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.
PointClickCare Automated MDS Due-Date Tracking
WebRun scans PointClickCare each day for MDS assessments coming due in the next seven days, logs them in a Google Sheet, and posts a prioritized reminder to Slack so your MDS coordinator never misses a submission window.
Printavo Automated Overdue Invoice Chasing
Every Monday, WebRun finds overdue invoices in Printavo, drafts polite payment reminders in Gmail, and posts a chase list to Slack so nothing slips through.
ScrapRight Automated Inbound Load Digest
Every morning, WebRun pulls the prior day's inbound load tickets from ScrapRight and posts a clean summary to your Slack channel so every buyer and manager starts the day informed.
Automated Checkmate Car-Part.com Listing Sync Check
Every night, WebRun compares your active Checkmate inventory against live Car-Part.com listings, flags any parts that are in stock but not listed or that are listed but no longer in stock, and posts a correction list to Google Sheets for your inventory team to act on.
Automated RV Service Work-Order Daily Digest
Every morning, WebRun pulls all open service work orders from IDS Astra, groups them by status and technician, and posts a concise digest to your Slack service channel.
Cropster Automated Order Exception Flags
Every morning, WebRun scans Cropster for orders with missing details, out-of-stock items, or mismatched delivery addresses, and posts a flagged exception list to your ops Slack channel so issues are resolved before dispatch.
Automated Refurbishment Job Scheduling from Returns
Every morning, WebRun opens ReverseLogix, finds returns graded as refurbish-eligible from the previous day's inspections, and adds a refurbishment work order to your Google Calendar for the repair team so no eligible unit sits idle in the warehouse.
Automated Form 5500 Deadline Tracking
WebRun scans your ftwilliam.com 5500 filings each morning, spots plans with deadlines inside 30 days, and posts your team a prioritized Slack alert with each plan name, sponsor, and exact due date.
Automated Produce Pro New Item Setup Checklist
When a new commodity or SKU is added in Produce Pro, WebRun checks that every required setup field is complete, including pricing, lot-tracking rules, and grade codes, then posts a completion checklist to your category management Slack channel.
Printful Automated Order Routing Alerts
Every hour, WebRun checks new Printful orders, applies your routing rules (product type, destination country, rush flag), and posts a Telegram alert for any order that needs a manual fulfillment decision so nothing gets mis-routed.
Automated Slice Online Order Routing to Slack
The moment a new order lands in Slice, WebRun reads the order details and posts a formatted ticket to your kitchen Slack channel so the right station sees it immediately.
Automated PI License Renewal Deadline Tracking
WebRun checks your investigator license expiry dates in Google Sheets, flags anyone coming due in the next 60 days, and posts a renewal alert to Slack so no one accidentally operates on an expired license.
Automated Spektrix Group Enquiry Routing
When a group-booking enquiry lands in Spektrix, WebRun reads the request details, scores it by group size and event type, and pings the right box-office contact in Slack with a summary.
Automated Prior Authorization Expiry Tracking
WebRun checks Office Practicum every morning for prior authorizations expiring in the next 30 days, logs each one in a Google Sheet worklist, and alerts your billing team in Slack so nothing lapses unnoticed.
IRIS CRM Automated Merchant Onboarding Kickoff
When a new merchant lead is approved in IRIS CRM, WebRun drafts the welcome email, creates a DocuSign envelope for the MPA, and posts a kickoff checklist to Slack for your onboarding team.
Automated Prior Auth Expiry Tracking for Oral Surgery
WebRun scans DSN Software every week for prior authorizations expiring within 30 days, builds a renewal worklist in Google Sheets, and alerts the billing team in Slack before any auth lapses.
Automated Nephrology Prior Auth Expiry Tracking
WebRun reviews Acumen for prior authorizations expiring in the next 30 days, logs each to a Google Sheets tracker, and posts urgent expiries to Slack so staff can renew before claims are denied.
Automated Music Venue Booking Inquiry Routing
When a booking inquiry lands in Gmail, WebRun reads the artist, genre, and requested date, looks up availability in Prism.fm, and routes the lead to the right talent buyer in Slack with a summary.
Automated Music Store Negative Review Triage
Every morning, WebRun checks your music store's reviews, flags anything below four stars, drafts a professional response in Gmail, and sends you a triage summary via Telegram so nothing slips through.
Automated Museum Lapsed Member Win-Back Campaigns
Every month, WebRun finds members who lapsed 60 to 90 days ago in Blackbaud Altru, drafts a warm win-back email in Mailchimp for each segment, and logs the campaign in a Google Sheet for team review.
Automated Vista Loyalty Member Win-Back Drafts
Every Monday, WebRun finds loyalty members in Vista who have not visited in 90 days and drafts a personalised win-back email in Mailchimp for each one, ready for a human to review and send.
Automated MCA Maturity and Rollover Reminders
Every Monday, WebRun scans your Centrex portfolio for advances approaching their projected maturity date, prepares a rollover or closeout checklist for each, and posts a reminder to your account management team in Slack so no mature advance sits unactioned.
Automated LTL Freight Invoice Chasing
WebRun identifies overdue LTL freight invoices in QuickBooks, validates them against SMC3 delivery records, and drafts polite customer reminder emails for your AR team to review and send.
Lightspeed Automated Online Order Routing
Whenever a new online order arrives, WebRun checks inventory availability across your Lightspeed locations and posts a routing recommendation to Slack so your team fulfils from the right store.
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