineering triage by 8 hours on average

For compliance officers:
- Eliminate manual audit trail creation
- Reduce regulatory fines from missed reviews

For training coordinators:
- Launch new content 3x faster with parallel approvals
- Stop version control issues from overlapping feedback

Getting Started Without the Sales Circus

Test drive the integration:

1. Grab a free ApproveThis trial
2. Connect your Screendesk account via Zapier
3. Build one approval workflow for your most annoying review process
4. Send your team a recording and watch approvals happen sans chaos

Prefer a guided walkthrough? Book a 15-minute demo where we'll:
- Map your current approval process
- Build a custom workflow live
- Show how to handle edge cases (because every company has them)

🥳

Integrate with Screendesk 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 Screendesk

Suggested workflows (and their Zapier components) for Screendesk

Create approval requests for new Screendesk recordings

When a new recording is created in Screendesk, this integration initiates an approval request in ApproveThis to streamline the review process. It ensures that all new recordings are promptly reviewed and approved, keeping your quality control efficient. *Note: Ensure your approval workflow in ApproveThis is configured to handle these approval requests.*

Zapier Components

Screendesk Logo

Trigger

New Recording

Triggers when a new recording is created.

Action

Create Request

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