ApproveThis manages your Moja Integration approvals.

When Conversations Meet Decisions

Modern businesses face a critical gap between client communication and internal decision-making. Moja's multi-channel messaging platform helps teams engage clients across email, SMS, and chat, while ApproveThis brings structure to the approval processes that often bottleneck those interactions. Together through Zapier, these platforms create a closed-loop system where client-facing actions automatically trigger internal reviews - and approved decisions immediately reflect in customer communications.

Consider a marketing agency using Moja to manage client relationships. Every new campaign proposal requires internal legal review and client sign-off. Without integration, account managers manually email PDFs for approval, track responses in spreadsheets, and struggle to update clients promptly. The ApproveThis-Moja connection automates this entire cycle: New client agreements in Moja auto-generate approval requests, legal teams review via email without Moja access, and approved contracts trigger automated client notifications through Moja's interface.

Capabilities Amplified

Moja's Communication Strength

Moja consolidates client interactions across 10+ channels, providing a unified inbox and automated response tools. Its value lies in managing high-volume conversations, but native approval features remain limited to basic @mention notifications that lack auditing and structured workflows.

ApproveThis' Decision Engine

ApproveThis adds four critical layers Moja lacks: hierarchical approvals (multi-level sign-offs), conditional logic (auto-approve under $5k, escalate above), audit trails (who approved what and when), and external participant management (clients approve via email without system access).

Through Zapier, these platforms exchange crucial data: Moja triggers approval processes when specific client interactions occur, while ApproveThis pushes decision outcomes back to update Moja records and initiate next steps.

Real-World Workflow Accelerators

Client Onboarding Automation

Consulting firms using Moja for intake forms can auto-trigger compliance reviews. When a new client submits Moja contact info, Zapier creates an ApproveThis request that routes to:

• Compliance team (KYC checks)
• Finance (credit terms approval)
• Legal (NDA sign-off)

Approvals happen via email, with Moja automatically notified to begin onboarding once all stakeholders approve. Forrester Research found similar setups reduce onboarding time from 14 days to 48 hours.

Proposal Management

Marketing agencies can configure Moja to watch for proposal attachments in client threads. ApproveThis then routes pricing approvals to department heads while simultaneously sending the SOW for client e-signature. All parties see real-time status updates without leaving Moja's interface.

Escalation Handling

Customer support teams using Moja's ticketing can auto-escalate refund requests over $500. ApproveThis routes these to senior staff, applying pre-configured rules: Auto-approve if customer lifetime value exceeds $10k, require manager approval for repeat requesters, or deny automatically if policy terms aren't met.

Technical Setup Made Simple

Connecting Moja and ApproveThis via Zapier requires three steps:

1. Trigger: Select Moja's "New Contact" event or custom triggers like "New Attachment Added"
2. Action: Map relevant Moja data to ApproveThis' request fields (client name, project details, amounts)
3. Post-Approval: Configure Moja actions triggered by ApproveThis decisions - send approval confirmation, update deal stages, or notify account managers

Key configuration tip: Use ApproveThis' calculated fields to auto-populate risk scores based on Moja data before routing approvals. Example: A financial controller could auto-flag any vendor request where Moja shows unresolved support tickets.

Team-Specific Benefits

Sales Teams

Reduce deal slippage by attaching approvals to Moja's deal stages. Example: When a Moja contact reaches "Contract Sent" stage, ApproveThis automatically verifies the sales manager approved any custom terms. No more chasing verbal approvals via Slack.

Operations

Auto-audit client requests against SLAs. If a Moja client message contains "urgent," ApproveThis can prioritize the request and enforce 4-hour response thresholds with escalation paths.

Client Services

Maintain compliance without communication delays. When clients submit change requests via Moja, ApproveThis routes them to legal while keeping clients updated through Moja's status automation.

Critical Features in Play

ApproveThis enhances Moja workflows through three underutilized features:

Approval Thresholds: Auto-approve routine Moja requests (e.g., standard NDA renewals) while flagging exceptions for review. Saves 3-5 hours/week per team.

Vacation Delegation: Ensure Moja-generated requests never stall. Approvers out-of-office automatically delegate approvals to deputies, with full audit trails.

Conditional Routing: Route Moja requests based on client tier. Platinum clients get expedited approvals, others follow standard paths.

Implementation Best Practices

Do: Start with high-volume, low-risk approvals like content calendars or expense reports to build team adoption. Use Moja tags to trigger different ApproveThis templates.

Don't: Attempt to replicate complex ERP approval logic initially. Focus on processes currently managed through Moja comments or email chains.

Pro Tip: Combine ApproveThis' email approvals with Moja's SMS notifications. Approvers get requests via email but receive SMS reminders through Moja if deadlines approach.

Getting Started

For teams using Moja, the integration value lies in closing the loop between client interactions and internal decisions. Begin by:

1. Auditing 3-5 processes where client messages in Moja require internal approvals
2. Identifying approvers who don't need full Moja access (external partners, executives)
3. Running a pilot with one ApproveThis template + Moja Zap for 30 days

Ready to eliminate approval delays in your client workflows? Register for ApproveThis or schedule a demo to see live Moja integration examples. For Moja-specific questions, visit their official site.

Final Perspective

In regulated industries like healthcare or finance, combining Moja's communication tracking with ApproveThis' audit trails reduces compliance risks. A regional bank using both platforms cut audit preparation time from 3 weeks to 4 days by having every client-requested account change tied to an approval record.

The true power emerges when approval data flows both ways: Moja informs ApproveThis routing rules, while approval outcomes update Moja client records. This creates self-documenting processes where every client interaction has corresponding decision records - invaluable for industries facing tightening compliance requirements.