Automotive & Dealers
Automotive & Dealers automation templates
261 ready-made workflows for Automotive & Dealers. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.
Automated RDN Transport Pickup Reminders
WebRun tracks recovered units waiting on transport and reminds your driver or hauler before each scheduled pickup so nothing sits in a lot too long.
Automated Ideal Warranty Claim Follow Ups
Every morning, WebRun checks OEM warranty claims in Ideal DMS, finds any stuck for more than 14 days without a status update, drafts a follow up email to the distributor claims contact for you to review and send, and flags the aging balance in QuickBooks.
Automated Karmak Warranty Recovery Tracking
Every Monday, WebRun checks warranty repair orders in Karmak Fusion for claims aging without manufacturer reimbursement, logs a recovery tracker to Google Sheets, and alerts your warranty admin in Microsoft Teams to claims needing follow up.
Automated Golf Cart Warranty Claim Tracking
Every morning, WebRun checks BiT DMS for repair orders eligible for a manufacturer warranty claim, drafts the claim submission email in Gmail, and logs every claim's status in Google Sheets so nothing goes stale.
Automated ASPEN Whole-Goods Aging Alerts
WebRun checks ASPEN for whole-goods units aging past 90, 180, and 365 days on the lot, flags the ones burning the most floor plan interest, and posts a prioritized aging list to Slack for your sales manager.
Automated EverLogic Weekly Lot Inventory Report
Every Friday, WebRun pulls the full trailer inventory from EverLogic, logs unit counts by category and age to a tracking sheet, and sends the owner a Telegram summary before the weekend.
Automated DockMaster Winterization Outreach
Every Monday through fall, WebRun finds boats in DockMaster still needing winterization service, drafts a scheduling email for each owner, and gives your service team a Slack list to review before anything sends.
Automated RDN Storage Fee Accrual Alerts
WebRun tracks how long each recovered unit has sat in storage, logs the running fee, and flags units nearing your payout or auction threshold.
Automated Ideal Service Pickup Texts
Every few minutes, WebRun finds repair orders marked complete in Ideal DMS, drafts a ready for pickup text through TargetCRM texting, and leaves it queued for your service advisor to review and send.
Automated Karmak Unit Delivery Prep Checklists
Every morning, WebRun checks sold units in Karmak Fusion nearing their delivery date, posts your prep team a Microsoft Teams checklist for each unit, and prepares the delivery paperwork in DocuSign for your sales rep to review.
Automated Storage Payment Overdue Reminders
Every Monday, WebRun checks BiT DMS and QuickBooks for storage invoices past due, drafts a payment reminder text to each customer in Twilio, and gives your office manager a ranked list of who still owes.
Automated Warranty Claim Aging Alerts
WebRun checks ASPEN for open warranty claims approaching their OEM submission deadline, cross-checks which reimbursements have posted in QuickBooks, and posts an aging alert to Slack so nothing gets denied for a late filing.
Automated EverLogic Warranty Registration Tracking
Every Monday, WebRun checks EverLogic for trailers sold in the last 30 days with no warranty registration on file, logs the list to a tracking sheet, and drafts a reminder text for each customer for your warranty admin to review before sending.
Automated DockMaster Warranty Claim Prep
Every night, WebRun finds warranty repair work orders closed in DockMaster, assembles the claim packet, and routes it through DocuSign for the technician's certification before anyone submits it to the manufacturer.
Automated RDN Stale Assignment Alerts
Every week, WebRun finds assignments that have sat open too long in RDN, logs them with days open, and gives your team a clear list of what to close or return.
Automated Ideal Seasonal Unit Stocking Alerts
Every Monday, WebRun checks unit inventory in Ideal DMS against your seasonal stocking targets, confirms what is already on order in QuickBooks, and posts a shortage list to Slack before the selling season ramps up.
Automated Karmak Repair Order Status Updates
Every morning, WebRun opens Karmak Fusion, checks every open repair order, drafts a status update email for each fleet customer, and posts your service team a Microsoft Teams summary of what moved overnight.
Automated Spring Winback Campaign Drafts
Every Monday as spring approaches, WebRun checks BiT DMS for customers with no purchase or service in over a year, drafts a Mailchimp winback campaign with a seasonal offer, and pings your marketing lead in Telegram when it's ready.
Automated Used Equipment Appraisal Drafts
WebRun pulls a unit's service history and hours from ASPEN, checks recent comparable sales, drafts a suggested appraisal range in Google Sheets for the sales manager to confirm, and posts a Slack alert once the draft is ready for review.
Automated EverLogic Trailer VIN Intake Checks
WebRun checks EverLogic each morning for newly received trailers, matches each VIN against the manufacturer invoice, flags any mismatch or missing title document, logs the intake to a tracking sheet, and tells your sales team in Slack when a unit is ready to merchandise.
Automated DockMaster Trade-In Appraisal Follow-Ups
Every morning, WebRun finds trade-in appraisals in DockMaster with no customer decision after a few days, drafts a friendly check-in text in Twilio, and logs the outstanding list to a tracking sheet for your sales team.
Automated RDN Redemption Request Routing
When a redemption inquiry comes in, WebRun pulls the payoff, lienholder, and storage fee details from RDN and routes it to your office manager to call back.
Automated Ideal Repair Estimate Approval Chaser
Every morning, WebRun finds repair estimates sitting unapproved in Ideal DMS for more than 2 days, drafts a follow up email to each customer for you to review and send, and pings the assigned service advisor in Telegram.
Automated Karmak Service Bay Schedule Digest
Every morning before opening, WebRun checks scheduled repair orders in Karmak Fusion against Google Calendar bay bookings, and posts your service department a Microsoft Teams digest of what is booked in every bay today.
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