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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All categories
Automated Conservice Submeter Offline Alerts
Every hour, WebRun checks Conservice for submeters that have missed their expected read window, flags any meter offline for more than a set number of hours, and posts the ranked list to Slack so a technician can be dispatched before the missed reads turn into a billing gap.
Conservice›Slack
Merlin Automated Points Inventory Reporting
Every morning, WebRun opens Merlin Software, pulls the current points bank balances and unit availability, and posts a clear inventory report to your team's Slack channel.
Merlin Software›Google Sheets›Slack
Automated O-Valet Unclaimed Vehicle Flags
Each night, WebRun checks every vehicle still parked in O-Valet with no completed retrieval, and the moment one has sat past your cutoff hour, texts the overnight manager and logs it so the morning shift has a clear handoff list.
O-Valet›Twilio›Google Sheets
Automated Pruvan QC Photo Rejection Reminders
WebRun checks Pruvan for photos the client's QC team rejected, and posts Slack a reminder list with the rejection reason and resubmission deadline for each.
Pruvan›Slack
Automated Envoy Room Booking Conflict Alerts
WebRun compares Envoy room bookings against Google Calendar every 15 minutes, catches double bookings and conflicting holds, and posts the office manager a Microsoft Teams alert so someone can resolve it before the meeting starts.
Envoy›Google Calendar›Microsoft Teams
Automated ManageAmerica Utility Recovery Reconciliation
WebRun compares what ManageAmerica billed residents for utility recovery against the actual utility invoices in QuickBooks, flags any mismatch, and logs the variance to a sheet for your billing team.
ManageAmerica›QuickBooks›Google Sheets
Automated Yeti Storm Dispatch Alerts
When snowfall or ice accumulation crosses your trigger depth, WebRun checks the National Weather Service, pulls today's site list from Yeti Software, and texts each crew their route by Twilio.
Yeti Software›National Weather Service›Twilio
Automated StarRez Waitlist Offer Alerts
Every hour, WebRun checks StarRez for rooms that just opened up, drafts an offer email to the next student on the waitlist for your coordinator to review, and posts the opening to Slack so nothing sits vacant.
StarRez›Gmail›Slack
UpKeep Automated Repeat Failure Asset Report
Every Monday, WebRun scans UpKeep work order history for assets with repeat corrective repairs, totals what each one has cost this year, and posts Slack with a repair-versus-replace case for the worst offenders.
UpKeep›QuickBooks›Slack
Automatic Flash Parking Permit Waitlist Alerts
The moment a monthly permit opens up in Flash Parking, WebRun drafts an offer email to the next parker on your waitlist in Gmail, and leaves it for your office team to send.
Flash Parking›Gmail›Slack
Automated Flex Show Advance Prep Digest
Every Monday, WebRun checks Flex Rental Solutions for the week's upcoming shows, compiles each one's venue specs, power, load in time, and gear list, and posts the full show advance to your crew in Slack.
Flex Rental Solutions›Google Calendar›Slack
Automated Inflatable Office Seasonal Winback Drafts
At the start of each season, WebRun builds a list of past customers from Inflatable Office who have not booked recently, drafts a seasonal offer campaign in Mailchimp, and posts it to Slack for a human to review and send.
Inflatable Office›Mailchimp›Slack
Automated Booqable Return Condition Checks
Every hour, WebRun checks Booqable for items just returned, blocks a quick inspection slot on Google Calendar, and logs the condition check to a Google Sheets tracker before the item goes back into available stock.
Booqable›Google Calendar›Google Sheets
Point of Rental Booking Conflict Alerts
Every hour, WebRun scans upcoming reservations in Point of Rental for the same asset booked to two jobs at once, marks each conflict on a shared calendar, and posts your reservations team a Slack alert so it gets resolved before delivery day.
Point of Rental›Google Calendar›Slack
Automated Ideal Seasonal Unit Stocking Alerts
Every Monday, WebRun checks unit inventory in Ideal DMS against your seasonal stocking targets, confirms what is already on order in QuickBooks, and posts a shortage list to Slack before the selling season ramps up.
Ideal DMS›QuickBooks›Slack
Automated Karmak Repair Order Status Updates
Every morning, WebRun opens Karmak Fusion, checks every open repair order, drafts a status update email for each fleet customer, and posts your service team a Microsoft Teams summary of what moved overnight.
Karmak Fusion›Gmail›Microsoft Teams
Automated Spring Winback Campaign Drafts
Every Monday as spring approaches, WebRun checks BiT DMS for customers with no purchase or service in over a year, drafts a Mailchimp winback campaign with a seasonal offer, and pings your marketing lead in Telegram when it's ready.
BiT DMS›Mailchimp›Telegram
Automated Used Equipment Appraisal Drafts
WebRun pulls a unit's service history and hours from ASPEN, checks recent comparable sales, drafts a suggested appraisal range in Google Sheets for the sales manager to confirm, and posts a Slack alert once the draft is ready for review.
ASPEN (Charter Software)›Google Sheets›Slack
Automated EverLogic Trailer VIN Intake Checks
WebRun checks EverLogic each morning for newly received trailers, matches each VIN against the manufacturer invoice, flags any mismatch or missing title document, logs the intake to a tracking sheet, and tells your sales team in Slack when a unit is ready to merchandise.
EverLogic›Google Sheets›Slack
Automated DockMaster Trade-In Appraisal Follow-Ups
Every morning, WebRun finds trade-in appraisals in DockMaster with no customer decision after a few days, drafts a friendly check-in text in Twilio, and logs the outstanding list to a tracking sheet for your sales team.
DockMaster›Twilio›Google Sheets
Automated RadonEasy State Report Filing
Every night, WebRun finds radon tests in RadonEasy that closed out that day, compiles the state-required report data, saves the formatted report to Google Drive, and drafts the submission email for your review.
RadonEasy›Google Drive›Gmail
Automated QuoteIQ Route Optimized Stop Sheets
Every morning, WebRun reads tomorrow's scheduled cleaning jobs from QuoteIQ, orders the stops by drive time in Google Maps, and sends the crew a Telegram stop sheet in route order so nobody backtracks across town.
QuoteIQ›Google Maps›Telegram
Automated ArcSite Proposal Follow-Ups
Every morning, WebRun finds ArcSite proposals sent five or more days ago with no response, drafts a polite follow-up email for each customer, and posts your sales team a Slack list of every proposal still open.
ArcSite›Gmail›Slack
Automated Estimate Rocket Review Request Drafts
Every morning, WebRun finds foundation repair jobs marked complete in Estimate Rocket, drafts a friendly review request email linking to your Google Business Profile, and leaves it ready for your office to send.
Estimate Rocket›Google Business Profile›Gmail

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