ApproveThis manages your Sangoma Integration approvals.

Why Bother Connecting Your Phone System to Approval Workflows?

Let’s cut to the chase: if your teams are still manually flagging calls for review or chasing down managers to approve escalations, you’re wasting time (and money). Sangoma’s PBX systems handle thousands of calls daily. ApproveThis automates approvals for literally anything. Combine them via Zapier, and you’ve got a way to automatically route call-related decisions to the right people – without the back-and-forth emails or missed SLAs.

This isn’t about “streamlining” or “synergy.” It’s about fixing three real problems:

• Slow response times: Waiting days to approve support escalations or sales callbacks? That’s revenue leaking.
• Compliance gaps: Regulated industries need audit trails for specific calls. Spreadsheets won’t cut it.

Here’s the kicker: ApproveThis approvers don’t need Sangoma licenses. Perfect for involving external partners or execs who shouldn’t have access to your PBX.

What Each Platform Does (And Why They’re Better Together)

Sangoma: Your Phone System’s Brain

Sangoma handles inbound/outbound calls, voicemails, and call routing. It’s the infrastructure. But it doesn’t do anything with call data beyond basic logging. That’s where ApproveThis comes in.

ApproveThis: The Approval Engine

ApproveThis isn’t just another task manager. It’s built for structured approvals: multi-step workflows, conditional logic, automatic escalations. Key features like calculated fields (e.g., automatically flag calls exceeding $5k in potential deal value) and vacation delegation (no more “Waiting on Bob’s OOO reply”) make it stickier than alternatives.

The Integration: Zapier as the Glue

Using Zapier, you can trigger approval requests in ApproveThis whenever specific call events happen in Sangoma – inbound, outbound, or both. No coding. No middleware. Just a 15-minute setup.

Real Use Cases (Not Just Theory)

Customer Support: Escalations That Don’t Annoy Everyone

The problem: Tier 1 support agents often need manager approval to escalate complex calls. But managers hate being interrupted for every request.

The fix: Automatically create an approval request when an agent tags a call as “needs escalation” in Sangoma. ApproveThis routes it based on approval thresholds – e.g., auto-approve if the customer’s lifetime value is under $10k, escalate to VP Support if over $50k.

Who benefits: Telecoms, SaaS companies, any support team handling tiered escalation.

Sales Teams: No More “Guess Who Called”

The problem: Outbound calls to enterprise prospects often require strategy alignment. But reps don’t know if they’re allowed to call C-levels directly.

The fix: Trigger an approval request in ApproveThis when a sales rep initiates an outbound call to an executive (detected via Sangoma). The workflow automatically pings the sales director with context: prospect’s industry, deal size, and rep’s notes. Approval happens via email – no app switching.

Who benefits: B2B sales teams, especially in fintech or medtech where compliance is tight.

Compliance: Audit Trails That Don’t Suck

The problem: Financial institutions need to document approvals for client calls (e.g., investment advice). Manual logs are error-prone.

The fix: Every inbound call from a high-net-worth client triggers an ApproveThis request. Compliance officers get a detailed log with call timestamps, recordings (via Sangoma), and approval rationale – all searchable in ApproveThis’ dashboard.

Setup Guide: 4 Steps, No PhD Required

1. Connect Sangoma to Zapier: Use Sangoma’s Zapier integration.
2. Choose a trigger: “New Inbound Call,” “New Outbound Call,” or “New Both Call.”
3. Map call data to ApproveThis: Pull in caller ID, duration, notes.
4. Test with a real call: Make a test call, confirm the approval request populates correctly.

Pro tip: Use ApproveThis’ calculated fields to auto-prioritize requests. Example: “If call duration > 10 minutes, set priority to High.”

Why This Isn’t Just for IT Teams

Customer Support: Reduce escalations time from hours to minutes. Approvers get context (call recording links, customer history) directly in the approval request.
Sales: Enforce call policies without micromanaging. Managers approve/deny via email while traveling.
Legal/Compliance: Replace PDF forms with structured workflows. Every approval includes a digital paper trail.

Bottom Line: Stop Approving Manually in 2024

Connecting Sangoma to ApproveThis isn’t about “innovation.” It’s about fixing a broken process. You’re already using Sangoma to handle calls. Why not use those same events to trigger approvals automatically? No more lost requests. No more “I didn’t see the email.”

Ready to stop playing approval tag? Sign up for ApproveThis or schedule a demo. We’ll even help you build your first Sangoma-Zapier workflow for free.