ApproveThis manages your Olivya Integration approvals.

When Approval Workflows Meet AI Phone Agents

Let's cut through the corporate speak: approvals suck. They bottleneck projects, bury teams in email chains, and turn simple "yes/no" decisions into week-long sagas. Now imagine your approval process could actually accelerate work instead of slowing it down. That's what happens when you connect ApproveThis (the approval muscle) with Olivya (the AI communication brain) through Zapier.

ApproveThis handles the decision-making logistics – routing requests, enforcing rules, tracking who's dragging their feet. Olivya manages the real-world communication – making calls, gathering intel, updating stakeholders. Together, they turn clunky processes into automated workflows where:

• Approval requests trigger immediate action (like follow-up calls)
• Phone interactions automatically create approval tickets

This isn't about replacing humans – it's about eliminating the administrative sludge so your team can focus on actual work. Especially for companies between 50-5,000 employees where multiple departments need to sign off on everything from customer refunds to vendor contracts.

Two Ways This Combo Actually Solves Problems

1. "Call Ended? Start Approving." (For Teams That Need Proof)

Scenario: Your sales team just closed a deal over the phone. Normally, this would trigger a 3-day email chain to get final pricing approval from finance. With Olivya+ApproveThis:

What happens:

1. Olivya's AI agent ends the sales call
2. Zapier automatically creates an ApproveThis request with call recording + transcript
3. Finance gets an email with one-click approve/deny (no Olivya license needed)

Who cares:

• Healthcare providers verifying patient insurance approvals post-consultation
• E-commerce teams approving post-call discounts/refunds
• Legal firms requiring partner sign-off on client agreements discussed via phone

2. "Approval Granted? Make the Call." (For Teams That Need Speed)

Scenario: Your support team approves a customer's warranty claim. Normally, someone would manually call to schedule repairs. Now:

What happens:

1. ApproveThis detects the approved request
2. Zapier triggers Olivya to auto-dial the customer
3. AI agent schedules service + updates both systems

Who cares:

• Property managers coordinating emergency repairs after approval
• Financial services conducting KYC verification calls post-account approval
• Logistics companies arranging deliveries immediately after customs clearance

Why This Isn't Just Another Integration

Most approval tools stop at "notify people." Most phone systems stop at "make calls." The magic happens in the handoff:

For Approval Teams:

• Context matters: Approvers get call recordings/transcripts in their approval ticket
• No app hopping: External partners approve via email (no new logins)
• Rules actually work: Auto-approve small discounts, escalate big requests

For Phone Teams:

• Actions trigger automatically: Approved? Call starts in 60 seconds
• Zero data entry: Call outcomes auto-update approval tickets
• Scale without chaos: Handle 100x calls without approval bottlenecks

Real example: A mid-sized HVAC company reduced emergency repair delays from 12 hours to 19 minutes by auto-calling technicians as soon as approvals cleared.

Setting This Up Without IT Involvement

If you can set up a Slack channel, you can build this integration:

Basic Flow (Call → Approve):

1. In Zapier, choose Olivya's "Call Ended" trigger
2. Map call data to ApproveThis' "Create Request" action
3. Set approval rules (who needs to sign off? What thresholds apply?)
4. Test with a $10 Starbucks gift card approval (seriously)

Reverse Flow (Approve → Call):

1. In Zapier, choose ApproveThis' "New Request" trigger
2. Map approval details to Olivya's "Place Call" action
3. Customize AI script based on approval type (sales vs. support vs. collections)
4. Test by approving your own lunch order

Pro tip: Use ApproveThis' calculated fields to auto-flag high-priority requests based on call duration or customer tier.

Teams That Should Stop Reading and Start Doing

Customer Support Leaders

Stop making agents beg for supervisor approvals mid-call. Auto-create tickets with call context, get decisions via email, resume calls with answers.

Sales Operations

Embed approval workflows into every sales call – discount requests, custom terms, expedited shipping. No more "I'll get back to you" limbo.

Procurement Managers

Supplier negotiations happen over calls. Capture verbal agreements in approval workflows instantly. Enforce thresholds before contracts get signed.

IT Directors

Finally answer the "Why can't we just click a button?!" complaints. You're welcome.

Objections We've Already Heard (And Shut Down)

"We need human judgment!"
Cool – approvers still make the final call. This just eliminates the "Hey, did you see my email?" follow-ups.

"Our process is too complex!"
ApproveThis handles multi-layer approvals with conditional logic. Olivya handles multi-language calls. You handle the coffee.

"We use [other tool]!"
Unless it's a carrier pigeon network, it probably integrates with Zapier too.

How to Not Screw This Up

DO:
• Start with one process (expense approvals → payment calls)
• Use ApproveThis' vacation delegation so approvals don't die when Karen's out
• Set Olivya's AI to escalate complex calls to humans

DON'T:
• Try to automate life-or-death approvals first (maybe test with merch requests)
• Let legal teams design the workflows (they'll add 17 layers)
• Forget to measure time saved (hint: it's measurable in weeks per year)

Actual Next Steps (Not a Sales Pitch)

1. Grab an ApproveThis trial (approvers don't need accounts)
2. Check Olivya's call docs (AI scripts are weirdly fun)
3. Build one Zap (seriously, 15 minutes)
4. Forward this article to whoever handles your phone bills

Or just book a 12-minute demo where we'll show how a logistics company cut fuel cost approvals from 3 days to 47 minutes. Your choice.