EXEMPTAX Automated Certificate Collection
Every Monday, WebRun opens NetSuite, finds the tax-exempt customers with no valid resale certificate on file, queues a guided collection request for each in EXEMPTAX, drafts a Mailchimp campaign inviting them to complete it, and leaves the campaign unscheduled for a human to approve before it goes out.
How do I run a resale certificate collection campaign automatically?
Every Monday, WebRun opens NetSuite, finds tax-exempt customers with no valid resale certificate, and queues a guided request for each in EXEMPTAX. It drafts a Mailchimp campaign inviting them to complete the flow and leaves it unscheduled for review, so a full collection campaign is ready to send each week without anyone building it by hand.
- Missing resale certificates get chased every week, not once a year
- The campaign is drafted and waiting, so staff just review and send
- Guided EXEMPTAX requests are queued so customers finish faster
Built for wholesale distributors · manufacturers · finance teams · sales tax compliance teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
system.netsuite.comin a real browser with your saved login - no setup, no API keys. -
1
NetSuite - find customers missing a certificate
netsuite.com
WebRun opens NetSuite to find exempt customers with no valid certificate. - Open NetSuite and filter to customers marked tax-exempt
- Capture each one with no valid resale certificate linked, plus their name, email, and state
- Skip customers already invited in the last campaign or with a request already in progress
Done when Every exempt customer missing a valid resale certificate is listed with contact details.
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2
EXEMPTAX - queue guided collection requests
exemptax.com
WebRun opens EXEMPTAX to queue a guided request for each customer. - Open EXEMPTAX and queue a guided resale certificate request for each customer on the list
- Match the exemption type and state so the completion flow is pre-filled
- Capture each request link so the campaign can point recipients straight to it
Done when A guided collection request is queued in EXEMPTAX for every customer being invited.
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3
Mailchimp - draft the outreach campaign
mailchimp.com
WebRun drafts the Mailchimp campaign and leaves it unscheduled. - Build a Mailchimp audience segment from the customers missing a certificate
- Draft an on-brand campaign explaining why the certificate is needed and linking to the EXEMPTAX flow
- Save the campaign as a draft and leave it unscheduled for review
Done when A collection campaign sits ready in Mailchimp, unscheduled, for a person to approve and send.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the campaign to customers on its own?
No. WebRun builds the audience and drafts the campaign in Mailchimp, then leaves it unscheduled. A person reviews the copy and the recipient list and clicks send, so nothing goes out without approval.
How does it know who is missing a resale certificate?
It reads NetSuite each week and lists only exempt customers with no valid resale certificate linked. Anyone whose certificate is already on file is left out of the campaign automatically.
Will the same customer get invited twice?
No. WebRun skips customers invited in the last campaign and anyone whose EXEMPTAX request is already in progress, so recipients are not asked again while they are mid-flow.
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