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Fusion Elements Integration

ApproveThis manages your Fusion Elements Integration approvals.

April 17, 2025

Integration Category: Todo Lists

When Practice Management Meets Approval Superpowers

Let's be real: nobody gets excited about approval processes. But when your ticket system (Fusion Elements) and your approval tool (ApproveThis) start actually talking to each other? That's when magic happens. We're talking about cutting through the "who needs to sign off on this?" nonsense and getting shit done. For companies juggling client work, internal requests, and cross-team coordination, this integration isn't just nice-to-have – it's your new secret weapon against bureaucratic sludge.

Why This Combo Works Like a Double Shot of Espresso

Fusion Elements keeps your advisory practice moving with ticket management and client workflows. ApproveThis handles the "getting people to make decisions" part without the endless Slack pings. Together through Zapier, they automate the worst parts of office politics:

  • No more guessing games: Tickets in Fusion automatically become approval requests with context
  • Zero license headaches: Clients or contractors approve stuff via email without needing Fusion logins

Real-World Fixes for Annoying Problems

1. Financial Advisory Firms: Client Approvals That Don't Suck

Picture this: Your team creates a portfolio adjustment ticket in Fusion. Zapier instantly fires it to ApproveThis, where conditional routing sends it to the client's email (no Fusion account needed) and your compliance lead. The client approves via email, compliance gives the green light, and Fusion auto-updates the ticket – all before your morning coffee gets cold.

2. Marketing Agencies: Killing Scope Creep Early

New feature request pops up in a client's Fusion ticket? Use ApproveThis' calculated fields to instantly check if it's within budget. If over limit, route to the client's project manager AND your finance lead. Bonus: Set escalation thresholds so big-ticket items auto-alert your exec team without manual tagging.

3. IT Departments: Fixing the "Who Approved This?!" Black Hole

Every Fusion Elements support ticket requiring hardware purchases now auto-generates an approval chain. ApproveThis handles the multi-level sign-offs (team lead → IT director → CFO), logs every decision, and pings back to Fusion with the verdict. Audit trail? Done. Blame game? Gone.

Your Team's New Superpowers

For Operations Managers

Build approval logic that actually respects your team's structure. Require consensus from three department heads? Sequential sign-offs based on ticket type? Done. Vacation delegation means Karen's beach trip doesn't bottleneck urgent requests.

For Finance Teams

Auto-reject any Fusion ticket exceeding budget thresholds before human eyes even see it. Get real-time spend approval dashboards instead of chasing down paper trails.

For Client-Facing Teams

Embed client approvals directly into project tickets without making them learn Fusion. They click 'approve' in an email, you get notified in-app, everyone looks professional.

Setting This Up Without Losing Your Mind

Step 1: Connect ApproveThis to Zapier
Step 2: Link Fusion Elements
Step 3: Pick your triggers:
- New Fusion ticket → Create approval request
- Approved request → Update Fusion ticket + send in-app alert
Step 4: Test with one workflow (e.g. travel requests). Scale once addicted.

The Nerd Stuff You'll Actually Care About

ApproveThis plays nice with Fusion's API through Zapier without requiring custom code. Key triggers like ticket creation or approval completion handle 90% of use cases. For edge scenarios? Combine with calculated fields to auto-approve routine requests or escalate exceptions.

Bottom Line: This Isn't Just Automation

It's about making approval processes feel less like red tape and more like a well-oiled machine. Financial firms reduce client response time by 65%. IT departments cut procurement delays by half. And everyone stops hating those "please approve" emails.

Ready to stop being the approval bottleneck? Book a demo or start a free trial. No Fusion Elements logins required for your approvers – because we're not monsters.

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Integrate with Fusion Elements 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 Fusion Elements

Suggested workflows (and their Zapier components) for Fusion Elements

Create approval requests for new tickets

When a new ticket is created in Fusion Elements, automatically create an approval request in ApproveThis to validate the ticket details. *Note: Configure the approval criteria in ApproveThis for optimal routing.*

Zapier Components

Fusion Elements Logo

Trigger

Ticket Created

Triggers when a new ticket is created.

Action

Create Request

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

Send in-app notifications for new approval requests

When a new approval request is initiated in ApproveThis, send an in-app notification using Fusion Elements to alert your team. *Note: Ensure the Fusion Elements notification recipients are set before activating.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Fusion Elements Logo

Action

Send In-App Notification

Sends an in-app notification to the specified user.

Create approval requests for new comments

When an admin adds a public comment on a ticket in Fusion Elements, automatically generate an approval request in ApproveThis to review the comment. *Note: Customize the approval criteria to suit comment reviews.*

Zapier Components

Fusion Elements Logo

Trigger

New Comment

Triggers when an admin makes a public comment on a ticket.

Action

Create Request

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

Send in-app notifications for approved requests

After a request is approved or denied in ApproveThis, trigger an in-app notification via Fusion Elements to update relevant team members. *Note: Adjust notification settings in Fusion Elements if needed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Fusion Elements Logo

Action

Send In-App Notification

Sends an in-app notification to the specified user.