ApproveThis manages your WizCaller Integration approvals.

When Phone Calls Meet Paperwork – The Unlikely Power Couple

Let’s get real – most companies still handle urgent phone call approvals like it’s 1999. Someone takes a customer call, scribbles notes, then runs around the office begging for sign-offs. WizCaller fixes the call management part. ApproveThis handles the bureaucratic mess. Together? They turn “hold please” into “done deal” before the caller hangs up.

WizCaller tracks every incoming call and message through your Twilio numbers. ApproveThis automates who needs to approve what, when, and how fast. Connect them via Zapier, and you’ve got a system where critical calls trigger approval chains while the customer’s still on the line. No more “I’ll call you back” limbo.

Three Ways This Combo Saves Your Team From Itself

1. Urgent Calls Get Instant Eyes (Without the Panic)

Picture this: Your support team gets a call from a major client threatening to cancel. With WizCaller detecting the call and ApproveThis routing it – the right manager gets an approval request before the support rep even finishes the call. They can approve a discount, service credit, or whatever it takes – all while keeping the client on the line.

Who this helps: Customer success teams in SaaS companies, account managers in agencies, basically anyone whose clients have short fuses and high expectations.

2. Post-Call Autopsies Become Actionable

WizCaller’s call summaries (duration, notes, recordings) can auto-trigger ApproveThis workflows after a call ends. Sales managers reviewing demo calls. Legal teams checking compliance. Even HR auditing sensitive conversations. No more digging through call logs – the approval request comes with everything needed to sign off.

Who this helps: Regulated industries like healthcare or finance, remote sales teams, any org where call quality directly impacts revenue or risk.

3. Texts & Voicemails Stop Falling Through Cracks

Critical message from a vendor about a delayed shipment? Payment reminder from a client? WizCaller catches it, ApproveThis routes it to procurement or accounting. Approvers get the full context via email – including message transcripts – and can approve/deny without jumping between apps.

Who this helps: Operations teams managing suppliers, freelance-heavy companies dealing with contractor requests, anyone drowning in SMS-based inquiries.

Why This Isn’t Just Another Zap

Most Zapier integrations just shuffle data. This one actually changes how decisions happen:

• No license juggling: Approvers only need ApproveThis access – no extra WizCaller seats. Perfect for involving clients or external partners.
• Decisions follow the sun: If your approver’s on vacation, ApproveThis auto-reassigns to their backup. No more “out of office” black holes.

Example: A manufacturing company uses WizCaller to handle urgent parts orders via phone. Their ApproveThis workflow routes requests to the plant manager on duty – automatically adjusting for shift changes and PTO.

Setting This Up Without Losing Your Mind

Connect WizCaller to ApproveThis in three steps even your least techy manager can handle:

1. In Zapier, set WizCaller’s trigger (new call/message/call ended)
2. Map the call details to ApproveThis’ request form (caller ID → customer field, duration → custom metric)
3. Activate the Zap. Done.

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-priority calls. Like if a client’s lifetime value crosses a threshold, escalate to senior staff immediately.

Department-Specific Wins

Sales Teams: Close Faster or Lose Faster

When a big prospect calls, ApproveThis can:

• Route discount approvals to sales directors during the call
• Auto-approve deals under $5K based on rep performance
• Require legal sign-off for custom contract terms discussed

Support Teams: Empower Without Free Reign

Frontline agents get to:

• Offer account credits if manager approval comes through fast enough
• Escalate angry calls to supervisors who’ve already reviewed the case

Operations: Stop Being the Bottleneck

Procurement and logistics teams use the integration to:

• Approve emergency supplier requests via call summaries
• Require multi-department sign-offs for high-cost expedited shipping

The Bottom Line (Because Time Is Money)

Every minute someone spends chasing down an approval for a phone request is a minute they’re not handling the next call. Or worse – a minute the customer spends waiting, getting angrier.

ApproveThis + WizCaller via Zapier isn’t about cool tech. It’s about fixing the invisible costs of “how we’ve always done it.” Less hold music. Fewer callbacks. More closed deals.

Get started with a free trial or book a demo to see how fast approvals can happen when your phone system and workflows actually talk to each other.

FAQs From People Who Hate Reading Docs

Q: Do approvers need WizCaller access?
A: Nope. They approve/reject via email or ApproveThis dashboard. No extra licenses.

Q: What if two approvers disagree?
A: Set approval groups in ApproveThis to require consensus or override rules. Your call.

Q: Can we auto-approve routine requests?
A: Yep. Use approval thresholds – like auto-okaying shipping upgrades under $200.