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 Bsale Credit Note Alerts
Every evening, WebRun reviews the credit notes and refunds issued in Bsale that day, flags any that are unusually large or missing a linked original invoice, and posts the list to Slack for your manager to review.
Zoho POS Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from Zoho POS, logs them to Google Sheets, and sends you a clean WhatsApp digest so you know how the store performed before you open up.
Automated Restroworks Guest Feedback Alerts
Within minutes of a low guest rating landing in Restroworks, WebRun drafts an empathetic reply in Gmail for a manager to review and send, and pings the outlet's Microsoft Teams channel so nobody misses a guest who needs a fast response.
Automated Poster Cafe Sales Digest
Every night, WebRun pulls the day's sales, covers, and average ticket from Poster, logs the totals to a Sheet, and sends you a short Slack digest so you start tomorrow already caught up.
Automated Nextar Daily Sales and Cash Digest
Every night, WebRun closes out today's sales and register totals in Nextar, logs them to a running Google Sheet, and sends you a short WhatsApp digest so you always know where the day landed.
Automated Marg ERP E-Way Bill Tracker
Through the day, WebRun checks Marg ERP for invoices above the e-way bill limit that still have no bill, prepares each for approval, logs the status to Google Sheets, and alerts your dispatch team on Telegram.
Automated Vyapar Delivery Challan Follow-Ups
Every morning, WebRun opens Vyapar, finds delivery challans not yet converted to an invoice, drafts a WhatsApp follow-up to each customer, and sends you a Telegram list of what is still open.
Automated Petpooja Sales Digest
Every morning, WebRun opens Petpooja, totals yesterday's sales, taxes, and discounts, logs them to a Google Sheet, and posts a clean digest to Slack.
Automated GoFrugal Expiry Clearance Alerts
Every morning, WebRun scans GoFrugal for batches nearing their expiry date, values the stock at risk, suggests a clearance action for each, and emails your store managers the day's clearance list.
Automated Qashier E-Wallet Reconciliation
Every morning, WebRun compares Qashier's e-wallet sales (GrabPay, ShopeePay, WeChat Pay) against the settlement that landed in Xero, and logs any shortfall to a Google Sheet for follow up.
Automated Loyverse Employee Sales Leaderboard
Every Monday, WebRun opens Loyverse, totals each employee's sales and average ticket for the past week, logs the leaderboard to Google Sheets, and posts the rankings to Slack.
Automated StoreHub Sales Digest
Every morning, WebRun opens StoreHub, totals yesterday's sales for each outlet, logs them to Google Sheets, and posts you a clear digest in Slack.
Automated JanSanix Rebate Reconciliation
Every month, WebRun totals what you actually purchased through your buying group in JanSanix, compares it to the rebate statement, and checks that the matching credit posted in QuickBooks Online, flagging any shortfall before it gets written off.
Automated Accolent ERP Consignment Reconciliation
Every month, WebRun compares consigned inventory levels in Accolent ERP against each practice's usage report, drafts a QuickBooks invoice for items used since the last count, and posts a Google Sheet discrepancy log for your inventory team to review.
DMSi Agility Automated Crane Delivery Confirmation
Every morning, WebRun checks DMSi Agility for today's crane truck deliveries, posts a Slack alert to logistics for any job missing a site access note, and drafts a confirmation email to each contractor in Gmail for the branch to review before it sends.
Automated Contract Pricing Renewal Alerts
Every Monday, WebRun checks DDI Inform for contract pricing agreements expiring within 60 days, drafts a renewal email for the account manager to review, and posts sales a Slack list of what needs attention.
Automated rfxcel Chargeback Dispute Tracking
Every night, WebRun compares your shipped transactions in rfxcel against the manufacturer's chargeback claims in Model N, flags any mismatch, and drafts a dispute inquiry in Outlook for your review.
Automated Draft Line Cleaning Reminders
Every Monday, WebRun opens VIP, checks each draft account's last line cleaning date, creates a Trello card for anything now overdue, and posts a Slack digest to the field team of every account due this week.
Automated Contractor Billing Statement Alerts
WebRun compiles each contractor account's activity for the billing period from Savance Enterprise (Klipboard) and Xero, and texts your AR manager when statements are ready to review, flagging any account over its credit limit first.
Automated DistributionPlus Will Call Pickup Reminders
Every evening, WebRun checks CP Tech DistributionPlus for will call orders marked ready but not picked up, drafts a pickup reminder for each contractor in Outlook for your counter staff to send, and posts a Slack list of aging will calls so the staging area doesn't fill up.
Automated Eclipse Bid Tabulation Summary
WebRun compiles the day's bid results from Epicor Eclipse quotes, checks which contractors carried your pricing, and posts your bid desk a Slack summary of wins, losses, and open follow-ups by job.
Streamtime Automated Design Proof Approval Alerts
Every morning, WebRun checks Streamtime for projects sitting in client review, opens each proof in Figma to see who has actually responded, and drafts a polite reminder for anyone who's gone quiet, leaving it unsent for you to review.
Sprout Social Automated Campaign Recaps
Every Monday, WebRun pulls each active campaign's reach, engagement, and click metrics from Sprout Social, builds the weekly numbers in Google Sheets, and drafts a client-ready recap email for the account manager to review and send.
Muck Rack Automated Crisis Mention Alerts
Every hour, WebRun scans Muck Rack's media monitoring for negative-sentiment or high-risk mentions of each client, and posts an urgent Slack alert with the outlet and link so your team can respond fast.
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