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Automated Contasimple Client Setup Tracking

When a new client is added in Contasimple, WebRun checks their profile for missing tax ID or fiscal details, schedules a calendar follow up if the profile is still incomplete after 2 days, and posts a Microsoft Teams note to the accountant so nothing gets invoiced against an incomplete record.

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Runs on WebRun · Strict Lockdown policy
Runs when a new client is added in Contasimple WebRunorchestrates each step
1 Contasimple check the new client's fiscal details
2 Google Calendar schedule a follow up if incomplete
3 Microsoft Teams notify the accountant
In short

How do I make sure new Contasimple clients have complete fiscal details?

WebRun checks every new Contasimple client for a tax ID and fiscal details, and posts a Microsoft Teams note to the accountant the day the client is added. If the profile is still incomplete after 2 days, it schedules a Google Calendar follow up, so no invoice goes out against missing fiscal information.

  • Missing tax IDs get caught the day a client is added, not at invoicing time
  • Incomplete profiles get a calendar follow up instead of being forgotten
  • The accountant hears about gaps immediately instead of during a fiscal filing

Built for Freelancers · autonomos · accountants · Spanish small businesses

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

  2. 1
    Contasimple - check the new client's fiscal details
    contasimple.com
    WebRun in Contasimple: check the new client's fiscal details
    WebRun opens Contasimple to check the new client's fiscal details.
    • Open the new client's profile in Contasimple
    • Check for a tax ID, fiscal address, and billing details
    • Note exactly which fields are missing

    Done when Every new client's fiscal profile has been checked.

  3. 2
    Google Calendar - schedule a follow up if incomplete
    calendar.google.com
    WebRun in Google Calendar: schedule a follow up if incomplete
    WebRun opens Google Calendar to schedule a follow up if incomplete.
    • Check whether the profile is still incomplete after 2 days
    • Add a calendar follow up for the accountant if it is
    • Skip the follow up once the profile is complete

    Done when A follow up is scheduled for every profile still incomplete after 2 days.

  4. 3
    Microsoft Teams - notify the accountant
    microsoft.com
    WebRun in Microsoft Teams: notify the accountant
    WebRun opens Microsoft Teams to notify the accountant.
    • Post a note to Teams naming the client and the missing fields
    • Send it the day the client is added
    • Send a second note only if the follow up date arrives and it is still incomplete

    Done when The accountant is notified as soon as a new client needs fiscal details.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
contasimple.com
ScheduleRuns automatically on this cadence
Runs when a new client is added in Contasimple
DeliveryHow each run's result reaches you
Setup status · Microsoft Teams
OutputWhat each run produces - New client's missing fiscal fields and follow up status.
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

Does it fill in the tax ID itself?

No. WebRun only checks what is missing and notifies the accountant. Entering fiscal details stays a task inside Contasimple.

Why wait 2 days before the follow up?

It gives the client time to send their details after being asked. The follow up only fires if the profile is still incomplete after that window.

What happens if the client never completes their profile?

The Teams note and calendar follow up keep the gap visible, so it stays a known issue instead of an invoice going out against an incomplete record.

Keep going

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