Skip to content
TextIt Integration

ApproveThis manages your TextIt Integration approvals.

April 17, 2025

Integration Category: Phone

When Approval Workflows Meet Two-Way Communication

Let's be real - most approval processes suck. Someone's stuck chasing down signatures while urgent requests collect dust in inboxes. Meanwhile, your field team blows up the operations manager's phone because nobody told them their equipment request got denied. This isn't workflow management - it's adult babysitting.

Here's where things get interesting. ApproveThis handles the decision-making bureaucracy while TextIt manages the real-world conversations. Connect them through Zapier, and you've got a system where approvals trigger immediate actions and field interactions automatically kick off review processes. We're talking about eliminating the back-and-forth that bogs down companies with 50-5,000 employees.

Why This Combo Works (When Other Tools Don't)

Most approval software assumes everyone lives in email. TextIt integrations usually handle one-way notifications. Together? They cover the full cycle:

  • No app hopping: Approvers don't need TextIt logins - they click approve/reject in email
  • No communication gaps: Denied requests automatically trigger SMS explanations

Take a construction company we worked with. Their project managers used to waste 15 hours/week explaining why change orders got rejected. Now when they deny a request in ApproveThis, TextIt automatically texts the contractor: "Denied - missing safety cert. Resubmit with doc#12A." Zero follow-up calls.

Real-World Use Cases That Don't Sound Like BS

1. Instant Field Updates for Operations Teams

Here's how a beverage distributor uses the integration:

Driver texts "Need 50 extra kegs for Account #1234" → TextIt flow starts → ApproveThis creates approval request → Sales director approves via email → TextIt automatically texts driver "Approved - delivering to dock B at 3PM"

Before this? Drivers would park illegally waiting for calls back. Now dispatchers save 2 hours/day on check-in calls.

2. HR That Doesn't Ghost Candidates

A healthcare recruiter's nightmare: Approved job offers that candidates never accept because someone forgot to send the paperwork. Their fix:

Offer letter approved in ApproveThis → TextIt starts enrollment flow → Candidate gets SMS with DocuSign link + benefits FAQ bot

Time-to-hire dropped 40%. HR actually likes their jobs now.

3. Finance Teams That Prevent Budget Surprises

A manufacturing CFO's hack for purchase requests:

TextIt survey asks "Is this urgent?" → "Yes" responses create ApproveThis requests with high-priority tags → Controller approves/denies via email → Denials auto-text: "Not approved. Use vendor PO#33 for similar parts"

Cut unauthorized purchases by 62% last quarter. No angry supplier calls.

Setup That Doesn't Require an IT Degree

If you can make a spreadsheet, you can connect these tools. Here's the game plan:

  1. Create your TextIt flow (it's like a decision tree for messages)
  2. In Zapier, pick either:
    • Approval trigger: When ApproveThis approves/denies → Start TextIt flow
    • Field trigger: When TextIt gets specific responses → Create approval request
  3. Test with real scenarios (pro tip: use "urgent" in test messages to find delays)

Key thing: ApproveThis doesn't require approvers to have TextIt access. Your warehouse manager approves purchase orders via email while TextIt handles vendor SMS. No extra logins, no confused approvers.

Features You'll Actually Use (No Bloatware Here)

For the Control Freaks

Approval thresholds auto-approve small expenses but escalate big spends. TextIt can message different approvers based on amount: "Need your OK on $15k shipment → [Approve] [Deny]".

For Teams That Hate Micromanaging

Vacation delegation automatically reassigns approvals. Combined with TextIt, it texts the backup: "You're covering procurement approvals until 8/5 - replies go to John now."

For Data Nerds

Calculated fields in ApproveThis determine approval paths while TextIt captures field data. Example: A delivery company calculates overtime eligibility in ApproveThis while TextIt collects driver hours via SMS.

Why This Beats "Better Communication" Platitudes

Generic tools promise collaboration. This combo forces accountability:

Problem: Marketing needs legal to review SMS campaigns
Old way: Slack pings get ignored → Missed deadlines
Fix: TextIt submits copy → ApproveThis routes to legal → Denials include specific compliance notes → TextIt updates campaign status

Actual result: Legal reviews 2x faster knowing denials require documented reasons.

When to Steal These Ideas

If you answer "yes" to any of these:

  • Do field teams make decisions that need oversight?
  • Are approvals bottlenecked by one person's inbox?
  • Does your audit trail look like a game of telephone?

Example: A franchise uses TextIt for manager shift swaps. ApproveThis automatically checks labor budgets. Over 50 hours? Triggers district manager approval via SMS. Saved $220k last year in overtime.

Getting Started Without the Sales Circus

Free trial tip: Map one process where approvals cause communication breakdowns. Think:

- What info do approvers need to decide?
- Who needs to know the decision immediately?
- What's the "oh crap" scenario if this gets delayed?

Set up that single Zapier integration first. Most teams see results in <48 hours.

Start your ApproveThis trial or book a 15-minute demo showing your specific use case. Pro tip: Have your TextIt account open during the demo - we'll build your first integration live.

Final Reality Check

This isn't magic. You still need clear approval policies. But removing the communication friction? That's where teams save 11+ hours/week. Less herding cats, more actual work.

Coolest part? Approvers don't need another app. They click email links while TextIt handles the field comms. Even your least techy vendor can follow SMS instructions.

🥳

Integrate with TextIt 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.

Learn More

Best Approval Workflows for TextIt

Suggested workflows (and their Zapier components) for TextIt

Start TextIt flows for approved or denied requests in ApproveThis

Manage communication flows efficiently by automatically starting TextIt flows once a request in ApproveThis is approved or denied. This integration ensures timely notifications or actions based on approval decisions, streamlining your response process.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

TextIt Logo

Action

Start Flow

Starts one or more contacts in a specified flow, creating a new contact for any unrecognized numbers.

Create new approval requests in ApproveThis for new TextIt flow events

Ensure all communication processes receive necessary approvals by creating a new ApproveThis request whenever a new flow event occurs in TextIt. This automation keeps your workflow aligned with established policies.

Zapier Components

TextIt Logo

Trigger

New Flow Event

Triggers when there is a new Flow Event.

Action

Create Request

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