Automate lease renewal workflows via Entrata API

domain: docs.entrata.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate to the Entrata API using your configured credentials; confirm your API user has permissions for the leases and residents modules.
  2. Call the getLeases or getMitsCollections method to retrieve leases expiring within a configurable lookback window (e.g., leases ending within 90 days), filtering by property ID.
  3. For each expiring lease, extract the resident ID, unit ID, current rent, and lease end date; determine renewal eligibility based on your business rules (payment history, occupancy status).
  4. POST a renewal offer to the residents endpoint or a dedicated renewal method (consult your Entrata API docs for method name, as Entrata uses a method-dispatch pattern) specifying the new lease term start/end dates and the offered monthly rent.
  5. Track resident responses via the lease status or application endpoints; when a resident accepts, initiate the lease document generation workflow (via Entrata's e-sign integration or your document platform).
  6. Post the renewed lease record back to Entrata once executed; update the lease end date and new monthly rent in the system of record.

Known gotchas

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