ApproveThis manages your Posh Integration approvals.

Why This Integration Isn’t Just “Another Zap”

Let’s cut through the noise: Most Zapier integrations just shuffle data between apps. This one actually fixes broken processes. When you connect ApproveThis (the approval engine your team actually uses) with Posh (the virtual receptionist service that handles your calls), you’re not just automating tasks – you’re closing the loop between external communications and internal decision-making.

Think about how many approvals get stuck because someone’s waiting on information from a phone call, email, or message. Now imagine your Posh agents automatically triggering approval workflows the moment they take a message, and ApproveThis automatically telling Posh what to do next after decisions are made. That’s the kind of handshake that turns “we’ll get back to you” into actual results.

What Each App Brings to the Party

ApproveThis (The Decider)

Built for companies tired of chasing down signatures in Slack threads. Key features that matter for this integration:

• Email approvals (because nobody wants another login)
• Automatic escalation for urgent requests
• Delegation when Karen from accounting is on vacation

Posh (The Communicator)

Your shield against phone tag and overflowing inboxes. Relevant superpowers:

• Message taking that doesn’t sound like a robot
• Email assist for those “I need to follow up but don’t have time” moments
• Contact management that actually stays updated

The magic happens when you make these two talk: Posh handles the “what’s happening outside,” ApproveThis manages the “what we’re doing about it inside.”

Real-World Use Cases That Don’t Suck

1. Client Requests That Actually Get Approved

The problem: Your Posh agent takes a message about a client’s urgent request. It gets emailed to the team... and dies in someone’s inbox.

The fix: Automatic approval workflows triggered by Posh messages.

How it works:

1. Posh agent logs a client inquiry about changing project scope
2. Zapier creates an ApproveThis request with message details
3. Approval chain fires up – project manager → finance → legal
4. Everyone approves/denies via email without leaving Outlook

Who needs this: Law firms, agencies, anyone billing hourly. Cut the “I never saw that email” excuse at the knees.

2. Approval Follow-Ups That Don’t Require Nagging

The problem: Approved requests that everyone forgets to act on. (Looking at you, sales teams with “approved” discounts that never get applied.)

The fix: Approved deals automatically become Posh email tasks.

How it works:

1. ApproveThis approves a special pricing request
2. Zapier triggers Posh to send confirmation email to client
3. Posh agent schedules follow-up call to finalize

Who needs this: Sales orgs with custom quoting, companies offering time-sensitive promotions.

3. Contact Lists That Stay Updated Automatically

The problem: New vendors/clients get approved, but never make it into your comms system.

The fix: Approved contacts auto-populate in Posh.

How it works:

1. New vendor approval in ApproveThis
2. Zapier adds their contact info to Posh
3. Posh agents now have correct details for scheduling/etc.

Who needs this: Procurement teams, anyone managing external contractors.

Setup That Won’t Make You Want to Scream

Total time: 12 minutes (we timed it).

Step 1: Connect the Apps

Create a Zapier account if you don’t have one. Connect ApproveThis and Posh – it’s just clicking buttons and pasting API keys.

Step 2: Map What Matters

For the “New Posh Message → Approval Request” zap:

Map these fields:

• Posh message content → ApproveThis request details
• Caller’s phone number → Custom ApproveThis field
• Urgency level (if Posh tags it) → Approval threshold

Step 3: Test With Real Data

Have a Posh agent take a test call. Watch the approval request pop up in ApproveThis. Approve it. See the confirmation go back to Posh. Celebrate with coffee.

Why Your Team Will Actually Use This

For Support Teams

Customer says “your agent promised a callback about approval” → You can actually find the approval chain instead of playing detective.

For Sales Ops

Deals approved before lunch get processed same-day instead of “whenever someone checks ApproveThis.”

For Finance

PO approvals from calls/emails get logged in one place instead of five different systems.

The License Hack Nobody Talks About

Here’s the dirty secret: Your approvers don’t need Posh licenses. They just need to approve things in ApproveThis (via email). Meanwhile, your Posh agents don’t need ApproveThis logins. Translation:

• Client-facing teams live in Posh
• Approvers live in email/ApproveThis
• No one has to learn new software

This matters when you’re dealing with external partners or clients who just need to approve stuff, not become power users.

When to Avoid This Integration

We’ll save you time – this setup sucks if:

• You have zero defined approval processes (fix that first)
• Your Posh agents aren’t trained to categorize messages
• You enjoy manually forwarding emails for approvals

What You’re Really Solving

Beyond the obvious time savings:

• Audit trails: Every approved/denied request ties back to original Posh message
• Compliance: No more “I approved that in a text message” violations
• Scale: Handle 2x the requests without hiring more approvers

Ready to Stop Losing Requests?

This isn’t about fancy tech – it’s about closing the gap between what customers ask for and what actually gets done. Either keep doing manual handoffs, or:

Get Started with ApproveThis Free (takes 3 minutes)
Book a Live Integration Walkthrough (for the paranoid)

P.S. If you’re using Posh but not automating approvals, you’re basically paying for a fancy answering machine. Time to upgrade.