ApproveThis manages your Smith.ai Integration approvals.

Why This Integration Isn’t Just Another Tech Stack Combo

Let’s cut through the noise: Most approval processes move at the speed of “I’ll get to it later.” Add phone-based requests into the mix, and you’ve got a recipe for missed opportunities and frustrated clients. That’s where connecting ApproveThis (your approval HQ) with Smith.ai (the 24/7 virtual receptionist) through Zapier changes the game.

We’re talking about turning phone inquiries into tracked approval workflows automatically. Or triggering real human follow-up calls the moment an approval request lands. This isn’t just automation – it’s closing the loop between digital decisions and actual human conversations.

Who Actually Benefits From This Setup?

If your team juggles client-facing calls and internal approvals, this combo acts like a relay race where the baton never drops. Think:

• Legal firms needing client sign-offs after intake calls
• Marketing agencies approving campaign budgets post-client calls

The kicker? Approvers don’t need a Smith.ai license. Your external clients or contractors can approve/reject via email while your team handles the call logistics separately. No more seat licenses bleeding your budget dry.

Two Killer Use Cases That Aren’t Just Theory

1. From Phone Call to Approval Paper Trail (Automatically)

Picture this: Smith.ai answers a client call about a project change. Instead of scribbling notes that might get lost, the call details instantly become an ApproveThis request with all context attached. The sales lead gets an email to approve the scope change while ops sees the updated request in their dashboard.

Real-World Impact: A mid-sized HVAC company used this to handle emergency service upgrades. Calls about after-hours repairs now auto-create approval requests with priority flags, cutting their response time from 12 hours to 47 minutes.

2. Approval → Instant Human Follow-Up

Here’s where it gets fun: When a contract gets approved in ApproveThis, Smith.ai’s team automatically calls the client to confirm. No more “I approved it but never heard back” gaps. The receptionist has the approval details right in their script.

Why It Matters: A boutique law firm reduced client onboarding drop-offs by 22% using this trigger. Approve the retainer → Smith.ai calls within 15 minutes to schedule the first consultation.

Setting This Up Without Losing Your Mind

We’ll keep this simple:

1. Create a Zapier account (if you don’t have one)
2. Choose your trigger: Either “New Call” in Smith.ai or “New Request” in ApproveThis
3. Map critical fields: Call notes → Approval description, caller ID → requester email
4. Test with a real call/approval

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-priority requests from specific call types (e.g., “emergency” mentions in Smith.ai transcripts).

Department-Specific Wins

Sales Teams

Client agrees to a upsell during a Smith.ai call? That triggers an approval request for contract amendments. Sales ops approves → deal moves to legal without manual handoffs.

Legal & Compliance

Every new client intake call via Smith.ai generates a mandatory compliance checklist approval. No more rogue clients slipping through pre-vetting.

Operations

Vendor calls about price changes? Those become approval requests with built-in thresholds. A 5% increase might auto-approve; 10% escalates to the CFO.

Why This Isn’t Just Another Zap

ApproveThis brings the muscle Smith.ai needs to turn conversations into actions:

• Approval thresholds: Auto-approve routine requests from known clients
• Vacation coverage: Calls about urgent approvals? The system reroutes them if the main approver’s OOO
• Audit trails: Every call-triggered approval shows who approved what, and when

Meanwhile, Smith.ai gives ApproveThis something most approval tools lack: a human touchpoint at critical moments.

“But What If…” Scenarios (We’ve Got Answers)

What if a call needs multiple approvals?

ApproveThis handles parallel or sequential approvals. Smith.ai’s team gets notified only when all sign-offs are complete to make the follow-up call.

What about after-hours calls?

Smith.ai’s 24/7 service creates the approval request immediately. Your team approves it in the AM, and Smith.ai schedules the callback.

Ready to Stop Playing Phone Tag With Approvals?

This isn’t about replacing humans with bots. It’s about your team focusing on decisions instead of data entry. Every call becomes trackable. Every approval has context.

Get started with ApproveThis, connect your Smith.ai account via Zapier, and within hours, you’ll wonder how you ever let approvals languish in email threads.

Or, if you’d rather see it live, book a 12-minute demo. We’ll show how a construction company slashed their project change approval time by 68% using these exact workflows.