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.
Tint Wiz Automatic Film Proposal Follow-Ups
WebRun takes each flat-glass site measurement in Tint Wiz, builds a priced residential film proposal, and drafts polite 24 hour and 48 hour follow-ups so no quote goes cold while you keep final approval.
ScopeTakeoff Automated Estimate Follow-Ups
WebRun checks which tuckpointing estimates you sent from ScopeTakeoff have gone quiet, drafts a polite follow-up email for each, and posts you a chase list in Slack.
Automated Drywall Plan Addendum Alerts
WebRun watches your shared plans folder for new addenda and drawing revisions, matches each one to the affected drywall estimate in The EDGE, and posts your team a re-check list so no takeoff is bid off stale drawings.
Automated CoatingOS Quote Follow-Ups
WebRun finds coating estimates that are still open in CoatingOS, checks whether a deposit came in on Square, and drafts a warm follow-up email for each homeowner who has not booked yet.
Automated Grease-Trap Service Reminders
Every morning, WebRun checks Tank Track for grease traps coming due for their recurring pump-out, drafts a friendly text and email reminder for each account, and leaves them for you to approve before they go out.
Automated Cabling Addendum Redo Alerts
WebRun watches your project folder in Google Drive for new drawing addenda and revisions, cross-checks them against the open estimate in Conest IntelliBid, and posts your team a Microsoft Teams alert listing what changed and which takeoffs need a redo.
Automated Sprinkler Inspection Reminders
Every morning, WebRun checks Uptick for sprinkler assets whose quarterly NFPA-25 inspection is due, drafts a reminder text to each property contact, and posts your dispatcher the week's due list.
Automated Sealcoat Proposal Follow-Ups
WebRun finds sealcoat proposals sitting unanswered in Bitumio, drafts a warm follow-up email for each prospect, and posts your sales lead a list of who to chase.
FieldGroove Automated Quote Follow-Ups
Every morning, WebRun finds FieldGroove estimates that are still open, drafts a friendly follow-up email and text for each homeowner, and hands you a chase list in Slack.
Automated Crane Inspection Reminders
Each week, WebRun checks InspectAll for cranes whose annual OSHA inspection is coming due, logs them to a sheet, and sends your inspection coordinator a Telegram reminder ranked by how soon each is due.
Automated FIELDBOSS Entrapment Dispatch
When an entrapment or shutdown call lands in FIELDBOSS, WebRun finds the nearest qualified on-call tech, drafts the SMS dispatch, and alerts your dispatcher to send it.
EXEMPTAX Automated Onboarding Cert Requests
When a new tax-exempt customer is created in Shopify, WebRun opens EXEMPTAX, starts a guided certificate request for the right state, drafts a welcome email pointing them to it, and leaves the email unsent for review.
Shopify›
Automated Closed-Won Deal Intake to QuotaPath
Every morning, WebRun finds new closed-won deals in Salesforce, adds them to QuotaPath with the owner and amount, and posts a short recap in Slack.
Automated Farm Input Purchase Entry
When a supplier invoice lands in Gmail, WebRun reads the seed, chemical, and fertilizer lines, records the purchase in Traction Ag against the right field and crop, and posts the team a Slack note of what was logged.
Automated Restaurant365 Invoice Capture
Every morning, WebRun reads new vendor invoice PDFs in Gmail, enters each one into Restaurant365 AP with the vendor, GL account, and location filled in, and posts you a Slack summary of what was captured.
MenuMetric Automated F&I Deal Intake
WebRun watches for deals the sales desk marks ready, pulls the buyer, vehicle, and deal structure from MenuMetric, logs a clean intake row to Google Sheets, and books the next open F&I slot on Google Calendar so the customer is queued and prepped.
Automated Division Order Owner Intake
When a new well comes online, WebRun reads the signed division order, sets up each working and royalty interest owner in Petrofly, logs the decimal interests to a Google Sheet, and drafts a welcome note to each owner for your review.
Automated Chargeback Intake Alerts
Every few hours, WebRun checks Chargeflow and Stripe for new chargebacks, opens a case for each with the amount and reason code, and posts your team a short Slack list of what just came in.
Automated Uncashed Check Escheat Import
Every week, WebRun opens QuickBooks, finds the AP checks that are still uncashed past your stale-date window, and imports each one into Simple Escheat as unclaimed property so nothing is missed at filing time.
Automated Intercompany Transaction Intake
Every week, WebRun exports intercompany transactions from NetSuite, loads them into Exactera as tested transactions, and posts a short intake summary to Slack.
Automated Accruit Exchange File Intake
When a settlement agent emails a new relinquished-property sale, WebRun reads the closing details, opens a matching exchange file in Accruit Exchange Manager Pro, and logs the new matter to a Google Sheet intake log.
Automated KBKG Study Intake From Closings
When a property closing packet lands in Drive, WebRun reads the settlement statement, opens a new KBKG study with the basis and address filled in, and tells your team it is ready.
Automated Concrete Ticket Sync
Every few minutes, WebRun reads new batch tickets from CommandBatch, matches each to its order in Dispatch360, and writes a clean delivery record with mix, yardage, and load time.
Trux Automated Aggregate Load Dispatch
Every morning, WebRun reads the day's aggregate orders in Trux, stacks loads by plant, material, and jobsite, builds a hauler run sheet in Google Sheets, and posts the dispatch board to Slack.
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