How ApproveThis + Avochato Solve Approval Chaos for Teams That Move Fast

Let’s cut to the chase: approvals suck when you’re using eight different systems. Marketing needs SMS campaigns approved yesterday. Support teams are drowning in ticket escalations. Finance keeps losing purchase requests in Slack threads. This is why we built ApproveThis to work with tools like Avochato – so you can stop herding cats and start moving decisions forward.

Why This Combo Works (Besides Saving Your Sanity)

Avochato handles the conversations – SMS, voice, customer chats. ApproveThis handles the decisions. Together through Zapier, they create a closed-loop system where every message that needs oversight gets it, and every approval triggers action. No more screenshots in Slack. No more "Did you see my text?" follow-ups.

Here’s what makes this pairing lethal:

• No license headaches: Approvers only need email access – crucial when working with clients or contractors who aren’t in your Avochato/Slack/CRM systems
• Real-time math: ApproveThis’ calculated fields auto-check budget vs. request amounts before escalating
• Text message approvals: Approvers can literally reply "YES" or "NO" to SMS notifications

Three Ways This Integration Actually Gets Used

1. Tag Team: Approval Requests ➔ Smart Contact Tagging

The problem: Marketing runs an SMS campaign → Legal needs to review → Legal can’t find the original contact in Avochato → Campaign delayed 3 days.

The fix: When any team creates an approval request in ApproveThis (say, for a new SMS campaign), Zapier automatically tags the related Avochato contact with:

• “Pending Legal Review”
• Campaign ID
• Request expiration date

Who uses this: - Healthcare providers approving patient SMS reminders
- E-commerce brands coordinating flash sale approvals
- Schools managing parent communication opt-ins

2. Ticket Status Changes ➔ Automatic Approval Chains

The problem: Support escalates a ticket → Manager misses the Avochato notification → Customer waits 48 hours for resolution → CSAT scores tank.

The fix: When high-priority tickets hit specific statuses in Avochato:

1. ApproveThis creates approval requests with service-level agreement (SLA) countdowns
2. Auto-routes based on ticket type: billing issues go to Finance, technical escalations go to Engineering
3. Updates Avochato tickets with approval status via automated comments

Real results: A logistics company using this combo reduced escalations from 24hr avg. to 90min by adding approval thresholds – requests under $500 get auto-approved if no response in 2hrs.

3. Message Approvals ➔ Compliance Firewall

The problem: New sales rep sends discount offer via SMS → Violates compliance rules → Legal team has to send awkward follow-up texts.

The fix: Configure ApproveThis to intercept outbound Avochato messages that:

• Contain regulated terms (“free”, “guaranteed”)
• Go to high-value accounts
• Include dollar amounts over $1K

Approvers get the message draft + compliance checklist. Only approved messages get sent, with full audit trails.

Setup That Doesn’t Require an IT Degree

If you can make toast, you can connect these systems:

1. Connect Zapier: Create your Zap (takes 4 minutes)
2. Pick your trigger: Avochato event (new message, status change) OR ApproveThis event (new request, approval/denial)
3. Map custom fields: Attach Avochato contact IDs to ApproveThis requests, or vice versa
4. Test with $20: Send a test SMS → Trigger approval → Approve → Confirm Avochato action

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests that exceed Avochato message limits or budget caps before they route for approval.

Who Actually Benefits (Besides Your CFO)

Sales Teams

Scenario: Rep wants to offer 15% discount via SMS to a stuck deal. Instead of waiting for manager approval (who’s at a conference), ApproveThis:

• Checks discount against quarterly quota remaining
• Auto-approves if under $5K
• Routes to CRO if over limit
• Sends pre-approved SMS via Avochato once cleared

Customer Support

When tickets require refunds:

• Avochato detects “refund” in chat
• ApproveThis creates request with ticket history
• Approvers get SMS/email with one-click options
• Approval auto-updates Avochato ticket and triggers refund

Marketing Ops

Launching SMS campaigns:

• Draft in Avochato → Requires ApproveThis review
• Legal approves message copy
• Finance approves budget
• Only when both approve does the campaign send

Why This Isn’t Just Another Integration

We’ve seen teams try to hack this with:

• Shared inboxes: Messages get buried
• CRMs: No real approval logic
• Spreadsheets: *Shudders*

ApproveThis adds what’s missing:

• Conditional routing: “If message contains X, require Y approval”
• Delegation: Auto-reassign approvals when people are OOO
• Compliance trails: Every decision logged with context

An insurance company using both tools reduced compliance audit prep from 3 weeks to 2 days. That’s the power of actual integration vs. duct tape solutions.

Ready to Stop Losing Requests in the Void?

If your approval process involves chasing people across Slack, email, and carrier pigeons, it’s time to upgrade.

Next steps:
1. Get ApproveThis (free 14-day trial)
2. Connect to Avochato in Zapier (15-minute setup)
3. Build your first workflow (we have pre-made templates)

Or schedule a demo and we’ll show you exactly how teams in your industry are using this combo to actually hit their SLAs.

Final thought: Your competitors aren’t approving things faster – they’re approving less because they automated the busywork. Where do you want to be?