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TextP2P Integration

ApproveThis manages your TextP2P Integration approvals.

April 17, 2025

Integration Category: Phone

When Bureaucracy Meets Text Blasts

Let's be real – nobody gets excited about approval processes. But every company between 50-5,000 employees needs them. The trick is making those processes work harder without making your team work longer. That's where connecting ApproveThis (your approval sherpa) and TextP2P (your SMS muscle) through Zapier comes in.

TextP2P handles the talking – sending appointment reminders, promo blasts, shipping updates. ApproveThis handles the walking – getting signatures, budget sign-offs, compliance checks. Together, they turn "waiting for approval" from a bottleneck into an automated handoff. No more chasing down managers via Slack. No more forgotten follow-ups. Just decisions moving at the speed of text message.

Why This Combo Works for Growing Companies

Mid-market teams can't afford enterprise-level systems but need more firepower than basic tools. Consider:

  • No license headaches: Approvers only need ApproveThis access – critical when working with clients/vendors who don't have your TextP2P account
  • Real-time math: Auto-calculate discount approvals against customer LTV in ApproveThis before sending promo texts via TextP2P
  • Compliance armor: Audit trails for every approval that triggered a text blast (hello, TCPA regulations)

But let's get specific about actual use cases – because "streamlined workflows" sounds great until you need to approve 87 holiday promo variations by Friday.

Three Ways This Integration Actually Gets Used

1. Approval-to-List Building (Without the Spreadsheet)

The Scenario: Marketing wants to launch a VIP SMS campaign for top-tier clients. But Legal needs to approve each contact added to the list.

The Fix: Every new TextP2P list addition triggers an ApproveThis request. Legal reviews compliance docs attached to the request. Once approved, the contact gets added automatically. If denied? The request gets archived with notes.

Who Cares: Healthcare providers adding patients to appointment reminder lists. Financial services vetting high-risk clients. Any team where list-building has legal implications.

2. Unsubscribe Alerts That Actually Get Read

The Problem: When someone texts STOP to your campaign, you've got 24 hours to remove them. Letting this slip = fines. But who monitors this daily?

The Automation: TextP2P detects an unsubscribe → ApproveThis pings Compliance via email/Slack. They review → approve removal → system updates both platforms. All before your next coffee break.

Real-World Impact: A regional pharmacy chain reduced compliance tickets by 62% after automating TCPA opt-out handling. Their compliance team stopped playing whack-a-mole with spreadsheets.

3. Approval Notifications That Don't Suck

The Old Way: Employee submits PTO request → manager approves in HR system → employee gets email → manager follows up via text. Why the double work?

The Smarter Flow: Approval in ApproveThis automatically triggers a personalized TextP2P message: "Hey Dan – Your Aug 12-16 vacation is approved. Reminder to hand off client X updates before leaving."

Bonus Points: Use ApproveThis' calculated fields to auto-add remaining PTO balance to the text. Or set vacation delegation so alternate approvers get tapped if the manager's OOO.

Setting This Up Without Losing Your Mind

Zapier's the glue here, and setup takes under 20 minutes if you've used either platform before:

  1. Connect ApproveThis and TextP2P to your Zapier account
  2. Pick your trigger (e.g., "New Request" in ApproveThis)
  3. Map the data fields (e.g., pull customer phone # into TextP2P)
  4. Test with a real approval → text flow

Pro Tip: Start with the "Approval → Text Notification" zap. It's low-risk and immediately useful for any team waiting on decisions.

Which Teams Get the Most Mileage?

Marketing Operations

Stop begging for promo approvals. Set approval thresholds in ApproveThis – discounts under 10% auto-approve, over 10% alert the CMO. Approved deals auto-text your sales team. Denied ones trigger a revised request.

Field Services

Technician submits parts request → approved via ApproveThis → customer gets TextP2P update: "Your 2pm appointment is confirmed. $347 estimate approved per your policy." Add a payment link if needed.

HR & Compliance

New employee onboarding docs approved? Auto-text them the first-day details. Offboarding checklist approved? Send final paycheck info via SMS. All with built-in approval trails.

Wait – There's More (But We Won't Overhype It)

A few ApproveThis features that play nice with TextP2P:

  • Approval Groups: Require 3/5 managers to OK a high-risk SMS campaign before it deploys
  • Conditional Routing: Auto-route budget approvals over $5k to Finance, under $5k to department heads
  • Reminder Escalation: If no one approves the urgent PR blast by noon, ping the CMO directly

Key thing to remember: ApproveThis isn't replacing your TextP2P workflows. It's adding guardrails and visibility so you can text faster without breaking things.

Common Objections (And Real Answers)

"We already have Slack approvals."
Cool – until someone leaves the channel or the search fails. ApproveThis keeps an immutable record linked to each text campaign.

"Can't we just build this internally?"
Sure, if you want to spend 3 months and $20k replicating features ApproveThis already has. Your dev team has better things to do.

"Our approvers hate new tools."
They approve via email. Zero new logins. We promise.

Getting Started (Without the Sales Circus)

If you're using TextP2P and have more than 20 monthly approvals, this pays for itself in saved chase-up time. Two paths:

  1. DIY: Grab an ApproveThis trial, connect via Zapier, and test with one process (like PTO approvals)
  2. Guided: Book a 15-minute demo focused on your messiest approval chain

Either way, you're not buying a "digital transformation platform." You're fixing that one approval process that makes everyone curse on Fridays.

The Bottom Line

Companies between 50-5,000 employees use ApproveThis + TextP2P because:

  • External approvers (clients, vendors, boards) don't need your internal tools
  • Conditional logic prevents approval spam ("Should this $50 ad spend really need CFO review?")
  • TextP2P delivers updates where people actually read them – their phones

It's not about eliminating approvals – that's not realistic. It's about making them less of a drag on pace and morale. And maybe, just maybe, letting people approve things from the golf course.

🥳

Integrate with TextP2P 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 TextP2P

Suggested workflows (and their Zapier components) for TextP2P

Add new approval requests to TextP2P lists

Streamline your approvals with seamless integration. When a new approval request is initiated in ApproveThis, it automatically adds the contact to your specified list in TextP2P, ensuring your communication plans stay on track.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

TextP2P Logo

Action

Add Contact to List

Add existing TextP2P contact to an existing TextP2P list

Create approval requests for new TextP2P unsubscribers

Maintain contact list quality and compliance effortlessly. When someone opts out of receiving texts via TextP2P, this integration creates a new approval request in ApproveThis to ensure the action is reviewed and processed internally.

Zapier Components

TextP2P Logo

Trigger

Get Unsubscribers

Triggers when a contact opts-out of receiving texts by replying STOP.

Action

Create Request

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

Send TextP2P messages for approved requests

Enhance communication effectiveness by sending text updates. Once a request is approved in ApproveThis, this automation ensures immediate engagement by sending a customized text message via TextP2P, keeping stakeholders informed.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

TextP2P Logo

Action

Send Text Message

Send a single text message