ApproveThis manages your Broadvoice Integration approvals.

When Phone Calls Meet Paperwork: Why This Combo Works

Let's be real – most companies treat approvals like a game of telephone. Someone sends an email, CCs five people, then waits while replies get lost in inboxes. Meanwhile, your Broadvoice system's handling calls, texts, and faxes that actually need decisions. What if you could approve those communications as fast as they happen?

ApproveThis isn't another app that complicates your day. It's the missing layer between Broadvoice's real-time communications and the people who need to say "yes." Think of it as putting a decision button on every call recording, fax, or message – without making your team learn new software.

Where This Gets Real: No More "Who Approved That?"

Broadvoice tracks calls. ApproveThis tracks decisions. Together, they answer the two questions that keep managers up at night:

• "Did we actually approve that vendor contract renewal call?"
• "Why did it take 3 days to OK a client's change request from their voicemail?"

Example: A healthcare provider uses Broadvoice faxes for patient referrals. Their old process? Print the fax, walk it to a doctor, wait. Now? Fax triggers ApproveThis → doctor approves via email → EHR gets updated automatically. Time per referral dropped from 22 hours to 19 minutes.

7 Approval Automations That Actually Make Sense

1. Call Recordings That Demand Attention

The Problem: Quality assurance teams waste hours chasing managers to review sensitive calls.

The Fix: When a Broadvoice call recording's ready, ApproveThis pings the right lead via email. They listen, click approve/reject, and it logs with the recording. No more "I never saw that email."

Who needs this: Collections agencies, customer support teams, any regulated industry.

2. Faxes That Can't Get Lost

The Problem: Legal hates approving faxes via email chains. (Because who doesn't love 12 reply-all threads?)

The Fix: Every inbound/outbound fax in Broadvoice creates an approval trail. Legal signs off right on the document preview. Bonus: ApproveThis can auto-route based on keywords – send NDAs to counsel, invoices to AP.

Who needs this: Law firms, healthcare, manufacturing – basically anyone still using fax (you know who you are).

3. Messages That Move

The Problem: Sales teams send proposal texts without oversight. Legal has a panic attack.

The Fix: Outbound SMS in Broadvoice requires approval if it contains $$$ amounts. Sales drafts, manager approves via mobile, message sends. All logged. No more rogue discounts.

Who needs this: Sales orgs, PR teams, client services.

Setup That Doesn't Require IT (Seriously)

If you can use Zapier, you can connect Broadvoice to ApproveThis in 15 minutes:

1. Pick a Broadvoice trigger (call end, fax, etc.)
2. Map key data to ApproveThis fields (call duration → $$ threshold)
3. Set who approves what (example: >$500 charges need CFO + Legal)
4. Test with a real call/fax/message

Pro tip: Use ApproveThis' calculated fields to auto-flag urgent requests. Example: "If call duration >30min → escalate to VP."

Why Teams Stop Complaining About Approvals

Customer Support

Missed a client call? Broadvoice triggers an approval to call back ASAP. Approvers get context: call recording, transcript, customer history. No more guessing if it's worth the callback.

Legal & Compliance

Every approved fax/message gets a digital paper trail with timestamps. Audit-ready without the spreadsheet hell.

Sales Ops

Deals stuck because legal hasn't approved terms? Sales messages sit in ApproveThis with SLAs. Legal gets nagged automatically. Deals close faster.

Finance

Approve invoices from faxes based on amount thresholds. $499? Auto-approved. $501? Requires manager. (Yes, we know you game the thresholds. We approve.)

The Silent Perk: No New Logins

Your approvers don't need Broadvoice logins. Clients approving contracts? They get an email, click approve, done. No guest seats. No per-user fees. Just decisions happening faster.

When to Steal These Ideas

This isn't about replacing your whole process. It's about fixing the approval black holes where:

• Comms happen in Broadvoice
• Decisions get stuck in email
• Nobody's sure who approved what

Example use case: A marketing agency approves client SMS blasts via ApproveThis. Client receives draft, approves via email, message sends automatically. All without 37 Slack pings.

How to Not Screw This Up

Common mistakes we've seen (and how to avoid them):

Don't: Auto-create approvals for every single call. Your VP will murder you. Use Broadvoice filters (call type, duration) to trigger only what matters.

Do: Set up vacation rules in ApproveThis. Legal out? Approvals auto-forward. No bottlenecks.

Don't: Forget to add context. Approvers need call recordings, fax PDFs – ApproveThis attaches them automatically.

What You’re Really Fixing Here

This integration isn't about tech. It's about accountability. When every important comms event has a clear approve/deny path:

- Clients stop asking "Did you get my fax?"
- Audits take hours, not days
- New hires actually follow the process

Example: A financial advisor approves client SMS replies to stay compliant. Broadvoice handles the message, ApproveThis handles the compliance. SEC stays happy.

Getting Started (Without the BS)

If you’ve read this far, you have a process that needs fixing. Here's how to start:

1. Grab an ApproveThis trial
2. Pick one Broadvoice trigger (start with call recordings)
3. Build the Zapier flow in 10 minutes
4. Test with your team next week

Or, if you'd rather see it live, book a 12-minute demo. We'll show how other Broadvoice users killed their approval bottlenecks.