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MAM Autopart Automated New Trade Account Onboarding

When a new trade account is created in MAM Software Autopart, WebRun captures the account details, logs the new customer to the onboarding tracker in Google Sheets, drafts a personalised welcome email in Gmail for your team to review before sending, and posts a Slack notification to the accounts team so nothing falls through the cracks.

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Runs on WebRun · Strict Lockdown policy
When a new trade account is created WebRunorchestrates each step
1 MAM Software Autopart detect new trade account and capture details
2 Google Sheets log account to onboarding tracker
3 Gmail draft personalised welcome email for review
4 Slack notify accounts team to approve and send
In short

How do I automatically kick off onboarding when a new trade customer account is opened in MAM Autopart?

When a new trade account is created in MAM Software Autopart, WebRun logs it to the onboarding tracker in Google Sheets, drafts a personalised welcome email in Gmail for your team to review before sending, and posts a Slack alert to the accounts team with the account number and assigned rep.

  • Every new trade account gets a reviewed welcome email on the day it is opened
  • Onboarding tracker is updated automatically so no new customer is forgotten
  • Accounts team is notified in Slack the moment a new account appears

Built for auto parts distributors · automotive jobbers · trade counter account managers · parts warehouse sales teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.mamsoftware.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    MAM Software Autopart - detect new trade account and capture details
    mamsoftware.com
    WebRun in MAM Software Autopart: detect new trade account and capture details
    WebRun opens MAM Software Autopart to detect new trade account and capture details.
    • Detect when a new customer account is created in Autopart
    • Capture account name, account number, contact name, phone, email, credit limit, and assigned rep
    • Note the account type (trade, retail, or fleet) and any special pricing group applied

    Done when New account details are captured and ready for the onboarding workflow.

  3. 2
    Google Sheets - log account to onboarding tracker
    google.com
    WebRun in Google Sheets: log account to onboarding tracker
    WebRun opens Google Sheets to log account to onboarding tracker.
    • Append the new account to the customer onboarding tracker with today's date and account number
    • Set the onboarding status to 'Welcome email pending'
    • Mark the assigned rep and credit limit columns for easy filtering

    Done when The new customer row is added to the onboarding tracker with status set.

  4. 3
    Gmail - draft personalised welcome email for review
    gmail.com
    WebRun in Gmail: draft personalised welcome email for review
    WebRun opens Gmail to draft personalised welcome email for review.
    • Draft a personalised welcome email addressed to the new contact using your standard template
    • Include account number, assigned rep name, trade terms, and ordering instructions
    • Save the draft without sending and tag it for the accounts team to review

    Done when A personalised welcome email draft is waiting in Gmail for team review before sending.

  5. 4
    Slack - notify accounts team to approve and send
    slack.com
    WebRun in Slack: notify accounts team to approve and send
    WebRun opens Slack to notify accounts team to approve and send.
    • Post a notification to the accounts channel with the new customer name, account number, and credit limit
    • Include a reminder to review and send the Gmail draft before end of business
    • Tag the assigned rep so they are aware

    Done when The accounts team is notified in Slack and the welcome email is ready for their approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.mamsoftware.com
ScheduleRuns automatically on this cadence
When a new trade account is created
DeliveryHow each run's result reaches you
Onboarding alert · Slack
OutputWhat each run produces - A new row in the onboarding tracker, a Gmail welcome email draft ready for review, and a Slack notification to the accounts team.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the welcome email to the new customer automatically?

No. WebRun drafts the email in Gmail and leaves it unsent. A team member reviews and sends it, so the first impression to a new trade account always has a human eye on it.

Can it apply the correct pricing group for the new account?

WebRun captures the pricing group already assigned in MAM Software Autopart and includes it in the onboarding tracker. Your team can verify it before the account starts ordering.

What if the same customer account number is entered twice?

WebRun checks the existing rows in the Google Sheet tracker and flags any duplicate account number in Slack so the team can investigate before a second welcome email is drafted.

Keep going

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MAM Autopart Automated Backorder Status Digest
Every morning, WebRun pulls the open backorder list from MAM Software Autopart, groups lines by expected receipt date, and posts a digest to Slack so counter staff can give trade customers an accurate ETA without picking up the phone.
MAM Software Autopart›Slack›Google Sheets
MAM Autopart Automated Credit Hold Worklist
Every morning, WebRun pulls every trade account currently on credit hold from MAM Software Autopart, groups them by balance and hold age, and posts a worklist to your credit controller so holds are reviewed and released or escalated before the account turns up at the trade counter.
MAM Software Autopart›Google Sheets›Slack
MAM Autopart Automated Customer Reorder Reminders
Every Monday, WebRun analyses purchase history in MAM Software Autopart to find trade accounts overdue for a regular reorder, drafts a personalised reminder email for each in Gmail, and leaves them for your reps to review before sending so no loyal customer drifts to a competitor.
MAM Software Autopart›Gmail›Google Sheets›+1

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