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Yardman Integration

ApproveThis manages your Yardman Integration approvals.

April 17, 2025

Integration Category: Scheduling

Two Tools, One Powerful Workflow

Modern operations demand more than isolated software solutions - they require systems that collaborate. Yardman's scheduling prowess meets ApproveThis' structured approval automation through Zapier, creating an end-to-end solution for businesses that manage physical spaces, visitor logistics, or equipment scheduling. This integration isn't about replacing either platform, but amplifying their strengths to eliminate manual handoffs between booking creation and authorization.

Consider this: 42% of operational delays stem from approval bottlenecks according to McKinsey research. By connecting Yardman's visitor management with ApproveThis' decision automation, companies transform clunky processes into self-executing workflows. The result? Faster turnarounds on yard bookings, automatic compliance checks, and real-time visibility across teams.

Where ApproveThis Complements Yardman

Yardman excels at scheduling optimization but wasn't built for complex approval logic. ApproveThis adds missing layers:

Conditional Decision-Making

While Yardman tracks visits, ApproveThis determines who needs to approve based on dynamic factors. A $500 equipment rental might route to a facility manager, while a $5,000 request escalates to the CFO automatically.

External Collaboration

ApproveThis approvers don't require Yardman licenses - ideal for contractors or clients. A trucking company's dispatcher can approve dock appointments via email while your team manages everything within Yardman.

Audit Trails

Every approved/denied Yardman booking gains timestamped records showing who approved what and why. Crucial for compliance in regulated industries like logistics or manufacturing.

Real-World Workflows: Beyond Theory

Construction Material Logistics

A national builder uses Yardman to schedule concrete deliveries. Their Zapier integration with ApproveThis automatically:

  • Creates approval requests when Yardman bookings exceed 20 tons
  • Routes to project managers via SMS with one-click decisions
  • Updates Yardman schedules only after structural engineer approval

Result: 68% faster permit-compliant deliveries last quarter.

Corporate Campus Security

A tech giant's facility team combines both platforms to:

  • Trigger visitor vetting workflows in ApproveThis for Yardman entries marked "High Security"
  • Auto-cancel bookings if approvals aren't secured 24hrs pre-visit
  • Sync approved visitor lists to Yardman for guard station access

Outcome: Eliminated 100% of unauthorized entries since implementation.

Teams That Benefit Most

Operations Managers

Cut approval wait times from days to hours using automated routing. If a Yardman booking requires crane reservations, ApproveThis instantly notifies equipment supervisors without manual tagging.

Finance Controllers

ApproveThis' calculated fields automatically flag Yardman bookings exceeding department budgets. Payment holds apply until proper approvals route through configured hierarchies.

External Partners

3PL providers receive Yardman booking links through ApproveThis' client portal. Carriers approve dock times directly while your team maintains control through conditional thresholds.

Implementation Made Simple

Connecting Yardman and ApproveThis via Zapier requires no coding:

Step 1: Core Connection

Create Zapier accounts for both platforms. Authenticate using OAuth - takes under 2 minutes per system.

Step 2: Trigger Setup

Choose your starting point: "New Yardman Booking" or "ApproveThis Request Status Change". Most teams begin with Yardman-triggered approvals.

Step 3: Field Mapping

Drag-and-drop data points like booking dates, visitor counts, or cost centers between platforms. Use ApproveThis' calculated fields to set auto-approval thresholds.

Step 4: Approval Logic

Configure sequential vs parallel approvals. Pro tip: Use ApproveThis' vacation delegation to avoid holiday delays.

Advanced Tactics for Power Users

Dynamic Escalation Paths

Pair Yardman's visitor type labels with ApproveThis' conditional routing. VIP client bookings might skip standard approvals and notify executives directly.

Multi-App Orchestration

Add a Slack step to notify approvers when high-priority Yardman bookings await decisions. Approved requests can then update both Yardman and your ERP system.

Historical Analysis

Export ApproveThis decision logs to BI tools alongside Yardman data. Identify patterns like frequent denials for specific time slots needing capacity adjustments.

Why This Integration Wins

Alternatives like building custom approval logic into Yardman or using basic email approvals create fragile systems. ApproveThis brings enterprise-grade workflow controls to Yardman's scheduling strengths without complex development. Features like approval thresholds and delegation adapt as your operations scale.

The hidden advantage? Unified visibility. Instead of juggling Yardman's calendar and approval emails, managers get a single dashboard showing booking statuses alongside their approval progress. Real-time sync eliminates "I thought you approved that" moments during peak scheduling periods.

Getting Started

Ready to transform disjointed approvals into automated workflows? Start with a free ApproveThis trial and existing Yardman account. Most teams launch their first Zap in under 45 minutes.

For complex use cases like multi-site approvals or compliance-driven workflows, book a live demo. Our experts will craft a custom integration blueprint matching your Yardman setup.

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Integrate with Yardman 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 Yardman

Suggested workflows (and their Zapier components) for Yardman

Create approval request for new yardman bookings

When a new booking is added in Yardman, an approval request is created in ApproveThis for review. This integration streamlines booking approvals, saving time and reducing errors. *Note: Adjust approval criteria in ApproveThis as needed.*

Zapier Components

Yardman Logo

Trigger

New Booking

Trigger when a new booking is added.

Action

Create Request

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

Create yardman bookings for new approval requests

When a new approval request is initiated in ApproveThis, a booking is automatically created in Yardman. This integration ensures that validated requests lead to prompt booking entries, reducing manual effort. *Note: Verify booking parameters in Yardman match your approval criteria.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Yardman Logo

Action

Create Booking

Creates a new booking.

Create approval request for person calls in yardman

When a person is called in Yardman, an approval request is generated in ApproveThis to verify call follow-up. This integration helps enforce protocol compliance by triggering structured approvals. *Note: Customize request details as per your workflow.*

Zapier Components

Yardman Logo

Trigger

Person Called

Trigger when person was called.

Action

Create Request

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

Create yardman visits for approved requests

When an approval request in ApproveThis is completed, a new visit is automatically created in Yardman. This integration connects approval outcomes directly to actionable entries, streamlining post-approval workflows. *Note: Confirm visit data is accurately mapped.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Yardman Logo

Action

Create Visit

Creates a new visit.

Create approval request for new yardman visits

When a new visit is added in Yardman, this automation creates an approval request in ApproveThis to ensure compliance and proper tracking. It helps organizations validate visits before execution, reducing risk. *Note: Update approval fields as needed.*

Zapier Components

Yardman Logo

Trigger

New Visit

Trigger when a new visit is added.

Action

Create Request

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