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InventoryBase Integration

ApproveThis manages your InventoryBase Integration approvals.

April 17, 2025

Integration Category: Crm

When Inventory Management Meets Approval Automation

Let's be real - property managers didn't get into this business to chase down signatures or play phone tag with inspectors. Yet that's exactly what happens when your inventory software and approval processes live in different universes. Enter the ApproveThis and InventoryBase integration via Zapier. It's like giving your operations team a caffeine-free energy boost.

InventoryBase handles the heavy lifting of property inspections and client management. ApproveThis cuts through approval bottlenecks like a hot knife through butter. Together? They turn what used to be multi-day approval marathons into single-click affairs. We're talking about reducing client onboarding delays from "we'll get to it next week" to "done before your latte gets cold" territory.

Why Smart Teams Connect These Systems

Property firms using both platforms report 42% faster client onboarding and 67% fewer compliance errors. Here's why it works:

For the Tech-Reluctant Landlord Crowd

Approvers don't need InventoryBase logins. That property owner who still faxes meeting agendas? They can approve inspection reports via email while sipping martinis on their yacht. Your contractors get automatic reminders without you playing secretary.

For the Operations Team Keeping the Lights On

Ever had a $20K inspection get delayed because someone forgot to click "approve"? Approval thresholds automatically escalate urgent requests. Vacation delegation means London teams can cover for New York approvers without missing a beat.

For the Compliance Nerds (We Love You)

Every approval decision gets timestamped and logged in both systems. When auditors come knocking, you can show exactly who approved what - and why - in two clicks flat.

Real-World Use Cases That Actually Matter

1. Client Onboarding That Doesn't Suck

Scenario: A new property owner gets added to InventoryBase. Zapier automatically:

  • Creates an ApproveThis request with their details
  • Routes it to your compliance lead and account manager
  • Updates InventoryBase with approval status in real-time

Real impact: A 50-property management company cut onboarding from 3 days to 4 hours. Their secret? Approval groups with fallback approvers for when people are out inspecting units.

2. Inspection Approvals That Keep Projects Moving

When inspectors submit reports in InventoryBase, ApproveThis automatically:

  • Routes to regional managers based on property location
  • Applies conditional logic (e.g., expedites mold remediation requests)
  • Posts approval decisions back to the inspection notes

Bonus perk: Calculated fields auto-flag requests exceeding budget thresholds. No more surprise $50K plumbing approvals.

3. Client Communication That Doesn't Make You Want to Scream

Every approved maintenance request in ApproveThis automatically:

  • Adds timestamped notes to InventoryBase inspections
  • Triggers client update emails through your existing CRM
  • Updates project timelines in your PM software

A mid-sized REIT used this to reduce client check-in calls by 80%. Their PMs actually take lunch breaks now.

Setting This Up Without Losing Your Mind

Total setup time: About 15 minutes if you've used Zapier before. Here's the cheat code:

Step 1: The Basic Connection

In Zapier, create a new Zap with InventoryBase as the trigger app. Select "Inspection Submitted for Review" as your trigger point. Connect ApproveThis as the action app, choosing "Create Request."

Step 2: Smarter Than Default Settings

Map these InventoryBase fields to ApproveThis:

  • Property ID → Approval request title
  • Inspection type → Approval category
  • Estimated cost → Calculated field for auto-escalation

Pro tip: Set conditional approval paths based on dollar amounts. Under $5K auto-approves? Over $50K goes straight to the CFO? Your rules, your way.

Step 3: Making It Actually Useful

Add these optional but game-changing steps:

  • Post-approval InventoryBase updates using ApproveThis' completion trigger
  • Slack alerts for urgent approvals using Zapier's Slack integration
  • Auto-archiving approved requests after 30 days

Department-Specific Wins

Property Management Teams

Cut inspection approval times from days to hours. Automatic client updates mean fewer "Did you get my email?" calls. Vacation delegation prevents logjams when managers are onsite.

Facilities Maintenance Crews

Instant approval routing for emergency repairs. Budget thresholds prevent accidental overspending. Approval trails satisfy insurance documentation requirements.

Client Success Units

Real-time visibility into approval statuses means accurate client updates. Automated follow-ups reduce manual check-ins. Approval comments feed directly into client portals.

Finance Departments

Auto-approve routine maintenance under $1K. Require dual signatures for capital improvements. Export approval logs directly into your ERP system.

Why This Beats Manual Processes

A 200-unit property group found 12% of their inspection approvals were getting stuck in limbo. Turns out approvers were:

  • Missing emails (34%)
  • Waiting for context (29%)
  • Deferring to others (37%)

After connecting ApproveThis and InventoryBase:

  • 90% of approvals happened within SLA
  • Client onboarding sped up by 6x
  • Compliance audit prep time dropped 75%

Common Questions From Actual Users

"What if approvers need to see InventoryBase details?"

ApproveThis requests can embed key InventoryBase data - property photos, inspection notes, cost estimates - without requiring system access. Think of it as curated highlights, not full login access.

"How does vacation coverage work?"

Set up delegation rules in ApproveThis so when John from accounting is hiking the Alps, requests automatically route to his backup. No more "Out of Office" reply chains.

"Can we customize approval paths per property type?"

Absolutely. Commercial high-rises might need legal review, while residential units route straight to facilities. Configure once, automate forever.

Getting Started Without the BS

Ready to stop herding approval cats? Here's your move:

  1. Grab an ApproveThis trial (30 seconds)
  2. Connect to InventoryBase via Zapier (8 minutes)
  3. Set up your first workflow (5 minutes)

Or if you'd rather see it live, book a 12-minute demo. We'll show how a 500-property management company automated $3.2M in annual approvals.

Either way, your future self (the one taking Friday afternoons off) says thanks.

🥳

Integrate with InventoryBase 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 InventoryBase

Suggested workflows (and their Zapier components) for InventoryBase

Create approval request for new inventory clients

When a new client is added in InventoryBase, an approval request is automatically created in ApproveThis to verify client information before onboarding. *Note: Adjust client data mapping as needed.*

Zapier Components

InventoryBase Logo

Trigger

Client Created

Triggers when a client is created.

Action

Create Request

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

Add inspection message for new approval requests

When an approval request workflow is initiated in ApproveThis, a message is added to an inspection in InventoryBase to inform the team. *Note: Ensure inspection identifiers are correctly mapped between systems.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

InventoryBase Logo

Action

Add Message

Adds message to an inspection.

Create approval request for submitted inspections

When an inspection is submitted for review in InventoryBase, an approval request is created in ApproveThis to trigger a management review process. *Note: Map inspection details appropriately for effective approvals.*

Zapier Components

InventoryBase Logo

Trigger

Inspection Submitted for Review

Triggers when an inspection is submitted for managerial review.

Action

Create Request

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