Skip to content
VoiceRules Integration

ApproveThis manages your VoiceRules Integration approvals.

April 17, 2025

Integration Category: Crm

Two Systems, One Goal

Businesses using VoiceRules already know the power of streamlined communication – instant call routing, SMS management, and compliance-ready logs. But what happens when you need to approve critical communications or validate customer interactions? This is where ApproveThis steps in. Together, these platforms create an audit-ready system for managing high-stakes calls, messages, and approvals without manual handoffs.

Why This Integration Matters

VoiceRules tracks every call and SMS. ApproveThis structures decisions around them. Connect them via Zapier, and you get automated workflows where:

  • Sales managers approve outbound campaigns to premium clients
  • Compliance teams validate sensitive customer service interactions
  • Field teams get fast sign-offs on emergency purchase requests made via call

Approvers don't need VoiceRules licenses – ideal for external auditors or clients reviewing specific interactions.

Real-World Use Cases

1. Call Log Approvals for Regulated Industries

A healthcare provider uses VoiceRules to log patient support calls. With ApproveThis, compliance officers automatically receive requests to validate sensitive calls against HIPAA guidelines. If a nurse discusses treatment options via phone, the interaction is flagged for review. Approvers click "Approve" in their email without logging into any system.

2. SMS Campaign Authorization

Marketing teams at financial institutions can't afford unauthorized messaging. When a new SMS draft enters VoiceRules, ApproveThis triggers a multi-level approval chain: legal reviews compliance, the CMO approves creative, and IT confirms technical specs. Conditional logic ensures all three sign off before campaigns launch.

3. Emergency Procurement via Voice

Construction foremen use VoiceRules' call tracking to request urgent material deliveries. ApproveThis converts these calls into approval workflows with real-time budget calculations. If a $15K concrete order exceeds the foreman's $10K threshold, it automatically routes to the regional director. All decisions sync back to VoiceRules for audit trails.

Technical Setup Made Simple

Connect VoiceRules and ApproveThis in three steps:

  1. Create a Zapier account (if you don't have one)
  2. Choose a trigger from VoiceRules (new call/SMS log)
  3. Set ApproveThis as the action app to generate approval requests

Example: When VoiceRules logs an international call, Zapier triggers an ApproveThis workflow that checks company telecom policies. If the call duration exceeds plan limits, it escalates to Finance automatically.

Team-Specific Benefits

Sales Leaders

Close deals faster by embedding approval chains into client call processes. When a sales rep negotiates custom terms via VoiceRules, ApproveThis automatically routes the deal to legal and finance. Real-time dashboards show which approvals are pending so nothing stalls at signature.

Compliance Officers

Automate oversight without micromanaging. Configure ApproveThis to flag calls containing keywords like "refund" or "contract." Every flagged interaction requires manual approval before being archived in VoiceRules, reducing regulatory risk.

Operations Managers

Use calculated fields to auto-approve routine requests. VoiceRules call data (duration, number type) can trigger ApproveThis thresholds. Local office calls under 30 minutes? Auto-approved. International conference calls? Sent for budget review.

Advanced Features in Play

Combine both platforms' strengths for complex scenarios:

Vacation Delegation: When a VoiceRules call log shows a manager's out-of-office reply, ApproveThis reassigns their approvals instantly. No need for manual backup assignments.

Dynamic Escalation: If an ApproveThis request sits unopened for 24 hours (tracked via VoiceRules' call timestamps), it escalates to the next approver with context from the original interaction.

Getting Started

Prioritize integration points that address current bottlenecks:

1. If delayed client approvals are hurting deals, connect VoiceRules call logs to ApproveThis for legal team reviews.
2. For compliance-heavy industries, set up keyword-based approval triggers in high-risk communication channels.
3. Use ApproveThis' email approvals to involve external partners without sharing VoiceRules access.

Final Word

VoiceRules gives you control over communications. ApproveThis adds governance. Together, they turn every call and message into an auditable process – not just a log entry. Whether you're managing sales compliance, field operations, or client interactions, this integration closes the gap between action and accountability.

Ready to streamline approvals? Start your ApproveThis trial or schedule a custom demo to see how it works with your VoiceRules setup.

🥳

Integrate with VoiceRules 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 VoiceRules

Suggested workflows (and their Zapier components) for VoiceRules

Create approval requests for new call histories

When a new call history entry appears in VoiceRules, create an approval request in ApproveThis for managerial review. This integration streamlines decision-making by automatically routing call details for approval. *Note: Configure additional filters for specific call types if needed.*

Zapier Components

VoiceRules Logo

Trigger

Call History

Triggers when user request for call history.

Action

Create Request

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

Create approval requests for new message logs

When a new message log is recorded in VoiceRules, send an approval request to ApproveThis for review and validation. This automation helps reduce manual steps and ensures compliance in communications. *Note: Adjust filtering criteria based on message content if required.*

Zapier Components

VoiceRules Logo

Trigger

Message Logs

Trigger when new message is created in voice rules.

Action

Create Request

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

Insert call histories for approved requests

When an approval decision is made in ApproveThis, automatically insert the call details into VoiceRules call histories for record-keeping. This integration enhances tracking of approval outcomes and speeds up documentation. *Note: Verify field mappings for seamless data flow.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

VoiceRules Logo

Action

Call History

To show the call histories of voice rules phone number