ApproveThis manages your Phaxio Integration approvals.

When Approval Workflows Meet Fax Automation

Let's be real - faxing isn't dead. In industries like healthcare, legal, and finance, it's still the OG secure document transfer method. But here's the kicker: when you combine Phaxio's simple fax API with ApproveThis' approval automation, you're not just sending paper through phone lines. You're creating a system where critical documents get reviewed, approved, and dispatched faster than your legal team can say "wet signature required."

ApproveThis handles the bureaucratic ballet of getting multiple stakeholders to sign off on requests. Phaxio takes care of the physical document logistics. Together through Zapier, they turn what used to be a 3-day approval marathon into something that happens while your coffee's still warm.

How This Power Couple Works

ApproveThis' Secret Sauce

Our platform isn't just about clicking "approve" faster. It's about eliminating the whole "Hey, did you see that thing I sent you?" conversation. With features like:

• Auto-escalation for stuck approvals
• Approval chains that adapt to team vacations
• Real-time calculations to auto-approve routine requests

Phaxio's Niche Superpower

While everyone else was trying to kill faxing, Phaxio modernized it. Their API lets you:

• Send/receive faxes from any system
• Handle high volumes without dedicated hardware
• Integrate faxing into existing workflows

The magic happens when you use Zapier to connect these two. No developers needed - just point-and-click automation that turns faxes into approval triggers and vice versa.

Real-World Uses That Actually Matter

1. Healthcare: HIPAA-Compliant Approvals

Imagine a patient transfer request coming in via fax. The Zapier integration automatically creates an approval request in ApproveThis, routing it to the right physicians. Once approved, Phaxio sends the confirmed transfer docs to the receiving hospital. No one's chasing down doctors between rounds.

2. Legal Teams: Contract Execution

Law firms get final contracts via fax? Common. With this setup, every incoming contract fax triggers an approval workflow. Partners review digitally, and upon approval, Phaxio automatically faxes back the executed copy. Billable hours saved: approximately a million.

3. Finance: PO Approvals

Some suppliers still demand faxed purchase orders. Set it up so every approved PO in ApproveThis auto-faxes to the vendor through Phaxio. Accounting gets visibility, vendors get their paper trail, and you get to stop playing carrier pigeon.

The Nerd Stuff: How To Set It Up

1. Connect the Dots in Zapier: Create a new Zap using ApproveThis and Phaxio's pre-built integrations.
2. Pick Your Trigger: Start with either a new fax (Phaxio) or new approval request (ApproveThis).
3. Map the Data: Tell Zapier which fax details become approval request fields, or vice versa.
4. Test with Real Data: Send a test fax or create a test approval to see the magic happen.
5. Go Live: Turn it on and watch two legacy processes become slightly less annoying.

Pro Tip: Use ApproveThis' calculated fields to auto-approve small-dollar fax requests, saving human review for big-ticket items.

Why This Combo Slaps for Different Teams

Operations Managers

You're tired of being the human router between department silos. Now faxes automatically become tracked approval items with SLAs. Delays become visible before they blow up your KPIs.

Compliance Officers

Every approval decision is audited in ApproveThis. Every fax transmission is logged in Phaxio. Your compliance reports just wrote themselves.

IT Teams

Zero custom code to maintain. Both platforms handle scale, security updates, and API changes. You look good without lifting a finger.

The Killer Feature Everyone Overlooks

Here's the thing - ApproveThis approvers don't need Phaxio logins. When your hospital's external specialist needs to approve a faxed lab report, they just click approve in their email. No new software to learn, no extra licenses to buy. Same goes the other way - suppliers getting faxes don't need ApproveThis accounts.

This makes it perfect for:

- Client-facing approvals in professional services
- Cross-company collaborations
- Regulated industries with external reviewers

When Not to Use This Combo

Look, if your team lives in Slack and everything's digital, maybe stick to PDF approvals. But for industries where faxes are non-negotiable (looking at you, healthcare billing), this integration is like finding a cheat code. It meets old-school requirements with modern automation so you don't get stuck in the past.

Making It Work For Your Size

For 50-person companies: Start with one critical process - maybe vendor PO approvals. See time-to-approval drop by 60% and expand from there.

For 5000-person enterprises: Roll out department by department. Use ApproveThis' granular permissions to keep legal's workflows separate from facilities', while still giving execs a unified dashboard.

What Could Possibly Go Wrong?

We've seen two main hiccups:

1. Fax Data Parsing: If incoming faxes are messy, use ApproveThis' forms to structure the data before routing.
2. Approval Bottlenecks: Set up escalation rules so fax approvals don't get stuck in someone's vacation inbox.

Both solved with 10 minutes of configuration. No drama required.

Bottom Line

This integration isn't about faxing or approvals. It's about bridging the gap between "the way we've always done it" and "the way we need to work now." For teams stuck with legacy requirements but wanting modern efficiency, it's a no-brainer.

Ready to stop being a human middleware between fax machines and approval emails? Get started with ApproveThis, connect your Phaxio account via Zapier, and watch two annoyances cancel each other out.

Or if you're the cautious type, book a demo. We'll show how a healthcare provider automated 22,000 annual fax approvals without hiring more staff. Your CFO will high-five you.