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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Automated Parts Price File Change Alerts
WebRun compares each night's ASPEN parts price file update against the prior file, flags SKUs with a cost or list price change over 5 percent, logs every change in Google Sheets, and pings your parts manager on Telegram before counter staff sell at the old price.
ASPEN (Charter Software)›QuickBooks›Telegram
Automated EverLogic Floorplan Curtailment Tracking
On the 1st of every month, WebRun checks EverLogic for units crossing into a new floorplan curtailment tier in the next 30 days, confirms the payable in QuickBooks, and logs the schedule to a sheet for your controller.
EverLogic›QuickBooks›Google Sheets
Automated DockMaster Deposit Confirmations
The moment a new deposit is recorded on a boat sale in DockMaster, WebRun matches it to the invoice in QuickBooks and drafts a confirmation email in Gmail for your sales team to send.
DockMaster›QuickBooks›Gmail
Automated RadonEasy Calibration Due Alerts
Every Monday, WebRun checks every continuous monitor and electret in RadonEasy against its calibration due date, logs the status in Google Sheets, and texts your technician a heads-up on anything due within two weeks.
RadonEasy›Google Sheets›Twilio
Automated QuoteIQ Multi-Location Quote Drafts
When you upload a restaurant group's location list, WebRun looks up each address's hood count and tier in QuoteIQ, builds a per-location breakdown in a Google Sheet, and drafts one consolidated Gmail quote covering every location for the group's facilities contact to review.
QuoteIQ›Google Sheets›Gmail
Automated ArcSite Job Photo Archiving
Every night, WebRun collects the day's job photos and ArcSite plans, files them into the right customer folder in Google Drive, and logs an index row in Google Sheets so any job's paperwork is one search away.
ArcSite›Google Drive›Google Sheets
Automated Estimate Rocket Referral Nudges
Every Monday, WebRun scans Estimate Rocket for leads sourced from a referring structural engineer, logs each one's pipeline stage to a Google Sheet, and pings the assigned rep in Telegram when a referred lead has gone quiet.
Estimate Rocket›Google Sheets›Telegram
Automated GorillaDesk Compliance Log Export
Every Monday, WebRun gathers every chemical application, trap placement, and disposition record from GorillaDesk, compiles it into a Google Sheets compliance log, and posts your office a Slack notice that it is ready for review before filing.
GorillaDesk›Google Sheets›Slack
Automated FieldServio Offline Unit Alerts
WebRun checks FieldServio every hour for monitored units that have stopped reporting, texts the on-call technician for any offline more than 2 hours, and logs every offline event to Google Sheets so patterns show up over time.
FieldServio›Twilio›Google Sheets
Automated Tinsel CRM Instant Lead Replies
The moment a new lead submits your quote form, WebRun logs it to Tinsel CRM, drafts a warm instant reply with your availability in Gmail, and opens a matching estimate slot on Google Calendar for the rep to confirm.
Tinsel CRM›Gmail›Google Calendar
Automated Arborgold Property Quote Drafts
When a new property quote request comes in, WebRun logs the property details in Arborgold, drafts a priced quote email in Gmail using your standard rates, and pings the sales rep on Telegram to review and send it.
Arborgold›Gmail›Telegram
Automated Workiz Dryer Vent Upsell Drafts
WebRun finds Workiz customers who had duct cleaning but no dryer vent service on file, drafts a targeted upsell email in Mailchimp, and logs each one to a tracker for your team to review before sending.
Workiz›Mailchimp›Google Sheets
Automated Housecall Pro Appointment Reminders
Every morning, WebRun finds handyman jobs scheduled for the next 24 hours in Housecall Pro, drafts a short text reminder for each customer in Twilio, and posts the queued batch to Slack for your approval before anything sends.
Housecall Pro›Twilio›Slack
Automated DripJobs Downspout Repair Follow-Ups
WebRun finds jobs where a crew member noted a downspout issue that wasn't in the original scope, drafts a follow-up repair quote email, and texts the assigned technician to schedule the return visit once approved.
DripJobs›Gmail›Twilio
Automated Smart Service Creosote Safety Alerts
WebRun checks Smart Service inspection reports for chimneys flagged with level 3 creosote buildup, drafts an urgent safety text for the customer, and alerts your office in Slack immediately so someone can call the same day.
Smart Service›Twilio›Slack
Automated Daily Discharge Fill Digests
Every night, WebRun tallies the day's discharge prescription fills in adherent360, logs the counts to a sheet, and posts your pharmacy team a short digest of what filled, what is pending, and what needs a next day follow up.
adherent360›Google Sheets›Slack
Automated PeriWatch Escalation Response Time Report
WebRun reads every escalation alert and its documented response in PeriGen each week, times the gap between alert and action, and compiles a report for your patient safety team in Sheets and Teams.
PeriGen›Google Sheets›Microsoft Teams
Automated symplr License Expiry Reminders
Every Monday, WebRun checks symplr for medical staff whose state license or DEA registration is expiring within 60 days, logs each one to a tracking sheet, and drafts a renewal reminder in Outlook for your credentialing specialist to review and send.
symplr›Google Sheets›Outlook
Automated Telemetry Discontinuation Flags
WebRun checks each monitored patient in Norav Medical against your discontinue-telemetry criteria in Epic, and flags candidates to the rounding team in Microsoft Teams for a physician to decide.
Norav Medical›Epic›Microsoft Teams
Automated WellSky Missed Treatment Alerts
Every hour, WebRun checks WellSky for respiratory treatments that are overdue or missed, logs each one to Google Sheets, and pings the charge therapist in Microsoft Teams so it gets covered before the shift ends.
WellSky›Google Sheets›Microsoft Teams
Automated Computrition Late Tray Delivery Alerts
WebRun watches tray delivery times in Computrition against each unit's meal service window, texts the room service runner the moment a tray is running late, and posts a Teams alert so nutrition services can step in.
Computrition›Twilio›Microsoft Teams
Automated Digisonics Device Stock Alerts
WebRun tallies device usage logged in each Digisonics case, stents, closure devices, and guide catheters, updates your Google Sheets stock ledger, and posts a Slack alert when any SKU drops below its reorder threshold.
Digisonics›Google Sheets›Slack
Automated Clinisys Interface Downtime Alerts
WebRun checks each client EMR interface's status in Clinisys, and the moment one drops, posts an immediate alert to your IT and lab ops Slack channel so it gets fixed before orders and results back up.
Clinisys›Slack
Automated Visage 7 Exam Volume Digest
Every night, WebRun totals completed exams in Visage 7 by modality, site, and radiologist, and logs the day's volume digest to Google Sheets.
Visage Imaging›Google Sheets

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