ApproveThis manages your OtterText Integration approvals.

Why These Two Platforms Are Actually Useful Together

Let’s cut through the noise – approvals suck. They’re the traffic jam of business operations. But what if you could make them less painful while actually improving customer communication? That’s where smashing ApproveThis and OtterText together via Zapier gets interesting.

ApproveThis handles the messy approval processes your teams hate. OtterText automates text-based customer interactions. Combined? You get a system where customer messages trigger instant approvals, and approved decisions automatically drive personalized follow-ups. No more chasing down sign-offs or letting customer inquiries rot in someone’s inbox.

The Nuts and Bolts (Without the Boring Parts)

Here’s how this combo works in the real world: When something happens in OtterText (like a form submission or customer message), Zapier tells ApproveThis to kick off an approval workflow. Once approved, OtterText automatically updates records or sends follow-ups. The magic happens in three areas:

• Speed: Reduces approval lag from days to hours
• Accuracy: Eliminates manual data entry between systems

Best part? Approvers don’t need OtterText licenses. Perfect for agencies working with clients or companies juggling multiple teams.

Real-World Use Cases That Don’t Make Us Want to Yawn

1. Form Submissions That Don’t Get Lost in the Shuffle

Scenario: A marketing agency uses OtterText forms for campaign opt-ins. Every submission creates an ApproveThis request to review the lead’s eligibility. Approved? OtterText automatically adds them to the campaign. Denied? Triggers a polite rejection text.

Who cares: Healthcare providers needing HIPAA-compliant vetting of patient inquiries, or manufacturers reviewing wholesale account applications.

2. Approval Status Updates That Don’t Require Mind Reading

Scenario: A sales team approves special pricing requests through ApproveThis. Once decided, OtterText immediately texts the customer with next steps. No more “Did you get my email?” follow-ups.

Who cares: Retailers handling inventory requests, service businesses managing appointment changes.

3. Customer Messages That Actually Get Reviewed

Scenario: A customer texts complaints to an OtterText number. ApproveThis routes these to support managers for escalation decisions. Approved issues get priority handling, others trigger standard responses.

Who cares: Financial services needing compliance checks on customer messages, logistics companies managing delivery exceptions.

Setting This Up Without Losing Your Mind

1. Create a Zapier account if you don’t have one
2. Connect your ApproveThis and OtterText accounts
3. Pick a trigger (like “Form Submitted” in OtterText)
4. Choose the corresponding action in ApproveThis (“Create Request”)
5. Test with real data – because guessing sucks

Total setup time: Less than 15 minutes for basic workflows. No coding required unless you count clicking buttons as programming.

Why Different Teams Will Stop Complaining (As Much)

Marketing Teams

Get campaign approvals unstuck. When a new lead comes through OtterText, ApproveThis routes it to the right stakeholder. Use approval thresholds to auto-approve low-risk requests and only escalate big decisions.

Sales Teams

Close deals faster by texting approved contracts or discounts directly through OtterText the moment they’re signed off. Calculated fields in ApproveThis can auto-approve standard discounts while flagging exceptions.

Operations Teams

Automate vendor onboarding – OtterText collects initial info, ApproveThis routes for compliance checks. Vacation delegation ensures approvals don’t die when someone’s out.

Customer Support

Route complex customer issues via ApproveThis before committing to resolutions in OtterText. Real-time tracking prevents “I thought you handled that” moments.

The Part Where We Tell You What to Do Next

If you’re still manually forwarding emails or worse – using paper forms – this integration is your exit ramp from crazy town. ApproveThis isn’t just another tool; it’s how you fix the approval bottlenecks OtterText can’t solve alone.

Try this today:
- Register for ApproveThis (free trial available)
- Book a 15-minute demo to see specific workflows for your industry

Pro tip: Start with one high-friction approval process. You’ll see results fast enough to justify the coffee you’ll spill while setting this up.