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.
Wafeq Cloud Accounting
All categories
Sales & Marketing
Finance & Accounting
All Finance & Accounting
Accounting
Bookkeeping
Accounts payable
Accounts receivable
Finance
FP and A
Fractional CFO services
Expense management
Audit and assurance
Forensic Accounting
Business valuation
Machinery & Equipment Appraisal
Business Brokerage
Cap table management
Crypto accounting
Carbon accounting
Fund accounting
Fund administration
Lease accounting
Revenue recognition
Sales commission accounting
Farm accounting
Restaurant accounting
Oil and gas revenue accounting
Sales tax compliance
Exemption certificate management
Cost segregation
Transfer pricing
Unclaimed property compliance
R&D tax credits
Tax preparation
Tax resolution
Treasury management
Payment processing
Chargeback management
Subscription billing
Investor relations
Retirement plan administration
Tally Accounting
Vyapar billing & inventory
Khatabook Digital Ledger
Deskera SMB ERP
Alegra Cloud Accounting
CONTPAQi Accounting
Wafeq Cloud Accounting
Qoyod SMB Accounting
Bukku SMB Accounting
iKhokha SMB Payments
Banking, Lending, Insurance & Wealth
All Banking, Lending, Insurance & Wealth
Auto lending
Commercial lending
Consumer lending
Credit unions
Mortgage & lending
Loan servicing
Merchant cash advance
Invoice factoring
Equipment finance
Debt collection
Credit repair
Insurance
Insurance agencies
Commercial Insurance Brokerage
Claims adjusting
Actuarial Consulting
Wealth management
Registered Investment Advisors
Investment Adviser Compliance Consulting
Financial planning
Divorce Financial Planning
Family office
People & HR
Legal & Compliance
All Legal & Compliance
Legal
IP and patent firms
Trademark and brand protection
eDiscovery
Court reporting
Court interpreting services
Expert witness services
Mediation services
Notary signing services
Process serving
Private investigators
Bail bonds
Trust and estate
Registered Agent & Compliance Filing
AML compliance
Operations & IT
Healthcare & Medical
All Healthcare & Medical
Healthcare
Acupuncture
Allergy clinics
Ambulatory surgery centers
Anesthesia groups
Birth centers
Cardiology
Cardiac device monitoring
Chiropractic
Clinical research sites
Community health centers
Dermatology
Mohs Surgery Clinics
Diabetes Care & Education Clinics
Dialysis centers
Direct primary care
Endocrinology
Hormone therapy clinics
ENT clinics
Endoscopy centers
Fertility clinics
IVF laboratory
Functional and integrative medicine
Gastroenterology
Hematology Clinics
Hepatology Clinics
Hyperbaric oxygen therapy clinics
Imaging centers
Interventional radiology
Infectious Disease Clinics
Infusion centers
Lactation consulting
Lymphedema therapy
Massage therapy
Maternal-fetal medicine
Medical billing
Medical cannabis certification
Medical credentialing
Medical equipment
Medical Genetics Clinics
Medical Nutrition Therapy Clinics
Medical transport
Naturopathic medicine
Nephrology
Neurology Clinics
Nutrition practice
OBGYN
Urogynecology Clinics
Occupational health
Occupational therapy
Oncology
Orthopedics
Osteoporosis & Bone Health Clinics
Pain management
Pathology labs
Pediatric therapy
Pediatrics
Pharmacy
Physical therapy
Plastic surgery
Podiatry
Prosthetics and orthotics
Pulmonology Clinics
Rheumatology
Sleep medicine
Speech therapy
Sports medicine
Telehealth
Teleradiology
Urgent care
Urology
Vascular surgery
Wound care
Hospital Operations
All Hospital Operations
Emergency department throughput
Hospital bed & capacity management
Patient access & registration
Case management & discharge planning
Utilization review
OR & surgical scheduling
Perioperative block management
Sterile processing (SPD)
Central telemetry monitoring
Cardiac cath lab reporting
Radiology PACS operations
Perinatal & L&D surveillance
Respiratory therapy management
Blood Bank & Transfusion Services
Hospital lab outreach
Hospital Pharmacy Inventory & Dispensing
Meds-to-beds discharge pharmacy
340B Pharmacy Program Management
Infection Prevention & Control
Patient Safety & Incident Reporting
Clinical documentation improvement
Health information management
Hospital denials management
Revenue Integrity & Chargemaster
Medical staff office & privileging
Graduate Medical Education
Hospital Nurse Staffing & Scheduling
Hospital Employee Health & Safety
Hospital Patient Experience & Rounding
Hospital patient transport
Hospital Environmental Services (EVS)
Hospital foodservice & nutrition
Biomedical & Clinical Engineering
Dental, Vision & Hearing
Behavioral & Addiction
Senior, Home & Hospice Care
Fitness, Beauty & Wellness
All Fitness, Beauty & Wellness
Fitness & wellness
Salon & spa
Nail salons
Barbershops
Tattoo studios
Med spa
Medical aesthetics practices
Medical weight loss clinics
Laser hair removal studios
Hair restoration
Cosmetic vein clinics
IV hydration therapy
Cryotherapy studios
Longevity and wellness clinics
Yoga studios
Functional fitness gyms
Climbing gyms
Ninja Warrior & Obstacle Training Gyms
Gymnastics
Martial arts
Personal training
Construction & Contracting
All Construction & Contracting
Construction
Home builders
HVAC
Plumbing
Electrical contracting
Roofing
Concrete and paving
Ready mix dispatch
Asphalt maintenance
Excavation
Painting contractors
Garage floor coating
Flooring contractors
Drywall contractors
Insulation contractors
Masonry restoration
Foundation repair
Basement waterproofing
Fencing and decks
Countertop fabrication
Well drilling
Solar
EV charging
Standby generator service
AV installers
Structured cabling
Elevator service
Asbestos abatement
Building materials distribution
Architecture and engineering
Land surveying
Permit expediting
Window treatments
Window film installation
Home & Local Services
All Home & Local Services
Local services
Handyman services
Cleaning services
Carpet cleaning
Window cleaning
Pressure washing
Air duct cleaning
Chimney sweep
Kitchen exhaust cleaning
Grease trap service
Gutter installation & cleaning
Landscaping
Irrigation systems
Holiday lighting
Snow removal
Snow and ice management
Pest control
Wildlife removal
Tree care
Pool service
Garage door services
Appliance repair
Device repair
Locksmith services
Junk removal
Moving services
Dumpster rental
Portable sanitation
Septic services
Restoration services
Property preservation
Radon testing & mitigation
Backflow testing
Fire protection
Fire and life safety inspections
Alarm monitoring
Security guard services
Funeral services
Dry cleaning
Laundry services
Laundromats
Automotive & Dealers
All Automotive & Dealers
Automotive
Auto body shops
Auto detailing
Auto glass
Auto parts distribution
Auto salvage
Tire shops
Truck repair
Towing
Repossession services
Car wash
Dealership F&I
RV dealers
Powersports dealers
Boat & marine dealers
Trailer dealers
Commercial truck dealers
Heavy equipment dealers
Ag equipment dealers
Outdoor power equipment dealers
Golf cart & LSV dealers
Logistics & Transportation
All Logistics & Transportation
Logistics
Third party logistics
Freight brokerage
Freight dispatch services
Freight forwarding
Freight audit
Freight factoring
Carrier onboarding and vetting
LTL freight
Trucking carriers
Tank truck carriers
Tank wash operations
Livestock hauling
Dump truck hauling
Oilfield fluid hauling
Reefer fleet telematics
Last mile delivery
White glove final mile
Parcel shipping
Courier services
Medical and lab couriers
Intermodal rail
Drayage and port
Container depot operations
Ocean freight visibility
Cold chain logistics
Dock scheduling
Yard management
Warehouse operations
Supply chain planning
Reverse logistics
Customs brokerage
Trade compliance
Dangerous goods shipping
Air cargo handling
Heavy haul permits
DOT compliance
Fleet management
Fuel delivery
Auto transport
Retail & E-commerce
All Retail & E-commerce
E-commerce
Amazon sellers
Omnichannel retail
Returns management
Print on demand
Subscription boxes
Handmade sellers
Furniture retail
Mattress retail
Cookware and kitchenware shops
Jewelry retail
Bridal shops
Uniform and scrubs retail
Running and footwear specialty
Sneaker and streetwear resale
Bike shops
Dive shops
Hardware stores
Garden centers
Bookstores
Stationery and pen shops
Record stores
Music instrument stores
Toy stores
Game and hobby shops
Comic and game stores
Quilt and fabric shops
Yarn and needlework shops
Sporting goods
FFL firearms dealers
Vitamin and supplement shops
Party supply stores
Gift and museum shops
Liquor stores
Smoke and vape shops
Cigar lounges
Pawn shops
Consignment shops
Convenience stores
Grocery stores
Florists
Cannabis dispensaries
Micro markets
Vending operators
ATM operators
Point of Sale (POS)
All Point of Sale (POS)
Aloha POS
Bar and nightlife POS
Clover POS
Epos Now
GoTab POS
Heartland POS
Lavu POS
Lightspeed POS
Multi location POS
Oracle MICROS POS
Quick service POS
Restaurant POS
Retail POS
Revel Systems POS
SpotOn POS
Square POS
Talech POS
TouchBistro POS
StoreHub retail POS
Loyverse POS
Qashier smart POS
GoFrugal retail ERP
Petpooja restaurant POS
Restroworks restaurant POS
Sapaad Restaurant POS
Poster cafe POS
Nextar POS
Zoho POS retail
Bsale POS & e-invoicing
Marg ERP distribution
Yoco Card POS
Wholesale & Distribution
All Wholesale & Distribution
Electrical Supply Distribution
HVAC Supply Distribution
Plumbing & PHCP Supply Distribution
Roofing & Siding Supply Distribution
Industrial MRO Supply Distribution
Janitorial & Sanitation Supply Distribution
Medical & Dental Supply Distribution
Pharmaceutical Distribution
Food, Restaurants & Beverage
All Food, Restaurants & Beverage
Pizzerias
Ghost kitchens
Food halls
Coffee shops
Tea houses and tea retail
Bubble tea and boba shops
Catering
Off-Premise Catering Companies
Bakeries
Wholesale Bakeries
Chocolatier and candy shops
Butcher shops and meat markets
Seafood markets and fishmongers
Cheese and specialty food shops
Coffee roasters
Wholesale Coffee Roasters
Breweries and wineries
Craft Breweries
Wineries & Vineyards
Cideries
Distilleries
Food manufacturing
Ice Cream & Frozen Dessert Manufacturers
Meal-Prep Producers
Foodservice distribution
Produce distribution
Fresh-Cut & Value-Added Produce Wholesale
Beverage distribution
Beer & Wine Distribution
CSA and farm stands
Hospitality, Travel & Recreation
All Hospitality, Travel & Recreation
Hospitality
Travel
Vacation rentals
Campgrounds
Glamping operators
Guest ranches
Marinas
Ski resorts
Tours and activities
Hot air balloon tours
Event venues
Music venues
Wedding planning
Wedding Planning Studios
Events
Corporate & Event Planning
Party rentals
Inflatable & bounce house rental
AV & staging rental
Performing arts
Movie theaters
Museums
Art galleries
Theme parks and attractions
Water parks
Entertainment centers
Trampoline parks
Go-kart tracks
Haunted attractions
Bowling centers
Axe throwing
Escape rooms
Golf and clubs
Racquet sports clubs
Sports leagues
DJ services
Limo and car service
Valet parking services
Education & Training
All Education & Training
Education
Preschools & Early Learning Centers
Childcare
Microschools & Learning Pods
Tutoring centers
Test Prep Centers
College admissions consulting
Vocational & Trade Schools
Language Schools
Community & Adult Education Programs
STEM, Robotics & Coding Classes
Cooking Schools
Art Studios & Classes
Music schools
Dance studios
Swim schools
Surf schools
Driving schools
Flight schools
Camps
Coaching
Real Estate & Property
All Real Estate & Property
Real estate
Commercial real estate
Real estate appraisal
Property management
HOA management
Manufactured housing communities
Student housing
Timeshare and vacation ownership
Self storage
Coworking
Workplace and visitor management
Facilities maintenance
Lease administration
Utility billing and submetering
Parking operations
Title and escrow
Title abstracting services
1031 exchange intermediaries
Home inspection
Professional & Creative Services
All Professional & Creative Services
Photography
Portrait & Event Photography Studios
Video production
Animation and VFX studios
Music Recording Studios
Dubbing and voiceover studios
Podcast production
Graphic & Web Design Studios
Talent & Modeling Agencies
User research operations
Translation services
Print shops
Screen printing
Signage
Promotional products
Interior design
Drone services
Pet & Animal Care
Nonprofit & Community
Manufacturing & Industrial
All Manufacturing & Industrial
Manufacturing
Custom Job Shops
CNC Machine Shops
Tool & Die Shops
Sheet Metal Fabrication
Structural Steel Fabrication
Welding and fabrication
Foundry & Casting
Injection Molding
Plastics Extrusion
Contract Electronics Manufacturing
Cabinet & Millwork Manufacturing
Packaging Manufacturing
Metal finishing
Powder coating
3D printing services
Calibration labs
Overhead crane service
Scrap yards
Agriculture & Environment
All Agriculture & Environment
Agriculture
Crop scouting
Orchards & Fruit Growers
Nursery growers
Hydroponic & Vertical Farms
Cannabis Cultivation
Dairy Farms
Poultry & Egg Producers
Ranching and livestock
Aquaculture
Beekeeping
Grain elevators
EHS consulting
Environmental consulting
Water and wastewater
Waste and recycling
Wafeq Cloud Accounting
Automated Wafeq ZATCA E-Invoice Rejection Alerts
Every hour, WebRun checks Wafeq for e-invoices ZATCA has rejected or left pending, logs each one to a sheet, and alerts your finance team on WhatsApp so nothing stays unresolved.
Wafeq Cloud Accounting
Automated Wafeq Vendor Bill Approval Alerts
Every 30 minutes, WebRun checks Wafeq for new vendor bills awaiting approval, pings the approver on WhatsApp with the details, and drafts a query email for anything that looks off.
Wafeq Cloud Accounting
Automated Wafeq VAT Return Summary
Every month, WebRun pulls your output VAT, input VAT, and net VAT due from Wafeq, logs the breakdown to a sheet, and drafts a review email to your tax advisor before the filing deadline.
Wafeq Cloud Accounting
Automated Wafeq Payroll Run Summary
Before each pay run, WebRun pulls the payroll totals from Wafeq, logs them to a sheet, and sends your finance lead a WhatsApp summary of headcount, gross pay, and deductions.
Wafeq Cloud Accounting
Automated Wafeq Overdue Invoice Reminders
Every Monday, WebRun finds invoices past due in Wafeq, sends a polite reminder to each customer, and tells your AR team who still hasn't paid.
Wafeq Cloud Accounting
Automated Wafeq Multi Branch Revenue Rollup
Every night, WebRun pulls revenue by branch from Wafeq, compiles it into a single rollup sheet, and sends leadership a WhatsApp summary of which branches are ahead or behind.
Wafeq Cloud Accounting
Automated Wafeq Monthly Financial Statements
On the first of each month, WebRun pulls your profit and loss, balance sheet, and cash flow statement from Wafeq, logs the key figures to a trend sheet, and emails the full statement to leadership.
Wafeq Cloud Accounting
Automated Wafeq Expense Receipt Capture
When an employee sends a receipt photo on WhatsApp or forwards one by email, WebRun reads the amount, vendor, and date, and drafts the expense entry in Wafeq for approval.
Wafeq Cloud Accounting
Automated Wafeq Client Statement of Account
On the first business day of each month, WebRun compiles each client's statement of account from Wafeq and drafts the email in Gmail, ready for your team to review and send.
Wafeq Cloud Accounting
Automated Wafeq Cash Flow Forecast Alerts
Every Monday, WebRun projects your cash position from Wafeq's receivables and payables, logs the forecast to a sheet, and alerts your finance team on WhatsApp if it dips below your threshold.
Wafeq Cloud Accounting
Automated Wafeq Bank Reconciliation Digest
Every morning, WebRun compares Wafeq's bank feed against your ledger, and messages your finance team on WhatsApp with any transactions that don't match.
Wafeq Cloud Accounting
Automated Wafeq Audit Trail Export
Before each audit or compliance review, WebRun exports the full change log from Wafeq, organizes it into a sheet, and emails your compliance lead a summary.
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