ApproveThis manages your Invoco Integration approvals.

When Call Tracking Meets Approval Automation

Let’s get real: phone calls drive business, but they’re black holes for accountability. Sales promises get made. Customer complaints slip through. Service teams miss follow-ups. Invoco gives you the call tracking – but then what? Cue the endless email threads and Slack pings begging someone to sign off on next steps.

ApproveThis fixes that leaky bucket. We automate approvals so decisions happen at the speed of your best phone conversations. Connect it to Invoco via Zapier, and suddenly every critical call triggers a structured approval process. No more “Who’s handling this?” chaos. Just tracked calls turning into tracked actions.

Why This Combo Works (When Other Tools Trip Over Themselves)

Invoco tells you what happened on a call. ApproveThis decides what happens next. Together, they solve two problems most companies don’t even realize are connected:

Problem 1: Calls create work, but that work gets stuck in approval limbo.
Problem 2: Approval tools force you to manually input data everyone already discussed on the phone.

Example: A sales rep negotiates a custom deal on a recorded Invoco call. Instead of that deal dying in a follow-up email chain, Zapier auto-creates an approval request with the call recording, transcript, and deal terms. The VP clicks “approve” directly from their inbox. Done in 90 seconds.

The Nuts and Bolts (Without the Jargon)

ApproveThis doesn’t just send emails. We structure decisions so they’re actually actionable:

• Auto-attach Invoco call recordings/transcripts to approval requests
• Route high-value deals to execs, refunds to finance, service issues to ops
• Deadlines that actually matter (escalate if no response in 2 hours)

Meanwhile, Invoco keeps doing what it does best: track callers, record conversations, map call paths. No need to reinvent the phone system.

Real-World Use Cases That Don’t Suck

Forget “increase efficiency 47%” fluff. Here’s how actual teams use this integration:

Sales Teams: Close Deals Before the Call Ends

Scenario: Your rep offers a 20% discount to a enterprise prospect. Old way: They beg their manager for approval over Slack. Manager misses the message. Deal stalls.

New way: The moment the Invoco call ends, ApproveThis:

• Auto-generates a discount request with call data attached
• Routes it to the sales director + CFO based on deal size
• Locks approval in 15 minutes or escalates up the chain

Result: Rep emails the contract before the prospect’s next meeting. No backpedaling.

Customer Support: Turn Rants into Resolutions

Scenario: A furious customer calls about a defective product. Support needs to approve a free replacement + $50 credit. But their manager’s at lunch.

Integration magic: ApproveThis uses Invoco’s call transcript to:

- Auto-fill the refund amount using calculated fields
- Bypass the absent manager via vacation delegation
- Send the approval to the on-call supervisor’s email

Customer gets a resolution email before they even hang up. Crisis averted.

Operations: Stop Invoice Disputes from Becoming Phone Tag

Scenario: A vendor calls about a late payment. AP needs to confirm the invoice was approved but can’t find the paperwork.

With the integration:

1. Invoco tags the call as “Payment Dispute”
2. ApproveThis auto-generates an approval request with:
- Linked invoice PDFs
- Payment terms from your accounting system
- Call recording timestamp of the dispute
3. Routes to AP lead + legal if over $10k

AP responds before the vendor’s next call. Relationships intact.

Setting This Up Without Losing Your Mind

If you can use a toaster, you can build this Zap:

Step 1: Create a Zap starting with Invoco’s “Call Completed” trigger.
Step 2: Filter for specific call types (sales, support, etc.) if needed.
Step 3: Connect to ApproveThis’s “Create Request” action.
Step 4: Map Invoco data (caller ID, recording URL, tags) to your approval template.
Step 5: Test with a real call. Celebrate when it works.

Pro tip: Use ApproveThis’s approval thresholds to auto-approve small refunds or escalate big deals without manual rules.

Why Your Approvers Won’t Hate This

Let’s address the elephant in the room: nobody wants another app to check. That’s why ApproveThis approvers can:

- Approve/reject via email (no login required)
- Get Slack/MS Teams notifications if they prefer
- See all context (call recording, transcript, files) in one place

Bonus: External partners (vendors, clients) can approve without getting a Invoco license. They don’t even need to know you use Invoco.

The Cool Features You’ll Actually Use

Beyond basic approvals, this combo handles edge cases:

Vacation Delegation: Sales director OOO? Requests auto-reassign to their second-in-command.
Calculated Fields: Auto-apply discount limits based on deal size from the call.
Real-Time Dashboards: See which call-driven approvals are stuck – and why.

Who Benefits Most? (Spoiler: Everyone)

Sales Managers: Stop being a bottleneck for deals your team already negotiated.
Support Leads: Empower agents to resolve issues without overpromising.
Ops Directors: Audit trails for every call-related decision.
Finance Teams: Approve refunds/credits with full call context, not just tickets.

Common Objections (And Why They’re BS)

“We don’t have time to set this up.”
The Zap takes 20 minutes. How many hours did you lose last week chasing approvals?

“Approvals are too complex for automation.”
ApproveThis handles multi-step OKs, cross-team checks, and conditional rules. Your process is covered.

“We need custom reports.”
Ever tried building a report from 27 Slack threads? Our dashboard shows approval times, bottlenecks, and call-to-close rates.

Bottom Line: Calls Should Trigger Action, Not Paperwork

Invoco tells you a call happened. ApproveThis ensures something happens next. Together, they turn conversations into closed deals, resolved issues, and auditable decisions – without the administrative migraine.

Ready to stop losing deals to approval delays? Register for ApproveThis or grab a demo. We’ll even help you build the Invoco Zap.