--- title: "Custom gate workflow from approved drawing to installation" description: "Coordinate custom-gate drawing approval, production release and installation scheduling through separate controlled decisions." canonical: https://www.stacksync.com/blog/custom-gate-orders-route-approved-drawings-through-fabrication-release-and-installation-scheduling last_modified: 2026-09-18 --- # Custom Gate Orders: Route Approved Drawings Through Fabrication Release and Installation Scheduling > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Coordinate custom-gate drawing approval, production release and installation scheduling through separate controlled decisions. Author Ignacio Malpartida · GTM Engineer Published September 18, 2026 Read time 5 min read APP TIPS ## The operating decision A custom-gate workflow should connect the approved drawing revision to material review, fabrication release, production completion and installation scheduling. Keep customer acceptance of scope distinct from the technical decision to release fabrication. The workflow assembles the required records and routes each decision to its owner. It should not manufacture approval from a salesperson's note or treat an updated drawing attachment as permission to change work already in progress. Explore the complete [fencing fabrication and installation integration and automation hub](https://www.stacksync.com/industry/construction/fencing-fabrication-installation) for the systems and processes around this guide. ![Summary card: Custom gate workflow from approved drawing to installation](https://www.stacksync.com/images/blog-highlights/icp-custom-gate-orders-route-approved-drawings-through-fabrication-release-and-installation-scheduling.webp) ## What this looks like in fencing fabrication and installation A fabricator supplies and installs a pair of custom commercial gates. The customer approves the appearance, but the fabrication team still needs a final dimension confirmation. Materials are available, while the installation team is waiting for the site opening to be released. A single approved status would collapse these different dependencies. The workflow should show exactly which version is accepted and which production or site decision remains outstanding. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Controlled drawing revision | Technical or fabrication owner | Identify the exact dimensions and details under review. | | Customer scope approval | Authorized commercial contact | Record acceptance of the specified configuration and revision. | | Fabrication release | Production authority | Confirm prerequisites before work starts on the approved version. | | Installation release | Project and scheduling owners | Coordinate finished assemblies, site readiness and crew assignment. | ![Record ownership diagram: Controlled drawing revision, Customer scope approval, Fabrication release](https://www.stacksync.com/images/blog-diagrams/icp-custom-gate-orders-route-approved-drawings-through-fabrication-release-and-installation-scheduling.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Establish a controlled drawing reference Give each revision an identifier and preserve the superseded versions. Link the drawing to the order and gate or assembly it describes. A filename alone is weak evidence when several attachments contain similar names or are uploaded out of sequence. 2. 02 Collect the required approvals Define which decisions belong to the customer and which belong to technical or fabrication review. Store the approval against the actual revision. If a dimension changes after approval, reopen the affected review rather than carrying forward a signature from an earlier configuration. 3. 03 Check release prerequisites Confirm the approved material requirement, available allocation and any measurements or site facts needed for production. Route missing evidence to the responsible owner. The workflow should not decide engineering suitability; it should make the qualified release decision visible and traceable. 4. 04 Track production without changing scope Return fabrication status and completion evidence to the project view. Keep production updates separate from configuration edits. If the shop discovers a discrepancy, create a controlled change request that shows work already performed and the decision needed before proceeding. 5. 05 Coordinate installation as another handoff Once the assembly is complete, verify staging, transport and the site-release decision under the operating process. Route scheduling through the authorized team and store the confirmed assignment. A completed shop task does not prove that the site is ready or that a crew has been booked. 6. 06 Keep installation measurements linked to their source Where a final site measurement is a release prerequisite, record who verified it, when and for which opening or assembly. A value copied from an early estimate should not appear as a final field verification. The workflow can compare the references and request the missing confirmation, while the responsible technical or field person makes the measurement decision. This prevents a clean approval trail from hiding an obsolete input. ![6-step operating sequence: Custom gate workflow from approved drawing to installation](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-custom-gate-orders-route-approved-drawings-through-fabrication-release-and-installation-scheduling.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Drawing changes after fabrication starts Hold the affected work and route a revision decision with work-in-progress evidence. ### Customer approved appearance but dimensions remain open Keep technical release blocked until the required dimensional review is complete. ### Gate is complete but site opening is unavailable Preserve fabrication completion and route the installation blocker separately. ## What to verify before expanding - Fabrication uses the explicitly released drawing revision. - Customer and technical approvals remain distinguishable. - A revised drawing invalidates only the affected release decisions. - Shop completion cannot automatically create site readiness. ## Connect this process to the rest of your operation [Explore Stacksync workflows](https://www.stacksync.com/workflow-automation) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real controlled drawing revision example and the exception your team handles most often, for example drawing changes after fabrication starts. - [Custom Gate Fabrication-to-Installation Workflows](https://www.stacksync.com/use-case/custom-gate-fabrication-installation-workflows) - [Fence-Installation Scope Changes: Reconcile Linear Footage, Gate Counts, and Approved Billing](https://www.stacksync.com/blog/fence-installation-scope-changes-reconcile-linear-footage-gate-counts-and-approved-billing) - [Genies for Fence Material Purchasing: Compare Supplier Quotes Against the Approved Bill of Materials](https://www.stacksync.com/blog/genies-for-fence-material-purchasing-compare-supplier-quotes-against-the-approved-bill-of-materials) - [Fence Material Quote Exceptions: Gauge, Coating, Length, Freight, and Minimum-Order Differences](https://www.stacksync.com/blog/fence-material-quote-exceptions-gauge-coating-length-freight-and-minimum-order-differences) - [Build vs. Buy: Should You Develop Custom Code or Use a Platform to Sync CRM Data?](https://www.stacksync.com/blog/build-vs-buy-should-you-develop-custom-code-or-use-a-platform-to-sync-crm-data) - [How Stacksync Manages Schema Changes: Ensuring Continuous Data Flow Between CRM and Databases](https://www.stacksync.com/blog/how-stacksync-manages-schema-changes-ensuring-continuous-data-flow-between-crm-and-databases) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync Salesforce connector requirements](https://docs.stacksync.com/two-way-sync/connectors/salesforce) - [Stacksync NetSuite connector and object support](https://docs.stacksync.com/two-way-sync/connectors/netsuite) - [Stacksync event triggers](https://docs.stacksync.com/guides/event-triggers) FAQ ## Frequently asked questions Can the workflow approve gate dimensions or design? No. Qualified technical and fabrication personnel make those decisions. Automation can gather records, route review and preserve the accepted revision. What if the customer sends approval by email? Use the evidence accepted by your commercial process and attach it to the exact scope revision. The workflow should preserve the context rather than treating any positive message as unrestricted approval. What should production and installation review together? Review the handoff from finished assembly to site delivery, including staging and site access. That boundary often contains different owners and evidence from the drawing-to-fabrication release. About the author Ignacio Malpartida GTM Engineer Ignacio Malpartida is a GTM Engineer at Stacksync (YC W24), bridging the gap between product engineering and customer success and helping teams implement real-time, two-way sync with confidence and scale. [All posts by Ignacio Malpartida](https://www.stacksync.com/blog/author/ignacio-malpartida) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [connector Salesforce integrations](https://www.stacksync.com/connectors/salesforce) - [connector NetSuite integrations](https://www.stacksync.com/connectors/netsuite) - [platform Integration architecture](https://www.stacksync.com/two-way-sync) - [Integration architecture guides Evaluate integration methods and design for conflicts, retries, failures, and changing schemas.](https://www.stacksync.com/blog#topic-integration-architecture) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [App tips Fence-Installation Scope Changes: Reconcile Linear Footage, Gate Counts, and Approved Billing 5 min read read](https://www.stacksync.com/blog/fence-installation-scope-changes-reconcile-linear-footage-gate-counts-and-approved-billing) [Data engineering Fence Fabricators and Installers: Align Salesforce Approved Configurations With NetSuite Sales Orders 5 min read read](https://www.stacksync.com/blog/fence-fabricators-and-installers-align-salesforce-approved-configurations-with-netsuite-sales-orders) [App tips Steel and Fence-Material Supplier EDI: Map Bundles, Pieces, and Lengths to Project Purchase Orders 5 min read read](https://www.stacksync.com/blog/steel-and-fence-material-supplier-edi-map-bundles-pieces-and-lengths-to-project-purchase-orders) ## You just read how it should work. 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