ApproveThis manages your IsOn24 AI Voice Assistant Integration approvals.

When Your Phone System Grows Up

Let's be real - most companies treat approvals like a game of telephone. Someone makes a request, it gets lost in Slack, three managers argue about budgets, and the client wonders why you haven't emailed back. Enter IsOn24's AI voice assistant handling calls and appointments, paired with ApproveThis' no-bullshit approval automation. Together, they're like giving your operations team a double espresso shot.

IsOn24 answers calls, books appointments, and messages customers while ApproveThis automatically routes every decision to the right person. Connect them through Zapier, and you've got a system where customer interactions trigger approvals, and approvals trigger actions - without anyone chasing down signatures.

Why This Combo Doesn't Suck

Most approval tools make you choose between flexibility and control. ApproveThis gives you both, and IsOn24 handles the messy human interactions. Here's why mid-sized companies care:

For the CFO Who Hates Surprises

IsOn24 books a $20K consultation? ApproveThis auto-flags it for finance review based on amount. Sales team promises custom terms? The AI assistant logs the call details, ApproveThis routes legal sign-off before the contract goes out. No more "Oh, I didn't know we agreed to that" moments.

For the Operations Manager Keeping Lights On

ApproveThis handles the approval circus (vacation coverage, multi-department sign-offs) while IsOn24 deals with appointment rescheduling floods. When a client calls to move a delivery date, IsOn24 captures the change request, ApproveThis pings warehouse and logistics teams in order - no CC-all email chains.

For the Sales Team Closing Deals Faster

Your AI assistant books a demo with a Fortune 500 company? ApproveThis auto-creates a deal desk approval with legal, security, and engineering review. While the prospect's still excited, everyone's already reviewing the proposal terms.

Real Sh*t You Can Automate Today

1. Appointment Roulette (But Actually Controlled)

Healthcare clinics using IsOn24: When a patient reschedules an MRI via call, ApproveThis automatically checks:

• Insurance approval status
• Radiologist availability
• Equipment maintenance schedule

No more overbooking scanners or billing disputes. The AI handles the conversation, ApproveThis handles the backend checks - patient gets confirmed only when all systems are go.

2. Escalate Without the Panic

Property management companies: Tenant calls IsOn24 about a leak. AI assistant logs urgency, ApproveThis routes to maintenance supervisor. If no response in 15 minutes, auto-escalates to on-call plumber AND updates tenant via SMS. No drowned server rooms because someone missed a Slack notification.

3. Approval receipts for compliance nerds

Financial advisors: IsOn24 schedules client portfolio reviews. ApproveThis requires compliance team sign-off on meeting notes before they're shared. Every approval/rejection is logged with timestamps and reasons - because the SEC doesn't care about your "busy inbox."

Setting This Up Without Losing Your Mind

Connect ApproveThis and IsOn24 in Zapier in three steps:

1. Trigger: Pick an IsOn24 event (new call, appointment change)
2. Action: Create ApproveThis request with dynamic data (call transcript, client ID)
3. Kick back: Approvers get emails/Slack alerts. They approve/deny without logging into IsOn24

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk requests. Example: If IsOn24 logs a client requesting same-day shipping, calculate extra costs and require CFO approval if over $500.

Why Your Team Won't Hate This

Sales Teams

They care about two things: closing deals and not doing paperwork. IsOn24 books meetings while they're selling. ApproveThis auto-routes contract approvals so deals don't stall. Plus, approvers don't need IsOn24 logins - just click "Approve" in email.

Customer Support

IsOn24 handles routine calls; ApproveThis ensures agents never promise something they can't deliver. Example: If a client requests a custom SLA, support mentions it to the AI assistant, which triggers an approval workflow before anyone commits.

Operations

ApproveThis' real-time dashboard shows all pending decisions tied to IsOn24 interactions. No more spreadsheets. Vacation delegation means no bottlenecks when managers are OOO.

The Silent Killer Feature

ApproveThis doesn't require approvers to have IsOn24 licenses. Your client's legal team can approve contract changes without getting added to your phone system. Vendors can confirm shipment dates without another SaaS login. This alone saves most companies 15+ hours/month herding external approvers.

When Not to Use This

If your approval process is "the CEO decides everything while golfing," keep doing that. But if you have:

• Multiple departments touching decisions
• Compliance/audit requirements
• Clients or vendors needing input

...then letting IsOn24 handle comms and ApproveThis handle approvals via Zapier is like hiring an operations coordinator who doesn't take vacations.

Cool, How Do We Start?

1. Grab an ApproveThis trial (takes 4 minutes)
2. Connect to IsOn24 via Zapier using the templates above
3. Set up your first workflow: Start with appointment change approvals
4. Watch how many fewer "Did anyone approve this?!" panics you have

Or, book a 12-minute demo where we'll show how a plumbing company cut approval delays by 70% using these two tools. No sales jargon - just the stuff that actually works.