Automated Tinsel CRM Deposit Invoice Reminders
Every morning, WebRun opens Tinsel CRM, finds scheduled jobs with an unpaid deposit within 10 days of install, drafts a payment reminder in Tinsel CRM for each client, checks Stripe to skip anyone who already paid, and posts your office manager a Slack chase list ranked by days until install.
How do I chase unpaid holiday lighting deposit invoices before install day?
WebRun checks Tinsel CRM every morning for scheduled jobs with an unpaid deposit due within 10 days, drafts a polite reminder for each client, and confirms in Stripe which deposits already cleared. It then posts your office manager a ranked Slack chase list, so no install goes out with an unpaid deposit.
- No install goes out with an unpaid deposit sitting unnoticed
- Office manager gets a Slack chase list ranked by install urgency every morning
- Deposits already paid in Stripe drop off the list automatically
Built for holiday lighting office managers · Christmas light installers · seasonal lighting business owners · exterior lighting admin staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.tinselcrm.comin a real browser with your saved login - no setup, no API keys. -
1
Tinsel CRM - find unpaid deposits nearing install
tinselcrm.com
WebRun opens Tinsel CRM to find unpaid deposits nearing install. - Open Tinsel CRM and filter jobs with a deposit due within 10 days of install
- Draft a polite payment reminder for each client, referencing their job date
- Leave every reminder unsent. Do not message the client automatically
Done when Every job with an unpaid deposit has a drafted reminder and an install date.
-
2
Stripe - confirm which deposits already cleared
stripe.com
WebRun opens Stripe to confirm which deposits already cleared. - Look up each job's deposit invoice in Stripe
- Mark any that already show as paid
- Remove paid deposits from the chase list
Done when The list reflects only deposits that are genuinely still outstanding.
-
3
Slack - post the chase list
slack.com
WebRun opens Slack to post the chase list. - Post the outstanding deposits to the office channel, soonest install first
- Include the client, amount, and drafted reminder link for each
- Tag the office manager for jobs within 3 days of install
Done when The office manager has today's chase list ranked by urgency.
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 message clients for payment without approval?
No. WebRun only drafts the reminder inside Tinsel CRM. Your office manager reviews and sends it, so no client is charged or messaged automatically.
How close to install day does it start chasing a deposit?
By default it flags jobs within 10 days of install. That window can be widened or narrowed in your run settings.
What if the deposit was already paid?
It checks the live invoice status in Stripe each morning, so any deposit that already cleared drops off the chase list automatically.
Related templates
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