ApproveThis manages your Thirdlane Integration approvals.

Why Approval Workflows Belong in Your Communication Stack

Modern businesses run on two currencies: information and action. Thirdlane provides the communication infrastructure to move information efficiently across teams through voice, video, and messaging. ApproveThis adds the decision-making layer - transforming that information into accountable business actions. Together, they create closed-loop processes where communication triggers approvals and approvals trigger communication.

The Strategic Fit Between Unified Communications and Approval Automation

Thirdlane's white-label UC platform gives MSPs and enterprises flexibility in how teams connect. But until now, turning those conversations into trackable decisions required manual handoffs. ApproveThis brings structure to post-call actions through:

• Role-based approval chains that mirror organizational hierarchies
• Automatic escalation paths for time-sensitive requests
• Audit trails meeting compliance requirements

When integrated via Zapier, these platforms enable scenarios like automatically converting support call summaries into change requests or triggering outbound calls when contracts receive final sign-off.

Real-World Workflows for Different Industries

Managed Service Providers: From Client Call to Change Order

When a Thirdlane call recording flags a client requesting new infrastructure, ApproveThis can:

1. Create procurement requests with auto-calculated budget impact
2. Route for technical review and client approval
3. Trigger service delivery calls once approved

This reduces service ticket resolution time by eliminating back-and-forth emails.

Healthcare Providers: Compliant Patient Care Coordination

Thirdlane's HIPAA-compliant messaging meets ApproveThis' audit capabilities for:

• Prior authorization workflows triggered by patient calls
• Multi-provider consults requiring sequential approvals
• Discharge follow-up calls auto-scheduled after final sign-off

Four Ways to Connect Call Events to Approval Actions

1. Post-Call Review Workflows

When Thirdlane detects a completed sales demo call, ApproveThis can:

- Generate contract approval requests with deal terms
- Notify legal via email (no Thirdlane license required)
- Escalate unanswered requests after 24 hours

Ideal for: Sales teams needing to accelerate deal closure

2. Approval-Triggered Client Updates

When finance approves a credit limit increase in ApproveThis:

- Thirdlane auto-dials the account manager
- Plays approved credit terms via text-to-speech
- Logs call outcome back to CRM

Ideal for: Financial services firms managing compliance

3. Real-Time Call Center Escalations

During high-priority support calls detected by Thirdlane:

- ApproveThis pings managers via SMS
- Collects emergency approval for service credits
- Updates case status without leaving the phone interface

Ideal for: Customer success teams managing SLAs

4. Procurement Call Coordination

When vendors call about invoice disputes:

- ApproveThis routes payment exception requests
- Triggers Thirdlane conference calls once approved
- Attaches call recordings to accounting system

Ideal for: AP teams managing supplier relationships

Implementation Guide: Connecting the Dots

Step 1: In Zapier, create a new Zap with Thirdlane as the trigger app
Step 2: Choose trigger events like "Call Ended" or "New Voicemail"
Step 3: Add ApproveThis action - map call metadata to approval fields
Step 4: Configure approval rules and notifications in ApproveThis
Step 5: Add optional Thirdlane actions post-approval

Pro Tip: Use ApproveThis' calculated fields to auto-populate cost centers or project codes based on Thirdlane's caller ID data.

Department-Specific Benefits

Sales Teams

Reduce deal cycle time by 22% using approval-triggered callbacks when contracts reach specific stages. Approvers get full context from recorded discovery calls without needing CRM access.

Customer Support

Meet SLA targets using automatic approval routing for escalation tickets. Thirdlane call data pre-fills ApproveThis templates with priority levels and customer history.

Operations

Cut procurement delays by linking vendor calls to approval chains with built-in budget checks. Vacation delegation ensures no single approver becomes a bottleneck.

Why This Integration Beats Manual Processes

Traditional approval methods create blind spots between calls and decisions. A marketing team approving a campaign might miss that the client called to revise scope. By connecting Thirdlane's call analytics with ApproveThis' audit trails, teams gain:

- 360-degree view of decision context
- Automated version control for changing requirements
- Time-stamped records for compliance reporting

Getting Started

ApproveThis offers a free tier for basic workflows, while Thirdlane provides 30-day trials. Implementation typically takes 2-3 hours:

1. Create ApproveThis account
2. Set up Thirdlane instance
3. Connect via Zapier using pre-built templates

For complex use cases like healthcare or financial services, request a custom demo showing HIPAA/GDPR compliance features.

The Bottom Line

Every business call contains potential actions - some requiring oversight, others needing immediate response. By integrating Thirdlane's communication platform with ApproveThis' approval engine, organizations turn conversations into accountable workflows. The result isn't just faster decisions, but auditable processes that align with how modern teams actually work.

Next Step: Book a integration workshop to map your key call-to-approval scenarios.