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Automated Workiz Web Inquiry Instant Replies

The moment a prospect submits your website's duct cleaning inquiry form, WebRun logs their details as a new lead in Workiz, drafts a personalized reply in Gmail with a ballpark price range and a booking link, and pings your office in Telegram so someone can approve and send it within minutes.

Runs on WebRun · Strict Lockdown policy
Within minutes of each new inquiry WebRunorchestrates each step
1 Workiz log the inquiry as a new lead
2 Gmail draft the personalized reply
3 Telegram ping the office for approval
In short

How do I reply instantly to a new duct cleaning web inquiry?

The moment a prospect submits your website's duct cleaning inquiry form, WebRun logs them as a new lead in Workiz and drafts a personalized reply in Gmail with a ballpark price range and a booking link. It pings your office in Telegram with a direct link to the draft, so someone can review and send it within minutes.

  • New inquiries get a personalized reply draft within minutes instead of hours
  • Office gets an instant Telegram ping instead of checking email all day
  • Duplicate submissions are merged so nobody gets two different replies

Built for air duct cleaning companies · field service sales teams · HVAC and IAQ lead managers · residential service dispatchers

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

  2. 1
    Workiz - log the inquiry as a new lead
    workiz.com
    WebRun in Workiz: log the inquiry as a new lead
    WebRun opens Workiz to log the inquiry as a new lead.
    • Detect a new inquiry from the website form and create a lead record
    • Capture the prospect's name, contact details, property type, and any described concern
    • Check for a duplicate lead from the same contact and merge if found

    Done when Every new web inquiry is logged as a lead with its property and contact details.

  3. 2
    Gmail - draft the personalized reply
    gmail.com
    WebRun in Gmail: draft the personalized reply
    WebRun opens Gmail to draft the personalized reply.
    • Draft a personalized reply addressed to the prospect by name
    • Reference their described concern, include a ballpark price range and a booking link
    • Save the draft unsent in Gmail for a fast office review

    Done when A personalized reply draft exists in Gmail for every new web inquiry.

  4. 3
    Telegram - ping the office for approval
    telegram.org
    WebRun in Telegram: ping the office for approval
    WebRun opens Telegram to ping the office for approval.
    • Send an instant Telegram ping to the office with the prospect's name and a link to the Gmail draft
    • Flag same-day requests or larger properties at the top
    • Wait for the office to approve and send from Gmail

    Done when Office has an instant Telegram ping with a link to the ready draft for every inquiry.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.workiz.com
ScheduleRuns automatically on this cadence
Within minutes of each new inquiry
DeliveryHow each run's result reaches you
Reply draft · Telegram
OutputWhat each run produces - A personalized reply draft in Gmail for each web inquiry, plus an instant Telegram ping with a direct link to the draft.
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 send the reply to the prospect automatically?

No. WebRun drafts the reply in Gmail and leaves it unsent. Your office gets a Telegram ping with a direct link to the draft so someone can review and send it in under a minute.

How does it estimate a price range without seeing the ductwork?

It uses the property type and the concern the prospect described to generate a realistic ballpark range based on your standard pricing, which you set once during setup.

What if the same person submits the form twice?

It checks Workiz for a duplicate lead from the same contact and merges them, so your office gets one draft to review instead of two separate replies for the same prospect.

Put this on autopilot.

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