All templates

Automated Credit Repair Cloud Referral Thank-Yous

Every morning, WebRun opens Credit Repair Cloud, finds new clients tagged with a referral source from the day before, drafts a warm thank you email to each referring affiliate in Gmail, leaves every message unsent for review, and logs the referral and its payout status in a Google Sheets tracker.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Credit Repair Cloud find new referral tagged clients
2 Gmail draft a thank you to the affiliate
3 Google Sheets log the referral for payout
In short

How do I thank affiliates automatically for new client referrals?

Every morning, WebRun opens Credit Repair Cloud, finds new clients tagged with a referral source since the prior day, and drafts a warm thank you email to each referring affiliate in Gmail. Every draft stays unsent for review, and Google Sheets gets a logged row with the referral and a pending payout status for your team to confirm.

  • Every referring affiliate gets a personal thank you drafted the same day their referral enrolls
  • Payouts are tracked from the first day in one Google Sheets tracker, not from memory
  • No affiliate message goes out, and no payout gets approved, without a person reviewing it first

Built for credit repair businesses · credit repair affiliate managers · credit repair agencies

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

  2. 1
    Credit Repair Cloud - find new referral tagged clients
    creditrepaircloud.com
    WebRun in Credit Repair Cloud: find new referral tagged clients
    WebRun opens Credit Repair Cloud to find new referral tagged clients.
    • Open Credit Repair Cloud and filter new clients added since yesterday to those with a referral source tag
    • Capture the referring affiliate's name and contact along with the new client's enrollment date
    • Skip any referral already thanked and logged

    Done when Every new referral tagged client from the last day has been listed with the referring affiliate.

  3. 2
    Gmail - draft a thank you to the affiliate
    gmail.com
    WebRun in Gmail: draft a thank you to the affiliate
    WebRun opens Gmail to draft a thank you to the affiliate.
    • Draft a warm, personal thank you email to each referring affiliate naming the new client by first name only
    • Mention that a payout will be tracked and confirmed per your referral program terms
    • Save every message as a draft. Do not send any email automatically

    Done when A thank you draft is ready in Gmail for every new referral.

  4. 3
    Google Sheets - log the referral for payout
    google.com
    WebRun in Google Sheets: log the referral for payout
    WebRun opens Google Sheets to log the referral for payout.
    • Open the affiliate referral tracker
    • Add a row for each referral with affiliate name, new client, enrollment date, and payout status set to pending
    • Flag any affiliate who has sent three or more referrals this month

    Done when The referral tracker has a logged row for every new referral, with payout status pending.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.creditrepaircloud.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Referral tracker · Google Sheets
OutputWhat each run produces - A drafted Gmail thank you for each referring affiliate plus a Google Sheets row logging the referral and its payout status.
Spreadsheet + drafts
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 thank affiliates without me reviewing it first?

No. Every thank you email is drafted in Gmail and left unsent. A team member reviews and sends it, so no affiliate gets a message without a person approving it first.

Does it pay out the referral automatically?

No. WebRun only logs the referral with a pending payout status in Google Sheets. Approving and issuing any payout is a separate step your team handles directly.

How does it know a client came from a referral?

It reads the referral source tag on the new client's record in Credit Repair Cloud, so only genuinely tagged referrals generate a thank you and a tracker row.

Put this on autopilot.

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