ApproveThis manages your Yobi Integration approvals.

When Fast Communication Meets Faster Decisions

Here's the problem: your team uses Yobi to handle calls, messages, and customer interactions at lightning speed. But when someone needs approval to close a deal, process a refund, or respond to a high-stakes request? Everything grinds to a halt while you chase down signatures in email threads or worse - paper forms.

ApproveThis fixes that bottleneck by adding structured approvals to Yobi's communication tools through Zapier. We're talking about turning "Hey, can someone approve this?" into automated workflows that keep deals moving while maintaining full audit trails. No more lost requests. No more guessing who's holding things up.

Why This Combo Works for Mid-Sized Teams

Companies between 50-5,000 employees hit a sweet spot with this integration. You're big enough to need real process controls, but small enough that manual approvals eat into productivity. Here's where connecting Yobi and ApproveThis delivers:

• No more app switching: Approvers get requests in email (or Slack/Microsoft Teams) without needing a Yobi license
• Compliance that doesn't slow you down: Automatically enforce approval rules on sensitive actions like contract changes or refunds
• Customer-facing teams stay in flow: Handle approvals directly from Yobi's interface during calls or messaging

Real-World Use Cases (Not Just Theory)

1. Escalate High-Value Customer Calls Immediately

Scenario: A sales rep gets an inbound call through Yobi requesting a 20% discount on a $50k order. Your policy requires manager approval for discounts over 10%.

The integration in action:

1. Yobi detects keywords like "discount" during the call
2. Zapier triggers an ApproveThis workflow with call details
3. Sales manager approves/denies via email while the rep stays on the line
4. Decision automatically logs in Yobi's CRM with full context

BENEFIT: Closes deals 68% faster according to our customer data (yes, we track that)

2. Automate Client Onboarding Paperwork

For marketing agencies using Yobi:

When a new client messages "Let's get started" on social media via Yobi:

• Auto-create approval request for contract signing
• Route to legal, then account manager
• Once approved, Yobi automatically sends welcome kit

KEY FEATURE: Approval thresholds auto-approve small-scope projects under $5k

3. Handle Vendor Payments Without the Spreadsheet Juggling

Manufacturing companies use this to:

1. Procurement team submits invoice via Yobi message
2. ApproveThis routes based on amount:
   - Under $1k: auto-approved
   - $1k-$5k: department head
   - $5k+: CFO + controller
3. Approved payments sync back to Yobi's deal tracker

BENEFIT: AP teams cut processing time from 6 days to 12 hours

Setup That Actually Takes 7 Minutes

No IT degree required:

1. Create your ApproveThis account (free 14-day trial)
2. In Zapier, connect Yobi and ApproveThis
3. Choose your trigger:
   - New Yobi message/call needing approval
   - Approved request needing Yobi action
4. Test with a real request (pro tip: use your CEO's next vacation approval)

COST SAVER: Approvers don't need Yobi licenses - huge for external partners

Department-Specific Wins

Sales Teams: Stop Leaving Money on the Table

Problem: Reps give unauthorized discounts to avoid approval delays.
Solution:
- Auto-approve discounts under 5% via calculated fields
- Route larger requests to managers
- Approved discounts sync to Yobi deals instantly

RESULT: Enterprise sales teams report 23% higher deal sizes

Customer Support: Fix Issues Before They Escalate

Example workflow:
1. Customer messages refund request via Yobi
2. Support agent triggers approval with one click
3. Finance approves/denies via mobile email
4. Customer gets instant update through Yobi

KEY FEATURE: Vacation delegation ensures no request gets stuck

Operations: Kill the Meeting-about-Approvals Meetings

Procurement teams use:
- Approval groups for vendor contracts
- Real-time dashboards showing stuck requests
- Automatic Yobi alerts when signatures are delayed

BENEFIT: 92% reduction in "Did you approve that?" emails

Why This Isn't Just Another Integration

ApproveThis adds three things generic approval tools miss:

1. Conditional logic that actually works:
   Route $10k+ deals to CFO, under $5k to managers, under $1k auto-approve
2. Approval chains that adapt:
   If first approver rejects, route to alternate automatically
3. Compliance without the headache:
   Full audit trail meets SOC 2/ISO 27001 requirements

The Bottom Line

If your team uses Yobi for customer interactions but still does approvals through email/slack/spreadsheets, you're leaving two things on the table:

1. Speed: Deals close faster when approvals happen in real-time
2. Control: Enforce policies without micromanaging

ApproveThis isn't about adding another tool - it's about making Yobi the control center for both communication AND decisions.

Next Steps (No Sales Pitch BS)

Option 1:
Start a free trial and connect to Yobi in <7 minutes

Option 2:
Book a 12-minute demo showing your exact use case

Seriously - we keep it short. No "30-minute discovery call". Show us your Yobi setup, we'll show you the fastest path to automated approvals.