Skip to content
Pocket Receptionist Integration

ApproveThis manages your Pocket Receptionist Integration approvals.

April 17, 2025

Integration Category: Communication

Stop Letting Requests Fall Through the Cracks

Here's the cold truth: your team is drowning in messages that need decisions. Phone inquiries about pricing changes. Client requests for service upgrades. Vendor quotes waiting for green lights. Pocket Receptionist catches these calls brilliantly, but without a system to actually decide what happens next, you're just building a digital pile of unresolved stuff.

That's where ApproveThis comes in – not as another app to manage, but as the missing link between capturing requests and actually resolving them. When you connect these two through Zapier, you're essentially giving your team a 24/7 decision-making assistant that never sleeps, never forgets to follow up, and never lets urgent requests collect dust in someone's inbox.

How This Combo Actually Works (No Fluff)

Let's break down the machinery:

  • Pocket Receptionist handles the front lines – calls, messages, client inquiries
  • ApproveThis manages the back end – routing decisions, getting sign-offs, enforcing rules

The magic happens in the handoff. When a Pocket Receptionist agent logs a message that needs approval (say, a client requesting expedited service), Zapier instantly creates an approval request in ApproveThis. Decision-makers get notified via email (no need to log into another system), click approve/reject, and that decision triggers the next action – whether that's notifying operations teams or updating your CRM.

Real Scenarios for Mid-Sized Companies

Customer Support Teams: From "Let Me Check" to Instant Answers

Picture this: A high-value client calls about upgrading their contract terms. Your Pocket Receptionist agent takes detailed notes. Instead of emailing three managers and waiting days for responses, ApproveThis:

  • Routes the request to Sales Director > Legal > CFO based on deal size
  • Auto-calculates discounted pricing thresholds
  • Sends reminders if approvals stall

Result? That upgrade gets approved before the client hangs up, because your team isn't playing approval ping-pong across Slack threads.

HR Departments: Compliance Without the Paperwork Nightmare

When employees call about policy exceptions (remote work requests, equipment purchases), Pocket Receptionist captures the details. ApproveThis then:

  • Routes based on department/request type
  • Requires mandatory IT security review for hardware requests over $500
  • Automatically archives approved decisions for audit trails

No more lost Post-It notes with "Jenny approved this on Tuesday... I think."

Why This Isn't Just Another Integration

Most app integrations just shuffle data. This one actually closes loops. Here's what makes it different:

No License Headaches for External Approvers

Your client's legal team needs to sign off on a contract amendment? They can approve/reject via email without needing Pocket Receptionist logins. Same for vendors, partners, or field technicians – ApproveThis handles external approvals seamlessly.

Decisions That Respect the Clock

With ApproveThis' vacation delegation, if your CFO is hiking the Alps, requests automatically reroute to their deputy. Pocket Receptionist messages won't stall just because someone's OOO.

Calculations That Prevent "Oops" Approvals

Dynamic fields in ApproveThis can auto-calculate things like:

  • Total project costs from line items in a message
  • Compliance thresholds for discount approvals
  • Service level agreement impacts for expedited requests

Meaning approvers see not just the request, but the implications of saying yes.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can build this integration:

  1. Create a Zapier account (free tier works)
  2. Choose Pocket Receptionist's "New Message" trigger
  3. Map key message details to ApproveThis' request fields
  4. Set approval rules (who needs to sign off based on content)
  5. Test with real messages

Pro tip: Start with one high-impact use case (like contract amendments) before scaling to other processes.

Who Benefits Most (Besides Your Sanity)

Operations Teams

Reduce "Hey, did we ever approve that inventory purchase?" emails by 70%. Real-time dashboards show exactly where each request stands.

Sales Leaders

Stop losing deals because legal takes days to review custom terms. Set automatic escalation for high-value opportunities.

IT Managers

Enforce security protocols without being a bottleneck. Hardware requests auto-route based on cost/risk levels.

The Bottom Line: This Isn’t About Apps – It’s About Velocity

Companies between 50-5k employees don’t need more software. They need fewer delays. By connecting call handling to decision-making, you’re essentially removing the bureaucratic sludge that turns 5-minute approvals into 5-day marathons.

ApproveThis isn’t replacing Pocket Receptionist – it’s weaponizing it. Every captured message becomes an actionable item instead of another item on someone’s to-do list.

Ready to Stop Playing Approval Whack-a-Mole?

If you’re using Pocket Receptionist as more than just a fancy answering machine, it’s time to connect it to an approval system that actually does something with those messages. ApproveThis works how your team already does – through email, Slack, or whatever tools you’re glued to.

Get started with ApproveThis today, or if you prefer human interaction (weird, but okay), book a 15-minute demo to see how this works with your existing Pocket Receptionist setup.

🥳

Integrate with Pocket Receptionist 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 Pocket Receptionist

Suggested workflows (and their Zapier components) for Pocket Receptionist

Create approval requests for new Pocket Receptionist messages

When a new message is received in Pocket Receptionist, this integration creates an approval request in ApproveThis. Streamline your decision-making process by ensuring every message is reviewed and approved. *Note: Customize request parameters as needed for your workflow.*

Zapier Components

Pocket Receptionist Logo

Trigger

New Message

Triggers when agent takes a message on behalf of you.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create email assists for new approval requests

When an approval request workflow is initiated in ApproveThis, this automation creates an email assist in Pocket Receptionist. This integration ensures timely communication as part of your approval process. *Note: Ensure email assist settings align with your notification protocol.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Pocket Receptionist Logo

Action

Create Email Assist

Creates a new assist request tagged to your account