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CertFusion Integration

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:

  1. Create a Zapier account
  2. Connect CertFusion and ApproveThis
  3. Choose trigger events (new CertFusion list/recipient or approval decision)
  4. Map data fields between systems
  5. 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:

  1. Register for ApproveThis (free trial available)
  2. Connect to your CertFusion account via Zapier
  3. 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

CertFusion Logo

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.

CertFusion Logo

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

CertFusion Logo

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.

CertFusion Logo

Action

Issue Certificate to Recipient

Issues a certificate to a specific recipient.