
ApproveThis manages your CertFusion Integration approvals.
April 17, 2025
Integration Category: It Operations Education
When Approval Meets Certification
CertFusion solves one critical problem exceptionally well: creating professional certificates at scale. ApproveThis solves another: making organizational decisions faster without bottlenecks. Together, they create an ironclad process for compliance-heavy industries where every certificate matters - education, healthcare, professional training, and regulated corporate environments.
This integration isn't about replacing human judgment. It's about eliminating the administrative sludge between "This needs approval" and "This gets done." For teams managing certifications, that sludge costs more than time - it risks compliance gaps, delayed projects, and frustrated stakeholders.
How It Works: Approval Automation Through Zapier
Using Zapier, CertFusion triggers approval workflows in ApproveThenticate whenever certificates need human verification. Conversely, approved requests in ApproveThis can automatically generate certificates through CertFusion. This bi-directional flow means:
- No manual data re-entry between systems
- Built-in audit trails for compliance reporting
- External stakeholders (clients, partners) can approve without needing CertFusion logins
Example: A healthcare HR manager needs to certify 200 nurses after training. CertFusion prepares the certificates, ApproveThis routes them to department heads for verification, and approved certs auto-issue to recipients - all without spreadsheets or follow-up emails.
Four Ways This Integration Solves Real Problems
1. Quality Control for Mass Certifications
When CertFusion detects a new recipient list, ApproveThis can:
- Route the list to compliance officers for data validation
- Auto-approve lists under 50 recipients while flagging larger batches
- Attach recipient criteria checklists to approval requests
Use case: A cybersecurity training firm automatically verifies that certificate recipients completed all required modules before issuing credentials. Failed approvals trigger immediate alerts to course administrators.
2. External Approvals Without License Headaches
ApproveThis' email-based approvals let external validators participate without software access. When a new certificate request arrives:
- Clients approve vendor certifications via email
- Regulators verify compliance docs in their inbox
- Instructors confirm student eligibility on mobile
Example: An automotive parts supplier requires client engineering teams to approve technician certifications. ApproveThis handles external validations, CertFusion auto-issues certs upon approval, and no client needs CertFusion access.
3. Conditional Certificate Triggers
ApproveThis' calculated fields and thresholds enable smart automation:
- Auto-approve recertifications under $500
- Escalate expired credential renewals to senior staff
- Require dual signatures for high-risk certifications
Use case: A pharmaceutical company automatically routes GMP training certifications costing over $10K to finance and quality control teams simultaneously, cutting approval cycles from weeks to 72 hours.
4. Audit-Proof Compliance Reporting
Every approval decision in ApproveThis captures:
- Who approved/rejected what
- Time stamps with time zones
- Comments from all approvers
When paired with CertFusion's certificate records, this creates an unbroken chain of evidence for ISO audits, legal discovery, or accreditation reviews.
Implementation: Start Fast, Scale Smart
Basic setup takes under 30 minutes:
- Create a Zapier account
- Connect CertFusion and ApproveThis
- Choose trigger events (new CertFusion list/recipient or approval decision)
- Map data fields between systems
- Test with live certificates
Pro tip: Start with a single workflow like auto-issuing approved certificates before expanding to complex multi-step approvals. Use ApproveThis' vacation delegation feature to prevent bottlenecks during team absences.
Who Benefits Most?
Corporate Learning & Development Teams
Automate compliance training certifications with:
- HR approval for external training budgets
- Manager validation of employee course completion
- Auto-archiving of denied certifications
Higher Education Institutions
Process academic certificates faster by:
- Routing transcript approvals to department heads
- Auto-issuing diplomas after final credit approval
- Flagging incomplete certifications for advisor review
Professional Certification Bodies
Maintain rigorous standards while scaling operations:
- Multi-stage reviews for high-stakes credentials
- Auto-renewals for compliant members
- Instant revocation workflows for violations
Why This Pairing Works
CertFusion excels at certificate creation but wasn't built for complex governance. ApproveThis specializes in approval rigor without content generation. Together via Zapier, they cover the full lifecycle:
- CertFusion: Manages recipient data, certificate design, bulk issuing
- ApproveThis: Handles compliance checks, budget approvals, escalation protocols
The integration shines in regulated industries where certificates carry legal weight. A medical board automatically revoking licenses? An aviation school certifying pilots? These scenarios demand the accountability ApproveThis provides and the execution CertFusion delivers.
Next Steps
If you issue more than 50 certificates monthly or work with external validators:
- Register for ApproveThis (free trial available)
- Connect to your CertFusion account via Zapier
- Clone pre-built templates for common certification workflows
For complex requirements like multi-language certificates or SOX compliance, request a custom demo to see advanced features like:
- Legal hold workflows
- JIRA/Salesforce integrations
- Custom approval SLAs
The Bottom Line
Certificates aren't just PDFs - they're liability shields, compliance proof, and career accelerators. ApproveThis + CertFusion via Zapier ensures they're treated with the rigor they deserve, without sacrificing operational speed. Whether you're certifying employees, clients, or students, this integration turns approval bottlenecks into competitive advantages.
Integrate with CertFusion 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.
Learn More
Best Approval Workflows for CertFusion
Suggested workflows (and their Zapier components) for CertFusion
Create approval requests for new CertFusion lists
Automatically send an approval request when a new list is created in CertFusion, streamlining review processes and ensuring compliance. *Note: Map list details to approval request fields as needed.*
Zapier Components

Trigger
New List
Triggers when there is a new list.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create recipients for new approval requests
Automatically create a new recipient in CertFusion when an approval request is received via ApproveThis, ensuring timely onboarding and data capture. *Note: Ensure recipient data fields are correctly aligned with approval details.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Recipient
Creates a new recipient.
Create approval requests for new CertFusion recipients
Automatically initiate an approval request in ApproveThis when a new recipient is added in CertFusion, providing an extra layer of verification before certificate issuance. *Note: Confirm that recipient data is accurately mapped to the approval fields.*
Zapier Components

Trigger
New Recipient
Triggers when there is a new recipient.
Action
Create Request
Creates a new request, probably with input from previous steps.
Issue certificates for approved requests
Automatically issue a certificate via CertFusion when an approval request is completed in ApproveThis, expediting the certification process after an approval decision. *Note: Validate that recipient verification is performed prior to certificate issuance.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Issue Certificate to Recipient
Issues a certificate to a specific recipient.
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