All templates

Automated TrueAccord Right-Party Contact Flags

Every morning, WebRun opens TrueAccord, scans active accounts for those still pending right-party contact confirmation, captures the contact status and attempt history for each, logs the list to Google Sheets, and sends the collections supervisor a Telegram alert with the count and top accounts to prioritize.

Runs on WebRun · Strict Lockdown policy
Every day at 8:30 AM WebRunorchestrates each step
1 TrueAccord scan for unconfirmed right-party contact accounts
2 Google Sheets log accounts with contact status and attempt history
3 Telegram alert supervisor with daily count and top priorities
In short

How do I automatically flag debt collection accounts with unconfirmed right-party contact?

WebRun opens TrueAccord every morning and scans active accounts for those where right-party contact has not been confirmed. It logs each account with attempt history to Google Sheets, sorted by balance, and sends a Telegram alert to the collections supervisor so the team focuses effort where it will count most.

  • Unconfirmed-contact accounts surfaced every morning before collectors start work
  • High-balance unverified accounts prioritized at the top of the list
  • Zero collector hours wasted on accounts without a confirmed contact point

Built for debt collection agencies · collections supervisors · skip-trace teams · accounts receivable managers

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 app.trueaccord.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    TrueAccord - scan for unconfirmed right-party contact accounts
    trueaccord.com
    WebRun in TrueAccord: scan for unconfirmed right-party contact accounts
    WebRun opens TrueAccord to scan for unconfirmed right-party contact accounts.
    • Open TrueAccord and filter active accounts where right-party contact is not confirmed
    • Capture account ID, number of contact attempts, last attempt date, and account balance
    • Separate accounts with zero attempts from those with multiple failed attempts

    Done when All active accounts lacking confirmed right-party contact are listed with attempt history.

  3. 2
    Google Sheets - log accounts with contact status and attempt history
    google.com
    WebRun in Google Sheets: log accounts with contact status and attempt history
    WebRun opens Google Sheets to log accounts with contact status and attempt history.
    • Open the right-party contact tracking sheet
    • Upsert each account row with today's attempt count and last attempt date
    • Sort by balance descending so high-value unconfirmed accounts appear first
    • Mark rows resolved once TrueAccord shows right-party contact confirmed

    Done when The sheet reflects all current unconfirmed-contact accounts sorted by balance.

  4. 3
    Telegram - alert supervisor with daily count and top priorities
    telegram.org
    WebRun in Telegram: alert supervisor with daily count and top priorities
    WebRun opens Telegram to alert supervisor with daily count and top priorities.
    • Send a Telegram message to the collections supervisor group with the total count of unconfirmed-contact accounts and the top 5 by balance
    • Note how many accounts have had zero attempts vs. multiple failed attempts
    • Link to the Google Sheets tracker for the full list

    Done when The supervisor has a Telegram alert with today's unconfirmed-contact count and top accounts.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.trueaccord.com
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Contact status list · Telegram
OutputWhat each run produces - A Google Sheets list of accounts with unconfirmed right-party contact, sorted by balance, plus a Telegram supervisor alert with the daily count and top priorities.
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 initiate contact attempts with debtors?

No. WebRun only reads contact status from TrueAccord and reports unconfirmed accounts to your team. All actual contact attempts are made by collectors or by TrueAccord's outreach engine after human review.

How does TrueAccord indicate that right-party contact is confirmed?

TrueAccord records a right-party contact flag when a debtor authenticates or engages with the self-serve portal. WebRun reads this status field and removes the account from the flagged list once confirmation is recorded.

What if an account has been in active outreach for a long time without contact?

WebRun flags accounts with the highest number of failed attempts separately in the sheet so your supervisor can decide whether to escalate, skip-trace, or cease contact, keeping compliance decisions with a human.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.