Can I automate customer approvals in Approvalify WebDesk?

Created by John A, Modified on Mon, 9 Jun at 5:33 PM by John A

Yes, Approvalify WebDesk supports automatic customer approvals to streamline your onboarding process.

How it works:

  1. Go to the Settings section in the app dashboard.

  2. Enable the Auto-Approval feature.

  3. Set up tag-based rules—for example, you can auto-approve customers who select a specific business type or provide a valid Tax ID.

  4. When a form submission matches the defined rule, the customer is automatically approved without manual review.

This feature is ideal for businesses that want to reduce admin overhead and approve trusted or pre-qualified customers instantly.

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