ApproveThis manages your Text Integration Integration approvals.

Why Combine ApproveThis and Text Integration?

Businesses thrive when decisions happen quickly, but approval bottlenecks often slow progress. ApproveThis and Text Integration solve this problem together. ApproveThis automates approval workflows, while Text Integration delivers instant SMS notifications. When connected through Zapier, these tools create a system where critical requests move forward faster, even when stakeholders are on the go.

This integration bridges the gap between structured approval processes and real-world communication habits. For example, procurement teams can get instant SMS alerts for urgent vendor payments, while marketing teams can approve campaign changes directly from their phones. The result? Reduced delays, fewer missed deadlines, and clearer accountability across teams.

Key Features That Make This Integration Powerful

Approval Automation Meets Instant Communication

ApproveThis provides tools like multi-step approvals, conditional logic, and automatic delegation during vacations. Text Integration adds the ability to notify approvers via SMS and track engagement through link clicks. Together, they ensure approvals aren’t stuck in email inboxes or overlooked in crowded project management tools.

For external collaborators – like clients or contractors – this combination is particularly effective. Approvers only need an email or phone number to participate, eliminating the need for additional software licenses. A construction firm, for instance, could route permit approvals to city officials via SMS without requiring them to log into a new platform.

Real-World Use Cases Across Industries

1. Instant Notifications for Time-Sensitive Approvals

Template: "Send text messages for new approval requests"

When a new request is created in ApproveThis, Text Integration sends an SMS with key details and a secure link to review. Approvers can click to view the full request and respond directly from their phone.

Who benefits:

• Healthcare: Hospital procurement teams receive SMS alerts for emergency medical supply orders, reducing treatment delays.
• Retail: Store managers approve flash sale proposals during peak hours without leaving the sales floor.

2. Trigger Approvals from Customer Actions

Template: "Create approval requests for new link clicks"

When customers click tracked links in Text Integration campaigns (e.g., "Yes, upgrade my plan"), ApproveThis automatically generates approval requests for follow-up actions like contract revisions or service upgrades.

Who benefits:

• Financial Services: Banks trigger compliance reviews when clients click links related to high-risk investment opportunities.
• E-Commerce: Support teams escalate refund requests that require managerial approval based on customer SMS interactions.

Setting Up the Integration in 4 Steps

With Zapier as the connector, setup takes under 15 minutes:

1. Create a Zapier account (if you don’t have one) at zapier.com
2. Choose an ApproveThis trigger: "New Request" or "Request Approved/Denied"
3. Select a Text Integration action: "Send Text Message" or "Track Link Click"
4. Map approval request data (due dates, amounts, descriptions) to SMS content fields

Pro tip: Use ApproveThis’ calculated fields to include dynamic values in SMS alerts. For example, auto-calculate project budgets in requests and display them in messages sent via Text Integration.

Team-Specific Benefits

Operations & Procurement

Reduce supply chain delays by sending vendor payment approvals via SMS with built-in escalation rules. If a manager doesn’t respond within 2 hours, ApproveThis automatically routes the request to their deputy.

Marketing & Creative

Accelerate campaign launches by embedding approval links in SMS notifications. Approvers can review draft assets on their phone and provide feedback without switching apps.

HR & Finance

Process expense reports faster with SMS alerts that include automatic policy checks. If a submission exceeds department limits, ApproveThis adds required approvers before sending the text notification.

Cost Efficiency Through Selective Licensing

Since ApproveThis doesn’t require external approvers to have Text Integration licenses, companies can:

- Collaborate with freelance designers via SMS without additional software costs

- Route client sign-offs through text while keeping project data secure in ApproveThis

- Onboard temporary staff with SMS-based approvals instead of full system access

Advanced Features to Explore

Once the basic integration is running, leverage these capabilities:

Approval Thresholds: Auto-approve small expenses via SMS but require manager input for larger amounts.

Vacation Delegation: Ensure texts go to backup approvers when primary contacts are OOO.

Real-Time Tracking: Monitor SMS response rates in ApproveThis dashboards to identify bottlenecks.

Getting Started

To implement this integration:

1. Register for ApproveThis (14-day free trial available)

2. Sign up for Text Integration

3. Connect both apps via Zapier using the templates provided above

For personalized guidance, schedule a demo to see how approval automation can transform your workflows.