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SMSEagle Integration

ApproveThis manages your SMSEagle Integration approvals.

April 17, 2025

Integration Category: Phone

Why Approval Automation Matters for SMS Operations

Businesses using SMS for critical communications face a paradox: text messages need to be fast, but approvals require deliberation. SMSEagle's hardware-based SMS gateway delivers reliability, while ApproveThis adds structured decision-making to prevent costly mistakes. Together through Zapier, they create an audit-ready system where speed doesn't compromise control.

Key Integration Benefits

This integration solves three operational challenges:

  • Reduced Response Time: Field teams get SMS approvals in 2 clicks via email
  • Compliance Automation: Enforce approval rules before high-stakes SMS get sent
  • Cross-Team Visibility: Track SMS-related decisions alongside other workflows in ApproveThis

Real-World Impact by Industry

Healthcare: A clinic chain automates patient appointment reminders via SMS but requires nurse supervisor approval for last-minute rescheduling requests. ApproveThis routes these SMS replies to the right manager, who approves directly from their inbox.

Construction: When emergency equipment rentals trigger SMS purchase orders, project leads approve costs via mobile without needing access to the procurement team's SMSEagle dashboard.

Core Use Cases Explained

1. SMS Receiving & Triaging

SMSEagle's "New SMS" trigger starts ApproveThis workflows when specific keywords or numbers message in. Example: A logistics company uses this to handle delivery change requests via SMS. Warehouse managers approve reroutes through ApproveThis, which then updates their TMS automatically.

2. Approval-Triggered SMS Notifications

When ApproveThis detects a completed purchase request approval, SMSEagle sends payment links via SMS to vendors. Finance teams set approval thresholds - under $5K auto-sends PO SMS, over $5K requires CFO email approval first.

Implementation Guide

Step 1: Create a Zapier account if you don't have one

Step 2: Connect SMSEagle using API credentials from your device's admin panel

Step 3: Connect ApproveThis via OAuth using your existing account

Step 4: Build your first Zap: Choose SMSEagle trigger → Format data → ApproveThis action

Pro Tip: Use ApproveThis' calculated fields to auto-flag SMS containing specific dollar amounts for special approval chains.

Team-Specific Advantages

Customer Support

Agents escalate VIP SMS complaints via ApproveThis, automatically notifying managers via SMS using SMSEagle. Approval times drop from hours to minutes with mobile-optimized forms.

Field Operations

Technicians text parts requests that auto-create ApproveThis tickets. Warehouse staff approve via email, triggering SMSEagle SMS confirmations to both teams. No app logins required for approvers.

Finance

AP teams auto-convert approved invoice SMS into PDF attachments in their ERP. SMSEagle's delivery receipts prove vendors received payment notifications.

Critical Features in Play

ApproveThis' vacation delegation prevents SMS approval delays when managers are OOO. If an SMS request isn't approved in 4 hours, it escalates automatically. SMSEagle's delivery reports feed back into ApproveThis for compliance tracking.

Cost & Licensing Considerations

Since ApproveThis approvers only need email access, companies avoid buying SMSEagle licenses for occasional users. Field staff can approve SMS requests via email while office teams manage both systems' dashboards.

Getting Started

Start with a pilot: Connect SMSEagle to ApproveThis for one process like expense SMS approvals. Use conditional logic to route based on amount thresholds. Measure time saved versus manual methods, then expand to other workflows.

Start your ApproveThis trial or explore SMSEagle hardware to build your first integrated workflow. For technical questions, Zapier's documentation covers advanced setup scenarios.

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Integrate with SMSEagle Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for SMSEagle

Suggested workflows (and their Zapier components) for SMSEagle

Create approval requests for new SMS messages

When a new SMS is received, this automation creates an approval request in ApproveThis to verify if further action is needed. It streamlines the decision-making process for incoming messages. *Note: Ensure the SMS details match the approval criteria.*

Zapier Components

SMSEagle Logo

Trigger

New SMS

Triggers when a new SMS is received.

Action

Create Request

Creates a new request, probably with input from previous steps.

Queue SMS for sending on new approval requests

This automation queues SMS for sending through SMSEagle when a new approval request is initiated in ApproveThis. It ensures that notifications or follow-ups via SMS are promptly managed after an approval workflow starts. *Note: Customize the SMS content to match your communication strategy.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SMSEagle Logo

Action

Queue SMS for Sending

Queue SMS for sending to number or numbers.