ApproveThis manages your Teli AI Integration approvals.

Let’s cut to the chase: approval processes suck. They’re slow, they’re messy, and they’re the reason your team still has 47 unread "URGENT!!!" emails from last week. But here’s the thing – they don’t have to. When you combine ApproveThis’ approval automation with Teli AI’s phone-based AI agents through Zapier, you get something rare in business: actual efficiency.

Why This Combo Works

ApproveThis handles the paperwork. Teli AI handles the phone calls. Together, they handle your bottleneck problems. While other teams are stuck chasing down signatures or playing phone tag, you’ll be closing deals faster because your approvals and communications happen in the same automated flow.

The License Hack You’ll Actually Use

Here’s the kicker: ApproveThis approvers don’t need licenses for Teli AI. That means you can involve external partners or clients in approval chains without paying for seats they’ll never fully use. They approve via email, your AI agent makes the necessary calls – everyone does their part without learning new software.

Real Workflows for Teams Who Hate Busywork

For Marketing Teams: Campaigns That Move at Internet Speed

Imagine this: Your PPC team submits a new ad budget request through ApproveThis. Before the Slack notification even finishes buzzing, Teli AI’s already calling the media buyer to confirm placement. No more waiting days to greenlight time-sensitive promotions. Approval thresholds in ApproveThis auto-approve small budget changes, while bigger spends get instant human verification via phone.

Sales Teams: Stop Validating Leads, Start Closing Them

When Teli AI qualifies a hot lead through a call, ApproveThis automatically creates a deal desk approval request. Sales ops gets the structured data they need, approves directly from their inbox, and the rep’s already on the next call with terms ready. Vacation delegation means no deal ever gets stuck because someone’s at the beach.

Customer Support: Escalate Without the Headache

Teli AI handles the initial support call, then triggers an ApproveThis workflow if a refund request exceeds $500. The system calculates approval paths based on customer lifetime value (thanks to calculated fields), routes it to the right manager, and your AI agent schedules a callback before the customer finishes their coffee.

Three Ways to Connect the Dots

1. Phone Calls That Actually Follow Up

The Zap: New ApproveThis request → Teli AI calls lead
Who Needs It: Healthcare distributors approving purchase orders. When a hospital’s procurement request hits ApproveThis, Teli AI immediately calls the purchasing manager to verify quantities. No more back-and-forth emails – confirmation happens while the request is still warm.

2. Stop Letting Bad Leads Waste Time

The Zap: Teli AI new lead → ApproveThis validation request
Real-World Use: Commercial real estate brokers. Every lead from Teli’s outbound calls gets automatically checked against ApproveThis’ approval groups. Junior agents can’t promise custom build-outs without senior partner sign-off – enforced through the workflow, not trust falls.

3. Close the Loop on Every Customer Interaction

The Zap: Teli AI completed call → ApproveThis review request
Where It Shines: Financial advisory firms. After portfolio check-in calls, Teli AI pushes call transcripts to ApproveThis. Compliance teams get structured approval tasks with highlighted sections needing review. All audit trails in one place, no CTRL+F nightmares.

Setting This Up Without Losing Your Mind

1. Create a Zapier account if you’re among the five people who don’t have one yet
2. Connect ApproveThis and Teli AI as apps in Zapier
3. Pick your trigger (e.g., “New Request” in ApproveThis)
4. Choose the resulting action (e.g., “Call Lead” in Teli AI)
5. Map the data fields – approval details to phone numbers, amounts to call scripts
6. Test it with a real request (try approving your own lunch expense first)

Features You’ll Actually Use

Email Approvals: CFOs can approve $250k contracts from their phone during a board meeting. No app download required.
Approval Thresholds: Auto-approve routine vendor payments under $5k, but make anything above trigger a Teli AI call to the supplier for verification.
Vacation Coverage: Sales manager out sick? Approvals automatically reroute to their VP, with Teli AI updating the client via call about the delay.

Why This Isn’t Just Another Integration

Most app combos just shuffle data. This one actually removes steps. Teli AI handles the human conversations, ApproveThis enforces the process – and neither system requires your team to learn new habits. Approval rates get faster because the right people get pinged the right way (email for quick OKs, phone calls for urgent issues).

Who Should Steal This Idea First

Manufacturing: Raw material orders approved via email, supplier confirmations handled by AI calls in their local language.
Professional Services: Contract changes auto-approved up to 10% over budget, anything beyond gets an immediate client call.
Non-Profits: Donation requests over $10k trigger both board approval workflows and donor confirmation calls.

The Bottom Line

Approvals will never be fun. But they can stop being the reason deals die in limbo. By connecting ApproveThis and Teli AI through Zapier, you’re not just automating steps – you’re forcing sales, ops, and finance to actually talk (well, for an AI to talk for them).

Get Started with ApproveThis or schedule a 15-minute demo to see how many approval headaches you can eliminate by Friday.