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.
Roofing & Siding Supply Distribution
DMSi Agility Automated Will Call Pickup Reminders
Every afternoon, WebRun checks DMSi Agility for will call orders that are staged and ready, drafts a pickup reminder text to each contractor in Twilio for the counter team to approve, and posts a Slack list of anything sitting more than two days.
Roofing & Siding Supply Distribution
DMSi Agility Automated Storm Demand Surge Report
Every few hours after severe weather, WebRun compares today's order volume in DMSi Agility against your baseline by branch and zip code, logs the surge in Google Sheets, and pushes a Telegram alert to purchasing when a branch is at risk of running out.
Roofing & Siding Supply Distribution
DMSi Agility Automated Shingle Lot Match Check
Before an order ships, WebRun checks DMSi Agility for the lot or run numbers on every shingle bundle pulled, logs any mismatch in Google Sheets, and posts a Slack alert to the warehouse so it gets corrected before the truck loads.
Roofing & Siding Supply Distribution
DMSi Agility Automated Delivery Scheduling
Every morning, WebRun reviews orders in DMSi Agility that are ready for delivery, builds a delivery schedule grouped by route in Google Sheets for your warehouse team, and drafts a delivery window text to each contractor in Twilio for the dispatcher to review before it sends.
Roofing & Siding Supply Distribution
DMSi Agility Automated Account Balance Reminders
Every Monday, WebRun checks DMSi Agility for contractor accounts near or over their credit limit, pulls the open invoice detail from QuickBooks, and drafts a balance reminder email in Gmail for your credit team to review before it sends.
Roofing & Siding Supply Distribution
DMSi Agility Automated Price Change Digest
Every Monday, WebRun compares this week's SKU price and cost changes in DMSi Agility against QuickBooks item costs, logs any mismatch in Google Sheets, and posts a branch manager digest so pricing errors get caught before a contractor is quoted wrong.
Roofing & Siding Supply Distribution
DMSi Agility Automated Loyalty Points Redemption
Every morning, WebRun checks DMSi Agility for new loyalty point redemption requests, confirms each contractor's shipping address on file in QuickBooks, and drafts a redemption confirmation text in Twilio for the rewards coordinator to review before it sends.
Roofing & Siding Supply Distribution
DMSi Agility Automated Bundle Backorder Alerts
Every few hours, WebRun checks DMSi Agility for orders shipping with a bundle short of what the contractor ordered, drafts a backorder notice in Gmail for the branch to review, and drafts a follow up text in Twilio once the missing bundles are back in stock.
Roofing & Siding Supply Distribution
DMSi Agility Automated Return Credit Tracking
Every morning, WebRun checks DMSi Agility for material returns awaiting a credit memo, drafts the credit memo in QuickBooks for accounting to review, and posts a Slack alert for any return sitting more than three days.
Roofing & Siding Supply Distribution
DMSi Agility Automated Warranty Registration Alerts
When an order ships that qualifies for an enhanced manufacturer warranty, WebRun checks DMSi Agility for the registration deadline, drafts the registration submission email in Gmail for the branch to send, and posts a Telegram alert to the warranty coordinator for anything still open.
Roofing & Siding Supply Distribution
DMSi Agility Automated Crane Delivery Confirmation
Every morning, WebRun checks DMSi Agility for today's crane truck deliveries, posts a Slack alert to logistics for any job missing a site access note, and drafts a confirmation email to each contractor in Gmail for the branch to review before it sends.
Roofing & Siding Supply Distribution
DMSi Agility Automated Rebate Tier Tracking
Every week, WebRun checks each contractor's purchase volume in DMSi Agility against their manufacturer rebate program tier, logs the running totals in Google Sheets, and drafts a tier achieved email to the contractor in Gmail for your rebate coordinator to review.
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