ApproveThis manages your Reliable PBX Integration approvals.

Two Platforms, One Powerful Connection

Modern businesses thrive when communication meets action. Reliable PBX's VoIP phone system handles customer interactions, while ApproveThis turns decisions into measurable outcomes. Together through Zapier, they create closed-loop processes where every call, SMS, or approval automatically triggers the next business-critical action.

This integration eliminates manual handoffs between teams - customer service can escalate urgent requests through automated approvals, sales teams trigger follow-up calls after deal sign-offs, and operations automatically verifies critical communications. The result? Faster response times, reduced errors, and clear audit trails across voice/text-based workflows.

How They Complement Each Other

Reliable PBX's Communication Backbone

As a cloud-based phone system, Reliable PBX manages inbound/outbound calls, SMS messaging, and call logging. Its strength lies in connecting teams with customers and external partners through multiple channels.

ApproveThis' Decision Engine

ApproveThis adds structure to critical decisions - whether approving high-value callbacks, verifying SMS-based requests, or escalating unresolved issues. Features like multi-step approvals and automatic delegation ensure nothing falls through the cracks.

The Automation Bridge

Zapier connects these systems without coding. When a PBX event occurs (e.g., SMS received), ApproveThis launches an approval workflow. Conversely, approval outcomes (approved/denied) can trigger PBX actions like outbound calls or SMS alerts.

Real-World Workflows for Key Teams

Customer Support: Verified Escalations

A regional HVAC company uses Reliable PBX SMS approvals for after-hours emergencies. When customers text "URGENT", ApproveThis:

• Routes requests to on-call managers via email/SMS
• Auto-approves if no response within 15 minutes
• Triggers PBX callback to dispatch technicians

Since ApproveThis doesn't require technicians to have PBX logins, field crews receive dispatch calls directly on personal phones while managers track escalations centrally.

Sales Operations: Contract Acceleration

A cloud software vendor links proposal approvals to demo scheduling. When sales reps update CRM deals:

1. ApproveThis verifies discount thresholds
2. Upon approval, Reliable PBX texts clients demo access
3. Post-demo, PBX call logs trigger renewal approvals

This cut their sales cycle by 8 days by eliminating manual follow-ups.

Healthcare: Compliant Patient Outreach

A telehealth provider automates appointment reminders while staying HIPAA-compliant:

• PBX sends pre-visit SMS with ApproveThis link
• Patients confirm via email (no app login needed)
• Approvals update PBX to auto-call no-shows

Calculated fields in ApproveThis track confirmation rates, automatically flagging trends for staff reviews.

Implementation Made Simple

Core Integration Setup

Using Zapier, connect ApproveThis and Reliable PBX in under 20 minutes:

1. In Zapier, choose PBX triggers like "New SMS Received"
2. Map key data (caller ID, message content) to ApproveThis
3. Set approval rules (thresholds, approvers, deadlines)
4. Configure PBX actions for approval outcomes

Pro Tip: Use ApproveThis' Calculated Fields to auto-prioritize requests based on PBX data. For example, SMS containing "URGENT" could bypass lower-tier approvals.

Cross-Team Collaboration

ApproveThis shines when external partners are involved. Vendor approval workflows:

• Use PBX to collect supplier updates via SMS
• Route to internal procurement teams
• Approvers reply via email without PBX access
• PBX auto-calls suppliers with decisions

Vacation Delegation ensures seasonal vendors still get timely responses when staff is out.

Beyond Basic Approvals

Dynamic Call Routing

Link approval thresholds to PBX call handling. Example: Customer service escalations approved under $500 get routed to regional managers, while higher amounts trigger executive calls.

Audit-Ready Compliance

ApproveThis logs every decision with timestamps and comments, while PBX provides call recordings. During audits, match approval records to actual client communications in two clicks.

Scalable Client Portals

Service firms use ApproveThis as a lightweight client portal. When clients email approvals, PBX automatically updates project statuses and notifies teams via SMS.

Start Optimizing Today

Whether improving customer response times or streamlining internal decisions, combining ApproveThis and Reliable PBX turns communication into actionable workflows. Key advantages:

• No Extra Licenses: Approvers interact via email/SMS, not through PBX logins
• Multi-Channel Tracking: See approval status alongside call/SMS history
• Conditional Routing: Auto-escalate based on call duration, message content, or approval type

Ready to transform how your team handles critical decisions? Register for ApproveThis or explore Reliable PBX's VoIP solutions, then connect them via Zapier in minutes.