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Cloudphone.com Integration

ApproveThis manages your Cloudphone.com Integration approvals.

April 17, 2025

Integration Category: Communication

When Approval Processes Meet Real-World Communication

Let's cut through the corporate speak: approvals suck when they involve chasing people across six apps. Sales needs legal to OK a contract. Customer support wants manager sign-off on a refund. Facilities has to get three quotes before fixing the AC. Meanwhile, everyone's drowning in emails, missed calls, and passive-aggressive Slack reminders.

That's why pairing ApproveThis with Cloudphone.com isn't just about connecting tools – it's about fixing how work actually happens. Think of it like this:

  • ApproveThis handles the "who needs to say yes" part: routing requests, calculating totals, escalating when someone's on vacation
  • Cloudphone deals with the "how we talk about it" part: call logs, SMS updates, bulk notifications when decisions are made

Together via Zapier, they turn approval bottlenecks into automated workflows where:

  • Customer service calls trigger quality assurance reviews automatically
  • Approval decisions blast out as text updates to field teams
  • Contract sign-offs happen via email so legal doesn't get stuck in endless calls

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit a wall: too big for "just email it to Susan," too small to build custom software. ApproveThis + Cloudphone solves three specific headaches:

1. External Approvals Without the License Fees

Your client doesn't use Cloudphone? Doesn't matter. ApproveThis lets external partners approve requests via email – no new logins, no added seats. Example: A construction firm sends change order approvals to a client's project manager. They click approve in Gmail, it auto-updates the Cloudphone project log.

2. Audit Trails That Don't Live in Someone's Voicemail

Cloudphone records calls. ApproveThis records who approved what, when, and why. Connect them via Zapier, and suddenly you've got a paper trail connecting customer complaints → support escalations → manager approvals → resolution SMS receipts.

3. Death to "Did You Get My Voicemail?"

ApproveThis' real-time dashboard shows where requests are stuck. Cloudphone's SMS blasts nudge approvers without another meeting. Example: A healthcare provider automates patient intake approvals – if a nurse doesn't sign off within 2 hours, Cloudphone texts their backup.

Real Workflows for Teams Who Hate Wasting Time

Use Case 1: Customer Support Quality Assurance

The Problem: Every support call should get reviewed, but managers drown in listening to recordings.

The Fix: When Cloudphone logs a call (e.g., escalated complaint), ApproveThis auto-generates a QA checklist. The VP of Support gets an email: "Approve $50 credit? [Call recording attached]". Deny it, and Cloudphone SMS-es the agent to schedule coaching.

Use Case 2: Sales Contract Redlines

The Problem: Legal takes days to review deals because they're fielding calls from anxious reps.

The Fix: CRM triggers an ApproveThis request when a deal hits $50k. Legal gets a summary email with Cloudphone-captured client calls. They approve with edits, which auto-send to the client via Cloudphone SMS with a DocuSign link.

Use Case 3: Facilities Emergency Spend

The Problem: A broken HVAC after hours needs three bids... but it's 95°F in the office.

The Fix: Submit via ApproveThis with photos. Rules auto-approve anything under $1k if Facilities director doesn't respond in 30 minutes. Cloudphone texts the approved vendor to dispatch ASAP.

Setting This Up Without IT Involvement

Zapier does the heavy lifting. Here's the 3-step playbook:

  1. Connect the Tools: Create a Zapier account, link ApproveThis and Cloudphone (takes 2 minutes)
  2. Pick Your Trigger: Cloudphone call completed? ApproveThis request denied? Start there.
  3. Add Logic: Use ApproveThis' calculated fields (e.g., "if total > $5k, require CFO approval") or Cloudphone's SMS templates

Pro Tip: The Vacation Override

ApproveThis automatically reroutes approvals if someone's OOO. Pair it with Cloudphone's SMS alerts, and you avoid the "Sorry, I'm on PTO" black hole.

Who Actually Uses This? (Beyond the Demo Videos)

Marketing Teams: Campaign Approvals

Example: A retail chain's social post needs regional manager approval. ApproveThis routes it based on location. If denied, Cloudphone texts the marketer with voice notes explaining edits.

Operations: Inventory Purchases

Example: Warehouse scans a low-stock item → ApproveThis pings procurement → If no response in 1 hour, Cloudphone calls the backup approver.

Healthcare: Patient Protocol Sign-Offs

Example: Lab results sent via ApproveThis to a specialist. If urgent, Cloudphone blasts their on-call team until someone approves.

The Hidden Benefit: Less Software Fatigue

Your approvers live in email. Your field team lives in SMS. Your PMO wants everything in ClickUp. ApproveThis + Cloudphone acts as the translator:

- Approvals start in one system, finish in another
- No one has to learn new tools
- IT gets unified logs for compliance

How This Scales Without Breaking

ApproveThis handles complex logic (multi-step approvals, conditional thresholds) but stays out of the way. Cloudphone manages high-volume comms without per-user fees. Together, they're built for:

- Mergers/Acquisitions: Keep legacy systems but unify approvals
- Seasonal Spikes: Temp workers can approve via SMS without logins
- Global Teams: ApproveThis translates requests; Cloudphone handles local SMS rates

Getting Started (Without the Sales Call)

Try this today:

1. Sign up for ApproveThis (free trial, no CC)
2. Pick one approval process that relies on phone calls or texts
3. Use Zapier's pre-built template to connect to Cloudphone
4. Send your first request → see who approves it fastest

Or, if you'd rather see it live: Book a 12-minute demo. We'll show how to replace your clunkiest approval process using tools you already have.

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Integrate with Cloudphone.com 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.

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Best Approval Workflows for Cloudphone

Suggested workflows (and their Zapier components) for Cloudphone

Create approval request for new Cloudphone call completions

When a call is completed through Cloudphone, an integration creates an approval request in ApproveThis for review. This automation streamlines quality checks and decision-making processes. *Note: Configure additional filters if necessary.*

Zapier Components

Cloudphone Logo

Trigger

New Call Completed

Triggers when a call to/from your company is completed.

Action

Create Request

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

Send text message for new approval requests

When a new approval request workflow is initiated in ApproveThis, an SMS is sent via Cloudphone to notify team members. This integration ensures that important approval notifications are delivered instantly. *Note: Ensure the subscriber list is correctly set up.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Cloudphone Logo

Action

Send Text Message

Sends a Message via SMS

Send text blast for approved requests

When an approval decision is made in ApproveThis, this automation sends a bulk text blast via Cloudphone to update stakeholders. It helps teams quickly disseminate finalized decisions and follow up on next steps. *Note: Adjust text content as needed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Cloudphone Logo

Action

Send Text to a Subscriber List

Send Bulk Text Message to a Subscriber List