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 Alegra Receivables Aging Report
Every Monday, WebRun opens Alegra, pulls every open invoice, ranks them by balance and aging bucket into a Google Sheet, and pings your finance team in Slack the moment it's ready.
Automated Tally Bank Reconciliation Check
Every Monday, WebRun compares TallyPrime's bank book against the statement lines logged in Google Sheets, flags every unmatched entry, and alerts your finance team on Telegram.
Automated Qoyod Branch Performance Comparison
Every Monday, WebRun opens Qoyod, pulls last week's sales and margin for each branch, builds a ranked comparison in Google Sheets, and posts your management team a Slack summary of which branch is leading and which needs attention.
Automated Wafeq Audit Trail Export
Before each audit or compliance review, WebRun exports the full change log from Wafeq, organizes it into a sheet, and emails your compliance lead a summary.
Automated Khatabook Biggest Debtor Alerts
Every Monday, WebRun checks every customer's outstanding udhaar in Khatabook and texts your own phone through Twilio the moment one customer becomes your single largest balance.
Automated Deskera Bank Reconciliation Summary
Every morning, WebRun compares Deskera's bank feed to your ledger, saves a reconciliation summary to Google Drive, and posts a Slack digest of anything that still needs matching.
Automated iKhokha Capital Repayment Alerts
Every night, WebRun checks how much your iK Capital advance took from today's card sales, logs the running balance, and posts a Slack alert so you always know what you owe and what you kept.
Automated Yoco Capital Repayment Tracker
Every Monday, WebRun checks how much of your Yoco Capital advance was repaid from last week's card sales, logs it against the loan balance in Xero, and updates a payoff tracker so you always know what's left.
Automated SASSIE Client Results Report Drafts
Every Monday, WebRun pulls the past week's completed and approved shops for each client program from SASSIE, compiles the scores and flagged issues into a Google Sheet, and drafts a summary email in Gmail for your account manager to review and send.
Automated BCC Software Address Hygiene Reports
Triggered whenever a list finishes CASS and NCOA processing in BCC Software, WebRun compiles the records that failed standardization or came back unmatched, drafts a correction request to the client in Gmail, leaves it unsent for review, and logs the error rate to Google Sheets.
Automated LoanPro Borrower Info Updates
When a borrower asks to update their contact or payment info, WebRun opens LoanPro to pull the current record, logs the requested change to a Google Sheet next to the current values, and pings staff on Telegram to verify and approve it before anything is changed.
Automated Credit Repair Cloud Referral Thank-Yous
Every morning, WebRun checks Credit Repair Cloud for new clients tagged with a referral source, drafts a personal thank you email to the referring affiliate in Gmail, leaves it unsent for review, and logs the referral in Google Sheets for payout tracking.
Automated RDN Agent Productivity Report
Every Monday, WebRun tallies each agent's assignments, recoveries, and close rate from RDN into one weekly productivity report.
Automated PermitFlow Submittal Pipeline Digest
Every morning, WebRun opens PermitFlow, counts every active permit by stage, submitted, in review, corrections needed, resubmitted, and issued, and posts a Slack digest so your team starts the day knowing where every project stands.
Automated PrismHR Benefits Eligibility Follow Ups
Every morning, WebRun opens PrismHR, finds worksite employees who just crossed the benefits eligibility waiting period, drafts a personal eligibility notice for each one in Gmail, leaves it unsent for your benefits admin to review, and adds a calendar reminder before their election window closes.
Automated TazWorks Adverse Action Notice Drafts
Every morning, WebRun checks TazWorks for newly completed reports with disqualifying findings, drafts the pre-adverse or final adverse action notice with the required FCRA disclosures, and leaves it in Gmail for your compliance team to review and send.
Automated Amtelco Abandoned Call Flags
WebRun checks Amtelco each hour for calls that hung up before being answered, logs every one to Google Sheets, and pings Telegram when a client's abandon rate spikes.
Automated Armored Carrier Order Confirmations
Every morning, WebRun checks Switch Commerce for cash orders requested this week, matches them against confirmed pickups in the Brinks portal, and posts your team a Slack list of what's confirmed, what's pending, and any amount that doesn't match.
Automated accesso Park Capacity Alerts
WebRun tracks live attendance in accesso against your posted capacity limit, and the moment the park crosses a warning threshold, it texts your gate and ops managers through Twilio and posts a running count to Slack.
Automated Occupier CAM Reconciliation Flags
When a landlord posts a CAM reconciliation, WebRun compares the billed actuals in Occupier against budget and lease caps, logs the variance to Google Sheets, and drafts a query email in Gmail for anything over threshold.
Automated Conservice Billback Dispute Follow-Ups
When a resident disputes a utility billback charge, WebRun pulls the unit's meter read history and allocation math from Conservice, drafts a response in Gmail that walks through exactly how the charge was calculated, and leaves it unsent for your property manager to review before it goes to the resident.
Merlin Automated Annual Assessment Reminders
In assessment season, WebRun opens Merlin Software, finds owners who have not yet paid this year's annual assessment, drafts a payment reminder with a Stripe payment link, and leaves it ready for your review.
Automated O-Valet Daily Cars Parked Report
Every night, WebRun totals how many vehicles were parked in O-Valet that day, breaks the count down by hour and by level, logs it to a running sheet, and posts your manager a Slack digest.
Automated Pruvan Allowable Overage Flags
WebRun compares each Pruvan work order estimate against the client's allowable limit and posts Slack a flag for anything over, before it gets submitted without an approved bid.
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