ApproveThis manages your OneCloud Integration approvals.

Why This Integration Matters

When communication meets action, businesses win. OneCloud's robust call/SMS capabilities combined with ApproveThis' structured approval system create a powerhouse for teams tired of chasing down decisions. This isn't about replacing tools – it's about connecting them in ways that eliminate bottlenecks.

What Each Platform Brings

OneCloud handles real-time communications: calls, SMS, and team coordination through a unified interface. ApproveThis brings order to chaos with customizable approval chains, automated reminders, and audit trails. Together via Zapier, they enable scenarios like automatically converting critical calls into trackable approval requests or sending SMS alerts the moment approvals are needed.

Real-World Use Cases That Deliver ROI

Customer Support Escalations Made Smarter

Field service companies using OneCloud for dispatch calls can automatically create repair approval requests in ApproveThis when technicians identify issues requiring client sign-off. The integration ensures:

• Zero manual data entry between systems
• Automatic SMS alerts to project managers

Example: A plumbing contractor's team member finishes a diagnostic call. OneCloud logs the call details, which triggers an ApproveThis workflow requiring both the office manager and client approval before ordering expensive parts.

Procurement Teams Cut Through the Noise

Teams handling vendor negotiations via OneCloud calls can set up automatic approval chains based on deal size. ApproveThis' calculated fields determine whether requests need director-level review or can auto-approve using predefined thresholds.

How it works: A procurement specialist wraps a supplier call in OneCloud. The integration pushes call notes and quoted pricing into an ApproveThis request. If the total exceeds $15k, it routes sequentially to department heads; under that amount, it auto-approves with SMS confirmation sent via OneCloud.

Client Services Teams Stay Proactive

Agencies using OneCloud for client check-in calls can trigger approval workflows for scope changes immediately after hanging up. ApproveThis handles internal creative director sign-offs, then automatically notifies clients via OneCloud SMS once approved.

Key benefit: Clients only receive final requests – no back-and-forth calls about pending internal approvals.

Setup Made Simple

Connect the platforms in under 15 minutes:

1. Create a Zapier account (if needed)
2. In Zapier, set OneCloud's "Call Ended" trigger
3. Map call data to ApproveThis' "Create Request" action
4. Test with a sample call

For SMS notifications when approvals are ready, add a second Zap using ApproveThis' "New Request" trigger to activate OneCloud's SMS action.

Team-Specific Advantages

For Operations Leaders

Cut approval cycle times by 40%+ by removing manual follow-ups. Vacation delegation in ApproveThis ensures nobody becomes a bottleneck – critical for teams using OneCloud to handle time-sensitive client communications.

For Finance Teams

Approval thresholds auto-approve routine expenses while flagging exceptions. Real-time dashboards show pending requests tied to specific OneCloud call logs, simplifying month-end reconciliations.

For External Collaborators

Clients approve requests via email without needing OneCloud access. Approval groups allow parallel sign-offs from both internal stakeholders and external partners through a single workflow.

Why This Combo Works Where Others Fail

Generic approval tools lack OneCloud's communication depth. Most CRMs can't handle multi-step approvals with conditional logic. Together, these platforms cover the full cycle:

Communication → Documentation → Decision → Action

The integration shines in industries like construction, consulting, and field services where decisions often start with phone conversations and require rapid formalization.

Beyond Basic Automation

ApproveThis adds unique value through:

• Calculated fields: Auto-determine approval paths based on call duration, quoted amounts, or other variables pulled from OneCloud data
• Escalation rules: Bypass unresponsive approvers after set periods, keeping projects moving

Getting Started

Ready to transform how your team handles approvals?

Start your ApproveThis trial or explore OneCloud's plans. For integration help, schedule a custom demo showing real-world scenarios from your industry.

Final Tip

Start with one high-impact workflow – like post-call project change approvals – before expanding to other use cases. Measure time savings over 30 days, then scale what works.