Why Approval Automation Matters Now
Business moves at text speed, but approvals still crawl through email threads. Marketing needs that campaign live yesterday. Finance stalls on a vendor payment because someoneâs OOO. Operations canât greenlight a shipment without three signatures. This isnât just annoying â it costs revenue.
ApproveThis and Redtie fix this disconnect. ApproveThis handles the decision-making rigor businesses require. Redtie delivers instant communication where people actually respond â their phones. Together via Zapier, they create approval chains that move at the pace of modern work.
How This Combo Works Where Other Tools Fail
Most approval software assumes everyone lives in email or some project management tool. Reality check: Clients donât want to log into your CRM. Contractors wonât learn your new procurement system. ApproveThis cuts through this by meeting approvers where they are â email or SMS via Redtie. No extra logins, no training.
Redtieâs strength? Itâs not just another messaging app. Sending files via text (PDF contracts, design mockups, invoices) removes the back-and-forth of âDid you get the attachment?â ApproveThis adds structure: escalation paths if someoneâs unavailable, audit trails for compliance, conditional logic so $500 approvals donât wait on the CFO.
Real-World Impact: Beyond Theory
A regional HVAC company used to lose 11 days per month waiting on equipment purchase approvals. Field managers would text their boss a PDF quote, whoâd forward it to accounting, whoâd miss the email. Now, Redtie captures the quote as a text attachment, ApproveThis routes it to the right people based on amount, and denials/approvals sync back to their job management system. Theyâve cut approval delays by 68%.
Use Cases That Actually Move the Needle
1. Client-Driven Approvals Without the Headache
Template: New business details in Redtie â Approval request in ApproveThis.
Marketing agencies: Client submits updated brand guidelines via Redtie (logo files, PDF style guide). ApproveThis routes to creative director, legal, and account lead. No more âI never saw the final versionâ disputes.
Healthcare clinics: Patient intake forms sent via text get approved by staff before appointments. Flag missing info instantly instead of at check-in.
2. Approval Status Updates That Prevent Follow-Up Calls
Template: New ApproveThis request â Redtie SMS alert to contact.
Construction: Supervisors text inspection reports. ApproveThis notifies the architect via Redtie, who approves right from the message. No chasing down people on job sites.
Nonprofits: Donation requests over a set amount auto-alert the board via text. They click to approve/deny without exposing personal email addresses.
3. Post-Approval Actions That Actually Happen
Template: ApproveThis decision â Add Redtie contact + auto-message.
Event planners: Approved vendor gets added to Redtie, receives immediate text with next steps. Denied vendors get a polite decline template â avoids awkward emails.
Manufacturing: Approved purchase orders trigger Redtie SMS to the supplier with PO details. Denials notify the procurement team to find alternatives.
Setup That Takes Minutes, Not Days
Zapierâs pre-built integration makes this work without IT:
- Connect ApproveThis and Redtie to your Zapier account
- Choose a trigger (e.g., âNew Requestâ in ApproveThis)
- Set the action (e.g., âSend Messageâ in Redtie)
- Map critical data fields: Request ID, contact phone, notes
Pro Tip: Use ApproveThisâ calculated fields to add urgency. Example: âResponse needed within 24hrsâ auto-added to Redtie messages for time-sensitive requests.
Who Gains the Most (By Team)
Operations Teams
Stop being the approval middleman. Field crews text photos of damaged equipment â ApproveThis routes to insurance + management. Approvers get SMS with repair quotes. No more lost paperwork.
Sales & Account Management
Clients hate e-signature portals. Send NDAs via Redtie, ApproveThis tracks signatures, auto-updates CRM. Renewal quotes get texted for approval â closes deals faster.
Finance & Procurement
Set approval thresholds so small expenses donât clog the CFOâs inbox. Large purchases trigger Redtie SMS with key docs. All decisions feed into accounting software automatically.
Critical Features Youâll Actually Use
ApproveThis isnât just another checkbox tool. These features make the Redtie integration powerful:
- Vacation Delegation: Approver out? Requests auto-forward via Redtie to their designee. No more âI was OOOâ excuses.
- Threshold Escalation: Orders over $10K? Auto-add the VP via SMS without changing your workflow.
Why This Isnât Just âAnother Integrationâ
Most app partnerships just shuffle data. This combo changes behavior: Approvers actually respond because theyâre not fighting technology. Data stays in sync without manual entry. And crucially, clients and vendors donât need ApproveThis logins â they interact via familiar SMS.
Get Started (Without the Usual Hassle)
ApproveThis offers a free tier for basic workflows. Redtie has pay-as-you-go SMS pricing. Together, theyâre affordable even for small teams.
Next Steps:
1. Register for ApproveThis (2-min setup)
2. Create Your Redtie Account
3. Connect both to Zapier using pre-built templates
Or, schedule a demo to see complex workflows tailored to your industry.
Final Thought: Approval Delays Are a Choice
Legacy tools force you to choose between speed and compliance. This integration proves you can have both. Less chasing people, more doing the work that grows your business.
Integrate with Redtie 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 Redtie
Suggested workflows (and their Zapier components) for Redtie
Create approval request for new business details
When new business details are listed in Redtie, create an approval request in ApproveThis. This integration ensures that business information is reviewed before proceeding, streamlining decision-making.
Zapier Components
Trigger
Business List
To list the Business details of the user based on their email address.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send message for new approval requests
When a new approval request is initiated in ApproveThis, send a message through Redtie to alert the contact. This integration improves communication by notifying the right individuals as soon as the request is created.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Send Message
Sends message to a particular contact in your Redtie business.
Add contact for approved requests
When a request is approved or denied in ApproveThis, add the corresponding contact in Redtie automatically. This integration keeps your contact list updated and ready for follow-up tasks based on approval outcomes.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Add Contact
Add contacts for your business.
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