Medical & Dental Supply Distribution

Medical & Dental Supply Distribution automation templates

12 ready-made workflows for Medical & Dental Supply Distribution. 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: Accolent ERP, Google Sheets and Slack.

Medical & Dental Supply Distribution
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Automated Accolent ERP Recall Tracing
When you upload a manufacturer recall notice, WebRun matches the lot numbers against every shipped order in Accolent ERP, drafts a recall notice for each affected practice in Outlook, and posts your compliance team an urgent Telegram alert, all held for review before anything goes out.
Accolent ERPOutlookTelegram
Automated Accolent ERP Service Contract Renewals
Every week, WebRun checks equipment service contracts in Accolent ERP expiring within 60 days, confirms the account is current in QuickBooks, and drafts a renewal reminder in Outlook for your service coordinator to review and send.
Accolent ERPQuickBooksOutlook
Automated Accolent ERP Flu Preorder Reminders
Every August, WebRun checks last year's flu season order history in Accolent ERP for each practice, drafts a personalized preorder reminder in Gmail for your reps to review and send, and posts a Slack list ranked by last year's order size so reps start with their biggest accounts.
Accolent ERPGmailSlack
Automated Accolent ERP Sample Request Tracking
When a rep submits a new sample request, WebRun logs it to a Google Sheet, checks current sample stock in Accolent ERP, and pings your fulfillment team on Telegram with exactly what to pull and ship.
Accolent ERPGoogle SheetsTelegram
Automated Accolent ERP Practice Onboarding
When a new practice submits a signup form, WebRun creates the account shell in Accolent ERP, drafts the onboarding agreement in DocuSign for staff to review and send, and posts your onboarding coordinator a Slack checklist of what is still needed before the account goes live.
Accolent ERPDocuSignSlack
Automated Accolent ERP PPE Backorder Alerts
Every morning, WebRun checks PPE items backordered in Accolent ERP, drafts a replenishment purchase order in QuickBooks for anything critically low, and posts your purchasing team a Slack alert listing affected customer orders so a manager can approve before it is sent.
Accolent ERPQuickBooksSlack
Automated Accolent ERP Credit Application Intake
When a new practice submits a credit application, WebRun logs a pending account in Accolent ERP with their requested terms and trade references, drafts a credit agreement in DocuSign, and logs the application to a Google Sheet awaiting your finance team's credit limit decision.
Accolent ERPDocuSignGoogle Sheets
Automated Accolent ERP Handpiece Repair Updates
Every day, WebRun checks open handpiece repair orders in Accolent ERP against the repair vendor's status sheet, updates each order's stage, and drafts a status email in Gmail to the practice for your service desk to review before sending.
Accolent ERPGoogle SheetsGmail
Automated Accolent ERP GPO Price Updates
Every Monday, WebRun checks Outlook for new GPO contract price files, compares every line against current pricing in Accolent ERP, and drafts a price update batch in Google Sheets that flags each changed item for your pricing team to review before anything is imported.
Accolent ERPOutlookGoogle Sheets
Automated Accolent ERP Lot Expiration Reports
Every week, WebRun scans lot and expiration data in Accolent ERP, flags stock expiring within 90 days, and posts your warehouse team a prioritized Google Sheet and Slack alert so slow moving lots get sold or rotated before they expire.
Accolent ERPGoogle SheetsSlack
Automated Accolent ERP Consignment Reconciliation
Every month, WebRun compares consigned inventory levels in Accolent ERP against each practice's usage report, drafts a QuickBooks invoice for items used since the last count, and posts a Google Sheet discrepancy log for your inventory team to review.
Accolent ERPQuickBooksGoogle Sheets
Automated Accolent ERP Equipment Quote Follow-Ups
Every week, WebRun checks open capital equipment quotes in Accolent ERP for anything untouched for 7 days, drafts a follow up email in Outlook for the rep to review and send, and posts your sales team a Slack list ranked by quote value.
Accolent ERPOutlookSlack

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