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 Envoy Delivery Pickup Reminders
WebRun checks Envoy Deliveries each morning for packages that have not been picked up, messages each recipient a reminder in Microsoft Teams, and logs aging packages to a Google Sheet for the mailroom.
Automated ManageAmerica Home Inventory Aging Report
WebRun checks ManageAmerica for every home listed for sale, cross checks the carrying cost in QuickBooks, and logs an aging report so your sales team knows which homes have sat longest.
Automated Yeti Missed Service Alerts
Every hour during a service window, WebRun compares each site's contracted response time in Yeti Software against what's actually been completed, logs any site running late, and texts your dispatcher the at-risk ones.
Automated StarRez Application Status Digest
Every morning, WebRun checks StarRez for new and updated housing applications, logs how many are submitted, incomplete, and approved to a tracking sheet, and posts your housing team a status digest in Slack.
UpKeep Automated Daily Work Order Digest
Every morning, WebRun opens UpKeep, counts open work orders by status and priority, and posts a Slack digest so the maintenance team knows the day's workload before the first coffee.
Automated Flash Parking Cash Drop Reconciliation
Every night, WebRun compares each attendant's cash drop against Flash Parking's expected cash transactions, logs the totals to a sheet, and flags any shortage or overage in Slack.
Automated Flex Gear Conflict Alerts
Every morning, WebRun scans Flex Rental Solutions for assets booked on overlapping jobs, posts the conflict to Slack the moment it's found, and drafts your ops manager a summary email for review.
Automated Inflatable Office Double Booking Alerts
Every hour, WebRun scans Inflatable Office for the same unit or crew assigned to two overlapping bookings, logs each conflict to Google Sheets, and posts an immediate Slack alert so a person can fix it before delivery day.
Automated Booqable Deposit Reminders
Every morning, WebRun checks Booqable for reservations starting soon with an unpaid deposit, confirms the payment status in Stripe, and drafts a polite payment request for each customer in Gmail.
Point of Rental Automated Dispatch Digest
Every morning, WebRun reads today's scheduled deliveries and pickups in Point of Rental, builds a driver-by-driver run sheet in Google Calendar, and sends your dispatch team a Telegram digest before the first truck leaves the yard.
Automated Ideal Offseason Customer Winback
Every Monday, WebRun finds customers in Ideal DMS with no purchase or service visit in the last 18 months, logs them to a Google Sheet, and drafts a Mailchimp winback campaign left unscheduled for you to review and send.
Automated Karmak Fleet Uptime Alerts
Every 15 minutes, WebRun checks Karmak Fusion for units that just went out of service or were released, drafts a text alert for the fleet contact, and posts your service manager a Microsoft Teams heads up on new downtime.
Automated Cart Inventory Marketplace Listings
When a used cart or LSV is checked into inventory in BiT DMS, WebRun drafts a Facebook Marketplace listing with the specs, condition, and price, and posts your sales team a summary of what's new and ready for review.
Automated Overdue Rental Return Alerts
WebRun checks ASPEN for rental units past their scheduled return date, drafts a reminder for the customer to review, and posts an internal alert to Slack so your rental desk can follow up on the oldest overdue units first.
Automated EverLogic Financing Document Reminders
Every morning, WebRun checks open EverLogic deals for missing financing documents, checks DocuSign for any unsigned envelope, posts the pending list to Slack for F&I, and drafts a text listing what's still needed for your F&I manager to send.
Automated DockMaster Sales Desk Digest
Every night, WebRun pulls the day's deposits, pending trade-ins, and outstanding quotes from DockMaster, logs them to a running Google Sheet, and posts your sales desk a Slack digest to start tomorrow ready.
Automated Radon Deposit Payment Chasing
Every morning, WebRun finds mitigation jobs in RadonEasy approved but missing a deposit, drafts a Stripe payment link for each, and alerts your scheduler in Slack so no crew gets dispatched on unpaid work.
Automated QuoteIQ Inspection Tag Expiry Alerts
Every morning, WebRun reads each unit's inspection tag date in QuoteIQ, holds a Google Calendar slot ahead of any tag expiring within 30 days, and drafts a renewal reminder email for the customer, ready for the office to send.
Automated ArcSite Deposit Invoice Alerts
Every morning, WebRun finds ArcSite jobs waiting on a signed deposit invoice, checks Stripe for who still hasn't paid, and posts your office a Slack list of deposits to chase before the crew is scheduled.
Automated Estimate Rocket Deposit Chasers
Every morning, WebRun finds signed foundation repair jobs in Estimate Rocket still waiting on the deposit, drafts a short text reminder for each customer, and posts your scheduler a Slack list of every job the deposit is holding up.
Automated GorillaDesk Attic Restoration Upsells
When a completed job notes attic damage such as contaminated insulation, WebRun drafts a restoration estimate in QuickBooks and a personalized outreach email in Gmail so your team can offer the upsell while the job is fresh.
Automated FieldServio Load Bank Test Scheduling
WebRun checks FieldServio every Monday for standby generators overdue for their annual load bank test, drafts a scheduling email in Outlook for each customer, and posts the week's candidates to Slack so your team can book the visits.
Automated Tinsel CRM Early Bird Booking Offers
Every Monday before the season opens, WebRun finds Tinsel CRM leads and past clients who haven't booked yet, drafts an early bird discount email in Klaviyo, and checks Google Calendar so the offer never oversells install capacity.
Automated Arborgold Storm Billing Summary
When a storm is marked complete, WebRun pulls every job Arborgold logged for the event, reconciles the total billable revenue against invoiced amounts in QuickBooks, and posts a full storm billing summary to Slack.
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