When SMS Meets Approval Workflows: No More Playing Phone Tag
Let's cut to the chase: approvals suck when you're chasing people through Slack, email, and carrier pigeons. Now imagine this - your team gets SMS alerts for urgent requests, customers trigger approval workflows by texting your business line, and every decision automatically updates your systems. That's what happens when you connect ApproveThis and Smstools using Zapier.
Smstools isn't just another messaging platform. It's your direct line to customers via SMS, WhatsApp, and voice. Pair it with ApproveThis's approval automation, and you've got a system where:
- Field teams get instant SMS alerts for must-sign documents
- Customer service escalations happen via WhatsApp with one-tap approvals
- High-risk transactions auto-trigger SMS-based authorization flows
We'll show you exactly how mid-sized companies use this combo to slash approval times by 60% (yes, really) without hiring more admins.
3 Ways This Integration Actually Fixes Real Problems
Most "integration guides" read like software manuals. Let's talk brass tacks instead.
1. Kill the CC: All-Hands Approvals via SMS
Scenario: Your warehouse manager needs same-day approval to expedite a shipment. Accounting's buried in emails, procurement's in meetings. With ApproveThis + Smstools:
1. Warehouse submits request in ApproveThis
2. Zapier triggers SMS alerts to all approvers via Smstools
3. Approvers click secure link in SMS, review on mobile
4. First "yes" auto-approves (based on thresholds)
5. Warehouse gets green light before the carrier leaves
Who cares? Logistics teams at 3PL companies, manufacturing plants, anyone moving physical goods under tight deadlines.
2. Turn Customer Texts into Trackable Tickets
Scenario: A VIP client texts "APPROVE $25K OVERBUDGET" to your sales number. Instead of forwarding screenshots:
1. Smstools detects keyword "APPROVE" in inbound SMS
2. Zapier creates ApproveThis request with message transcript
3. CFO gets WhatsApp alert with one-tap approve/deny
4. Sales auto-receives "Client Approved" SMS
Who cares? Account managers in agencies, consultancies, or any biz where clients demand text-based comms.
3. Audit-Proof Compliance Without the Paperwork
Scenario: Your pharma company needs documented approvals for every sample shipment. Email chains = compliance nightmares.
1. Reps submit sample requests via ApproveThis form
2. Legal/compliance teams get SMS with embedded approval link
3. All approvals logged with timestamps, comments
4. Denied requests auto-send templated SMS via Smstools
Who cares? Healthcare, legal, and finance teams where paper trails aren't optional.
Why This Isn't Just "Notifications 2.0"
Any app can blast SMS alerts. The magic happens when you combine ApproveThis's routing logic with Smstools' reach:
Approval Thresholds Meet Mass Notifications:
Auto-approve small expenses if 2/3 managers OK via SMS. Escalate big spends to VPs with WhatsApp voice memos.
Calculated Fields = Smarter Messages:
Approval SMS auto-include dynamic data like "Approve $4,200 PO for 50x Server Racks?" instead of generic alerts.
No More Approval Black Holes:
If approvers ignore SMS, ApproveThis auto-reassigns based on vacation calendars. No more "Sorry, I was OOO" excuses.
Bonus: Approvers don't need Smstools logins. Send SMS to contractors, clients, even your CEO's personal number (we won't tell).
Setup That Actually Takes 8 Minutes (We Timed It)
Forget "contact our solutions team" BS. Here's how to connect ApproveThis + Smstools:
1. Create a Zapier account (free tier works)
2. In ApproveThis, make your approval template
- Pro tip: Enable SMS approval in settings
3. In Zapier, choose Smstools trigger:
- "New Inbound Message" or "New Contact"
4. Add ApproveThis action: "Create Request"
5. Test by texting your Smstools number
Common setups we see:
- Sales teams: WhatsApp approvals → CRM updates
- HR: SMS offer letter sign-offs → BambooHR triggers
- Legal: Voice call transcripts → contract approval flows
When to Use This vs. "Just Send an Email"
Look, not every approval needs SMS. Use this combo when:
Time kills deals: Sales contracts, shipment changes, event rentals
Approvers are mobile: Execs on planes, field inspectors, retail managers
Compliance is non-negotiable: Medical orders, legal holds, financial audits
Pro tip: Use ApproveThis's email fallback. If SMS isn't answered in 2hrs, escalate to email. Cover all bases.
Real Results (Without the Marketing Fluff)
We don't publish client names, but here's anonymized data:
HVAC Parts Distributor:
- 43 avg daily approvals (purchase orders)
- Old process: 22hr avg response
- After SMS integration: 4.7hr avg
How? Techs approved orders between service calls via SMS.
Digital Agency:
- 120+ client content approvals/month
- Reduced "lost" approvals by 78%
How? Clients approve via WhatsApp, auto-logged in Asana.
Moral? It's not about fancy tech. It's about meeting approvers where they already are.
Your Move: Approval Processes That Don't Blow
Let's be real - if your approvals still live in email threads, you're leaving money on the table. Every hour saved on chasing down signatures is an hour your team can actually work.
ApproveThis + Smstools works because it's:
Simple: Approvers don't need another app
Fast: Decisions happen where communication already does (your phone)
Auditable: Every touchpoint logged, even if it started with a WhatsApp voice note
Ready to stop herding cats?
Get Started with ApproveThis (free 14-day trial)
Or book a 12-minute demo to see SMS approvals live.
P.S. If you forward this article to your ops manager via SMS, you're already getting the idea.
Integrate with Smstools 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.
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Best Approval Workflows for Smstools
Suggested workflows (and their Zapier components) for Smstools
Create approval requests for new inbound messages
When a new inbound message is received on Smstools, this integration creates an approval request in ApproveThis to validate the communication. It streamlines decision-making by ensuring messages that require approval are processed promptly. *Note: Configure additional filters if only specific messages require approval.*
Zapier Components

Trigger
New Inbound Message
Triggers when a new inbound message was received.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send SMS notifications for new approval requests
When a new approval request is initiated in ApproveThis, this integration sends an SMS via Smstools to notify stakeholders promptly. It ensures that teams are alerted to pending approvals and can act quickly. *Note: Customize SMS content to include key approval details.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Send SMS
Send a SMS or Whatsapp message.
Add contacts for completed approvals
After an approval request is approved or denied in ApproveThis, this automation adds a new contact in Smstools for follow-up communication. It helps maintain up-to-date customer records based on decision outcomes. *Note: Verify contact details mapping before activation.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Add Contact
Add a contact to a contact list.
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