ApproveThis manages your Bolna Integration approvals.

When Approval Meets Action

Let’s cut to the chase: approvals suck when they’re stuck in email threads, lost in Slack, or worse – handled via actual phone calls. Enter ApproveThis and Bolna. One automates approvals, the other handles AI-powered calls. Together? They turn “waiting for sign-off” into a closed-loop system that actually works.

Think of it like this: Bolna’s voice AI agents handle outbound calls or process inbound requests, while ApproveThis automatically routes decisions to the right humans (or thresholds). No more chasing down managers who are “in a meeting” or fielding calls from vendors asking “did you approve that yet?”

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit a sweet spot: enough process to need structure, but not enough bureaucracy to move slowly. That’s where this integration thrives. Sales teams get faster client sign-offs. Support escalates urgent issues without manual huddles. Procurement keeps vendors in check without playing middleman.

Key differentiator: ApproveThis approvers don’t need a Bolna license. External partners, clients, or execs can review/approve via email while your team handles the heavy lifting in Bolna. No added seat costs, no app switching.

Real-World Use Cases That Don’t Feel Like Busywork

1. Automating Call Validation for Compliance Teams

Scenario: A healthcare company uses Bolna’s AI agents to schedule patient follow-ups. Every outbound call needs compliance approval to avoid HIPAA violations.

The Zap: Bolna triggers an ApproveThis request after each call completion. Compliance gets an email with call transcript highlights. They click “Approve” or flag issues. If approved, the call log auto-updates in the CRM. If denied, Bolna’s AI reschedules with corrected scripting.

Why it matters: Auditors get a clear paper trail. Compliance teams review 80% fewer calls manually because ApproveThis’ calculated fields auto-flag outliers (e.g., calls mentioning unapproved medications).

2. Sales Contracts That Close Faster

Scenario: A SaaS sales team uses Bolna to book demos. When a prospect agrees to next steps, the rep needs manager approval for custom pricing.

The Zap: Bolna’s call completion triggers an ApproveThis workflow with deal details. If the deal is under $5k, it auto-approves via thresholds. Over $5k? It pings the sales director via email. Once approved, Bolna’s AI sends the contract and schedules signing.

Why it matters: Deals under threshold close same-day. Directors handle exceptions via mobile email. No more “Hey, got a sec?” Zooms interrupting deep work.

Setup That Doesn’t Require an IT Ticket

Using Zapier, connect ApproveThis + Bolna in 15 minutes:

1. In Zapier, choose Bolna’s “Call Completion Report” as the trigger.
2. Map key call data (e.g., transcript snippets, customer ID) to ApproveThis’ custom fields.
3. Set approval rules: thresholds for auto-okays, assign approvers, add conditional logic (e.g., escalate if call duration exceeds 20 mins).
4. Test with a real call. Approve via email. Watch the CRM update itself.

Pro tip: Use ApproveThis’ calculated fields to auto-score calls based on Bolna’s metadata. For example, deduct points if the AI agent deviated from the script, add points for positive sentiment – then route low scores to QA teams.

Features You’ll Actually Use

Beyond basic approvals, this combo solves niche headaches:

• Vacation Delegation: Sales manager OOO? ApproveThis auto-reassigns their Bolna-related approvals to the VP. No dropped balls.
• Approval Groups: For high-stakes contracts, require consensus from Legal and Finance in ApproveThis. Once all approve, Bolna auto-calls the client with next steps.
• Real-Time Dashboards: Track how many Bolna calls are pending approval, average decision time, bottlenecks. Useful for quarterly reviews.

Who Benefits (Besides Your Sanity)

Customer Support Teams

Bolna’s AI handles tier-1 support calls. When a customer requests a refund, ApproveThis routes it to a supervisor. If approved, Bolna’s AI confirms via call. Result: 24/7 resolution without overnight staffing.

Procurement Departments

Vendor calls get logged in Bolna. ApproveThis auto-generates PO approvals based on call summaries. Approvers get context without listening to the whole recording. Disputes drop by 40%.

Field Sales Managers

Reps close deals via Bolna calls after hours. ApproveThis uses thresholds to auto-approve standard discounts. Exceptions ping managers via SMS. Forecast accuracy improves because approvals aren’t stalled.

The Cool Factor: No More App Juggling

Let’s be real: your team won’t adopt yet another platform. But since ApproveThis lives in email and Bolna works autonomously, it feels less like new software and more like things just… working. Approvers don’t need training. Admins get fewer “how do I…” tickets. IT stays happy.

Bottom Line: Cut the Wait, Keep the Control

Combining ApproveThis + Bolna isn’t about flashy AI – it’s about closing gaps between action and authorization. You keep human oversight where it matters, automate the grunt work, and stop burning hours on follow-ups.

Ready to stop herding cats? Register for ApproveThis, connect your Bolna account via Zapier, and let the robots handle the back-and-forth.