Templates
Workflow templates.
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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.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Warranty Registration
Every morning, WebRun checks CP Tech DistributionPlus for water heaters sold or installed the day before, drafts the manufacturer warranty registration for each in Outlook for your team to review and submit, and logs the registration status to Google Sheets so nothing misses the window.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Showroom Reminders
Every night, WebRun checks CP Tech DistributionPlus for tomorrow's showroom appointments, drafts a friendly reminder email for each customer in Outlook for your showroom team to send, and posts the day's full appointment list to Slack so staff can prep the right displays.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Seasonal Reorder Reports
Every Monday, WebRun checks CP Tech DistributionPlus for seasonal SKUs, water heaters, sump pumps, backflow parts, tracks each against its usual seasonal demand curve, checks the reorder cost against budget in QuickBooks, and logs a suggested reorder report to Google Sheets for purchasing to review.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus RGA Tracking
Every morning, WebRun checks CP Tech DistributionPlus for open return goods authorizations, logs each one's stage in Google Sheets from requested to credited, and posts your AR team a Slack alert on any RGA sitting more than 14 days without a vendor credit.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Rebate Enrollment Tracking
Every week, WebRun checks CP Tech DistributionPlus for contractors buying rebate eligible products who aren't enrolled in the matching program, drafts an enrollment invitation for each in Outlook for review, and sends your rebate coordinator a Telegram summary so no eligible contractor is missed.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus PVF Backorder Alerts
Every morning, WebRun checks CP Tech DistributionPlus for backordered pipe, valve, and fitting lines, links each to the order or job it belongs to, and posts your purchasing team a ranked Slack alert so nothing stalls a contractor's job without warning.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Price File Update Digest
Every morning, WebRun checks CP Tech DistributionPlus for vendor price file updates loaded overnight, syncs the new item costs to QuickBooks, and posts your sales team a Slack digest of what went up, what went down, and which open quotes now use a stale price.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Open Quote Follow Ups
Every morning, WebRun checks CP Tech DistributionPlus for quotes sent more than 3 business days ago with no order attached, drafts a polite follow up email for each in Outlook for your rep to review, logs the pipeline to Google Sheets, and posts a ranked Slack list by quote value.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Delivery Confirmation Alerts
Every evening, WebRun checks CP Tech DistributionPlus for today's job site deliveries, logs each as confirmed, short shipped, or refused in Google Sheets, and sends your dispatch team a Telegram alert on any exception so it gets resolved before the crew needs the parts.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Submittal Follow Ups
Every morning, WebRun checks CP Tech DistributionPlus for cut sheet submittals sent more than 5 business days ago with no approval on file, drafts a follow up email for each in Outlook for your estimator to review, and logs the open submittal list to Google Sheets.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Will Call Pickup Reminders
Every evening, WebRun checks CP Tech DistributionPlus for will call orders marked ready but not picked up, drafts a pickup reminder for each contractor in Outlook for your counter staff to send, and posts a Slack list of aging will calls so the staging area doesn't fill up.
Plumbing & PHCP Supply Distribution
Automated DistributionPlus Charge Account Reminders
Every Monday, WebRun checks CP Tech DistributionPlus and QuickBooks for contractor charge accounts approaching or past their payment terms, drafts a polite balance reminder for each in Outlook for your credit team to review, and flags accounts over their limit for a phone call instead.
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