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 Tally GST Filing Reminders
WebRun checks TallyPrime each morning for GST returns due soon, emails your accounts team a due date checklist, and sends an urgent WhatsApp ping before the deadline hits.
Automated Qoyod Inventory Reorder Alerts
Every morning, WebRun opens Qoyod, finds items below their reorder point, logs them to Google Sheets, and adds a same day reminder to Google Calendar so restocking never slips.
Automated Wafeq Expense Receipt Capture
When an employee sends a receipt photo on WhatsApp or forwards one by email, WebRun reads the amount, vendor, and date, and drafts the expense entry in Wafeq for approval.
Automated Khatabook Low Stock Alerts
Every hour, WebRun checks your Khatabook inventory for items running low and pings your own WhatsApp with a reorder list before you run out.
Automated Deskera Profit and Loss Digest
On the first business day of each month, WebRun pulls last month's Profit and Loss report from Deskera, saves it to Google Drive, and posts a Slack summary of revenue, expenses, and margin.
Automated iKhokha Customer Receipt Confirmations
The moment a new customer pays through iKhokha, WebRun drafts a friendly WhatsApp thank you with their receipt details for you to send, so every first-time customer gets a warm, on-brand confirmation.
Automated Yoco Terminal Onboarding Checklist
When a new Yoco terminal is added, WebRun checks off the setup steps against your standard checklist, posts your ops Slack channel its status, and emails the new branch manager their login details and a quick start guide.
Automated SASSIE Rejected Shop Reassignment
The moment an editor rejects a shop submission in SASSIE, WebRun logs the rejection reason to a Google Sheet and posts a Slack alert to scheduling so a reshop gets queued before the client's deadline slips.
Automated BCC Software Job Invoice Follow-Ups
Every Monday, WebRun confirms which jobs actually mailed in BCC Software, finds their matching QuickBooks invoices now past due, drafts a polite reminder to each client in Gmail, leaves it unsent for review, and posts finance a Slack list of who still owes.
Automated LoanPro Autopay Retry Alerts
Every morning, WebRun opens LoanPro to find autopay payments that failed overnight, checks the decline reason in Stripe, and posts a same-day retry list to your collections team in Slack.
Automated Credit Repair Cloud Deletion Alerts
Every morning, WebRun checks Credit Repair Cloud for items that were deleted from a client's report overnight, drafts a congratulatory text for each client in Twilio, leaves it unsent for review, and pings your team in Telegram with the day's wins.
Automated RDN Invoice Submission Reminders
WebRun finds recoveries ready to invoice, drafts the details in a tracked queue, and reminds your billing team before the submission window closes.
Automated PermitFlow Requirement Change Alerts
Every night, WebRun checks PermitFlow for jurisdiction requirement updates, such as a new submittal item or a fee schedule change, matches them against your open permits, logs affected projects to Google Sheets, and posts a Slack alert.
Automated PrismHR Compliance Poster Alerts
Every Monday, WebRun opens PrismHR, checks which states your worksite employees are located in, adds a calendar reminder for any state with a labor law poster update due, and posts your compliance team a Slack list of which clients need new posters and by when.
Automated TazWorks Consent Signature Reminders
Every morning, WebRun checks TazWorks for applicants who haven't signed their disclosure and authorization form, drafts a reminder email in Gmail, and posts your team a Slack list of who's still outstanding.
Automated Amtelco Daily Call Volume Digest
Every morning, WebRun pulls yesterday's call and message volume per client from Amtelco, logs it to a running tracker in Google Sheets, and posts the digest to Slack.
Automated Switch Commerce Settlement Summaries
Every morning, WebRun opens Switch Commerce, pulls yesterday's transaction count, surcharge revenue, and settlement total for every route, logs the deposit in QuickBooks, and posts your team a Slack summary.
Automated accesso Group Booking Follow-Ups
WebRun checks accesso each morning for group booking inquiries that have gone quiet, drafts a personalized follow-up email in Gmail for each one, and leaves every draft in your sales team's inbox for review before it sends.
Automated Occupier Abstract Review Nudges
Every morning, WebRun checks Occupier for new lease abstracts sitting in review past your turnaround target and pings the assigned reviewer in Slack so nothing sits unfinished.
Automated Conservice Meter Read Exception Flags
Every morning, WebRun pulls the latest submeter reads in Conservice, flags any that look wrong such as zero reads, negative deltas, or readings far outside a unit's normal range, logs each one to Google Sheets, and posts the exception list to Slack so billing can fix it before the cycle closes.
Merlin Automated Expiring Points Nudges
Once a month, WebRun opens Merlin Software, finds owners whose points are expiring soon and unused, drafts a friendly nudge to book or bank them, and leaves it ready for your team to send.
Automated O-Valet Folio Reconciliation
WebRun compares every completed O-Valet ticket against the charge actually posted to the guest's hotel folio, and the moment one is missing or mismatched, logs it to a discrepancy sheet and texts the front desk supervisor to fix it before checkout.
Automated Pruvan Contractor Follow-Up Drafts
WebRun finds Pruvan work orders marked complete with a missing item, such as a photo, a note, or a signature, and drafts a follow-up email to the assigned contractor for your review.
Automated Envoy Emergency Roll Call Drafts
The instant a fire warden starts it, WebRun pulls everyone currently checked into Envoy, pages the on call safety officer through PagerDuty, and drafts a roll call list by floor in Slack for the warden to call out at the assembly point.
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