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.

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Automated ManageAmerica Work Order Digest
WebRun pulls every open work order from ManageAmerica each night, drafts a completion text for residents whose work is done, and posts your maintenance team a digest of what's open, overdue, and finished.
ManageAmerica›Twilio›Slack
Automated Yeti Storm Readiness Reminders
When the National Weather Service issues a winter storm watch for your service area, WebRun checks driver and equipment availability in Yeti Software and posts a staffing reminder to Slack so supervisors can confirm coverage before the storm lands.
National Weather Service›Yeti Software›Slack
Automated StarRez Contract Signature Reminders
Every Monday, WebRun checks StarRez for residents who still owe a signed housing contract, confirms the envelope status in DocuSign, and drafts a reminder email in Gmail for your team to review and send.
StarRez›DocuSign›Gmail
UpKeep Automated Vendor Work Order Follow-Ups
Every Thursday, WebRun finds work orders assigned to outside vendors in UpKeep, drafts a status follow-up email for each one, and posts Slack with what's still awaiting a reply.
UpKeep›Gmail›Slack
Automated Flash Parking Validation Reconciliation
Every night, WebRun compares validation redemptions in Flash Parking against each merchant's allotment, drafts an overage invoice in Stripe for anyone over, and flags it in Slack for approval.
Flash Parking›Stripe›Slack
Automated Flex Transport Manifest Drafts
Every evening, WebRun checks Flex Rental Solutions for tomorrow's outbound jobs, drafts a transport manifest with case counts and stop order in Google Sheets, and saves it to Dropbox for your drivers.
Flex Rental Solutions›Google Sheets›Dropbox
Automated Inflatable Office Weekend Crew Roster
Every Thursday evening, WebRun reads Friday through Sunday's bookings in Inflatable Office, matches each delivery to an available crew member on Google Calendar, and sends the proposed roster on Telegram for your lead to confirm.
Inflatable Office›Google Calendar›Telegram
Automated Booqable Weekend Demand Forecasts
Every Thursday, WebRun checks Booqable for item types trending toward a sold out weekend, flags the upcoming Saturday and Sunday on Google Calendar, and sends a Telegram alert so you can plan ahead.
Booqable›Google Calendar›Telegram
Point of Rental Seasonal Restock Alerts
Every Monday, WebRun compares this year's booking pace against last season in Point of Rental, drafts a purchase request in QuickBooks for equipment categories trending toward a shortage, and posts your fleet manager a Slack alert to approve before ordering.
Point of Rental›QuickBooks›Slack
Automated Ideal Warranty Claim Follow Ups
Every morning, WebRun checks OEM warranty claims in Ideal DMS, finds any stuck for more than 14 days without a status update, drafts a follow up email to the distributor claims contact for you to review and send, and flags the aging balance in QuickBooks.
Ideal DMS›Gmail›QuickBooks
Automated Karmak Warranty Recovery Tracking
Every Monday, WebRun checks warranty repair orders in Karmak Fusion for claims aging without manufacturer reimbursement, logs a recovery tracker to Google Sheets, and alerts your warranty admin in Microsoft Teams to claims needing follow up.
Karmak Fusion›Google Sheets›Microsoft Teams
Automated Golf Cart Warranty Claim Tracking
Every morning, WebRun checks BiT DMS for repair orders eligible for a manufacturer warranty claim, drafts the claim submission email in Gmail, and logs every claim's status in Google Sheets so nothing goes stale.
BiT DMS›Gmail›Google Sheets
Automated ASPEN Whole-Goods Aging Alerts
WebRun checks ASPEN for whole-goods units aging past 90, 180, and 365 days on the lot, flags the ones burning the most floor plan interest, and posts a prioritized aging list to Slack for your sales manager.
ASPEN (Charter Software)›Google Sheets›Slack
Automated EverLogic Weekly Lot Inventory Report
Every Friday, WebRun pulls the full trailer inventory from EverLogic, logs unit counts by category and age to a tracking sheet, and sends the owner a Telegram summary before the weekend.
EverLogic›Google Sheets›Telegram
Automated DockMaster Winterization Outreach
Every Monday through fall, WebRun finds boats in DockMaster still needing winterization service, drafts a scheduling email for each owner, and gives your service team a Slack list to review before anything sends.
DockMaster›Gmail›Slack
Automated Radon Mitigation Quote Follow Ups
Every Monday, WebRun finds mitigation quotes in RadonEasy that have sat open for a week or more, drafts a follow-up email for each client, and logs the outstanding pipeline in Google Sheets.
RadonEasy›Gmail›Google Sheets
Automated QuoteIQ Unpaid Invoice Chaser
Every Monday, WebRun finds invoices past due in QuoteIQ, confirms each one's status in QuickBooks Online, and drafts a short payment reminder text for each customer via Twilio, ready for the office to review and send.
QuoteIQ›QuickBooks Online›Twilio
Automated Wet Basement Lead Replies
The moment a wet basement lead comes in, WebRun logs it as a new ArcSite project, drafts a text reply offering a free inspection, and pings your estimator in Slack so someone calls back within minutes.
ArcSite›Twilio›Slack
Automated Estimate Rocket Unaccepted Quote Reminders
Every morning, WebRun finds foundation repair estimates in Estimate Rocket that are still waiting on a decision, drafts a short text reminder for each customer, and posts your sales team a Telegram list ranked by estimate value and days outstanding.
Estimate Rocket›Twilio›Telegram
Automated GorillaDesk Unpaid Invoice Chaser
Every Monday, WebRun finds every invoice past due in QuickBooks, drafts a polite payment reminder for each customer, and posts your office a Slack chase list so nothing slips through.
GorillaDesk›QuickBooks›Slack
Automated FieldServio Warranty Expiration Alerts
WebRun checks FieldServio every Monday for units whose manufacturer warranty ends within 60 days, drafts a renewal or extended coverage email in Outlook for each customer, and posts the pipeline to Telegram so sales can follow up.
FieldServio›Outlook›Telegram
Automated Tinsel CRM Proposal Nudges
Every morning, WebRun finds Tinsel CRM proposals still marked unaccepted after a week, drafts a gentle nudge email in Gmail with a closing date, and logs the stalled deal to your Google Sheets pipeline tracker.
Tinsel CRM›Gmail›Google Sheets
Automated Arborgold Overdue Invoice Chasing
Every Monday, WebRun finds customers with an overdue snow removal balance in Arborgold, confirms the amount and days overdue in QuickBooks, and drafts a polite payment reminder in Gmail for your billing team to review and send.
Arborgold›QuickBooks›Gmail
Automated Workiz Unsold Estimate Follow Ups
WebRun finds Workiz estimates that were sent but never accepted, drafts a personalized follow up email for each prospect, and posts your sales team a ranked list of who to call first.
Workiz›Gmail›Slack

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