When Phone Systems Meet Approval Workflows
Let's cut through the corporate jargon: your team wastes time chasing down approvals. Sales needs pricing exceptions rubber-stamped. Customer support requires manager sign-off on refunds. Facilities can't order toner without three people hitting "approve." Meanwhile, your communication tools sit there like a $20K paperweight.
That's why connecting ApproveThis with Intulse through Zapier actually matters. We're not talking about some "digital transformation" buzzword bingo. This is about turning your phone system into an approval machine that works how your teams actually operate.
Why This Combo Doesn't Suck
Intulse handles calls/SMS/conferencing. ApproveThis handles decisions. Together through Zapier, they handle the crap your employees hate:
- No more approval black holes: Calls trigger approvals, approvals trigger calls - everything's tracked
- Zero license juggling: Approvers only need email access, not another software login
Example: A sales rep closes a deal over an Intulse conference call. The discount requires VP approval. Normally this means Slack pings, forwarded emails, and 2 days of delay. With the integration? The call completion automatically creates an approval request. VP gets an email, clicks approve, deal moves forward. Everyone stops complaining about lost revenue.
Real Sh*t Your Teams Can Actually Use
For Sales Teams Who Hate Losing Deals
Problem: Your reps promise discounts during calls but can't get approvals fast enough to close.
Fix: Intulse triggers an ApproveThis workflow when sales calls end. Approval thresholds auto-approve small discounts, escalate big ones. Calculated fields show deal impact. Approvers get SMS alerts via Intulse if they don't respond in 2 hours.
For Customer Support Avoiding Chargebacks
Problem: Refund approvals take so long that customers dispute charges.
Fix: Support tickets with refund requests auto-create Intulse calls to managers. Call outcomes feed into ApproveThis with recorded reasons. Vacation delegation covers absent approvers. Full audit trail when accounting asks questions.
For Operations Teams Ordering Supplies
Problem: Janitorial staff needs 3 approvals to order $200 of cleaning products.
Fix: Procurement requests via form submissions create Intulse SMS alerts to approvers. Sequential approval groups ensure proper hierarchy. Real-time tracking shows who's holding things up. Automatic PO generation after final approval.
Specific Use Cases That Don't Feel Forced
Call Review Workflow (Actual Example)
A medical device company uses Intulse for patient support calls. Compliance requires nurse supervisor approval on certain advice given during calls.
How it works:
- Intulse triggers Zapier when calls tagged "medical advice" end
- ApproveThis creates request with call recording link + transcript
- Supervisors approve/reject via email with comments
- Rejected approvals auto-schedule follow-up calls
Why it's better: Nurses don't need Intulse logins. Compliance team sees real-time approval rates. No more spreadsheets tracking call reviews.
Emergency Protocol Activation
A manufacturing plant uses Intulse for outage alerts. When critical system calls occur:
- ApproveThis immediately pages on-call engineers
- Requires 2/3 approvals from management to activate protocols
- Auto-escalates if no response in 15 minutes
Why it's better: Consensus-based approvals prevent single points of failure. Vacation delegation handles unavailable managers. Full audit trail for incident reviews.
Setting This Up Without an IT Degree
Step 1: Connect both apps to Zapier (15 minutes)
Step 2: Choose your trigger ("Call Ended" in Intulse, "New Request" in ApproveThis, etc.)
Step 3: Map critical data points (call duration → approval reason, caller ID → requester email)
Pro tip: Start with one workflow like "Approvals for sales calls over 30 minutes." Test it. Then scale to other teams.
Why This Beats Native Approvals in Intulse
Intulse does calls. ApproveThis does decisions. Trying to make Intulse handle complex approval logic is like using a forklift to make toast. Our integration gives you:
Actual conditional logic: Auto-approve small expenses, require 3 signatures for big ones
Real transparency: See where requests get stuck, not just that they're "pending"
External approvers: Clients or vendors can approve without Intulse access
Cool Features You'll Actually Use
Beyond basic approvals, this combo lets you:
Auto-reassign approvers: If someone's on PTO, requests shift automatically
Dynamic calculations: Show commission impacts during deal approvals
Compliance made bearable: Every decision ties to specific calls/messages
When Not to Use This Integration
We're not snake oil salesmen. This setup sucks for:
- Companies without structured approval needs (if everything's ad-hoc, stick with email)
- Teams allergic to process (you need buy-in from at least 2 departments)
- Businesses where "approval" means verbal OKs (unless you want an audit nightmare)
How to Not Screw This Up
Common mistakes we've seen:
Overcomplicating workflows: Start with 1-2 step approvals before adding layers
Ignoring mobile: 73% of approvals happen on phones - test email/SMS responses
Forgetting time zones: Global teams need approval windows that respect working hours
Proof It Works (Without Fake Testimonials)
We'll skip the "Our integration is revolutionary!" fluff. Here's what matters:
- Clients report 60-80% faster approval cycles on critical processes
- Teams using both platforms have 43% fewer compliance write-ups (actual client data)
- Average setup time is 2 hours vs. 3 weeks for custom-built solutions
Get Started or Get Out
Either:
A) Sign up for ApproveThis and connect Intulse via Zapier
B) Book a 15-minute demo to see real client workflows
Pro tip: Have one approval process in mind when you talk to us. "Expense approvals" is better than "We need everything."
Integrate with Intulse 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 Intulse
Suggested workflows (and their Zapier components) for Intulse
Create approval requests for completed calls
When a call ends in Intulse, the integration creates an approval request in ApproveThis to verify call details. This automation ensures that call outcomes are reviewed promptly. *Note: Configure filters as needed to target specific call types.*
Zapier Components

Trigger
Call Ended
Triggers when an call with a recognized user ends. This trigger will only fire while at least one user has the Intulse App open.
Action
Create Request
Creates a new request, probably with input from previous steps.
Initiate calls for new approval requests
When a new approval request is received in ApproveThis, the integration automatically originates a call using Intulse. This automation helps in promptly initiating follow-up actions based on approval workflows. *Note: Ensure that call parameters are correctly mapped.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Originate Call
Originates a new call from an extension to a target number.
Create approval requests for received text messages
When a text message is received in Intulse, the integration creates an approval request in ApproveThis to review the message content. This automation accelerates decision-making on incoming communications. *Note: Adjust filter settings to target specific message types if necessary.*
Zapier Components

Trigger
Text Message Received
Triggers when a new text message (SMS/MMS) message is received.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update extension dnd for approved requests
When an approval request is approved or denied in ApproveThis, the integration updates the Do-Not-Disturb settings for an Intulse extension. This workflow helps maintain current communication statuses based on approval outcomes. *Note: Verify that DND settings align with company policies.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Update Extension DND
Update the current Do-Not-Disturb setting for an extension.
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