ApproveThis manages your Edgility Integration approvals.

When Approval Automation Meets SMS Communication

Business moves fast - but decisions often don't. While Edgility enables real-time SMS conversations with customers and teams, ApproveThis brings structure to the approval processes that frequently slow things down. Together through Zapier, these platforms create a complete system for handling time-sensitive requests, compliance-driven decisions, and customer interactions that require quick human judgment.

Why This Combination Works

Edgility specializes in high-volume SMS communication with built-in contact management, while ApproveThis adds layered approval logic to any business process. The integration bridges two critical gaps:

• Speed: Turn SMS inquiries into tracked approval requests in under 60 seconds
• Accountability: Maintain audit trails for decisions made via text message

Unlike basic notification tools, this integration handles multi-step approvals with conditional routing while keeping external participants (vendors, clients) out of your internal systems. Approvers only need email access - no additional software licenses required.

Real-World Use Cases

1. Field Service Approval Chains

A plumbing company receives an SMS from a technician requesting a $1,200 equipment rental. Edgility detects keywords like "approval needed" and triggers an ApproveThis workflow. The request routes sequentially to the dispatcher (approval threshold: $500), then the operations manager (threshold: $1,000+). Each receives email notifications with one-click approve/reject options. Once approved, Edgility automatically texts the technician and updates the job ticket.

2. Client-Driven Content Approvals

A marketing agency uses Edgility to receive client feedback via text. When a message contains "revision request", ApproveThis creates an approval task for the creative team lead. The request includes calculated fields showing remaining project hours vs. contract limits. If approved, the team receives an SMS via Edgility to begin revisions. If denied, the account manager gets an escalation alert.

3. Emergency Purchase Orders

A manufacturing plant's warehouse team texts "STOCKOUT ALERT" to Edgility when critical supplies run low. ApproveThis instantly creates a PO request with vendor details and escalates it to three department heads simultaneously. The first responder's decision (approved/denied) automatically triggers Edgility to text suppliers or notify procurement staff.

Key Integration Features

Beyond basic triggers, the Zapier connection enables:

Conditional SMS Routing: ApproveThis' calculated fields determine which approver group receives Edgility notifications based on request type or amount.

Compliance Safeguards: Automatic SMS confirmations via Edgility create timestamps for audit trails, while ApproveThis maintains full decision records.

Dynamic Escalation: If no approver responds within set timeframes (configured in ApproveThis), Edgility texts alternate contacts with priority alerts.

Setup Essentials

Connect the platforms in three steps:

1. Create a Zapier account
2. Set up your Edgility SMS workflows
3. Build approval templates in ApproveThis matching your SMS trigger scenarios

Critical configuration tips:

- Use Edgility's keyword filtering to prevent approval spam
- Set ApproveThis thresholds slightly below actual limits (e.g., $950 instead of $1,000) to allow buffer time
- Enable vacation delegation in ApproveThis to avoid SMS notification loops

Team-Specific Benefits

Operations Teams

Reduce equipment downtime by 42% (based on aggregate customer data) through SMS-initiated emergency approvals. Field crews text photos of damaged gear; ApproveThis routes requests with image attachments to maintenance supervisors.

Customer Support

Resolve tier-2 support issues faster by converting customer SMS complaints into approval requests for warranty exceptions or service credits. All interactions stay documented in both systems.

Sales Organizations

Enable reps to request discount approvals via text while with clients. ApproveThis uses calculated fields to show margin impact, then Edgility sends signed quotes via SMS upon approval.

Beyond Basic Approvals

The integration supports advanced scenarios through ApproveThis features like:

Multi-Language Approvals: Global teams receive SMS notifications in their native language while maintaining centralized English audit logs.

Auto-Approved Requests: Routine SMS submissions below set thresholds bypass human review but still trigger Edgility confirmation texts.

Signature Capture: Approvers can electronically sign documents via email, with completed forms sent via Edgility to all parties.

Making It Work For You

Start with one high-impact workflow:

1. Identify approval bottlenecks where SMS could accelerate decisions
2. Map out 2-3 required approval steps in ApproveThis
3. Configure Edgility to parse key SMS triggers (amounts, project codes, locations)

Most teams see ROI within 30 days through reduced decision latency and eliminated manual follow-ups.

Get Started Today

Every minute spent chasing approvals via email or Slack is revenue lost. The ApproveThis-Edgility integration through Zapier creates a closed-loop system for time-sensitive decisions - without overhauling existing processes.

Next steps:
- Register for ApproveThis (free 14-day trial)
- Explore Edgility's SMS capabilities
- Schedule an integration walkthrough with our workflow experts