Skip to content
EZ Texting Integration

ApproveThis manages your EZ Texting Integration approvals.

April 17, 2025

Integration Category: Phone

The Power of Instant Communication Meets Structured Approval

Modern businesses face a critical challenge: maintaining operational speed without sacrificing control. While EZ Texting enables real-time SMS communication with customers and teams, ApproveThis brings structure to decision-making through automated approval workflows. Together through Zapier, these platforms create a closed-loop system where text-based triggers initiate formal approvals, and approval outcomes drive immediate SMS actions.

Consider a regional healthcare provider using EZ Texting for patient appointment reminders. With ApproveThis integration, staff can automatically flag urgent rescheduling requests from patients via SMS for manager approval before confirming changes. This combination eliminates phone tag while maintaining compliance - all without requiring external clinics to log into either system.

Three Operational Models Transformed by Integration

1. Regulated Response Management

Financial institutions and healthcare organizations using EZ Texting for customer outreach can automatically route incoming SMS queries containing sensitive keywords (like "refund" or "medical records") through ApproveThis' compliance review workflows. Loan officers at a credit union could receive instant SMS alerts when borrowers text payment extension requests, with ApproveThis automatically escalating high-risk cases based on loan amount thresholds.

2. Campaign Activation at Scale

Marketing teams running SMS promotions through EZ Texting gain built-in governance by triggering ApproveThis workflows whenever new keyword opt-ins occur or campaign drafts are submitted. A franchise restaurant group could require regional manager approval for any SMS blast containing limited-time offers, using ApproveThis' calculated fields to automatically approve messages under predetermined discount levels.

3. Field Operations Coordination

Construction firms and logistics companies using EZ Texting for crew communication can embed approval chains for resource requests. When a site supervisor texts a material order request, ApproveThis can route it through purchasing approvals while automatically updating the requester via SMS at each stage using EZ Texting's API.

Technical Synergy Through Zapier

The Zapier integration between ApproveThis and EZ Texting operates through three primary connection points:

Inbound SMS Approval Gates

When EZ Texting detects new messages matching specific keywords or sender groups, Zapier can create ApproveThis requests with message content prepopulated. Approval groups review these requests through email (no EZ Texting login required), with decisions automatically triggering follow-up SMS responses through EZ Texting.

Approval Status Notifications

ApproveThis' real-time workflow updates trigger SMS alerts through EZ Texting, keeping distributed teams informed without email delays. A property management company could text maintenance vendors when work orders receive final approval, including job details directly in the SMS body.

Compliance Auditing

All EZ Texting campaign drafts first route through ApproveThis for legal/compliance review, with approval decisions recorded alongside message content. This creates an automatic audit trail meeting TCPA and industry regulations.

Implementation Framework

Setting up the integration requires 45 minutes for initial configuration:

  1. Create Zapier connections to both ApproveThis and EZ Texting
  2. Map EZ Texting triggers (inbound texts, opt-ins) to ApproveThis request templates
  3. Configure approval rules in ApproveThis based on SMS content analysis
  4. Set up EZ Texting auto-responses tied to approval outcomes

Key configuration tip: Use ApproveThis' calculated fields to auto-approve routine SMS interactions while flagging exceptions for human review. For example, auto-approve customer satisfaction survey texts but require manager sign-off on any message containing discount offers.

Cross-Functional Impact

Marketing Teams

Accelerate campaign launches by embedding compliance checks directly into SMS workflow. When creating a new promotional blast in EZ Texting, marketers receive instant ApproveThis notifications to complete legal sign-off via mobile. Approval groups can be configured to require concurrent reviews from legal, finance, and brand teams with automatic escalation if any department delays response.

Operations Managers

Maintain control over SMS communication channels used by field staff. Service dispatchers using EZ Texting for technician coordination can implement approval rules requiring supervisor authorization for any schedule changes impacting SLAs. ApproveThis' vacation delegation ensures continuous coverage during time-offs.

Compliance Officers

Automatically archive approved SMS content with timestamps and decision trails. Built-in thresholds block non-compliant messages before transmission, while real-time dashboards show approval rates and response times across departments.

Strategic Advantages

Combining these platforms through Zapier delivers measurable operational improvements:

Faster Cycle Times: A retail chain reduced SMS campaign approval cycles from 72 hours to 4.5 hours by replacing email threads with structured ApproveThis workflows triggered directly from EZ Texting drafts.

Improved Compliance: Healthcare providers eliminated accidental PHI disclosures in SMS communications by implementing keyword-triggered approval gates through the integration.

Enhanced Visibility: Logistics companies gained real-time tracking of field requests by connecting driver SMS messages to ApproveThis' dashboard, reducing duplicate purchases by 38%.

Getting Started

To implement this integration:

  1. Establish core approval workflows in ApproveThis for your highest-volume SMS use cases
  2. Identify EZ Texting triggers that require governance (campaigns, inbound keywords)
  3. Build parallel Zapier workflows for bidirectional communication

ApproveThis requires no additional licenses for external approvers - clients and vendors can participate in SMS-driven approval chains using just email. This makes the solution particularly effective for cross-company workflows like vendor onboarding or client content approvals.

Ready to transform your SMS operations? Schedule a demo to see real-world approval/SMS integration scenarios, or start your free trial to begin configuring workflows with your EZ Texting account.

🥳

Integrate with EZ Texting 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.

Learn More

Best Approval Workflows for EZ Texting

Suggested workflows (and their Zapier components) for EZ Texting

Create approval request for new inbound texts

When a new inbound text is received in EZ Texting, this integration creates an approval request in ApproveThis to review the message before proceeding. This automation streamlines the approval workflow and enhances decision-making. *Note: Customize your approval criteria in ApproveThis.*

Zapier Components

EZ Texting Logo

Trigger

New Inbound Text

Triggers when a new inbound text received.

Action

Create Request

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

Send text for new approval requests

When a new approval request is initiated in ApproveThis, this integration sends a notification text via EZ Texting to alert the team. This automation accelerates communication and prompts timely actions on pending approvals. *Note: Make sure recipient numbers are configured in EZ Texting.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

EZ Texting Logo

Action

Send Message

Sends new message

Create approval request for new keyword opt-ins

When a new keyword opt-in is received in EZ Texting, this integration triggers an approval request in ApproveThis to verify the opt-in. This automation helps ensure compliance and streamlines follow-up actions. *Note: Ensure approval parameters are set up in ApproveThis for compliance reviews.*

Zapier Components

EZ Texting Logo

Trigger

New Keyword Opt In

Triggers when a new keyword opt in received.

Action

Create Request

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