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 Sacral Neuromodulation Prior Auth
WebRun pulls the urodynamics documentation supporting sacral neuromodulation candidacy from Laborie, stages the prior authorization packet in Availity, and logs status in Google Sheets so no InterStim request stalls waiting on paperwork.
Automatic PFT No-Show Rebooking Outreach
Every night, WebRun checks ModuleMD for PFT appointments that were missed or canceled that day, holds a new proposed slot on Google Calendar, and drafts a rescheduling email in Gmail for the front desk to review and send.
Automated Liver Transplant Referral Coordination
WebRun checks gGastro (ModMed) each morning for patients flagged as transplant candidates, drafts a referral packet email to the transplant center in Gmail, books the pre transplant evaluation in Google Calendar, and logs referral status to Google Sheets.
Automated Missed Infusion Rescheduling
Every night, WebRun checks CureMD for OPAT infusions marked no-show or missed that day, alerts the coordinator in Telegram, and drafts a reschedule outreach text for the nurse to review.
Nextech Automated Mohs Stage Updates
WebRun watches each Mohs case in Nextech as stages complete, updates a live status board in Google Sheets, and posts the surgical team a Slack alert the moment margins come back clear or another stage is needed.
Automated Bukku Multi Currency Invoice Summary
Every Friday, WebRun opens Bukku, totals your outstanding invoices by currency, adds any foreign currency invoices raised in Xero, converts everything to Ringgit at the week's rate, and logs one combined multi currency exposure summary to a sheet.
Automated Sapaad Peak Hour Staffing Alerts
Every morning, WebRun compares yesterday's busiest hours in Sapaad against today's staff schedule in Google Calendar, and posts a Slack alert if a peak hour looks understaffed so you can add coverage before the rush.
Automated CONTPAQi Financial Statement Summary
After each month closes in CONTPAQi, WebRun pulls the balance sheet and income statement, summarizes revenue, expenses, and margin against last month, emails the owner in Outlook, and logs every month's numbers to a sheet.
Automated Alegra Multi Country Revenue Report
On the 1st of every month, WebRun opens each country's Alegra account, converts last month's revenue to one currency, builds a consolidated report in Google Drive, and pings leadership on Telegram when it's ready.
Automated Tally Receivables Aging Report
Every Monday, WebRun pulls your aged receivables from TallyPrime, logs the full breakdown to Google Sheets, and sends you a WhatsApp summary of who owes you the most and for how long.
Automated Qoyod Staff Commission Tally
On the first of every month, WebRun opens Qoyod, totals last month's sales by staff member, applies your commission rate, builds the tally in Google Sheets, and emails payroll a summary ready for processing.
Automated Wafeq Overdue Invoice Reminders
Every Monday, WebRun finds invoices past due in Wafeq, sends a polite reminder to each customer, and tells your AR team who still hasn't paid.
Automated Khatabook Overdue Customer Follow-Ups
Every Monday, WebRun finds customers whose udhaar is more than 30 days overdue, drafts a firmer SMS follow up for each one, and emails you the full escalation list.
Automated Deskera Payroll Run Checklists
Two days before each pay run, WebRun checks Deskera Payroll for missing hours, unapproved leave, and new hires without bank details, saves the checklist to Google Drive, and posts you the open items in Slack.
Automated iKhokha QR Code Sales Tracking
Every morning, WebRun checks iKhokha for yesterday's QR code payments, logs the total and transaction count in Google Sheets, and posts a Slack update so you know if your QR code display is pulling its weight.
Automated Yoco Sales Forecast Alerts
Through the day, WebRun compares today's running Yoco takings against your usual pace for that day of the week, and messages you on WhatsApp the moment today is tracking well behind, with an end of day email either way.
Automated SASSIE Shopper Payment Reminders
Each Monday, WebRun checks SASSIE for approved shops where payment is on hold because a receipt or reimbursement document is missing, logs them to a Google Sheet, and drafts a short SMS reminder in Twilio so shoppers get paid without chasing accounting.
Automated BCC Software Postage Balance Alerts
Every morning, WebRun checks each client's postage escrow balance in BCC Software, drafts a top-up invoice in QuickBooks for any account below your threshold, leaves it unsent for review, and posts finance a Slack alert of who needs to pay before their next job runs.
Automated LoanPro Maturity Reminders
Every Monday, WebRun opens LoanPro, finds loans maturing in the next 60 days, logs each one to a Google Sheet with days remaining, and drafts a maturity notice in Gmail for staff to review and send to the borrower.
Automated Credit Repair Cloud Payment Reminders
Every morning, WebRun checks Stripe for failed recurring charges, looks up each client's plan and billing contact in Credit Repair Cloud, drafts a friendly payment reminder in Gmail for review, and posts your team a Slack list of who still needs to pay.
Automated RDN Recovery Confirmations
The moment a driver marks a vehicle recovered in RDN, WebRun posts your team an instant Slack alert with the debtor, vehicle, and recovery details.
Automated PermitFlow Fee Payment Reminders
Every Monday, WebRun finds permits with fees due in PermitFlow, updates a fee tracker in Google Sheets, drafts a payment reminder email to each client for your review, and posts a Slack digest of what's outstanding.
Automated PrismHR Payroll Funding Alerts
Every morning during payroll week, WebRun opens PrismHR, totals the payroll amount each client needs to fund, checks the funding account balance in QuickBooks, and sends an urgent Telegram alert to your treasury team the moment a client is short.
Automated TazWorks Dispute Intake Routing
Every hour, WebRun checks TazWorks for newly submitted consumer disputes, logs the dispute and its deadline to a sheet, routes it to the right investigator in Slack, and drafts an acknowledgment email in Gmail for your team to review and send.
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