ApproveThis manages your Joonto Integration approvals.

Two Platforms, One Powerful Connection

When customer conversations happen through phone calls and SMS, every minute counts. Joonto gives businesses control over voice and text communications, while ApproveThis brings structure to decision-making. Together through Zapier, they create an operational backbone for teams that depend on fast, compliant customer interactions.

This integration solves a critical challenge: maintaining oversight without slowing down customer-facing teams. Sales reps making outbound calls, support agents handling sensitive cases, and field technicians coordinating via SMS all need guardrails - but traditional approval processes often create frustrating delays.

Why This Integration Matters

ApproveThis adds a decision-making layer to Joonto's communication tracking without requiring complex development. Through Zapier, you can now:

• Automatically flag calls/SMS needing review based on custom rules
• Keep external clients in the loop without sharing internal tools

For example, a healthcare provider using Joonto for patient reminders could automatically route after-hours SMS exchanges to compliance officers via ApproveThis. The kicker? Approvers only need email access - no additional software licenses.

Real-World Workflow Accelerators

Use Case 1: High-Stakes Call Reviews

Marketing agencies running call campaigns through Joonto can set approval rules in ApproveThis based on call duration, lead status changes, or custom tags. When a sales rep marks a call as "contract-worthy" in Joonto, ApproveThis immediately routes the recording and transcript to legal via email. The GC reviews directly from their inbox, cutting review time from days to hours.

Use Case 2: Compliance Firewalls

Financial advisors using Joonto's call recording can trigger approvals for any client conversations mentioning specific products. ApproveThis routes these to compliance officers with calculated risk scores based on call metadata. The system automatically locks down non-compliant interactions until reviewed.

Use Case 3: Client-Centric Approvals

Home services companies receive urgent SMS requests through Joonto. Field managers get ApproveThis emails with job details and client history. They approve directly from mobile, triggering automated dispatch through existing tools. Clients receive Joonto SMS updates without ever seeing the backend workflow.

Technical Setup Made Simple

Connecting Joonto and ApproveThis takes 15 minutes through Zapier:

1. Create a Zap with Joonto as the trigger app (New Call/SMS)
2. Filter for specific criteria like call duration or keywords
3. Add ApproveThis as the action app (Create Request)
4. Map Joonto data to approval request fields

Pro Tip: Use ApproveThis' calculated fields to auto-score requests based on Joonto call duration or message frequency. Set approval thresholds to auto-approve routine interactions.

Team-Specific Benefits

Sales Teams

Automatically escalate enterprise deal calls for legal review while letting reps approve standard demos themselves. ApproveThis' vacation delegation ensures regional managers cover for each other during peak travel seasons.

Customer Support

Route sensitive support cases via Joonto call tags to senior staff. Use ApproveThis' real-time dashboard to monitor SLA compliance on critical escalations.

Field Operations

Technicians receive Joonto SMS parts requests that auto-create ApproveThis tickets. Managers approve urgent orders during morning rounds via mobile email while maintaining budget controls through approval thresholds.

Compliance Officers

Create audit trails by linking Joonto recordings to approval decisions. Use ApproveThis' conditional logic to require dual signatures for high-risk interactions.

Beyond Basic Approvals

While many teams start with simple call/SMS reviews, advanced users leverage:

Dynamic Routing: Send Joonto interactions from VIP clients to specialized approval groups based on custom fields in ApproveThis.

Auto-Escalation: If a Joonto SMS thread exceeds 10 messages without resolution, ApproveThis can ping department heads via email with full conversation history.

Compliance Archiving: Approved calls/SMS auto-sync to your CRM or document management system through additional Zapier connections.

Critical Advantages

Unlike native approval features in CRMs or project tools, this integration:

• Works across any system connected to Joonto
• Maintains approval context with full call/SMS details
• Enforces consistent policies across locations/teams

A mid-sized insurance firm reduced claim approval leaks by 40% using Joonto's call tracking with ApproveThis' conditional routing - all without changing their core systems.

Getting Started

Ready to transform how your team handles critical communications?

1. Sign up for ApproveThis (free 14-day trial)
2. Explore Joonto's call management features
3. Connect both through Zapier in under 20 minutes

For complex workflows, book a live demo to see how approval automation can reduce your operational risks while keeping teams responsive.

Final Thought

In voice-driven industries, the gap between client conversation and internal approval often determines who wins deals and avoids compliance fires. By marrying Joonto's communication tracking with ApproveThis' structured governance, teams finally get both speed and control - no expensive custom development required.