ApproveThis manages your Invox Integration approvals.

When Call Tracking Meets Approval Automation

Let’s get real – if your team runs on phone calls, you’re probably drowning in two problems: tracking which calls actually matter, and getting people to make decisions about them. Invox tells you what happened on those calls. ApproveThis handles the who approved what. Together? They turn call data into actual decisions without the endless Slack pings.

Think about last quarter’s campaign that missed the mark because sign-off took three weeks. Or that time accounting rejected a vendor payment because nobody could find the call recording. This integration exists to fix that specific flavor of workplace misery.

Why This Combo Works (When Others Just Add More Tabs)

Invox tracks calls. ApproveThis chases down approvals. Simple enough. But here’s why middle-market companies care:

• No more approval black holes: Every call that needs action – a discount approval, contract change, support escalation – gets routed immediately to the right person’s inbox
• Approvals don’t require new software licenses: Your client’s CFO can approve that invoice via email without needing Invox access

Example: A marketing agency uses Invox to track sales calls for a retail client. When a call hits specific keywords (“bulk order”, “custom pricing”), ApproveThis automatically routes a discount approval to the client’s operations team. No spreadsheets. No “did you listen to the recording?”

Real Uses for Real Teams (Not Just Tech Bros)

For Sales Teams: Stop Guessing Which Deals Got Verbal OKs

Scenario: Your rep closes a $120k deal over the phone. Invox logs the call. ApproveThis instantly:

• Routes contract approval to legal
• Sends discount over 15% to regional manager
• Triggers CRM update when both approve

Old way: 3 days of forwarding call recordings. New way: Deal moves to fulfillment in 3 hours.

For Customer Support: Actually Handle Escalations Before Churn Happens

Invox detects a pissed-off client call (sentiment analysis or keyword triggers). ApproveThis:

• Routes $500 credit approval to account manager
• Escalates to VP if no response in 2 hours
• Auto-updates Zendesk ticket with approval status

Prevents “nobody told me” and “I was OOO” excuses cold.

For Operations: Kill the “Who Approved This PO?” Meeting

Supplier negotiation calls in Invox trigger approval chains based on amount:

• Under $10k? Auto-approved if buyer has authority
• $10k-$25k? Needs procurement manager + department head
• Over $25k? CFO gets final say with call recording attached

Audit trail shows exactly who heard what and when they signed off.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. You’ll need:

1. An Invox account with call tracking enabled
2. An ApproveThis workflow template (they’ve got pre-built ones for common scenarios)
3. 15 minutes (seriously – if it takes longer, you’re overcomplicating it)

Basic flow:

Invox new call → Zapier checks for triggers → ApproveThis creates approval request → Decision makers click approve/deny in email → Status syncs back to Invox

Pro tip: Use ApproveThis’ calculated fields to auto-flag calls needing approval. Like if a call duration exceeds 45 minutes (indicating complex deal) or contains “urgent” 3+ times.

Features You’ll Actually Use (Not Just Corporate Buzzwords)

Email Approvals That Don’t Suck

Approvers get the call summary, recording link, and one-click buttons. No login. No hunting through old emails. Denials require a reason – which gets logged in both systems.

Vacation Coverage That Works While You’re Actually on Vacation

Sales director at the beach? ApproveThis auto-reassigns their approvals to the VP after 24 hours. No “per my out of office” forward chains.

Thresholds That Prevent Micromanagement

Example: Customer success can approve up to $200 in credits without manager input. Over that? Auto-escalates. Lets you trust the team without risking $10k in rogue discounts.

Who Actually Benefits? (Spoiler: More Than Just Managers)

Finance Teams

Every approved discount tied directly to the sales call recording. Month-end reconciliation stops being a murder mystery.

Field Sales

Verbal approvals from the parking lot get logged before the client changes their mind. No more “the system” killing momentum.

IT/Operations

Slash the tickets about “Where’s the approval for X?”. Everything’s in ApproveThis with timestamps and reasons.

The Bottom Line (No Fluff Edition)

If your team does business over calls and needs more than two people to sign off on things, this integration isn’t just nice – it’s a guardrail against chaos. It’s built for companies where:

• Decisions stall because someone’s offsite or inbox-buried
• Verbal agreements sometimes “get lost” between departments
• Auditors keep asking who approved what

ApproveThis doesn’t replace your CRM or Invox – it forces them to actually talk to each other. Less busywork. Fewer status meetings. More closed deals.

Next Steps (If You’re Sick of Missed Opportunities)

Option 1: Register for ApproveThis, connect your Invox via Zapier, and test with one workflow (sales discounts work well).

Option 2: Book a 15-minute demo to see how approval thresholds and call tracking merge. We’ll show real examples from companies your size.

Option 3: Keep doing manual approvals. Your competitors will love you for it.