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 Credit Repair Cloud Signature Reminders
Every morning, WebRun checks Credit Repair Cloud for new clients whose service agreement is still unsigned, confirms the live status in DocuSign, drafts a friendly text reminder in Twilio for review, and posts your onboarding team a Slack list of who's still pending.
Credit Repair Cloud›DocuSign›Twilio›+1
Automated RDN Storage Fee Accrual Alerts
WebRun tracks how long each recovered unit has sat in storage, logs the running fee, and flags units nearing your payout or auction threshold.
RDN (Recovery Database Network)›Google Sheets›Slack
Automated PermitFlow Resubmittal Deadline Alerts
Every morning, WebRun checks PermitFlow for permits with a resubmittal window open, updates a Google Sheets tracker with days remaining, and posts a Slack reminder before any deadline lapses.
PermitFlow›Google Sheets›Slack
Automated PrismHR Employee Offboarding
As soon as a termination is recorded in PrismHR, WebRun prepares the final pay and benefits continuation packet in DocuSign, leaves it ready for your HR team to send, and pings your team on Telegram with the employee's last day and what still needs to happen.
PrismHR›DocuSign›Telegram
Automated TazWorks Stalled Verification Escalations
Every morning, WebRun checks TazWorks for employment and education verifications that have had no response in days, escalates the oldest ones to Slack, and logs each stall to a sheet.
TazWorks›Slack›Google Sheets
Automated Amtelco Voicemail Transcription Routing
WebRun transcribes new voicemails in Twilio, matches each one to the right client account and department in Amtelco, and checks Google Calendar for who is currently on duty to receive it.
Twilio›Amtelco›Google Calendar
Automated Switch Commerce Downtime Alerts
WebRun watches Switch Commerce for any terminal that drops offline or stops communicating, opens a Zendesk ticket with the terminal's history, and alerts your team in Slack so a technician gets dispatched before surcharge revenue is lost.
Switch Commerce›Zendesk›Slack
Automated accesso Virtual Queue Wait Time Alerts
WebRun tracks virtual queue wait times in accesso for every attraction, logs a snapshot to Google Sheets throughout the day, and pings ops on Telegram the moment a queue crosses your posted wait time target.
accesso›Google Sheets›Telegram
Automated Occupier Deposit Return Reminders
Every Monday, WebRun checks Occupier for leases that have ended where the security deposit hasn't been returned within its required window, and drafts a follow up email in Gmail while holding a calendar reminder for the next check.
Occupier›Google Calendar›Gmail
Automated Conservice Utility Invoice Variance Flags
Every Monday, WebRun reads the week's incoming water, electric, and gas provider invoices in Gmail, compares each one's cost and usage against the property's trailing average in Conservice, and logs any invoice that swings more than a set percent to a Google Sheet for review before it's approved.
Conservice›Gmail›Google Sheets
Merlin Automated Unbooked Week Alerts
Every Monday, WebRun opens Merlin Software, finds weeks and units still unbooked as their season approaches, and flags them to your sales team in Slack so they can push rentals before the inventory goes to waste.
Merlin Software›Airtable›Slack
Automated O-Valet Damage Photo Compliance
WebRun checks every damage flagged ticket in O-Valet for the required before and after photos, and if any are missing, pings the attendant who logged it in Slack and logs the incident to a running damage sheet.
O-Valet›Slack›Google Sheets
Automated Pruvan Vacant Property Recheck Reminders
Every Monday, WebRun checks Pruvan for vacant properties due for their periodic recheck this week and posts Slack the list so no scheduled visit gets missed.
Pruvan›Slack
Automated Envoy Unhosted Visitor Alerts
WebRun watches Envoy for visitors who have checked in but whose host has not acknowledged them, pings the front desk in Slack right away, and escalates to the office manager in Microsoft Teams if nobody responds.
Envoy›Slack›Microsoft Teams
Automated ManageAmerica Vacancy Report
WebRun scans every community in ManageAmerica for vacant and occupied lots, logs the current occupancy rate to a sheet, and posts your leasing team a weekly summary of open lots to fill.
ManageAmerica›Google Sheets›Slack
Automated Yeti Subcontractor Payout Drafts
Every Monday, WebRun totals each subcontractor's completed pushes in Yeti Software, drafts their payout in QuickBooks, and leaves it unsent for you to review before anything is paid.
Yeti Software›QuickBooks›Slack
Automated StarRez Roommate Conflict Flagging
Every morning, WebRun reviews new roommate matching profiles in StarRez, scores each pairing for lifestyle mismatches, logs the flagged pairs to a tracking sheet, and alerts your RA staff in Microsoft Teams so they can step in early.
StarRez›Google Sheets›Microsoft Teams
UpKeep Automated Technician Workload Report
Every Monday, WebRun tallies each technician's open work orders and estimated hours in UpKeep, logs the split to a sheet, and posts Slack so a supervisor can rebalance before anyone falls behind.
UpKeep›Google Sheets›Slack
Automated Flash Parking Parker Mix Report
Every night, WebRun pulls transient and monthly parker counts from Flash Parking, builds the day's mix in a sheet, and posts your team a short trend summary in Slack.
Flash Parking›Google Sheets›Slack
Automated Flex Sub-Rental Need Alerts
Every Monday, WebRun checks Flex Rental Solutions for the next three weeks of bookings, finds any gear category where demand will exceed owned stock, and drafts a sub rental inquiry to your regular vendor for review.
Flex Rental Solutions›Google Sheets›Gmail
Automated Inflatable Office Weather Cancellation Alerts
Every evening, WebRun checks the National Weather Service forecast against tomorrow's bookings in Inflatable Office, drafts a heads up text for any customer whose event crosses your wind or rain cutoff, and posts your team a weather risk list.
Inflatable Office›National Weather Service›Twilio›+1
Automated Booqable Pickup Reminders
Every morning, WebRun checks Booqable for reservations picking up today or tomorrow, drafts a friendly pickup reminder for each customer in Gmail, and posts your counter staff a prep list in Slack.
Booqable›Gmail›Slack
Point of Rental Automated Inspection Reminders
Every hour during the day, WebRun finds equipment checked into Point of Rental without a completed return inspection, texts the on-duty inspector a reminder, and posts your yard supervisor a Slack queue so nothing goes back out unchecked.
Point of Rental›Twilio›Slack
Automated Ideal Service Pickup Texts
Every few minutes, WebRun finds repair orders marked complete in Ideal DMS, drafts a ready for pickup text through TargetCRM texting, and leaves it queued for your service advisor to review and send.
Ideal DMS›Slack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.