ApproveThis manages your Telzio Integration approvals.

Phone Systems and Paperwork Shouldn’t Be Enemies

Let’s get real: your team uses Telzio because you’re done with clunky phone systems and missed calls. But here’s the problem – half the time, a customer call or voicemail kicks off a game of approval ping-pong between departments. Sales needs legal to review a contract clause. Support needs manager sign-off to issue a refund. Facilities has to get CFO approval to order new headsets.

That’s where ApproveThis comes in. We’re not another app that “transforms your workflow” – we just make sure the right people say “yes” or “no” faster. And when you connect us to Telzio through Zapier, you’re basically giving your phone system a direct line to decision-makers. No more lost follow-ups, zero “I thought YOU were handling that” moments.

Why This Combo Works (Besides Saving Your Sanity)

Telzio handles the conversations. ApproveThis handles the consequences. Together, they turn phone interactions into clear next steps. Here’s what that actually means:

For the CFO Who Hates Surprises

Every customer call that requires spending money – refunds, service upgrades, bulk orders – gets automatically flagged for approval based on amount. Your accounting team sleeps better knowing a $10K discount request can’t slip through because someone forgot to CC them.

For the Sales Team Closing Deals After Hours

When a prospect calls at 8 PM asking for custom terms, ApproveThis routes the request to whoever’s on-call. No waiting for morning standups. Deals move while the iron’s hot.

For Legal Teams Dodging Fire Drills

Any call requiring contract changes automatically generates an approval ticket with the recording attached. Lawyers review when they can – without sales reps breathing down their necks.

Real Uses for Real Companies (No Fluff)

1. Customer Support That Doesn’t Make Promises It Can’t Keep

Scenario: A frustrated customer calls about a defective product. Your agent knows they need to offer a replacement, but company policy requires manager approval for orders over $500.

The Fix: Telzio triggers an ApproveThis workflow the second the call ends. The request includes call duration, transcript highlights, and customer history. Managers approve/deny via email in 2 clicks. No back-and-forth emails. No escalations. And crucially – no agent ever has to say “Let me get back to you” again.

2. Sales Teams That Can Actually Close Deals

Scenario: Your AE gets a call from a client ready to upgrade – but they want custom SLAs. Normally, this means 3 days of internal meetings before giving the client an answer.

The Fix: The moment the call wraps up, ApproveThis pings legal and the VP of Sales with the recording and deal terms. Approval happens in sequence – legal first, then leadership. The entire process takes 4 hours instead of 72. The client thinks you’re magically efficient.

3. Facilities Teams That Keep Offices Running (Without the Headaches)

Scenario: Your office manager gets a voicemail from the HVAC company about urgent repairs. Getting budget approval takes 3 days, but the heatwave starts tomorrow.

The Fix: Telzio converts the voicemail to text, ApproveThis routes it to Facilities and Finance with a “Urgent: 24h Response Required” tag. Approvers get SMS alerts. The whole thing’s approved by lunch, and your team doesn’t work in a sauna.

Setting This Up Without Losing Your Mind

If you can forward an email, you can handle this. Here’s the playbook:

1. Connect Telzio to Zapier: Use Telzio’s Zapier integration (takes 3 minutes – we timed it).
2. Pick Your Trigger: New call? Voicemail? Specific phone number? Your call (pun intended).
3. Build the Approval Path: In ApproveThis, set who needs to sign off based on department, amount, or request type. Add conditional logic if you’re feeling fancy.
4. Test With Real Data: Make a test call, watch the approval ticket generate, then celebrate by deleting that ancient shared inbox.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag high-priority requests. Example: Any call from your top 10 clients gets expedited approvals.

Why Your Teams Will Actually Use This (Instead of Whining)

Customer Support

Agents stop playing messenger. They handle the call, kick off approvals, and focus on the next customer. Managers get context-rich requests instead of “Hey, can we do this?” Slack messages.

Sales Ops

Deal terms get reviewed faster. Legal doesn’t miss requests buried in email threads. And because ApproveThis tracks everything, you have an audit trail for compliance without the spreadsheet hell.

Finance

Automatic thresholds mean small expenses get auto-approved (goodbye, $5 reimbursement requests). Large spends get escalated immediately. No more budget surprises at quarter-end.

The Nerd Stuff You Actually Care About

ApproveThis plays nice with Telzio without making you buy extra seats. Your approvers don’t need a Telzio login – they just click “Approve” in their email. External partners? Add them as guests. No charge.

Key features that make this work:

• Email Approvals: Because nobody wants another app notification.
• Vacation Delegation: Approvals auto-reassign if someone’s OOO. No more “Waiting on Jim” when Jim’s on a beach.
• Real-Time Dashboards: See every pending request tied to a Telzio call. Filter by team, cost center, or approval stage.

Bottom Line: This Isn’t About Apps, It’s About Momentum

Every customer call is a chance to move faster than your competitors. But only if your team can actually act on those conversations. ApproveThis + Telzio via Zapier turns “I’ll need to check with…” into “Consider it done.”

You’re not building Rube Goldberg machine here. You’re cutting out the crap that slows deals, irritates customers, and burns out employees.

Next steps: Book a 12-minute demo (we’ll show the Telzio integration live) or start a free trial. Either way, your phone system’s about to become way more productive.