ApproveThis manages your CINNOX Integration approvals.

When Approval Meets Action

Let’s cut through the corporate speak: approvals suck when they’re slow. But here’s the thing – they don’t have to. Combine ApproveThis’s approval automation with CINNOX’s customer engagement tools through Zapier, and you’ve got a system where decisions trigger actual business outcomes instead of gathering digital dust.

Why This Combo Works

CINNOX handles conversations – emails, chats, SMS, you name it. ApproveThis handles decisions. Connect them via Zapier, and you create a closed-loop system where customer interactions automatically kick off approvals, and approvals automatically trigger customer-facing actions. No more “I thought you were handling that” moments between teams.

Three Business Problems This Solves

Problem 1: Sales teams promising things that ops hasn’t approved yet.
Solution: Auto-create approval requests in ApproveThis when CINNOX detects high-value client enquiries.

Problem 2: Customers waiting days for simple yes/no answers.
Solution: Auto-send SMS updates via CINNOX the second an ApproveThis decision is made.

Problem 3: Service teams working with outdated client info.
Solution: Update CINNOX contact records automatically when ApproveThis finalizes contract approvals.

Real-World Use Cases That Don’t Suck

1. The Instant Deal Maker

Picture this: Your sales team gets a big-spending lead through CINNOX. Instead of scrambling through Slack to get pricing approved, ApproveThis automatically:

• Routes the discount request to regional sales director
• CCs legal if contract terms exceed standard
• Shoots back an SMS via CINNOX within 2 hours

Manufacturing companies use this to approve custom orders. Marketing agencies automate client campaign approvals. Everyone looks competent.

2. The Approval Status Translator

Your approvers aren’t all glued to their inboxes. So when ApproveThis gets a yes/no decision:

• Service teams get updated CINNOX records
• Field crews get SMS dispatch alerts
• Customers get auto-translated updates in their preferred language

Healthcare providers use this for patient consent workflows. Logistics companies approve shipment exceptions on the fly.

3. The Enquiry Firehose Manager

CINNOX catches incoming requests. ApproveThis sorts them:

High-value leads → immediate exec approval
Standard queries → auto-approved templates
Complicated asks → multi-department review

IT teams handle access requests this way. Hospitality chains manage group booking approvals.

Setting This Up Without Losing Your Mind

Connect via Zapier in three steps:

1. Create triggers for either new CINNOX enquiries or ApproveThis decisions
2. Map key data points (lead value → approval tier, decision → SMS template)
3. Test with a $100 deal before approving $100k contracts

Pro tip: Use ApproveThis’s calculated fields to auto-route requests based on CINNOX enquiry values. No coding – just “If lead score > X, send to VP”.

Who Actually Benefits

Sales Teams

Stop being the bottleneck. When CINNOX flags a hot lead, ApproveThis:

- Auto-approves standard discounts
- Routes special terms to legal
- Notifies sales ops via SMS when ready

Customer Service

No more “Let me check with my manager” holds. Approved responses get sent instantly through CINNOX. Denied requests auto-schedule follow-ups.

Operations

Custom approval thresholds mean:
- Under $1k? Auto-approved
- $1k-$5k? Department head
- $5k+? CFO gets an SMS via CINNOX

External Partners

Here’s the kicker: Clients or vendors can approve stuff through ApproveThis without needing CINNOX licenses. They get email/SMS links, click approve, and your team gets updated CINNOX records. No guest accounts. No security nightmares.

Features You’ll Actually Use

Beyond basic approvals:

Vacation Delegation: Approvers OOO? Requests auto-reassign – no broken chains.
Conditional Logic: Route CINNOX enquiries differently based on product type/region.
Real-Time Tracking: See which approvals are stuck and nudge via CINNOX SMS.

Common Questions (Asked By Real People)

“What if approvers hate new tools?”
They approve via email or SMS. Zero learning curve.

“How technical does this get?”
If you can set up a Zoom meeting, you can build these Zaps.

“What’s the catch?”
You need CINNOX for comms and ApproveThis for approvals. That’s it.

Bottom Line

Approvals aren’t the fun part of business. But slow approvals kill deals, frustrate customers, and make everyone look bad. Connecting ApproveThis and CINNOX turns decision-making from a bottleneck into a trigger for action.

Either keep doing approvals manually, or set up a 15-minute demo to see how companies your size are getting 80% faster approvals without hiring more middle managers.