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Connectix Integration

ApproveThis manages your Connectix Integration approvals.

April 17, 2025

Integration Category: Phone

When Approvals Meet Real-Time Messaging

Let’s be honest: approval processes suck. Not because decisions are hard, but because everyone’s waiting on someone else to check their damn email. Now imagine your team could handle approvals as fast as your sales team sends SMS blasts. That’s what happens when you plug ApproveThis into Connectix via Zapier.

ApproveThis handles the decision-making logistics. Connectix delivers the urgency of real-time messaging. Together, they turn “I’ll get to it later” into “handled before your coffee gets cold.”

Why This Combo Works for Teams Who Move Fast

ApproveThis isn’t just another task manager. It’s built for companies where 10+ people need to sign off on anything from purchase orders to campaign copy. Connectix? It’s how you message customers (or employees) without playing phone tag.

Here’s the kicker: approvers don’t need a Connectix license to say yes/no. Perfect for agencies getting client sign-offs or manufacturers dealing with suppliers who still think fax machines are cool.

Four Ways This Integration Actually Solves Problems

1. Kill the Email Black Hole for Customer Messages

Scenario: Your support team gets a Viber message asking for a refund. Normally, this gets forwarded to a manager’s inbox… where it dies. With the integration:

  • Connectix detects high-priority keywords (“refund”, “cancel”)
  • Zapier auto-creates an ApproveThis request with message context
  • Approvers get SMS alerts via Connectix (no app login needed)

Real impact: A retail company reduced refund resolution time from 3 days to 4 hours. Because waiting for someone to check email costs money.

2. Stop Chasing Down Sign-Offs for Campaigns

Scenario: Marketing needs legal to approve an SMS blast by 5 PM. Legal’s office is in a different time zone. Instead of Slack pings:

  • ApproveThis routes the copy to legal with a 2-hour escalation rule
  • Connectix sends SMS reminders every 30 minutes until approved
  • Once greenlit, Connectix auto-schedules the campaign

Bonus: ApproveThis’ vacation delegation automatically reroutes requests if someone’s OOO. No more “Sorry, I was on PTO” excuses.

3. Audit-Proof Template Changes

Scenario: Your compliance team updates SMS templates for healthcare reminders. But how do you track who approved which version?

The fix:

  1. Connectix triggers an ApproveThis request when templates change
  2. Stakeholders review diffs directly in approval emails
  3. All decisions log to ApproveThis’ dashboard with timestamps

For financial services firms, this isn’t just convenient – it’s compliance 101.

4. Automatic Fallbacks When Approvals Go Sideways

Scenario: A procurement request gets denied at 8 PM. The warehouse manager needs to know NOW to stop the shipment.

How it works:

ApproveThis detects the denial → Connectix sends a Viber message to the manager’s personal phone with tracking details. No more “I didn’t see the email” at 6 AM.

Setup That Takes Less Time Than a Status Meeting

If you can set up a Slack channel, you can do this:

  1. Pick Your Zapier Trigger: Start with Connectix events (new message, template change) or ApproveThis triggers (request created/completed)
  2. Map Critical Data: Attach message content to approval requests, or link decision details to SMS alerts
  3. Set Escalation Rules: Use ApproveThis’ thresholds to auto-approve small refunds but escalate $1k+ requests via SMS

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests needing legal review based on message content. Because manually tagging “urgent” is so 2020.

Who Actually Benefits (Besides Your Sanity)

Customer Support Teams

Escalate VIP complaints via SMS instead of drowning in shared inboxes. Approve refunds while the customer’s still on the phone.

Field Operations

Construction PMs approve equipment rentals via text from job sites. No more driving back to the office to click “approve.”

Marketing & Compliance

Legal reviews SMS campaigns in ApproveThis’ centralized dashboard. No more digging through email chains to prove sign-off.

Features You’ll Use More Than Your Office Keurig

ApproveThis isn’t just a fancy “yes/no” button. When combined with Connectix:

Approval Thresholds: Auto-approve small expenses but SMS blast managers for big spends. Connectix handles the urgency, ApproveThis enforces the rules.

Calculated Fields: Automatically flag messages needing exec review. If a customer mentions “lawsuit”, ApproveThis can route it to legal + send them a Connectix SMS.

Real-Time Dashboards: See which department bottlenecks approvals. Hint: It’s always the one that complains about “too many meetings.”

The Bottom Line (Because Time is Money)

Every minute saved on approval delays is a minute your team could spend actually doing work. Not chasing down signatures.

ApproveThis + Connectix works because:

  • External approvers don’t need new logins (clients love this)
  • Decisions happen where the urgency is – in messaging apps
  • You finally get audit trails that don’t require a detective to decipher

So if your current process involves more than two “Per my last email” follow-ups, it’s time to upgrade.

Get Started Before the Next Bottleneck Hits

Try ApproveThis free for 14 days – no credit card needed. Or book a 10-minute demo to see how Connectix integrations work in real workflows.

Pro tip: Mention this article for priority onboarding. Because waiting in line is against our religion.

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Integrate with Connectix 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.

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Best Approval Workflows for Connectix

Suggested workflows (and their Zapier components) for Connectix

Create approval request for new inbound messages

When Connectix receives new inbound messages, this integration creates an approval request in ApproveThis. It helps streamline the review process for messages that require further decision-making. *Note: Configure message filtering as needed.*

Zapier Components

Connectix Logo

Trigger

Inbound Messages

Triggers when a new inbound message is received.

Action

Create Request

Creates a new request, probably with input from previous steps.

Send message for new approval requests

When a new approval request is initiated in ApproveThis, this automation sends a message via Connectix. It ensures timely notifications and follow-ups on requests. *Note: Customize message content as needed.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Connectix Logo

Action

Send a Message

Send a new message.

Create approval request for template status changes

When a template's status changes in Connectix, this automation creates an approval request in ApproveThis. It expedites the review process, ensuring that template changes are verified promptly. *Note: Adjust template status fields if necessary.*

Zapier Components

Connectix Logo

Trigger

Template

Triggers when a template status is changed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Send fallback for approved or denied requests

When an approval request is completed in ApproveThis, this integration sends a fallback message via Connectix to notify relevant teams. It ensures that decisions are communicated clearly and promptly. *Note: Verify fallback configuration to match your workflow.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Connectix Logo

Action

Send a Fallback

Send a Fallback.