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ApproveThis manages your 8x8 approvals.

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When Approval Workflows Meet Real-Time Communication

Let's cut through the corporate speak: approvals suck when you're chasing people across six different apps. ApproveThis fixes that by putting all your "yes/no" decisions in one place. 8x8 (their actual product, not the chess move) handles the messy part of actually talking to humans through SMS, chat apps, and voice. Together? They turn approval bottlenecks into automated handshakes between systems.

Here's why mid-sized companies care: When your procurement team needs to approve a vendor contract, they shouldn't have to dig through Slack threads or forward emails. With ApproveThis handling the decision routing and 8x8 pushing notifications through actual human communication channels, you get accountability without the endless follow-up meetings.

What Happens When You Stop Playing Messenger

ApproveThis isn't just another form builder. It's built for companies where decisions require multiple eyes - think legal reviews, budget sign-offs, or compliance checks. 8x8 isn't just a phone system; it's how you reach people where they actually respond (hint: not email). Connect them via Zapier, and you've got approval workflows that actually move at business speed.

Real example: A healthcare company uses ApproveThis thresholds to auto-approve equipment purchases under $5k. But when a $50k MRI maintenance contract hits, it routes to the CFO via 8x8 SMS. The kicker? The CFO approves directly from their phone without needing to log into either system. That's the combo play.

Three Ways This Isn't Just Another Integration

1. Customer Support That Doesn't Wait for Manager Nods

Scenario: A premium client messages your team via 8x8's chat app asking for a contract exception. Without this setup, your support lead would screenshot the chat, email it to their manager, then wait. With the integration:

• 8x8 detects high-priority keywords in the chat
• ApproveThis auto-creates an approval request with chat transcript
• Manager gets an SMS through 8x8 with one-click approve/deny
• Support agent sees real-time update in their dashboard

Time saved: 2-3 business days of "Did you see my email?"

2. Procurement That Doesn't Require a Bat-Signal

Your operations team orders supplies through 8x8's SMS-based system. For orders over $10k, ApproveThis:

• Auto-routes to department heads based on budget thresholds
• Sends escalation SMS via 8x8 if no response in 24hrs
• Updates inventory systems once approved
• All without making approvers log into yet another portal

3. HR That Handles Sensitive Stuff Securely

When employees submit time-off requests through 8x8 chat, ApproveThis:

• Routes to managers with calculated PTO balances
• Automatically reassigns approvals if manager is OOO
• Sends encrypted confirmation via 8x8's platform
• Syncs with payroll systems post-approval

Why Your Team Leads Will Actually Use This

For Finance Teams

ApproveThis' calculated fields automatically flag requests that exceed quarterly budgets. When combined with 8x8's SMS alerts, your controllers get real-time spend visibility without manual reports. Example: A marketing campaign approval auto-triggers when the department hits 75% of its budget.

For Operations Managers

ApproveThis' conditional routing means maintenance requests from 8x8 chats go straight to facility leads, while IT purchases route to tech managers. Vacation delegation ensures backups get SMS alerts if primary approvers are out.

For Customer Success

When clients request contract changes via 8x8, ApproveThis routes them through legal and sales ops in parallel. Approvers get chat app notifications instead of emails that get buried. Clients see faster turnaround without your team playing operator.

Setting This Up Without Losing Your Mind

1. Connect the pipes: In Zapier, set ApproveThis as the "Create Request" action and 8x8 as your trigger (or vice versa). Pro tip: Name your Zaps clearly like "Chat to Contract Approval" so IT doesn't hate you later.

2. Map the important stuff: Pull 8x8 message content into ApproveThis fields. Add conditional logic like "If message contains 'urgent', SMS all managers."

3. Test with real data: Send a test chat through 8x8 and watch it hit ApproveThis. Approve it, then verify the confirmation goes back via SMS. Yes, this takes 15 minutes. No, you can't skip it.

4. Scale responsibly: Start with one workflow (like purchase orders), then add HR or legal approvals once the team sees it doesn't bite.

The Quiet Perks You'll Appreciate Later

License savings: Approvers only need ApproveThis access - no extra 8x8 seats required. Huge when working with external partners or budget-conscious teams.

Audit trails that audit: Every 8x8 interaction ties back to an ApproveThis log. Compliance teams can track who approved what, when, and why - without deciphering chat histories.

Mobile-proof approvals: Field teams approve via SMS, managers via chat app, executives via email. All roads lead back to one centralized audit trail in ApproveThis.

When to Use This vs. When to Pass

Good fit:
• Companies using 8x8 for frontline comms (support, logistics, field teams)
• Industries requiring compliance paper trails (healthcare, finance, legal)
• Teams drowning in screenshot-forward approval requests

Not the right tool:
• Companies without structured approval processes
• Teams that live entirely in email (bless their hearts)
• Organizations allergic to reducing meeting counts

Bottom Line for Decision Makers

ApproveThis + 8x8 via Zapier isn't about flashy features. It's about eliminating the three worst words in business: "Did you approve...?" By connecting decision systems to communication channels your team already uses, you get faster approvals with less chasing. The ROI isn't in time saved - it's in preventing the $50k purchase that sat unsigned because someone missed an email.

Ready to stop being a human router? Register for ApproveThis or grab a demo. We'll show how to set up your first 8x8 integration in under 20 minutes - coffee break included.

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