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Fusion Operations Integration

ApproveThis manages your Fusion Operations Integration approvals.

April 17, 2025

Integration Category: Product Management

When Approval Automation Meets Real-Time Operations

Let’s cut to the chase: approvals suck. They’re the traffic jam in your workflow highway, the "waiting for manager" status that makes employees twitch, and the reason finance teams develop a caffeine dependency. But what if you could turn approvals from a bottleneck into a competitive advantage?

That’s exactly what happens when you connect ApproveThis with Fusion Operations through Zapier. We’re talking about merging surgical-precision approval workflows with live operational data from your factory floor, supply chain, and client roster. For companies between 50-5,000 employees juggling complex processes, this integration isn’t just nice-to-have – it’s how you stop leaving money on the table.

Where Fusion Operations Ends, ApproveThis Begins

Fusion Operations nails the "what’s happening right now" part of your business – real-time production stats, inventory levels, purchase orders. But when you need human decisions (approving a new client contract, greenlighting a six-figure order), that’s where most ops platforms tap out. ApproveThis picks up exactly there:

  • No more approval black holes: Track every pending decision in real time alongside Fusion’s operational data
  • Approval logic that actually makes sense: Auto-approve small orders, escalate big ones, route based on product lines

The kicker? Approvers don’t need Fusion licenses. Your external distributors can approve orders via email while your warehouse manager approves via Slack – nobody’s logging into yet another system.

Real-World Workflows That Actually Move the Needle

Client Onboarding Without the Paperwork Hangover

Scenario: Your sales team lands a new manufacturing client in Fusion Operations. Cue the approval circus – credit checks, contract reviews, production capacity checks. With the integration:

1. New Fusion client → Auto-create ApproveThis request
2. Route to sales director (contract), finance (credit), ops (capacity)
3. Approved? Sync back to Fusion with approved terms
Denied? Automatically notify sales with reasons

Why it matters: A food packaging company used this to slash onboarding from 14 days to 48 hours. Their secret? Approval thresholds that auto-approve repeat customers under $50K.

Purchase Orders That Don’t Require a PhD to Track

Here’s where most ops teams get murdered by minutiae. Fusion tracks the PO lifecycle, but approvals? Usually a mess of sticky notes and “per my last email.” Connect the two systems and:

- Closed POs in Fusion trigger approval requests in ApproveThis
- Auto-calculate total spend vs. budget using Calculated Fields
- Escalate to CFO only when exceeding $20K
- Approved POs auto-update Fusion with approval timestamps

Cold hard results: An industrial parts supplier cut PO errors by 62% in Q1 by adding approval logic based on vendor history and order size.

When Production Needs a Human Greenlight

Say your Fusion dashboard shows a machine down. The fix requires a $15K part. Traditional process? Maintenance supervisor emails the plant manager who emails finance… you get it. Integrated workflow:

1. Maintenance logs issue in Fusion → Auto-approved up to $5K via ApproveThis
2. $5K-$25K requires plant manager + finance approval
3. Over $25K? CEO gets involved
4. All approvals sync back to Fusion with audit trails

Real talk: This exact setup helped a auto parts manufacturer reduce equipment downtime by 41% last year. Approval times dropped from 3 days to 4 hours.

Setup That Won’t Make You Want to Strangle Zapier

We’ve all been there – integrations that require a computer science degree. This isn’t that. Here’s your 4-step sanity plan:

  1. Map your pain points: Pick 1-2 approval bottlenecks in Fusion to automate first (POs, client onboarding, etc.)
  2. Build the bridge: In Zapier, connect Fusion’s triggers (new client, closed PO) to ApproveThis’ “Create Request” action
  3. Set your rules: Configure ApproveThis thresholds and approval chains matching your Fusion workflows
  4. Test drive: Run a real PO through – approve via email, see it update in Fusion automatically

Pro tip: Start with single-step approvals before diving into multi-department workflows. Baby steps.

Who Actually Benefits From This Mashup?

Finance Teams: Finally get purchase approvals that respect budget cycles. Calculated Fields auto-flag orders exceeding department budgets before they’re even submitted.

Operations Managers: See approval statuses alongside production dashboards. No more switching tabs to hunt down why a material order’s delayed.

Sales Leaders: Client approvals that don’t kill deals. Set SLA alerts in ApproveThis – if legal hasn’t approved a contract in 48hrs, it auto-escalates.

External Partners: Suppliers approve order changes via email (no Fusion login needed). You maintain control without the IT headache.

The Unspoken Advantage: Audit Trails That Don’t Lie

Ever tried explaining to auditors why a $100K PO was approved by someone who left the company 6 months ago? With ApproveThis+Fusion:

- Every approval decision timestamps in both systems
- Comments/reasons captured during approval sync to Fusion
- Version histories show exactly who approved what version of an order

A medical device company used this combo to breeze through FDA audits – their approval trails were so clean, inspectors actually complimented them.

Bottom Line: This Isn’t About “Streamlining”

That’s corporate speak for “we’ll save a few minutes.” The ApproveThis+Fusion integration is about hard ROI:

- Reduce approval delays causing production stoppages
- Eliminate compliance risks from manual processes
- Give ops leaders actual visibility into decision bottlenecks

It’s 2024. Your factory floor has sensors tracking every screw tightened, but your approvals still run on emails and hope. Time to fix that.

Ready to Stop Guessing Where Your Approvals Are?

If your operational data lives in Fusion but decisions live in Outlook hell, let’s fix that. Book a 15-minute demo and we’ll show you exactly how to:

1. Connect Fusion to ApproveThis in under an hour
2. Set up your first automated approval workflow
3. Start tracking approvals like you track production metrics

Or just grab a free trial and try the Zapier integration yourself. Either way, your future self (and your operations team) will thank you.

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Best Approval Workflows for Fusion Operations

Suggested workflows (and their Zapier components) for Fusion Operations

Create approval requests for new Fusion Operations clients

When a new client is created, this integration sends an approval request in ApproveThis to review the client's information. It ensures that client onboarding is thoroughly vetted and compliant. *Note: Ensure the approval thresholds are configured in ApproveThis.*

Zapier Components

Fusion Operations Logo

Trigger

Client Created

Triggers when clients are created

Action

Create Request

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

Create Fusion Operations clients for new approval requests

When an approval request is initiated in ApproveThis, this integration creates a new client record in Fusion Operations. It directly links the approval workflow to client creation for efficient onboarding. *Note: Ensure field mappings align with Fusion Operations requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Fusion Operations Logo

Action

Create Client

Creates a Client

Create approval requests for closed purchase orders

When a purchase order is closed in Fusion Operations, this integration sends an approval request in ApproveThis for further review. It supports robust financial oversight by requiring order approval post-closure. *Note: Validate the order status matches the approval conditions.*

Zapier Components

Fusion Operations Logo

Trigger

Purchase Order Closed

Triggers when purchase orders are closed

Action

Create Request

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

Update purchase orders on approval completion

When an approval request is completed in ApproveThis, this integration updates the corresponding purchase order in Fusion Operations. It ensures that purchase order records reflect the latest approval decisions accurately. *Note: Map approval data to the relevant order fields.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Fusion Operations Logo

Action

Update Purchase Order

Updates a Purchase Order