Templates

Workflow templates.
Deploy with one click.

Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.

Janitorial & Sanitation Supply Distribution
All categories
Automated JanSanix Vendor Rebate Claim Tracking
WebRun tracks every open manufacturer rebate claim logged in JanSanix against payments received in QuickBooks Online, and posts finance a Slack alert for any claim that has gone past the vendor's normal payment window.
JanSanix (Cloud 9 ERP Solutions)QuickBooks OnlineSlack
Automatic Seasonal Supply Preorder Reminders
Ahead of each season, WebRun checks which key accounts have not yet placed their seasonal preorder in JanSanix based on last year's purchase history, drafts a reminder for the rep to send, and sets a follow up on the rep's calendar.
JanSanix (Cloud 9 ERP Solutions)GmailGoogle Calendar
Automatic SDS Request Fulfillment
When a customer asks for a product's safety data sheet, WebRun looks up the SKU in JanSanix, pulls the current SDS on file, and drafts an email reply with the sheet attached for your team to review and send.
JanSanix (Cloud 9 ERP Solutions)GmailSlack
Automatic Private Label Reorder Alerts
WebRun checks private label SKU stock in JanSanix against each item's reorder point, drafts suggested reorder quantities for items running low, and alerts purchasing in Telegram, leaving the purchase order unsubmitted for review.
JanSanix (Cloud 9 ERP Solutions)Google SheetsTelegram
Automated JanSanix New Account Setup
When a new customer account is created, WebRun checks JanSanix for the required setup fields, confirms the credit application and tax exemption certificate are signed in DocuSign, and posts sales a Slack update once the account is ready to order.
JanSanix (Cloud 9 ERP Solutions)DocuSignSlack
Automatic Janitorial Route Delivery Scheduling
Every morning, WebRun pulls today's staged orders by route in JanSanix, builds each driver's stops as calendar events in order, and posts dispatch a Telegram rundown of every route before the trucks leave.
JanSanix (Cloud 9 ERP Solutions)Google CalendarTelegram
Automated Green Certified Product Compliance
When a customer or bid requires proof that products meet green certification standards, WebRun checks each requested SKU in JanSanix against your certified product list and drafts a compliance response for your team to review before it goes out.
JanSanix (Cloud 9 ERP Solutions)Google SheetsGmail
Automatic Floor Machine Repair Status Updates
WebRun checks open floor machine and equipment repair tickets in JanSanix each morning, drafts a status update text for each customer whose ticket changed, and posts the service department a digest of every ticket still open.
JanSanix (Cloud 9 ERP Solutions)TwilioSlack
Automatic Dilution Control Training Reminders
Every Monday, WebRun checks which customer accounts are due or overdue for a dilution control refresher in JanSanix, and drafts a reminder to schedule the training for the account rep to review and send.
JanSanix (Cloud 9 ERP Solutions)GmailTelegram
Automated Case Break Inventory Reports
Every week, WebRun finds partial cases sitting in the warehouse in JanSanix, builds an aging report of broken case inventory, and drafts a clearance offer in Mailchimp for the customers most likely to buy it, held for marketing to review.
JanSanix (Cloud 9 ERP Solutions)Google SheetsMailchimp
Automated JanSanix Rebate Reconciliation
Every month, WebRun totals what you actually purchased through your buying group in JanSanix, compares it to the rebate statement, and checks that the matching credit posted in QuickBooks Online, flagging any shortfall before it gets written off.
JanSanix (Cloud 9 ERP Solutions)Google SheetsQuickBooks Online
Automatic BSC Contract Account Reviews
Every month, WebRun checks each building service contractor account in JanSanix against its contract pricing and committed volume, and flags any account that has drifted off terms for the sales manager to review.
JanSanix (Cloud 9 ERP Solutions)Google SheetsSlack

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