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Yanado Integration

ApproveThis manages your Yanado Integration approvals.

April 17, 2025

Integration Category: Project Management

Why ApproveThis and Yanado Are Better Together

Modern teams face two critical challenges: managing complex approval processes and keeping email-driven tasks from falling through the cracks. ApproveThis brings structure to decision-making workflows, while Yanado transforms Gmail into a collaborative task management hub. When connected through Zapier, these platforms create a closed-loop system where tasks trigger approvals and approvals update tasks - all without manual intervention.

Core Capabilities Compared

Yanado excels at converting emails into trackable tasks with deadlines, assignees, and status updates directly within Gmail. However, it lacks native approval workflows for high-stakes processes like budget sign-offs or contract reviews. This is where ApproveThis adds critical functionality with features like multi-step approvals, conditional routing, and audit trails.

ApproveThis doesn't just add a "yes/no" button to Yanado tasks. It brings enterprise-grade governance to Yanado's agile task management through calculated fields that auto-approve low-risk items, vacation delegation to prevent bottlenecks, and real-time dashboards showing pending decisions across all integrated systems.

5 Practical Use Cases for Teams

1. Marketing Campaign Approvals

When a marketing team creates Yanado tasks for new campaign assets, ApproveThis can automatically require creative director approval for budgets over $5K. An ad agency used this integration to reduce their copy review cycle from 72 hours to 8 hours by triggering approval requests the moment tasks moved to "Ready for Review" status in Yanado.

2. Legal Contract Workflows

Law firms using Yanado to manage client email requests can auto-generate approval chains for modified contract terms. The integration ensures only partners with current conflict checks (via ApproveThis role-based access) review sensitive clauses, while associates track progress through Yanado tasks.

3. Client Onboarding Sync

Consulting teams often get client requirements via email. One SaaS company connects Yanado tasks created from these emails to ApproveThis workflows that require both technical lead and security officer approvals before adding new client environments. Approved requests automatically update Yanado tasks with implementation due dates.

4. Cross-Department Procurement

When facilities teams create Yanado tasks for office supply orders, ApproveThis can enforce tiered approvals based on spend thresholds. Under $500? Auto-approved. Over $5K? Requires CFO review. A manufacturing company used this combo to cut procurement delays by 40% while improving compliance.

5. Regulated Document Control

Life sciences teams managing SOP updates in Yanado can require QA approvals through ApproveThis before marking tasks complete. The integration provides full audit trails showing who approved changes and when - critical for FDA audits.

Implementation Guide

Setting up the integration takes about 15 minutes through Zapier. First, create a Zapier account if you don't have one. Connect your Yanado account using OAuth, then do the same for ApproveThis. Choose your trigger event from either platform - common starters include "New Yanado Task" or "Approval Request Completed."

Map critical data fields between systems: - Yanado task IDs to ApproveThis custom fields for traceability - Approval deadlines to Yanado due dates - Requester emails to Yanado assignees

Test with low-risk workflows first, like requiring team lead approval for tasks exceeding 40 estimated hours. Use ApproveThis's calculated fields to auto-approve routine items while flagging exceptions for manual review.

Team-Specific Benefits

Operations Teams

Maintain control over decentralized requests while letting field staff use familiar email-based task creation. Approval thresholds prevent minor purchases from clogging managerial inboxes.

Client-Facing Teams

External clients can approve deliverables via email without Yanado licenses. Sales teams report 25% faster proposal sign-offs using ApproveThis's email approvals linked to Yanado task completion.

Compliance Officers

Real-time dashboards show pending approvals across all Yanado-created tasks, with option to escalate stale requests. Audit reports prove required reviews occurred before critical task completions.

Strategic Advantages

This integration solves three universal business problems: accountability gaps in email-driven work, inconsistent approval SLAs, and siloed decision data. By embedding structured approvals directly into task management, organizations gain:

  • 25-40% faster cycle times on reviewed items
  • 90%+ compliance rates on mandatory approvals
  • Complete audit trails for every decision

Unlike native approval features in other tools, ApproveThis maintains separation of concerns - approvers only see decision context, not entire project details. This security layer is crucial when using external contractors or client stakeholders in approval chains.

Getting Started

Begin with high-impact, repetitive approval scenarios. For Yanado power users, this often means:

  1. Identifying tasks that consistently require managerial input
  2. Documenting current approval delays and compliance gaps
  3. Configuring parallel approval paths for different request types

ApproveThis's conditional logic handles complex scenarios - like requiring simultaneous legal and finance approvals for contracts over $100K, but only single-manager approval under $10K. All while keeping the actual approvers focused on simple email decisions.

Ready to transform chaotic email approvals into streamlined processes? Start your ApproveThis trial or explore Yanado's task management today. For integration help, book a custom demo showing how your specific workflows can be automated.

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Integrate with Yanado 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.

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Best Approval Workflows for Yanado

Suggested workflows (and their Zapier components) for Yanado

Create approval request for new email tasks

When new email tasks are created in Yanado, an approval request is automatically generated in ApproveThis to validate task details. *Note: Ensure proper mapping of task data to approval fields.*

Zapier Components

Yanado Logo

Trigger

New Email Task

Triggers when a new email task is created.

Action

Create Request

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

Create Yanado task for new approval requests

When a new approval request is initiated in ApproveThis, a new task is created in Yanado to track follow-up actions. *Note: Match approval request fields with task parameters.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Yanado Logo

Action

Create Task

Creates a new task.

Create approval request for new comments

Each time a comment is added in Yanado, an approval request is initiated in ApproveThis to review the input. *Note: Configure comment filters as necessary.*

Zapier Components

Yanado Logo

Trigger

New Comment

Triggers when a new comment is created.

Action

Create Request

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

Update Yanado task after approval decision

After an approval decision is made in ApproveThis, the corresponding Yanado task is updated to reflect the outcome. *Note: Verify task identifiers are linked correctly.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Yanado Logo

Action

Update Task

Updates a task.

Create approval request for task status changes

Whenever a task status is changed in Yanado, an approval request is created in ApproveThis to ensure modifications are reviewed. *Note: Set specific status filters as needed.*

Zapier Components

Yanado Logo

Trigger

Task Status Changed

Triggers when a new task is moved to a specific status.

Action

Create Request

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