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Yardi Kube Integration

ApproveThis manages your Yardi Kube Integration approvals.

April 17, 2025

Integration Category: Crm

When Approval Meets Flexibility

Let's get real: managing a coworking space is like herding cats with laptops. Between bookings, leads, and member requests, your team's drowning in decisions that need sign-offs from three different people who can't agree on lunch orders. That's where pairing ApproveThis with Yardi Kube turns "hold please" into "done deal."

Yardi Kube handles the nuts and bolts of space management while ApproveThis wrangles the decision-making circus. Connect them through Zapier, and you've got an automated approval machine that lets your team focus on growing the business instead of chasing down signatures.

Why This Combo Works

Yardi Kube users aren't just managing desks - they're running fluid ecosystems where a hot desk request today could become a 20-person office lease tomorrow. ApproveThis brings structure without the bureaucracy:

  • No license limbo: External brokers or corporate clients can approve requests without Yardi Kube logins
  • Money talks: Auto-approve bookings under $5K, escalate big deals to execs
  • Chain of command: Route requests to regional managers based on location data in bookings

Meanwhile, Yardi Kube keeps the trains running on time with real-time availability and lead tracking. Together, they turn your coworking space into a decision-making engine.

Real-World Use Cases That Don't Suck

1. Booking Approvals That Actually Scale

Picture this: A new 50-desk booking pops up in Yardi Kube. Normally, this would trigger 12 Slack messages, 3 panicked emails, and a spreadsheet shared via carrier pigeon. With the integration:

→ Booking created in Yardi Kube
→ Zapier fires approval request to ApproveThis
→ Operations director approves via email while boarding a plane
→ Booking auto-confirmed with deposit invoice sent

Property managers using this combo report closing deals 40% faster. Bonus: vacation coverage rules mean approvals never stall because someone's hiking the Andes.

2. Lead Vetting Without the BS

New lead comes in for a 10K sq ft private suite. Your sales team's excited, but finance needs to check credit. Instead of playing telephone:

→ Lead enters Yardi Kube
→ ApproveThis pings CFO with financial vetting workflow
→ Credit check attached via calculated fields
→ Approved? Lead converts to opportunity automatically

Coworking spaces in competitive markets use this to filter tire-kickers from serious clients before wasting sales cycles.

3. Post-Approval Automation That Matters

Approved a custom office build-out? The integration doesn't just high-five you and quit:

→ Final sign-off in ApproveThis
→ Zapier updates Yardi Kube with construction specs
→ Facilities team gets auto-task in their project tool
→ Member receives move-in checklist

We've seen operators reduce member onboarding time by 22 days using these automated handoffs.

Setup That Won't Make You Swear

Connecting the dots takes 15 minutes if you've used Zapier before:

  1. Grab your Yardi Kube API keys (their docs here)
  2. Connect ApproveThis in Zapier using your workspace credentials
  3. Pick your trigger (new booking, lead, etc.)
  4. Map Yardi Kube fields to ApproveThis templates
  5. Test with a real request - try approving from your phone

Pro tip: Use ApproveThis' calculated fields to auto-flag bookings needing extra insurance based on Yardi Kube's square footage data.

Who Actually Benefits

Operations Teams

Stop being the human router between sales and facilities. Set approval thresholds so only bookings over capacity limits need manual review. Real-time dashboards show which requests are stuck on which VP's golf game.

Sales Squads

Embed approval requests in your Yardi Kube workflow. When enterprise clients need custom quotes, approvals happen in the CRM context. Bonus: Auto-archive denied leads so your pipeline stays honest.

Finance Nerds

Attach budget check workflows to booking types. Conference room rentals under $1K? Auto-approve. Month-to-month desk leases? Maybe. Annual contracts with tenant improvements? Full committee review.

Features You'll Actually Use

Beyond the integration, ApproveThis brings:

Approval Groups: Need consensus from 3 department heads? Sequential approvals from regional to HQ? Done.

Mobile-First: Approvers can reject a sketchy booking from the Uber line at a conference.

Audit Trails: That client claiming they never approved the rate hike? Full history with timestamps.

When Not to Use This

If your team lives in Yardi Kube 24/7 and makes instant decisions, maybe skip it. But for anyone dealing with:

→ Multi-location approvals
→ External partners/clients in the approval chain
→ Compliance requirements needing documentation

...this combo pays for itself in avoided gray hairs.

Make It Your Own

The best part? You're not stuck with our use cases. Maybe you want to:

→ Auto-approve member renewals under 10% price increases
→ Flag bookings with AV needs for IT review
→ Route community event proposals to marketing + legal

That's the beauty of Zapier - bend it to your actual workflow, not the other way around.

Time to Stop Approving Manually

Look, if you're still passing around PDFs for sign-offs, you're leaving money on the table. Every minute your ops team spends chasing approvals is time not spent optimizing occupancy rates or wooing anchor tenants.

ApproveThis + Yardi Kube via Zapier gives you guardrails without handcuffs. Set up the basics in an afternoon, then tweak as you go. Your future self (and your annoyed approvers) will thank you.

Book a demo to see how approval automation actually works, or just start a free trial and connect your Yardi Kube account before your next big booking comes in.

🥳

Integrate with Yardi Kube 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 Yardi Kube

Suggested workflows (and their Zapier components) for Yardi Kube

Create approval request for new bookings

When a new booking is created in Yardi Kube, this automation creates an approval request in ApproveThis to validate the booking process. *Note: Customize approval criteria in ApproveThis as required.*

Zapier Components

Yardi Kube Logo

Trigger

Booking Is Created in Yardi Kube

Triggers when a booking is created in Yardi Kube.

Action

Create Request

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

Create booking in Yardi Kube for new approval requests

This automation creates a booking in Yardi Kube when a new approval request is initiated in ApproveThis, streamlining the booking confirmation process. *Note: Verify booking details are synced appropriately.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Yardi Kube Logo

Action

Create Booking

Create a booking in Yardi Kube

Create approval request for new leads

Whenever a new lead is created in Yardi Kube, this automation submits an approval request in ApproveThis to vet the lead before further actions. *Note: Set lead qualification criteria in ApproveThis.*

Zapier Components

Yardi Kube Logo

Trigger

Lead Is Created in Yardi Kube

Triggers when a new lead is created in Yardi Kube.

Action

Create Request

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

Update lead in Yardi Kube after approval decision

This automation updates lead information in Yardi Kube based on the outcome of an approval request in ApproveThis, ensuring leads are accurately managed after review. *Note: Confirm that updated fields reflect approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Yardi Kube Logo

Action

Update Lead

Updates a lead in Yardi Kube