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Visual Lease Integration

ApproveThis manages your Visual Lease Integration approvals.

April 17, 2025

Integration Category: Crm

Why Approval Automation Matters for Lease Management

Modern lease administration demands precision. A single overlooked clause or delayed approval can lead to six-figure compliance penalties or missed expansion opportunities. Visual Lease provides robust tools for tracking obligations, while ApproveThis adds critical governance layers – together, they turn reactive processes into strategic advantages.

How ApproveThis Complements Visual Lease

Visual Lease excels at centralizing lease data, but manual approval processes create bottlenecks. ApproveThis injects structure into decision-making by automating routing, enforcing accountability, and integrating approvals directly into existing tools via Zapier. While Visual Lease tells you what needs attention, ApproveThis ensures how it gets resolved aligns with organizational policies.

Business Benefits of Integration

Combining these platforms helps retailers, property managers, and corporate real estate teams:

  • Reduce lease approval cycles from weeks to hours
  • Maintain audit-ready documentation trails
  • Prevent overspending through automated approval thresholds

A national retail chain using this integration cut new location approval times by 68% while reducing compliance errors by 92% year-over-year.

Key Use Cases for Lease Teams

1. Accelerating New Lease Approvals

When a new lease gets added to Visual Lease, ApproveThis automatically routes it to stakeholders based on predefined rules. Legal teams review liability clauses first, while finance validates payment terms – all without manual handoffs.

Example: A property management firm uses calculated fields to auto-flag leases exceeding 15% of annual revenue, ensuring CFO review before commitments.

2. Governing Lease Amendments

Status changes in Visual Lease (like renewals or terminations) trigger approval workflows with full context. Approvers see historical data side-by-side with proposed changes, enabling informed decisions.

Example: A manufacturing company automatically escalates early termination requests to VP-level review if penalties exceed $250k using approval thresholds.

3. Audit-Proof Documentation

Approved requests in ApproveThis automatically create time-stamped notes in Visual Lease. This bidirectional sync ensures every decision ties directly to the lease record.

Example: A healthcare network meets Joint Commission standards by documenting all facility lease approvals with decision rationales in the system of record.

Implementation Made Simple

Setting up the integration takes under 30 minutes through Zapier:

  1. Connect Visual Lease and ApproveThis to your Zapier account
  2. Choose a trigger event (e.g., "New Lease Created" in Visual Lease)
  3. Map critical data points like lease IDs and financial terms
  4. Configure approval rules in ApproveThis based on lease type

Pro Tip: Use ApproveThis' conditional logic to vary approval paths – simple renewals might need only one reviewer, while complex agreements require legal/finance/executive sign-off.

Cross-Functional Advantages

Legal Teams

Reduce contract review backlogs with automated prioritization. Critical clauses trigger immediate alerts, while standard terms get auto-approved using predefined templates.

Finance Departments

Maintain budget control with real-time visibility into lease commitments. Approval thresholds prevent overspending, while calculated fields auto-populate financial models.

Operations Managers

Track approval SLAs directly within Visual Lease dashboards. Vacation delegation ensures no delays when key stakeholders are unavailable.

Critical Differentiators

Unlike basic email approvals or built-in Visual Lease workflows, this integration offers:

  • External approver support (vendors/clients don't need Visual Lease access)
  • Multi-tiered approval chains with parallel/serial steps
  • Real-time budget impact analysis during reviews

Getting Started

To implement this integration:

  1. Register for ApproveThis (14-day free trial available)
  2. Connect your Visual Lease account
  3. Build your first Zap in under 10 minutes using pre-built templates

Final Considerations

While the technical setup is straightforward, success requires aligning approval rules with organizational policies. Start with high-impact workflows like new lease approvals before expanding to amendments. Remember – ApproveThis doesn't replace Visual Lease's core functionality, but rather enhances its governance capabilities.

Ready to transform how your organization manages leases? Schedule a personalized demo to see how approval automation can reduce risk while accelerating portfolio growth.

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Integrate with Visual Lease 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 Visual Lease

Suggested workflows (and their Zapier components) for Visual Lease

Create approval requests for new leases

When a new lease is created in Visual Lease, this automation sends an approval request to ApproveThis for further review. It helps ensure that every new lease undergoes a proper approval process, enhancing compliance and timely decision making. *Note: Configure approvers in ApproveThis to suit your workflow.*

Zapier Components

Visual Lease Logo

Trigger

New Lease

Triggers when a new lease is created.

Action

Create Request

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

Create lease notes for new approval requests

When a new approval request is received in ApproveThis, this automation creates a new lease note in Visual Lease. It automatically records approval details within lease records, ensuring critical information is captured seamlessly. *Note: Ensure lease identification details are included for accurate record matching.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Visual Lease Logo

Action

Create a New Lease Note

Creates a new note in a lease.

Create approval requests for lease status changes

When a lease status changes in Visual Lease, this automation triggers an approval request in ApproveThis. It ensures that important status transitions receive proper oversight, keeping stakeholders informed. *Note: Verify status change criteria align with your approval rules.*

Zapier Components

Visual Lease Logo

Trigger

Change of Lease Status

Triggers when lease status is changed.

Action

Create Request

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

Create lease documents for approved requests

Once an approval request is completed in ApproveThis, this automation creates a new lease document in Visual Lease. It formalizes approved changes and archives them efficiently, ensuring documentation consistency. *Note: Confirm document naming conventions for accurate matching.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Visual Lease Logo

Action

Create a New Lease Document

Creates a new document in a Lease. File name must contain Lease name somewhere in it's name, so that the document can be correctly matched to a Lease.