ApproveThis manages your myCertif Integration approvals.

Why Combine ApproveThis and myCertif?

Businesses managing certifications face a critical challenge: balancing speed with compliance. Delays in approving applications or processing certifications can frustrate candidates, while rushed decisions risk errors. This is where the integration between ApproveThis and myCertif transforms operations. By connecting myCertif’s certification tracking with ApproveThis’s structured approval workflows, organizations gain precision without sacrificing efficiency. Teams reduce manual handoffs, eliminate bottlenecks in multi-department reviews, and maintain audit-ready records automatically.

The Power of Structured Approvals in Certification Workflows

myCertif excels at centralizing certification applications, evaluations, and diploma issuance. However, many organizations still rely on ad-hoc approval methods – forwarded emails, Slack pings, or spreadsheet trackers – to greenlight applications. ApproveThis replaces this chaos with purpose-built approval logic. When connected via Zapier, every new myCertif application can trigger a tailored approval chain. For example:

A technical training company automates three-step reviews for certification candidates: 1) Course completion verification by instructors, 2) Payment confirmation by finance, 3) Final authorization by the certifying body. ApproveThis routes applications based on candidate type (student vs. corporate client), applies conditional thresholds for automatic approvals under $5K, and escalates exceptions.

Real-World Impact Across Industries

Higher Education Institutions

Universities using myCertif for professional certification programs can automate faculty reviews. When a student submits a certification application, ApproveThis routes it to their advisor, department head, and registrar – in sequence – with calculated fields displaying GPA and course credits. If thresholds are met (e.g., GPA ≥3.5), the request skips to final approval, cutting processing time by 65%.

Corporate HR Departments

Companies certifying employees for compliance training use this integration to enforce policy. A new myCertif application triggers ApproveThis to check if the employee’s department has remaining training budget via calculated fields. If yes, immediate manager approval is requested. If not, the request escalates to the CFO with budget reallocation options.

Professional Certification Bodies

Nonprofits managing industry certifications (e.g., project management, IT) combine myCertif’s jury management with ApproveThis’s panel consensus feature. Applications requiring committee votes are automatically distributed to jury members via email – no myCertif licenses needed for external evaluators. ApproveThis tallies votes and updates myCertif records once a majority decision is reached.

Key Integration Features That Solve Actual Problems

Approval Thresholds: Auto-approve routine certifications meeting predefined criteria (e.g., completed CE credits) while flagging exceptions for manual review. A healthcare compliance firm reduced manual reviews by 40% using this feature.

Vacation Delegation: Prevent certification delays when approvers are OOO. ApproveThis automatically reassigns applications to designated backups, keeping myCertif workflows moving during peak vacation periods.

Cross-Platform Visibility: Track certification approval status in real time through ApproveThis’s dashboard while maintaining full application details in myCertif. Legal teams appreciate the immutable audit trail during compliance checks.

Setting Up the Integration

Connecting myCertif and ApproveThis via Zapier takes under 15 minutes:

1. In Zapier, set myCertif’s “Application Created” trigger
2. Map critical myCertif data (Applicant ID, Certification Type) to ApproveThis
3. Configure approval logic in ApproveThis: Add approvers, set thresholds, enable email/SMS notifications
4. Test with live myCertif data to ensure approvals route correctly

Pro Tip: Use ApproveThis’s calculated fields to pull myCertif application metrics (e.g., exam scores) into approval criteria – no manual data entry required.

Why Teams Choose This Integration

Legal & Compliance Teams

Maintain rigorous standards without bottlenecks. Approval rules enforce mandatory reviews by compliance officers for high-risk certifications, with automatic documentation in both systems.

Finance Departments

Control costs by requiring budget approvals before certification processing. ApproveThis integrates with accounting tools to check available funds, then updates myCertif payment status upon approval.

Operations Managers

Gain real-time visibility into certification pipelines. ApproveThis’s dashboard shows pending approvals by type/department, helping teams allocate resources before bottlenecks form.

Cost-Effective Scaling

Since ApproveThis approvers don’t need myCertif licenses, organizations save significantly when involving external partners. A cybersecurity firm cut costs 30% by letting external auditors approve certifications via email instead of purchasing additional myCertif seats.

Beyond Basic Approvals

Advanced users leverage Zapier to connect approval outcomes to other systems. Example: When a certification is approved in ApproveThis, Zapier can:

• Generate and send diplomas via myCertif
• Add certified professionals to a CRM directory
• Initiate invoice processing in accounting software

Getting Started

Ready to transform your certification management? Start with two steps:

1. Register for ApproveThis – Free tier available for up to 50 monthly approvals
2. Connect your myCertif account via Zapier using pre-built templates

For complex workflows, book a personalized demo to see how ApproveThis handles multi-jurisdiction certifications, automatic renewals, and compliance reporting.