
ApproveThis manages your Worktual Unified Communications Integration approvals.
April 17, 2025
Integration Category: Communication
When Approval Processes Meet Actual Communication
Let's be real: most approval workflows suck. You've got requests buried in Slack threads, decision-makers stuck in back-to-back Zoom calls, and critical documents waiting on someone who's "out of office until next Thursday." Meanwhile, Worktual's keeping your teams talking – but talking isn't approving. That's where throwing ApproveThis into your tech stack changes the game.
ApproveThis isn't another app that demands 47 clicks to approve a $50 expense report. It's the glue between Worktual's communication power and the actual decisions your business needs to make. Think of it like adding a "decide now" button to every call recording, new user setup, or project kickoff in Worktual.
Why This Combo Doesn't Just Work – It Actually Solves Something
Worktual handles the talking. ApproveThis handles the doing. Together, they fix the three biggest headaches in mid-sized companies:
- No more "Who's supposed to approve this?" Auto-route requests based on dollar amounts, project type, or which team messed up this time.
- Stop chasing people through 3 apps – approvals happen in email or right inside Worktual meetings.
- External clients? Contractors? They approve stuff without needing a Worktual license. (Your finance team will high-five you.)
Real Workflows for Teams Who Hate Wasting Time
1. When Legal Needs to Review Meeting Recordings (But Isn't Paid by the Hour)
The Problem: Your sales team closed a deal on a Worktual call. Legal needs to approve the terms discussed. Normally, this means forwarding the recording, waiting 3 days, then sending 12 reminder emails.
The Fix: Zapier auto-triggers an ApproveThis request when Worktual saves the recording. Legal gets one email with the file + a big "APPROVE" button. They click it before their next coffee break.
Who This Helps: Compliance teams in healthcare, sales orgs closing verbal deals, anyone who's ever said "I thought YOU reviewed the recording!"
2. New Hires That Don't Take 2 Weeks to Get Email Access
The Problem: HR adds someone in Worktual. IT needs to provision access. But without a formal request, the new hire's first day is just awkwardly staring at login errors.
The Fix: New Worktual user = auto approval request to IT. ApproveThis pings the right manager based on department. Approved? Worktual gets the green light to activate accounts.
Bonus Points: Use ApproveThis' calculated fields to auto-approve standard access levels, only escalating for execs or custom permissions.
3. Approvals That Actually Happen During Meetings
The Problem: Your team discusses a vendor contract in a Worktual meeting. Great. Now someone has to "document the decision" and get signatures... which takes another week.
The Fix: During the meeting, click ApproveThis' "Create Request" right in Worktual. Decision-makers get the approval email before they've even left the virtual room. Denied? Schedule the follow-up meeting immediately through Worktual.
Setup That Doesn't Require an IT Degree
If you can send a GIF in Slack, you can set this up:
- Connect Worktual + ApproveThis via Zapier (takes 4 minutes)
- Pick your triggers: New meeting recordings? Call logs? User updates?
- Set who approves what in ApproveThis (pro tip: use approval groups so the whole team isn't bothered)
Example: Marketing needs budget approval for a campaign discussed in a Worktual meeting. The recording triggers an approval to the CMO if over $5k, or auto-approves if under. No PDFs. No "per my last email."
Teams That Get Their Time Back
Finance Teams
Approve purchase requests tied to specific Worktual project channels. Thresholds auto-approve small expenses but require receipts for anything over limits. All without leaving your accounting software.
IT & Security
Every new Worktual user setup requires approval. Use conditional logic to route access requests based on role. Vacation delegation means replacements get auto-assigned if primary approvers are OOO.
Project Managers
Phase approvals happen right inside Worktual project meetings. Completed tasks in Asana? Auto-send for client sign-off via ApproveThis without another status meeting.
Features You'll Actually Use (No Bloatware Here)
ApproveThis plays nice with Worktual because it's not trying to be everything:
- Email approvals: Approvers don't need another login. Click. Done.
- Escalation rules: Stuck request? Auto-pings the manager after 24hrs.
- Audit trails: Every decision linked to the Worktual meeting where it was discussed.
The Part Where You Stop Wasting Time
If your approval process involves more than two "per my last email" follow-ups, you're doing it wrong. ApproveThis + Worktual via Zapier cuts the nonsense. Setup takes less time than your daily standup. And approvers? They don't need another app – just email or their existing Worktual login.
Get started now or see a live demo tailored to your industry. Your teams have better things to do than herd approval cats.
Integrate with Worktual Unified Communications 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.
Learn More
Best Approval Workflows for Worktual Unified Communications
Suggested workflows (and their Zapier components) for Worktual Unified Communications
Create approval requests for new meeting recordings
When a new meeting recording is created in Worktual, this automation sends an approval request through ApproveThis for review. *Note: Configure your approval settings in ApproveThis to fit your business process.*
Zapier Components

Trigger
New Meeting Recording
Triggers when a new meeting is recorded.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new call events
When a new call event is logged in Worktual, the integration submits an approval request to ApproveThis for validation. *Note: Adjust approval parameters in ApproveThis as needed.*
Zapier Components

Trigger
New Call Event
Triggers when a new call event is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new users
When a new user is added in Worktual, this automation triggers an approval request in ApproveThis to verify account access. *Note: Ensure user details are correct before approval.*
Zapier Components

Trigger
New User
Triggers when new user is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create meetings for new approval requests
When a new approval request is initiated in ApproveThis, the integration schedules a meeting in Worktual to discuss the details. *Note: Confirm meeting preferences in Worktual for timely follow-ups.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Meeting
Create a meeting in the account
Create meetings for approved requests
After an approval decision is made in ApproveThis, this automation sets up a meeting in Worktual to review next steps. *Note: Verify meeting scheduling to match team availability.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Meeting
Create a meeting in the account
You'll ❤️ these other ApproveThis integrations
-
Big Cartel
Published: April 17, 2025We make simple tools to help creative people build unique online stores.
-
RLTRsync
Published: April 17, 2025RLTRsync is a virtual ecosystem for real estate agents.
-
Bread & Butter
Published: April 17, 2025Augment your lead funnel with first-party data. Bread & Butter provides tools to capture, nurture and close more deals.