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.

All categories
All categories
Automated Bsale SII Submission Reconciliation
Every night, WebRun compares the boletas and facturas Bsale sent to SII against what is booked in Xero, flags any document that is accepted but unbooked or rejected and unresolved, and posts the gaps to Slack for your accountant.
Bsale›Xero›Slack
Zoho POS Automated Purchase Order Drafts
Every Monday, WebRun reviews which Zoho POS items have fallen below their reorder point across the week, groups them by vendor, and drafts a purchase order per vendor in Google Sheets for your review before anything is sent.
Zoho POS›Google Sheets›WhatsApp
Automated Restroworks Wastage Summary
Every night, WebRun opens Restroworks and totals logged wastage and spoilage by outlet and reason, values it at cost, logs the total to Google Sheets, and posts Microsoft Teams a summary of the outlets and items losing the most.
Restroworks›Google Sheets›Microsoft Teams
Automated Poster Waste and Write Off Report
Every week, WebRun totals the ingredient write offs and waste logged in Poster by reason, posts a Slack summary, and emails the fuller breakdown.
Poster›Slack›Gmail
Automated Nextar Bestseller and Deadstock Report
Every Monday, WebRun ranks your Nextar sales by product, builds a bestseller and deadstock report in Google Sheets, and emails it to you so you know what to reorder and what to clear out.
Nextar›Google Sheets›Gmail
Automated Marg ERP Supplier Payment Reminders
Every morning, WebRun checks Marg ERP for supplier bills due in the next few days, cross-checks what is already scheduled in Xero, and alerts your accounts team on Telegram with what still needs action, so no due date or early payment discount gets missed.
Marg ERP›Xero›Telegram
Automated Vyapar Top Debtors Report
Every Monday, WebRun opens Vyapar, ranks your biggest outstanding balances by amount and age, cross-checks them against Xero, and posts your finance team a ranked debtors report in Slack.
Vyapar›Xero›Slack
Automated Petpooja Table Turnaround Summary
Every morning, WebRun reads yesterday's table timings in Petpooja, calculates average turnaround by section and hour, logs it to Airtable, and posts a summary to Slack.
Petpooja›Airtable›Slack
Automated GoFrugal Supplier Price-Change Alerts
Every morning, WebRun compares the latest supplier rates in GoFrugal against your last purchase price, flags every increase, logs it to Google Sheets, and sends an internal WhatsApp alert to your purchase team.
GoFrugal›Google Sheets›WhatsApp
Automated Qashier Void and Refund Audit Flags
Every night, WebRun reviews the day's Qashier voids and refunds, flags any staff member or terminal with an unusual pattern, and pings the owner on Telegram.
Qashier›Google Sheets›Telegram
Automated Loyverse Item Movement Report
Every Monday, WebRun opens Loyverse, ranks every item by units sold and revenue for the past week, logs the ranking to Google Sheets, and posts you the top and bottom movers in Slack.
Loyverse›Google Sheets›Slack
StoreHub Deadstock and Top-Seller Report
Every Monday, WebRun ranks your StoreHub products by sales, cross-checks cost and margin in Xero, and posts a top-seller and dead-stock report to Slack.
StoreHub›Xero›Slack
Automated Silo Produce Shelf-Life Alerts
Every morning, WebRun reads the pack date on every fresh-cut lot in Silo, calculates the days of shelf life left per commodity, logs the results to a Google Sheet, and posts your team a Slack digest of which lots to move first.
Silo›Google Sheets›Slack
Automatic SDS Request Fulfillment
When a customer asks for a product's safety data sheet, WebRun looks up the SKU in JanSanix, pulls the current SDS on file, and drafts an email reply with the sheet attached for your team to review and send.
JanSanix (Cloud 9 ERP Solutions)›Gmail›Slack
Automated Accolent ERP Flu Preorder Reminders
Every August, WebRun checks last year's flu season order history in Accolent ERP for each practice, drafts a personalized preorder reminder in Gmail for your reps to review and send, and posts a Slack list ranked by last year's order size so reps start with their biggest accounts.
Accolent ERP›Gmail›Slack
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.
DMSi Agility›Google Sheets›Slack
Automated Spot Buy Quote Follow-Ups
Every weekday afternoon, WebRun checks DDI Inform for open spot buy quotes nearing their expiration without an order, drafts a follow-up email for the salesperson to review, and logs the pipeline to a tracking sheet.
DDI System (Inform ERP)›Gmail›Google Sheets
Automated rfxcel Rebate Reconciliation
When the rebate claim file lands, WebRun pulls the period's verified sales volume from rfxcel, compares it against the claim in Model N, and logs every variance to a Google Sheet reconciliation summary.
rfxcel›Model N›Google Sheets
Automatic Route Delivery Confirmation
Every evening, WebRun opens VIP, checks each route's delivery manifest against completed stops, texts the driver about anything left unconfirmed, and posts a Slack alert on any stop still missing a proof of delivery.
VIP›Twilio›Slack
Automated Seasonal HVAC Demand Forecasting
WebRun compares this season's sell-through in Savance Enterprise (Klipboard) against last year's pace, checks current order coverage in Xero, and posts a by-SKU stocking forecast so purchasing can get ahead of the rush.
Savance Enterprise (Klipboard)›Xero›Slack
Automated DistributionPlus Seasonal Reorder Reports
Every Monday, WebRun checks CP Tech DistributionPlus for seasonal SKUs, water heaters, sump pumps, backflow parts, tracks each against its usual seasonal demand curve, checks the reorder cost against budget in QuickBooks, and logs a suggested reorder report to Google Sheets for purchasing to review.
CP Tech DistributionPlus›QuickBooks›Google Sheets
Automated Eclipse Utility Rebate Tracking
WebRun finds rebate-eligible orders in Epicor Eclipse, drafts the claim submission for review, and reconciles the credit in QuickBooks once the utility pays, posting your team a Slack tracker of what's submitted, paid, and overdue.
Epicor Eclipse›Gmail›QuickBooks›+1
Streamtime Automatic Revision Round Tracking
Every night, WebRun checks Streamtime for how many revision rounds each active project includes, counts the round folders added to Google Drive that day, and pings the account lead on Telegram the moment a project reaches or passes its included rounds.
Streamtime›Google Drive›Telegram
Sprout Social Automated Overdue Approval Alerts
Every few hours, WebRun checks Sprout Social for approvals that have blown past your service-level window, escalates the oldest and most urgent ones to your account leads on Telegram, and logs every overdue approval to a Google Sheet.
Sprout Social›Telegram›Google Sheets

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