Deskera SMB ERP

Deskera SMB ERP automation templates

12 ready-made workflows for Deskera SMB ERP. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Deskera, Slack and Google Drive.

Deskera SMB ERP
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Automated Deskera Vendor Bill Due Alerts
Every morning, WebRun checks Deskera for vendor bills coming due, saves a payables list to Google Drive, and posts a Slack alert so you never miss an early payment discount or a due date.
DeskeraGoogle DriveSlack
Automated Deskera Stalled Deal Alerts
Every Monday, WebRun finds deals in Deskera CRM with no activity in 14 days, drafts a check-in email for the rep to send in Gmail, and posts a Slack list of what needs a nudge.
DeskeraGmailSlack
Automated Deskera Sales Order Fulfillment Tracking
Every hour, WebRun checks Deskera for sales orders stuck before shipping, drafts a delay notice for the customer in Gmail, and alerts your ops team in Slack so nothing sits unfulfilled.
DeskeraGmailSlack
Automated Deskera Purchase Order Approval Alerts
Every hour, WebRun checks Deskera for purchase orders waiting on approval above your threshold, pings the right approver in Slack, and drafts the vendor confirmation email in Gmail until they say go.
DeskeraSlackGmail
Automated Deskera Payroll Run Checklists
Two days before each pay run, WebRun checks Deskera Payroll for missing hours, unapproved leave, and new hires without bank details, saves the checklist to Google Drive, and posts you the open items in Slack.
DeskeraSlackGoogle Drive
Automated Deskera Overdue Invoice Reminders
Every Monday, WebRun finds invoices past due in Deskera, sends a polite reminder for small balances and drafts one for you to review on larger ones, and posts a Slack list of who still owes you.
DeskeraGmailSlack
Automated Deskera Lead Follow-Up Alerts
The moment a new lead lands in Deskera CRM, WebRun drafts a personal follow-up email in Gmail and alerts the right rep in Slack so no lead waits overnight for a reply.
DeskeraGmailSlack
Automated Deskera Profit and Loss Digest
On the first business day of each month, WebRun pulls last month's Profit and Loss report from Deskera, saves it to Google Drive, and posts a Slack summary of revenue, expenses, and margin.
DeskeraGoogle DriveSlack
Automated Deskera Inventory Reorder Alerts
Every morning, WebRun checks Deskera Inventory for items below their reorder point, drafts a restock email to the right supplier in Gmail, and posts you a Slack summary of what needs attention.
DeskeraGmailSlack
Automated Deskera Inventory Valuation Report
Every Monday, WebRun runs Deskera's stock valuation report, saves it to Google Drive, and posts a Slack summary of total inventory value and what shifted most since last week.
DeskeraGoogle DriveSlack
Automated Deskera Expense Claim Reviews
The moment an employee submits an expense claim in Deskera, WebRun checks it against your policy, logs anything questionable to Google Drive, and flags it in Slack for a human to approve or reject.
DeskeraSlackGoogle Drive
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.
DeskeraGoogle DriveSlack

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