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For Photographers, event planners & solopreneurs

Move new 17hats leads through onboarding

When a new lead fills out a 17hats questionnaire, WebRun checks the lead record for what is still missing before it can move to a booked project, contract sent, deposit invoice sent, and posts a Telegram update to the owner. If the lead has gone quiet for 3 days with a contract still unsigned, WebRun drafts a Twilio text nudge, left for the owner to send.

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14,115 templates Safe automation No code
Runs when a new lead or client is added in 17hats WebRun
1 17hats check the new lead's setup status
2 Telegram post the onboarding update
3 Twilio draft a stalled lead nudge
Run a sample
In short

How do I keep new 17hats leads moving through onboarding?

WebRun checks every new 17hats lead against your onboarding path, questionnaire, contract, deposit invoice, and posts the current status to Telegram. When a contract sits unsigned for 3 days, it drafts a friendly Twilio text nudge to the lead, leaving it for you to review and send rather than sending it automatically.

  • Every new lead's onboarding step is visible in Telegram without opening 17hats
  • Stalled contracts get a drafted nudge after 3 days instead of going cold
  • Nothing between questionnaire and booked project gets forgotten

Built for Photographers · event planners · solopreneurs · creative service businesses

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens 17hats.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    17hats - check the new lead's setup status
    17hats.com
    WebRun in 17hats: check the new lead's setup status
    WebRun opens 17hats to check the new lead's setup status.
    • Open the new lead's record in 17hats
    • Check whether a contract, deposit invoice, and questionnaire are complete
    • Note the exact step the lead is currently stuck on

    Done when Every new lead's onboarding status has been checked against the full path.

  3. 2
    Telegram - post the onboarding update
    telegram.org How to Automate Telegram
    WebRun in Telegram: post the onboarding update
    WebRun opens Telegram to post the onboarding update.
    • Post the lead's name and current step to Telegram
    • Flag any step that has not moved since the last check
    • Keep the update short enough to scan between jobs

    Done when The owner has a current onboarding status for every new lead.

  4. 3
    Twilio - draft a stalled lead nudge
    twilio.com How to Automate Twilio
    WebRun in Twilio: draft a stalled lead nudge
    WebRun opens Twilio to draft a stalled lead nudge.
    • Check whether a contract has sat unsigned for 3 days
    • Draft a friendly text nudge to the lead for that case
    • Leave it in Twilio for the owner to review and send

    Done when A drafted nudge exists for every lead stalled on an unsigned contract.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
17hats.com
ScheduleRuns automatically on this cadence
Runs when a new lead or client is added in 17hats
DeliveryHow each run's result reaches you
Setup checklist · Telegram
OutputWhat each run produces - Each new lead's onboarding checklist status, contract, invoice, deposit, and any stalled step.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it text the lead without me?

No. The stalled lead nudge is drafted in Twilio and left for the owner to review and send, WebRun never texts a lead on its own.

What counts as a stalled lead?

A contract that has sat unsigned for 3 days with no other activity on the record. You can adjust that window to match your own pace.

Does it send the contract or invoice itself?

No. WebRun only checks what has already been sent inside 17hats and reports the status. Sending a contract or invoice stays your action.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.