ApproveThis manages your RingCentral Integration approvals.

When Approval Processes Meet Enterprise Communication

Let’s cut through the noise: approval bottlenecks cost mid-sized companies an average of 12 working days per employee annually. That’s 12 days spent chasing signatures, explaining context through endless emails, and playing phone tag with decision-makers. Now imagine if your team could handle approvals as seamlessly as they answer client calls.

That’s exactly what happens when you connect ApproveThis (structured approval workflows) with RingCentral (enterprise-grade communication) via Zapier. We’re talking real-time triggers between phone calls, SMS, faxes, and critical business approvals – without requiring your approvers to learn new software.

Why This Combo Works for 50-5,000 Employee Companies

RingCentral handles the communication layer – voice, SMS, video, fax. ApproveThis handles the decision layer – routing, tracking, enforcing approval rules. Together, they solve two universal problems:

• Problem: Approval requests get lost in email/SMS threads
• Solution: Turn every relevant call, message, or fax into a tracked approval ticket

• Problem: Decision-makers delay approvals because they lack context
• Solution: Auto-attach call recordings/transcripts to approval requests

Five Real-World Use Cases (No Theory, Just Execution)

1. Client SMS/MMS → Legal Approval Workflow

The Scenario: Your sales team just received an SMS from a major client requesting contract changes. Normally, this would trigger a week of forwarding screenshots and waiting for legal.

The Fix: When RingCentral gets the SMS, Zapier automatically creates an ApproveThis request with the message content, sender info, and any attachments. Legal gets an email with one-click approve/reject buttons – no need to access RingCentral.

Who Uses This: Insurance agencies approving claim updates, healthcare providers handling patient requests, logistics companies authorizing delivery changes.

2. Post-Call Action Items → Manager Approval

The Scenario: After a support call, your team needs approval to issue a refund beyond their limit. Currently, they send Slack pings that get buried.

The Fix: When a RingCentral call ends, Zapier triggers an ApproveThis request with the call recording, transcript, and pre-filled refund amount. Managers approve directly from their inbox in 15 seconds.

Secret Weapon: ApproveThis’ calculated fields auto-flag requests exceeding $X, sending them straight to senior managers.

3. Faxed Contracts → Multi-Step Legal Review

The Scenario: Vendors fax signed contracts to your RingCentral line. These need reviews by legal, security, and department heads – a classic multi-team bottleneck.

The Fix: Every inbound fax becomes an ApproveThis request routed sequentially: legal first (check clauses), security next (data compliance), then department leads (budget sign-off).

Bonus: Use ApproveThis’ vacation delegation so approvals never stall when someone’s OOO.

4. Call Transcripts → Compliance Audits Made Less Painful

The Scenario: Your compliance team needs to review 5% of sales calls but manually hunting through RingCentral recordings takes hours weekly.

The Fix: When RingCentral’s RingSense AI generates a call transcript, Zapier creates an ApproveThis task for compliance leads. Approved transcripts get auto-tagged in RingCentral; denied ones escalate for full review.

Real Impact: A 500-employee financial services firm reduced compliance review time by 70% using this exact workflow.

5. Approved Vendor Requests → Instant Contact Sync

The Scenario: Procurement approves a new vendor, but manually adding their contact info to RingCentral leads to missed calls down the line.

The Fix: When ApproveThis greenlights a vendor request, Zapier auto-creates a RingCentral contact with all details. Sales teams immediately see updated info for outreach.

Setting This Up Without IT Involvement

Zapier’s pre-built templates make this a 12-minute setup:

1. Log into Zapier, choose “RingCentral + ApproveThis” template
2. Connect RingCentral (admin permissions required)
3. Connect ApproveThis (free trial works)
4. Test with a real SMS/call/fax → approval request flow

Pro Tip: Use ApproveThis’ conditional logic to route $50K+ contract approvals differently than $5K requests – no coding needed.

Department-Specific Wins

Sales Teams

Close deals faster by attaching RingCentral call recordings to discount approval requests. Regional directors approve/deny while boarding their next flight – no app login required.

HR Teams

New hire equipment requests come in via SMS? Auto-convert them into approval workflows with IT, facilities, and payroll checkpoints.

Operations Teams

When field technicians call about emergency repairs, auto-generate approval tickets with cost estimates. Approvers get the call transcript and amount – decision made in 2 minutes.

The Silent Killer of Productivity (And How We Fix It)

Approval delays aren’t about lazy employees – they’re about broken systems. When context is trapped in different apps (calls in RingCentral, requests in emails), decisions stall. This integration smashes those silos:

Example: A customer success manager needs approval to comp a service upgrade after a heated client call. Instead of summarizing the conversation in an email, they trigger an ApproveThis request that automatically includes:

• The full RingCentral call recording
• AI-generated transcript highlights
• Pre-filled comp details from your CRM (via another Zap)

The director approves via email, the comp is processed, and the client gets notified – all before the next Zoom call.

Why Your Finance Team Will Send You Flowers

ApproveThis’ approval thresholds mean routine requests auto-approve below $X, while big-ticket items route to the right approver. But here’s the kicker: when combined with RingCentral, even auto-approved requests log the related call/SMS data for audits.

Translation: Your team spends less time on petty cash approvals but has full visibility when that $50K contract gets signed over a conference call.

No, You Don’t Need More Software Licenses

Here’s the best part: approvers only need ApproveThis licenses if they’re creating requests. Everyone else (external partners, execs, clients) can approve/deny via email without accessing RingCentral or ApproveThis directly. This alone saves most companies $3,600/year in avoided SaaS seats.

How to Start Today (Without Being a Zapier Expert)

If you can forward an email, you can set this up:

• Step 1: Start an ApproveThis trial (2 mins)
• Step 2: Pick your RingCentral integration template (1 min)
• Step 3: Test with one workflow (e.g., post-call approvals)

Within 90 minutes, you’ll have your first automated approval flow live. After that, scaling to other departments is just copy-paste.

Bottom Line: Approval Requests Shouldn’t Be a Full-Time Job

Companies between 50-5,000 employees lose $287K/year on average to approval-related inefficiencies. That’s not just lost money – it’s burnt-out employees stuck doing busywork and clients annoyed by slow responses.

By connecting RingCentral (how your team communicates) with ApproveThis (how decisions get made), you’re not just automating workflows – you’re eliminating a core business frustration. And you’re doing it without forcing approvers to learn another platform.

Next Step: Book a 12-minute demo to see how other RingCentral users cut approval times by 65%.