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Procertif Integration

ApproveThis manages your Procertif Integration approvals.

April 17, 2025

Integration Category: Hr

Why This Integration Isn’t Just Another Corporate Buzzword

Let’s cut to the chase: approvals suck. Certifications suck worse. Combine them, and you’ve got a perfect storm of missed deadlines, forgotten emails, and managers playing hot potato with responsibility. That’s where ApproveThis and Procertif come in – not with some magic wand, but with actual tools that make this mess manageable.

ApproveThis handles the messy human part (getting people to actually make decisions). Procertif does the paperwork (issuing certs, tracking compliance). Connect them through Zapier, and you’ve got a system where approvals trigger actions and vice versa – without needing to beg IT for help or buy 20 extra software licenses.

The Nuts and Bolts of Why This Works

Procertif issues certificates. ApproveThis chases down approvals. Together, they solve two core problems:

  • No more “Who approved this?” chaos: Every certificate issued or registration started ties back to a recorded approval.
  • Compliance that doesn’t require babysitting: Automatic escalation if approvers ghost, thresholds for auto-approving routine certs, and audit trails even your grumpiest auditor will tolerate.

Example: A healthcare org needs 10+ signatures to certify a new medical coder. Without this setup? That’s 3 weeks of forwarded emails. With it? The system routes it sequentially, nags the right people, and only issues the cert when everyone’s signed off. Boring? Yes. Effective? Extremely.

Real-World Uses That Don’t Require a PhD to Understand

Use Case 1: “We Can’t Issue That Cert Until Accounting Signs Off”

The Problem: Your training team launches a new AWS certification program. Finance needs to approve budgets per participant before certs are issued. Cue: Accounting ignoring training’s emails, trainees stuck in limbo.

The Fix: New Procertif registration → Auto-create ApproveThis request with cost breakdown → Once approved, Procertif issues cert and invoices. If denied? Trainee gets alternate options automatically.

Who this helps: Tech training companies, universities with paid certification programs.

Use Case 2: “Why Is Our Compliance Audit Taking 6 Months?!”

The Problem: Manufacturing safety certs require plant manager + legal sign-off. Approvals get lost, certs slip through cracks, and now you’re in regulatory trouble.

The Fix: Procertif flags expiring certs → ApproveThis pings both departments with deadlines. If no response in 48h, escalation rules kick in. All approvals sync back to Procertif with timestamps for audit trails.

Who this helps: Manufacturers, pharmaceutical companies, anyone with expiry dates on credentials.

Use Case 3: “Stop Wasting Sales Reps’ Time on Admin”

The Problem: Your sales team needs certified partners to access deal registrations. But each partner request sits in a rep’s inbox for days, killing momentum.

The Fix: Partner submits Procertif request → ApproveThis routes to sales ops for review → Auto-issues cert upon approval. Reps stay focused on selling; partners aren’t left hanging.

Who this helps: SaaS companies, distributors with channel partners.

Setup That Won’t Make You Want to Swear Off Technology

If you can set up a Slack channel, you can do this:

  1. Connect ApproveThis and Procertif to Zapier (15 minutes tops)
  2. Pick a trigger: “New certificate issued” or “Registration started” in Procertif
  3. Choose action: “Create approval request” in ApproveThis
  4. Add conditional logic if needed (e.g., auto-approve certs under $500)

Pro tip: Use ApproveThis’s calculated fields to auto-flag requests needing extra scrutiny. Example: If a Procertif registration’s cost exceeds department budget, route to CFO automatically.

Why Your Teams Won’t Hate This (A First for Enterprise Software)

For HR & Training Teams

Stop being the messenger between finance and employees waiting on cert approvals. Set thresholds so routine training budgets auto-approve, while pricier requests go up the chain. Vacation delegation means approvals don’t stall when Karen from Accounting is on leave.

For Compliance Officers

Every approved/denied decision in ApproveThis logs timestamps and reasons. Sync these to Procertif for instant audit trails. Bonus: Escalation rules ensure expired certs get reviewed even if someone “forgets”.

For External Partners

Here’s the kicker: Partners approve/reject via email without needing Procertif logins. They get a clean ApproveThis email, click approve, and Procertif auto-issues their cert. No “Can you resend the link?” chaos.

The Bottom Line (No Fluff Edition)

This integration isn’t about being “innovative” – it’s about fixing approval bottlenecks that cost real money. For every 100 certs your team processes:

  • Cut 15+ hours of manual follow-ups
  • Reduce compliance risks with built-in audit trails
  • Stop paying for unused Procertif seats (approvers only need ApproveThis access)

It works because it’s boringly reliable. Set it up once, and it handles the grunt work while your team focuses on actual work.

How to Not Overcomplicate This

Start with one workflow. Example: Automate renewal reminders for expired certs. See time saved. Then expand. ApproveThis’s real-time tracking means you won’t break anything – you’ll see exactly where delays happen.

Ready to Stop Chasing Approvals?

If you’ve read this far, you’ve wasted 6 minutes. Don’t waste 6 weeks manually processing certs. Register for ApproveThis or book a 15-minute demo. We’ll show you how to connect it to Procertif live – no sales jargon, just the stuff that actually works.

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Integrate with Procertif 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.

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Best Approval Workflows for Procertif

Suggested workflows (and their Zapier components) for Procertif

Create approval requests for new certificates issued

When a new certificate is issued in Procertif, this automation creates a new approval request in ApproveThis to verify the certificate details. It streamlines the certification approval process by ensuring each certificate is reviewed. *Note: Configure the approval workflow in ApproveThis as needed.*

Zapier Components

Procertif Logo

Trigger

New Certificate Issued

Triggers when a new Certificate is issued.

Action

Create Request

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

Register candidates for certification on new approval requests

When a new approval request is received in ApproveThis, this automation registers a candidate for certification in Procertif. It ensures the certification process begins only after the necessary approvals are obtained. *Note: Ensure candidate details are correctly mapped.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Procertif Logo

Action

Register to a Certification

Register a participant to a certification (initialize certificate process)

Create approval requests for new certificate registrations

When a candidate registers for certification in Procertif, this automation initiates an approval request in ApproveThis to review the registration details. It streamlines candidate onboarding by incorporating a formal approval step. *Note: Adjust field mappings as required.*

Zapier Components

Procertif Logo

Trigger

New Certificate Registration

Triggers when a new candidate is registered on a certification.

Action

Create Request

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

Issue certificates for approved requests

When an approval workflow in ApproveThis is completed with an approval decision, this automation issues a certificate in Procertif. It links the approval process to certification issuance and helps maintain compliance. *Note: Confirm approval criteria match before issuing.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Procertif Logo

Action

Issue a Certificate

Issue a new certificate for a given certification and participant