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 ManageAmerica Leasing Lead Follow Up
WebRun checks ManageAmerica for new leasing leads, drafts a personal follow up email for each one in Gmail, and pings the assigned leasing agent in Slack so no lead goes cold.
Automated Yeti Seasonal Renewal Reminders
Every Monday, WebRun finds seasonal contracts in Yeti Software ending in the next 30 days, drafts a renewal email for each customer in Gmail, and leaves it for you to review and send.
Automated StarRez Occupancy Report
Every night, WebRun pulls occupancy and vacancy counts by hall from StarRez, logs the daily snapshot to a tracking sheet, and posts the report to your housing ops team on Telegram.
UpKeep Automated Overdue Work Order Escalation
Every morning, WebRun checks UpKeep for work orders past their due date, logs each one to a tracker sheet, and posts a ranked escalation list in Slack so managers catch delays before they stall a job.
Automated Flash Parking Lost Ticket Fee Alerts
WebRun finds lost-ticket exits in Flash Parking, drafts the flat fee as a pending charge in Stripe, and posts it to Slack for your shift lead to approve before it's charged.
Automated Flex Overdue Invoice Chaser
Every Monday, WebRun checks QuickBooks Online for invoices past due, matches each one back to its job in Flex Rental Solutions, drafts a reminder for review, and posts a chase list to Slack.
Automated Inflatable Office Quote Follow Ups
Every morning, WebRun checks Inflatable Office for quotes sent 4 or more days ago with no booking, drafts a friendly follow up email in Gmail for each lead, and sends you today's follow up count on Telegram.
Automated Booqable Quote Expiry Follow-Ups
Every morning, WebRun checks Booqable for quotes approaching their expiry date, confirms none has already converted in Stripe, drafts a follow-up in Gmail, and posts the open quote list to Slack.
Automated Point of Rental Return Alerts
Every morning, WebRun finds equipment rentals past their scheduled return date in Point of Rental, drafts a text reminder to each renter, and posts your yard team a recovery list ranked by days overdue.
Automated Ideal Product Registration Reminders
Every Monday, WebRun finds units sold in Ideal DMS more than 14 days ago with no OEM product registration on file, and drafts a reminder email to each customer for you to review and send.
Automated Karmak Parts Reorder Alerts
Every morning, WebRun scans parts inventory in Karmak Fusion, drafts a purchase order email for every part below its reorder point, and logs the full reorder list to Google Sheets for your parts manager.
Automated Golf Cart Parts Reorder Alerts
Every morning, WebRun checks BiT DMS parts inventory for items below reorder point, drafts a purchase order email to each supplier in Gmail, and sends your parts manager a Telegram alert with the draft count.
Automated Seasonal Parts Stocking Alerts
WebRun compares ASPEN parts sales history against the upcoming season's demand, flags fast-moving parts likely to run out, logs the recommended stocking list in Google Sheets, and pings your parts manager on Telegram before the rush hits.
Automated EverLogic QuickBooks Sync Checks
Every night, WebRun compares deals closed in EverLogic against postings in QuickBooks, flags any sale missing an invoice or with a mismatched amount, and posts the discrepancy list to Slack for accounting to fix in the morning.
Automated DockMaster Parts Backorder Follow-Ups
Every morning, WebRun finds DockMaster work orders stalled on backordered parts, drafts a follow-up email to each supplier, and pings your service desk in Telegram with what's still stuck.
Automated RadonEasy Retest Reminders
WebRun finds RadonEasy clients whose post-mitigation retest window has opened, drafts a friendly email and text reminder for each, and leaves them for your team to review before they go out.
Automated QuoteIQ Overdue Account Alerts
Every Monday, WebRun compares each account's NFPA 96 next due date against today in QuoteIQ, logs anyone already past their interval to a Google Sheet with days overdue, and sends the owner a Telegram alert on the worst offenders first.
Automated ArcSite Signed Contract Follow-Ups
WebRun watches DocuSign for newly signed waterproofing contracts, updates the matching ArcSite job to ready-to-schedule, drafts a customer confirmation email, and tells your crew in Slack to book the start date.
Automated Estimate Rocket Job Cost Overrun Alerts
Every night, WebRun compares actual job costs in Estimate Rocket against the original estimate, cross-checks posted expenses in QuickBooks, and posts your project manager a Slack flag for any foundation repair job running over budget.
Automated GorillaDesk Exclusion Warranty Follow-Ups
Every Monday, WebRun finds exclusion jobs approaching a warranty checkpoint in GorillaDesk, drafts a personalized check-in email for each customer, and logs warranty status to a Google Sheets tracker.
Automated FieldServio Invoice Payment Reminders
WebRun checks QuickBooks every Monday for generator service invoices past due, confirms the job details in FieldServio, and queues a polite payment reminder text in Twilio for each customer, left unsent until your team approves it.
Automated Tinsel CRM Multi-Year Contract Offers
Every Monday, WebRun finds Tinsel CRM clients who've booked two or more seasons running, drafts a multi year contract offer with locked pricing in Tinsel CRM, sets up the recurring billing plan in Stripe, and drafts the offer email in Gmail for a rep to send.
Automated Arborgold Salt Inventory Alerts
Every morning, WebRun checks material stock levels in Arborgold, texts your ops manager the moment salt or ice melt drops below your reorder line, and logs the day's levels to a Sheet so you can track burn rate across the season.
Automated Workiz Membership Plan Offers
WebRun finds Workiz customers who've had one-time duct cleaning but aren't on a maintenance plan, drafts a membership offer email and the Stripe billing setup, and holds both for your approval before anything sends or charges.
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