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 Karmak Unit Delivery Prep Checklists
Every morning, WebRun checks sold units in Karmak Fusion nearing their delivery date, posts your prep team a Microsoft Teams checklist for each unit, and prepares the delivery paperwork in DocuSign for your sales rep to review.
Automated Storage Payment Overdue Reminders
Every Monday, WebRun checks BiT DMS and QuickBooks for storage invoices past due, drafts a payment reminder text to each customer in Twilio, and gives your office manager a ranked list of who still owes.
Automated Warranty Claim Aging Alerts
WebRun checks ASPEN for open warranty claims approaching their OEM submission deadline, cross-checks which reimbursements have posted in QuickBooks, and posts an aging alert to Slack so nothing gets denied for a late filing.
Automated EverLogic Warranty Registration Tracking
Every Monday, WebRun checks EverLogic for trailers sold in the last 30 days with no warranty registration on file, logs the list to a tracking sheet, and drafts a reminder text for each customer for your warranty admin to review before sending.
Automated DockMaster Warranty Claim Prep
Every night, WebRun finds warranty repair work orders closed in DockMaster, assembles the claim packet, and routes it through DocuSign for the technician's certification before anyone submits it to the manufacturer.
Automated Radon Test Request Reply Drafts
The moment a new test request lands in RadonEasy, WebRun drafts a text reply with available slots and pricing, and alerts your scheduler in Slack so a hot lead never waits until tomorrow for a response.
Automated QuoteIQ Subscription Billing Recap
Every Monday, WebRun reads the subscription invoices QuoteIQ generated for recurring cleaning contracts, checks each one's paid status in QuickBooks Online, and posts a billing recap to Slack so the owner knows what billed, what's paid, and what's stuck.
Automated ArcSite Warranty Transfer Drafts
When a new owner requests a warranty transfer, WebRun checks the original coverage in ArcSite, prepares the transfer acknowledgment in DocuSign for your signature, and logs the new owner into the warranty registry in Google Sheets.
Automated Estimate Rocket Proposal Follow-Ups
Every hour, WebRun checks Estimate Rocket for newly signed foundation repair proposals, drafts a welcome and next-steps email for each customer, and posts your ops team a Slack alert so the job gets on the schedule the same day.
Automated GorillaDesk Trap Inventory Alerts
Every morning, WebRun checks barcode-tracked trap and device inventory in GorillaDesk, logs current stock levels to Google Sheets, and posts a Telegram alert the moment any trap type falls below your reorder threshold.
Automated FieldServio Quote Follow-Ups
WebRun checks FieldServio every morning for quotes sitting open for 5 or more days, confirms in QuickBooks that none has already been invoiced, and drafts a follow-up email in Outlook for each so open quotes get a second touch.
Automated Tinsel CRM Takedown Scheduling
Every morning, WebRun finds Tinsel CRM installs entering their takedown window, drafts a client notice with a proposed date, books the crew slot in Google Calendar, and posts the day's takedown route to Slack.
Automated Arborgold Storm Crew Alerts
Every evening, WebRun checks the National Weather Service forecast for accumulation, pulls tomorrow's on-call crew roster from Arborgold, and texts every on-call crew a heads up with the expected start time and snowfall total.
Automated Workiz Seasonal IAQ Promo Campaigns
WebRun segments past Workiz customers by service history each season, drafts a seasonal indoor air quality promo email in Mailchimp, and holds it in Slack for your approval before it goes out.
Automated Housecall Pro Review Requests
When a job is marked complete in Housecall Pro, WebRun drafts a friendly review request email for the customer in Gmail with a direct link to leave a review, and posts a Slack tally of requests queued for approval.
Automated DripJobs Storm Damage Lead Triage
WebRun checks the National Weather Service for storm alerts in your service area, cross-references the impacted zip codes against your DripJobs leads and customers, and posts your sales team a prioritized call list in Slack.
Automated Smart Service QuickBooks Sync Check
WebRun compares completed jobs in Smart Service against synced invoices in QuickBooks, logs every mismatch to a Google Sheet, and posts your office a Slack alert so nothing gets billed late or missed.
Automated Prior Authorization Delay Alerts
WebRun checks adherent360 each morning for discharge prescriptions stuck waiting on prior authorization, posts them to your case management Slack channel, and flags the patient's expected discharge time on the shared calendar as at risk.
Automated PeriWatch Shoulder Dystocia Drill Reminders
WebRun reads PeriGen each morning for patients with shoulder dystocia risk factors nearing delivery, and reminds the charge nurse and OB team in Teams to run a quick drill before the birth.
Automated symplr Privilege Expiration Reminders
Every Monday, WebRun checks symplr for clinical privileges expiring within 60 days, logs each one to a tracking sheet, and prepares the privilege renewal request in DocuSign without sending it, ready for your medical staff office to route to the provider.
Automated Telemetry Order Expiration Reminders
WebRun cross-checks every monitored patient in Norav Medical against their telemetry order in Epic, and reminds the charge nurse in Slack before an order lapses.
Automated WellSky Ventilator Check Alerts
Every 15 minutes, WebRun checks WellSky for ventilator safety checks past their due window, drafts a Twilio text for the charge therapist to review, and logs each flag to Google Sheets.
Automated Computrition Tray Accuracy Reporting
WebRun compiles every tray accuracy spot check logged in Computrition each night, sorts errors by type such as wrong diet or missing substitution, and emails nutrition services leadership a ready-to-read report.
Automated Digisonics Case Prep Checklist
Each afternoon, WebRun checks every case on tomorrow's cath schedule in Digisonics for prep completeness, signed consent, labs, allergy review, and prior imaging linked, and posts a Slack checklist flagging anything still missing.
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