ApproveThis manages your Trainly Integration approvals.

Two Platforms, One Goal: Smarter Workflows

Trainly and ApproveThis solve two critical but often disconnected business challenges: ensuring compliance through training and streamlining decision-making. Trainly’s data-driven approach to employee training ensures teams meet regulatory requirements, while ApproveThis turns slow, error-prone approval processes into automated workflows. Together, they create a closed-loop system where training completion automatically triggers compliance reviews, approvals, and record-keeping – all without manual intervention.

Why This Integration Matters for Modern Teams

Compliance isn’t just about checking boxes. It’s about creating audit trails, preventing oversights, and maintaining operational continuity. Traditional methods force HR teams to manually verify training completion, chase down approvers, and update multiple systems. The Zapier integration between Trainly and ApproveThis eliminates these friction points by:

• Auto-generating approval requests when trainings are completed or nearing deadlines
• Applying conditional logic to route requests based on training type or employee role

A manufacturing company reduced compliance audit prep time by 65% using this integration – approvers received pre-validated training records directly in ApproveThis, with automatic escalations if responses were delayed.

Real-World Use Cases: Beyond Basic Automation

1. Certification Workflows for High-Risk Industries

Template: "Create approval requests for completed trainings"
Industry Example: Healthcare
When nurses complete mandatory safety training in Trainly, ApproveThis automatically creates an approval task for the Chief Nursing Officer. The request includes completion certificates, assessment scores, and recertification dates. Approval thresholds automatically escalate urgent requests if not addressed within 24 hours.

2. State-Specific Compliance Scaling

Template: "Create approval requests for completed state trainings"
Industry Example: Retail
A national retailer uses Trainly to manage varying food handling certifications across 12 states. When employees complete state-specific modules, ApproveThis routes approvals to regional managers with jurisdiction-specific checklists. Vacation delegation ensures alternate approvers are assigned during peak holiday seasons.

3. Proactive Compliance Management

Template: "Create approval requests for upcoming state trainings"
Industry Example: Logistics
For commercial drivers requiring annual hazardous materials training, the integration triggers approval requests 14 days before expiration. Approvers receive real-time dashboards showing which employees risk being non-compliant, with calculated fields highlighting priority renewals.

Key Features That Make This Integration Work

ApproveThis adds unique value to Trainly’s training data through:

• Approval Thresholds: Auto-approve routine trainings under $500 budget impact, while flagging high-cost certifications for review
• Calculated Fields: Combine Trainly’s completion dates with HR systems data to calculate remaining PTO days requiring approval
• Email-Based Approvals: External auditors can validate training compliance without needing Trainly logins

Setting Up the Integration: A 15-Minute Process

Using Zapier, connect Trainly and ApproveThis in three steps:

1. In Zapier, choose Trainly as your trigger app (e.g., "State Training Complete")
2. Select ApproveThis as the action app ("Create Request")
3. Map Trainly’s training data (employee name, course ID, completion date) to ApproveThis fields

Pro Tip: Use ApproveThis’ calculated fields to add dynamic due dates (training expiration + 30 days buffer) during setup.

Team-Specific Benefits

HR Teams: Audit-Proof Compliance

Automatically attach Trainly completion certificates to approval records, creating a single audit trail. Real-time dashboards show which managers delay reviews – critical for ISO certification prep.

Operations: Reduced Onboarding Delays

New hires in manufacturing roles can’t access machinery until training is approved. The integration cuts approval latency from 3 days to 4 hours by auto-routing requests based on facility location.

External Auditors: Secure Access

Third-party compliance officers review approvals via email without needing Trainly licenses. Approval decisions automatically update both systems, maintaining version control.

Why This Beats Manual Processes

A financial services firm previously used shared spreadsheets to track 200+ annual FINRA trainings. The integration eliminated $27K in annual overtime costs from manual data entry and reduced compliance violations by 40% through automatic deadline tracking.

Getting Started

ApproveThis requires no additional licenses for approvers using Trainly data – ideal for cross-functional or client-facing reviews. Start with one high-impact workflow (e.g., safety certification approvals) before scaling to other use cases.

Next Steps:
1. Register for ApproveThis (14-day free trial)
2. Connect to Trainly via Zapier
3. Book a custom demo to replicate workflows from companies in your industry

Final Note: The Strategic Advantage

This integration isn’t just about speed – it’s about creating organizational accountability. When training completions directly trigger approval workflows, companies gain real-time visibility into compliance health while reducing administrative drag. For regulated industries, this pairing transforms compliance from a cost center to a measurable value driver.