ApproveThis manages your Worktual Contact Centre approvals.

When Your Contact Center Needs Adult Supervision

Let's cut through the BS: customer service teams are drowning in tickets, sales teams keep dumping half-baked leads into your CRM, and someone just approved a $20K refund without checking with finance. Worktual Contact Centre does the heavy lifting of managing customer interactions - but what happens when those interactions actually need decisions?

That's where ApproveThis comes in. We're not another layer of bureaucracy - we're the guardrails that keep your contact center from veering off a cliff. When you connect Worktual to ApproveThis through Zapier, you're essentially giving every team that touches customer interactions a "pause" button. Not to slow things down, but to make sure the right people greenlight the important stuff without requiring everyone to live in yet another software tool.

Why This Combo Works Like Whiskey and Regret

Worktual handles the chaos of customer conversations. ApproveThis handles the "oh shit" moments when those conversations turn into real business impacts. Together through Zapier, they automate the handoffs that usually fall through the cracks:

For Support Teams:

That angry customer demanding a full refund? Instead of your rep guessing policy, ApproveThis automatically routes it to their manager and finance - with the original Worktual ticket details attached. Approval happens in email, so nobody's logging into another system.

For Sales Operations:

When a new enterprise lead comes through Worktual, ApproveThis can require deal desk approval before it hits Salesforce. No more rogue discounts because your AE got excited.

For Customer Success:

Automatic approval chains for contract amendments pulled straight from Worktual conversation history. Legal only gets looped in when deal values cross thresholds. Everyone wins.

Real-World Use Cases That Don't Suck

1. New High-Value Contact? Cool. Let's Not Screw This Up.

Scenario: Your sales team adds a Fortune 500 company as a new contact in Worktual. Normally, this kicks off 17 Slack threads and three passive-aggressive emails about who owns the account.

Fix: Zapier triggers an ApproveThis workflow whenever a new contact meets certain criteria (deal size, industry, etc.). Route to:

• Sales manager (confirm lead assignment)
• Legal (NDA check if needed)
• Finance (credit terms review)

Why it matters: A SaaS company used this to reduce duplicate lead outreach by 40% and cut legal review time in half. Approvers don't need Worktual licenses - they just click approve/deny in email.

2. Tickets That Actually Require Brainpower

Scenario: A support ticket comes in requesting early contract termination. Junior rep has no clue whether to approve it, escalate it, or panic.

Fix: When Worktual tickets are tagged with specific keywords (like "termination" or "$"), ApproveThis:

• Checks customer's lifetime value via calculated fields
• Routes to department heads based on revenue impact
• Auto-approves if under $5K (saving managerial time)

Why it matters: One e-commerce company stopped $220K in unnecessary refunds last quarter using approval thresholds. Bonus: All decisions are auditable when the CFO comes asking.

3. Approval Decisions That Actually Update Tickets (Mind Blown)

Scenario: Customer asks for a feature that needs engineering input. Ticket gets approved...then disappears into the void.

Fix: When an approval completes in ApproveThis:

• Auto-adds decision details to the original Worktual ticket
• Reassigns ticket based on approval outcome
• Triggers follow-up tasks in other tools (Jira, Asana, etc.)

Why it matters: A logistics company reduced their "approved but stuck" tickets by 65%. Support managers stopped playing detective on decision paper trails.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect Worktual to ApproveThis:

1. Pick your pain point: Start with one process (like refund approvals or lead vetting)
2. Build the Zap: Use Zapier's Worktual + ApproveThis templates (we've got pre-built ones)
3. Test with a small team: Run it by your support leads before rolling company-wide
4. Let it rip: Tweak thresholds and approvers as needed

Pro tip: Use ApproveThis' vacation delegation so approvals don't get stuck when Karen from accounting is on safari.

Who Actually Benefits From This?

Scaleups That Can't Afford Chaos

When you're growing from 100 to 500 employees, customer-facing teams develop bad habits fast. This integration acts like organizational duct tape - keeping processes consistent without slowing down response times.

Industries Where Mistakes Cost Millions

Financial services, healthcare, legal - any vertical where "oops" isn't an option. Approval chains become audit trails automatically.

Companies With External Partners

Client needs approval on a change order? Vendor requesting contract renewal? They approve via email without getting access to your Worktual environment.

Why This Isn't Just Another Integration

Most approval tools treat every request the same. ApproveThis adds context from Worktual that actually makes decisions faster:

• Dynamic routing: $50 refunds auto-approve, $5K ones go to directors
• Real-time calculations: Show customer LTV right in the approval screen
• No license sprawl: Approvers interact via email, not another dashboard

Example: A media company uses approval groups to route ad credit requests. Under $10K? Auto-approved by system. Over $10K? Needs CMO sign-off. All triggered from Worktual deal records.

Cool Features You'll Actually Use

Beyond the basic approval stuff:

Escalation Overrides

If an approver ghosts the request (we all have that VP), ApproveThis bumps it up the chain automatically. No more stalled tickets.

Approval "Playbooks"

Save common workflows (contract approvals, SLA exceptions) as templates. New managers can deploy them in two clicks.

Customer Context Pull-Through

ApproveThis grabs relevant Worktual data (last 3 tickets, account owner, contract value) right in the approval screen. No more alt-tabbing to make decisions.

Getting Started Without the BS

If you've made it this far, you either really need this or are avoiding actual work. Either way:

1. Grab an ApproveThis trial (no CC required)
2. Pick one Worktual process that currently gives you hives
3. Use Zapier's pre-built template to connect them
4. Run a test with your least annoying colleague

Total time investment: Less than your last Teams meeting that should've been an email.

Or, if you're the "talk to a human" type, book a 15-minute demo. We'll show you how other contact centers stopped being approval bottlenecks.

Bottom Line

Worktual keeps customer conversations flowing. ApproveThis makes sure those conversations turn into controlled business outcomes - not unapproved discounts, compliance nightmares, or deals that your team can't actually deliver.

The integration isn't about adding steps. It's about inserting smart pauses where they prevent dumpster fires. And because it all happens through Zapier, you're not asking IT to build some fragile custom integration.

Either keep doing approvals the chaotic way, or fix it in less time than it takes to brew a pot of coffee. Your call.