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.
Automated Khatabook Month End Outstanding Report
On the last day of the month, WebRun totals every customer's outstanding udhaar in Khatabook, emails you the full list, and stages a closing entry in Tally.
Automated Deskera Lead Follow-Up Alerts
The moment a new lead lands in Deskera CRM, WebRun drafts a personal follow-up email in Gmail and alerts the right rep in Slack so no lead waits overnight for a reply.
Automated iKhokha Overdue Invoice Follow-Ups
WebRun checks which invoices tied to your iKhokha account are past due, drafts a polite WhatsApp reminder for each customer, and posts your team a Slack list of who still owes you.
Automated Yoco Peak Hour Sales Heatmap
Every night, WebRun adds today's Yoco takings by hour to a running heatmap in Google Sheets, and posts your weekly Telegram digest of which hours and days are actually your busiest.
Automated SASSIE Shop Deadline Follow-Ups
When an assigned shop's due date is within 24 hours and still not submitted, WebRun drafts a status check email to the shopper in Gmail and alerts your ops team in Slack so someone can step in before the client notices a gap.
Automated BCC Software Mail Job Status Alerts
WebRun checks BCC Software throughout the day, catches every mail job that changes production stage or stalls past its target time, and posts your production team a live Slack alert so nothing sits unnoticed.
Automated LoanPro Hardship Follow-Ups
Every Monday, WebRun opens LoanPro to check every active hardship or forbearance plan against its modified terms, drafts a check-in email in Gmail for any borrower falling behind, and posts an at-risk list to your loss mitigation team in Slack.
Automated Credit Repair Cloud Dispute Letters
Every Monday, WebRun checks Credit Repair Cloud for clients ready for their next dispute round, drafts a dispute letter for each negative item in Google Docs, leaves every letter unsent for a case manager to review, and posts the team a Slack list of what's ready.
Automated RDN Lender SLA Breach Alerts
WebRun checks every open assignment against its lender's required update window and alerts your team before a missed update turns into an SLA breach.
Automated PermitFlow Missing Document Requests
Every morning, WebRun checks PermitFlow for permits missing a required document, drafts a request email to the contractor or architect naming exactly what's missing, and posts a Slack log of what's still outstanding.
Automated PrismHR Missing Timesheet Alerts
Every night during the payroll week, WebRun opens PrismHR, finds which worksite employees still have not submitted a timesheet, drafts a reminder email to each one's supervisor, leaves it unsent for review, and pings your payroll specialist on Telegram with the shortlist.
Automated TazWorks County Search Vendor Follow-Ups
Every morning, WebRun checks TazWorks for county criminal searches sitting with a vendor past the expected turnaround, drafts a follow-up email to that vendor, and logs vendor performance to a sheet.
Automated Amtelco Missed Message Follow-Ups
WebRun finds messages delivered to an on-call contact with no confirmed callback after an hour, sends one text reminder through Twilio, and logs every follow-up to Google Sheets.
Automated ATM Dispenser Fault Escalations
WebRun watches Switch Commerce for terminals reporting a dispenser fault such as a jam or a failed note count, pings the on-call technician on Telegram right away, and creates an Asana task with the fault code and terminal details.
Automated accesso Guest Complaint Triage
WebRun triages new guest complaints in Zendesk, pulls the guest's visit and purchase history from accesso for context, drafts a reply for each one, and pings your guest services lead on Telegram for anything severe. WebRun leaves every reply unsent for review.
Automated Occupier Missing Document Flags
Every month, WebRun audits Occupier for leases missing a key document such as the executed lease, an amendment, a certificate of insurance, or an estoppel, and drafts a request email for whoever can supply it.
Automated Conservice Monthly Recovery Summary
On the first business day of each month, WebRun pulls total provider utility cost, total resident billback, and net recovery for every property from Conservice, logs the totals to a running Google Sheet, and posts a portfolio wide summary to Slack with the month over month trend.
Merlin Automated Fee Payment Reconciliation
Every morning, WebRun opens Merlin Software, checks which invoices are still awaiting payment, matches new Stripe payments against them, and gives your finance team a reconciliation list with any mismatches flagged for review.
Automatic O-Valet Key Mismatch Alerts
The moment a key gets logged into the wrong slot in O-Valet's key board, WebRun catches the mismatch between the logged location and the assigned ticket, and alerts the on-duty supervisor in Slack and by text so it gets corrected right away.
Automated Pruvan Crew Daily Route Report
Every evening, WebRun compiles each crew's completed stops from Pruvan into a daily route report, files it to Google Drive, and posts Slack a summary of who finished what.
Automated Envoy Visitor NDA Expiry Reminders
WebRun checks Envoy each morning for repeat visitors and contractors whose signed NDA has expired, drafts a renewal reminder email for review, and posts compliance a Slack summary of who still needs to resign.
Automated ManageAmerica Application Status Alerts
WebRun checks ManageAmerica for new and updated move in applications, drafts a status update email for each applicant in Gmail, and posts your leasing team a Slack alert so nothing waits in the queue.
Automated Yeti Salt Usage Reconciliation
Every Monday, WebRun totals the salt and ice melt logged per site in Yeti Software, compares it to what QuickBooks shows was billed, and writes the variances to a sheet.
Automated StarRez Move-Out Damage Charge Drafts
Every morning, WebRun checks StarRez for completed move-out inspections with damage notes, logs an itemized charge estimate to Airtable, and drafts the charge notice email in Gmail for your housing team to review before anything is billed.
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