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.
Automatic BSC Contract Account Reviews
Every month, WebRun checks each building service contractor account in JanSanix against its contract pricing and committed volume, and flags any account that has drifted off terms for the sales manager to review.
Automated Accolent ERP Equipment Quote Follow-Ups
Every week, WebRun checks open capital equipment quotes in Accolent ERP for anything untouched for 7 days, drafts a follow up email in Outlook for the rep to review and send, and posts your sales team a Slack list ranked by quote value.
DMSi Agility Automated Rebate Tier Tracking
Every week, WebRun checks each contractor's purchase volume in DMSi Agility against their manufacturer rebate program tier, logs the running totals in Google Sheets, and drafts a tier achieved email to the contractor in Gmail for your rebate coordinator to review.
Automated Blanket PO Balance Tracking
Every Monday, WebRun checks DDI Inform for blanket purchase orders running low on balance or nearing their expiration with releases still open, logs the status to a tracking sheet, and alerts sales in Slack.
Automated rfxcel Backorder Substitution Alerts
The moment rfxcel shows an order cannot be fully filled, WebRun looks up therapeutic-equivalent substitution options in Salesforce and posts your rep a Slack alert to call the customer personally.
Automated Brand Allocation Notifications
When a limited or allocated brand arrives in VIP, WebRun splits the available cases across territories by your allocation rule and posts each rep a Slack message with their exact allocation for the release.
Automated Branch Transfer Request Tracking
WebRun finds inter branch transfer requests in Savance Enterprise (Klipboard) that have sat unfulfilled past your SLA, logs each one, and posts a per branch follow up list so nothing stalls in transit.
Automated DistributionPlus Charge Account Reminders
Every Monday, WebRun checks CP Tech DistributionPlus and QuickBooks for contractor charge accounts approaching or past their payment terms, drafts a polite balance reminder for each in Outlook for your credit team to review, and flags accounts over their limit for a phone call instead.
Automated Eclipse ERP Backorder Alerts
WebRun checks Epicor Eclipse each morning for backorder lines that came in overnight, drafts a ready-to-ship update in Gmail for every affected contractor, and posts your counter team a Slack list of what just arrived.
Streamtime Automated Asset Handoff Notifications
The moment a project is marked delivered in Streamtime, WebRun confirms the final asset folder is complete in Google Drive, drafts a delivery email with the folder link in Gmail, and leaves it unsent so you can send the final word yourself.
Sprout Social Automated Brand Mention Digests
Every hour, WebRun scans Sprout Social's listening feed for new mentions of each client's brand, groups them by sentiment, and posts a digest to Slack so the account team never misses a spike or a negative thread.
Muck Rack Automated Client Coverage Reports
Every Monday, WebRun compiles each client's coverage from the past week in Muck Rack, builds the numbers in a Google Sheet, and drafts a ready-to-send report email in Gmail for your account lead to review.
Function Point Automated Deliverable Status Digest
Every morning, WebRun checks Function Point for every active campaign deliverable, confirms the latest file in Google Drive, and posts your team a Slack digest of what's in progress, in review, or approved.
Syngency Automated Booking Confirmation Alerts
The moment a booking flips to confirmed in Syngency, WebRun drafts a WhatsApp message to the talent with the call time, location, and rate, and posts an alert to your booking team in Telegram so everyone knows the job is locked in.
Studio Hero Automated Block Booking Renewals
When a client's prepaid session block in Studio Hero drops to one session or fewer, WebRun logs the account in Airtable and drafts a renewal reminder email in Gmail for review.
Studio Ninja Automated Album Proof Approval Chaser
Every morning, WebRun checks Studio Ninja for album or print proofs sent but not approved after several days, drafts a friendly nudge in Gmail, and logs the running chase list in Google Sheets so nothing is forgotten.
Total Party Planner Automated Dietary Alert Digest
WebRun reads every guest note logged for upcoming events, pulls out allergies and dietary restrictions, and posts the kitchen a clear digest so nothing gets missed on event day.
Automatic Attendee Count Confirmation Reminders
WebRun checks Planning Pod every morning for events within 10 days that still need a final headcount, drafts a reminder in Outlook asking the client to confirm, and logs who still owes a number to Google Sheets.
Aisle Planner Automated Anniversary Follow-Ups
WebRun checks Aisle Planner each morning for couples celebrating a wedding anniversary this week, confirms their final invoice is paid in full in QuickBooks Online, and drafts a warm anniversary note with a referral ask for your review.
Automated Annual Compliance Review Scheduling
Every Monday, WebRun checks ComplySci for each client's last annual compliance review date, flags anyone due within 60 days, logs the schedule in Google Sheets, and holds a Zoom slot with your reviewer.
Automated Appraisal Fee Invoice Reminders
WebRun checks Rouse Services for reports marked delivered, checks QuickBooks for the matching invoice status, drafts a payment reminder in Gmail for anything unpaid, and posts a Slack list of outstanding balances.
Automated Annual Report Filing Deadline Alerts
WebRun finds which client entities have an annual report due soon in Athennian, drafts a reminder email for each contact, and posts your compliance team a clear list of who still needs to file.
Automated Payroll Client Onboarding Intake
The moment a new client submits your onboarding form, WebRun reads their company details in Google Forms, creates the client shell in Payroll Relief, checks DocuSign for the signed service agreement and direct deposit authorization, and drafts a Gmail welcome naming anything still needed.
Automated Buyer Financing Prequalification Tracking
WebRun logs each buyer's SBA prequalification and proof of funds status in Google Sheets, and drafts a Gmail follow-up for any buyer whose financing paperwork is still outstanding before you invest more time in the deal.
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