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 Propane Post-Delivery Review Requests
After each confirmed delivery, WebRun drafts a short review-request message for the customer and queues it for your team to send, helping you build a steady stream of online reviews.
Automated Propane Invoice Payment Reminders
WebRun finds past-due customer invoices in Cargas Energy, drafts a polite payment reminder for each, and posts your billing team a weekly chase list in Slack.
Automated Propane New Customer Onboarding
When a new customer account is created in your fuel delivery system, WebRun drafts a welcome email, prepares the first delivery confirmation notice, and adds a setup reminder to your team's checklist in Slack.
Automated Propane Delivery Reminders
WebRun checks your delivery schedule in ADD Systems, finds customers whose automatic delivery is due this week, and drafts a reminder notice for each one.
Automated Propane Daily Route Digest
Each morning, WebRun pulls today's confirmed delivery stops from ADD Systems and posts a structured route digest to your team's Slack channel so drivers and dispatchers start the day aligned.
Automated Propane Budget Plan Enrollment Outreach
Each fall, WebRun identifies customers not enrolled in your budget plan, drafts a personalized enrollment outreach email for each, and gives your team a prioritized sign-up list in Slack.
Automated Propane Autopay Failure Recovery
When an autopay charge fails in your fuel delivery system, WebRun drafts a payment-update notice for the customer and alerts your billing team so no account goes unresolved.
Automated Propane Annual Contract Renewals
WebRun finds customers with annual delivery or price-lock contracts expiring in the next 60 days, drafts a personalized renewal offer for each, and posts your team a renewal pipeline in Slack.
Automated Powersports Warranty Registration Follow-Up
A week after each sale in DX1, WebRun checks whether the warranty registration has been completed and drafts a follow-up reminder for any customer whose registration is still pending.
Automated Powersports Unsold Lead Winback
Each week, WebRun finds leads in DX1 that showed interest but never purchased, drafts a personalized winback message for each, and alerts your sales team to review and send before the season ends.
Automated Powersports Trade-In Follow-Up
When a customer submits a trade-in appraisal in DX1, WebRun drafts a follow-up message presenting your offer and inviting them back to close the deal.
Automated Powersports Test Ride Follow-Up
When a customer completes a test ride logged in DX1, WebRun drafts a personalized follow-up for the sales rep to send the same day, keeping the excitement high while the ride is still fresh.
Automated Powersports Service Due Reminders
Each week, WebRun finds customers in Lightspeed DMS whose units are approaching a scheduled service interval or seasonal deadline, and drafts outreach to bring them back into your service lane.
Automated Powersports Service Appointment Reminders
Before each service appointment, WebRun drafts a reminder message for the customer and notifies your service writer, so no-shows drop and your bays stay productive.
Automated Powersports Review Requests
A few days after each sale closes in DX1, WebRun drafts a review request for the customer and queues it for your team to send, so your dealership builds a steady stream of authentic online reviews.
Automated Powersports Recall Notice Outreach
When a recall is issued for units in your inventory or customer database, WebRun identifies affected owners in DX1 and drafts outreach notices for your team to review and send.
Automated Powersports Parts Arrival Notifications
When a special-order part arrives in DX1, WebRun drafts a pickup-ready notice for the waiting customer and alerts your parts counter staff so nothing sits unnoticed on the shelf.
Automated Powersports Lead Follow-Up
When a new lead arrives in DX1 or Lightspeed DMS, WebRun reads their interest, drafts a personalized follow-up message, and queues it for your sales team to review and send.
Automated Powersports Inventory Aging Report
Each week, WebRun pulls your new and used unit inventory from Lightspeed DMS, flags units approaching or past your floor-plan threshold, and posts a prioritized aging report to your management team in Slack.
Automated Powersports Finance Document Collection
When a deal in DX1 or Lightspeed DMS is missing a required finance document, WebRun drafts a polite collection request for the customer and alerts your F and I manager so nothing stalls the funding process.
Automated Powersports Daily Sales Digest
Each morning, WebRun pulls the prior day's sales activity from Lightspeed DMS and posts a concise digest to Slack so your management team starts the day fully informed.
Automated Water Heater Replacement Outreach
WebRun scans your past water heater jobs in Housecall Pro, identifies units approaching the end of their typical lifespan, and drafts a proactive replacement outreach message for each homeowner.
Automated Plumbing Warranty Registration Follow-Up
After a water heater, fixture, or repipe job is completed, WebRun drafts a warranty registration prompt and a follow-up check-in for the customer so nothing falls through the cracks after the truck leaves.
Automated Plumbing Truck Stock Reorder
WebRun checks your truck and warehouse stock levels in ServiceTitan or Service Fusion, identifies parts running low, and drafts a purchase order for your supplier so your techs never arrive on a job without the parts they need.
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