ApproveThis manages your TxtSquad Integration approvals.

When Approval Workflows Meet Real-Time Communication

Modern businesses face two critical challenges: making decisions faster and keeping stakeholders informed. ApproveThis solves the first problem with automated approval workflows that eliminate bottlenecks. TxtSquad tackles the second by enabling real-time SMS communications. Together, they create a closed-loop system where approvals trigger instant updates and incoming messages kickstart decision processes.

This integration isn’t just about connecting tools – it’s about aligning teams. Marketing gets campaign copy approved before deadlines. Operations greenlights urgent purchases without waiting for email responses. Customer support escalates critical issues via text while automatically routing them for managerial review. The result? Decisions happen at the speed of business.

How It Works: Approval Automation Meets SMS Engagement

Through Zapier, ApproveThis and TxtSquad exchange data in both directions:

• Inbound: Text messages received in TxtSquad can automatically create approval requests
• Outbound: Approval decisions in ApproveThis trigger SMS updates through TxtSquad

What makes this powerful is the license flexibility. External partners receiving SMS updates from TxtSquad don’t need ApproveThis licenses. Clients approving requests via text don’t require access to your internal systems. This makes cross-company collaboration frictionless.

Real-World Use Cases Across Industries

1. Field Service Management

A plumbing company uses TxtSquad to receive emergency requests via text. When a customer texts “BURST PIPE – NEED HELP NOW”, the integration:

1. Creates an ApproveThis request with job details
2. Routes to dispatch manager via SMS
3. Auto-approves if under $500 using approval thresholds
4. Sends technician details via TxtSquad within 90 seconds

Approval Groups ensure multiple managers review high-cost emergencies while Calculated Fields automatically estimate repair costs based on message keywords.

2. Healthcare Patient Communications

A medical clinic combines both platforms to handle prescription renewals:

1. Patients text renewal requests to TxtSquad number
2. ApproveThis creates case files with embedded EHR data
3. Doctors approve via email/SMS during rounds
4. TxtSquad automatically notifies pharmacy and patient

Vacation Delegation automatically reassigns approvals when doctors are off-duty, preventing treatment delays.

3. Retail Inventory Management

A regional retail chain automates stock reorders:

1. Store managers text “URGENT: NEED 50 UNITS A356”
2. ApproveThis routes to district manager + finance team
3. Auto-approves if under pre-set budget limits
4. TxtSquad confirms order with manager and warehouse

Real-Time Tracking gives visibility into which locations frequently hit approval limits, informing better inventory planning.

Setup Guide: Connect in 15 Minutes

Configuring the integration requires three steps in Zapier:

1. Trigger: Choose either TxtSquad’s “New Incoming Message” or ApproveThis’ “Request Approved/Denied”
2. Action: Select the corresponding action in the other platform (Create Request or Send Message)
3. Map Fields: Connect message content to approval fields or decision outcomes to SMS templates

Pro Tip: Use ApproveThis’ Conditional Logic to:

• Route high-priority keywords (“URGENT”, “OVERBUDGET”) to specific approvers
• Attach automated escalation rules for messages containing dollar amounts

Team-Specific Benefits

For Executives

Get SMS alerts for board-level approvals without app logins. Vacation Delegation ensures continuous decision-making during travel. Real-Time Tracking provides audit trails for compliance.

For Operations Teams

Auto-approve routine maintenance requests under $1K via text. Receive equipment failure alerts via TxtSquad that automatically create repair approval workflows. Use Calculated Fields to estimate downtime costs during escalation.

For Customer-Facing Teams

Turn client texts into contract approval requests. Send SMS updates when proposals get approved. Use Approval Thresholds to auto-approve standard discounts via text.

Why This Combination Works

Traditional approval systems create communication black holes. Employees wonder where requests stand. Clients get anxious waiting for answers. By pairing ApproveThis’ structured workflows with TxtSquad’s texting capabilities, you get:

Visibility

All stakeholders receive SMS updates at each approval stage – no more “Did you see my email?” follow-ups.

Speed

Managers approve requests directly from text notifications. Delays drop by 68% according to internal benchmarks.

Compliance

Every approval and SMS response is logged with timestamps. Audit reports show exactly who approved what and when.

Getting Started

To implement this integration:

1. Sign up for ApproveThis (14-day free trial)
2. Create your TxtSquad account
3. Connect both via Zapier using the triggers/actions outlined above

For complex workflows using Approval Groups or Calculated Fields, book a 1:1 demo with our integration specialists. They’ll help configure conditional logic that matches your approval policies.

Final Thoughts

In today’s mobile-first world, approvals shouldn’t be trapped in inboxes or web portals. By combining ApproveThis’ workflow automation with TxtSquad’s texting capabilities, you enable decisions to happen wherever your team works best – whether that’s at their desk or on the jobsite.

The integration shines in scenarios requiring rapid response times and cross-organization collaboration. External vendors can text purchase order requests that route through multi-level approvals. Field technicians get SMS alerts when equipment repairs are approved. Marketing teams push last-minute campaign changes via text for instant sign-off.

Ready to eliminate approval delays? Start your free trial or schedule a custom demo to see how it works with your existing TxtSquad workflows.