Automated Alegra Quote to Invoice Tracking
Every Monday, WebRun opens Alegra, finds quotes that have sat open for more than a week without becoming an invoice, drafts a friendly WhatsApp follow-up for each prospect, leaves it unsent for you to review, and pings the responsible sales rep on Telegram with who to call first.
How do I follow up on Alegra quotes that never became invoices?
Every Monday, WebRun opens Alegra and finds quotes that have sat open for more than a week without converting to an invoice. It drafts a friendly WhatsApp follow-up for each prospect, leaves it unsent for the rep to review, and messages the responsible sales rep on Telegram with who to call first.
- Stale quotes get a nudge before the prospect moves on
- Sales reps see exactly which quotes need a follow up
- No quote sits forgotten in Alegra past its window
Built for sales teams · small business owners · freelancers and consultants · Alegra bookkeepers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.alegra.comin a real browser with your saved login - no setup, no API keys. -
1
Alegra - find quotes still open
alegra.com
WebRun opens Alegra to find quotes still open. - Open Alegra and filter quotes to those still open
- Keep only quotes sent more than 7 days ago that have not converted to an invoice
- Capture the prospect, quote amount, and the rep who owns it
Done when Every stale quote has been listed with its amount and owner.
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2
WhatsApp - draft the follow up
whatsapp.com
WebRun opens WhatsApp to draft the follow up. - Draft a short, friendly follow-up asking if the prospect has questions about the quote
- Reference the quote number and amount
- Save every message as a draft and leave it unsent for the rep to review and send
Done when A ready-to-review WhatsApp follow-up exists for every stale quote.
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3
Telegram - alert the sales rep
telegram.org
WebRun opens Telegram to alert the sales rep. - Message each sales rep their list of stale quotes for the week
- Order the list by quote amount, largest first
- Point them to the WhatsApp drafts waiting for review
Done when Every rep has this week's stale-quote list on Telegram.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message a prospect without my rep's approval?
No. WebRun only drafts the WhatsApp follow-up and leaves it unsent, so nothing reaches a prospect until the rep reviews it and taps send.
How long does a quote sit before it counts as stale?
7 days by default. Tell WebRun a different window and it will use that instead when it checks Alegra each Monday.
What happens once a quote turns into an invoice?
It drops off the list automatically. WebRun checks the live quote status in Alegra each run, so converted quotes never get a needless follow-up.
Related templates
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