Kick off a smooth client onboarding for every new survey project
When a new project deposit lands in Stripe, WebRun creates the project record in Carlson Software, prepares a DocuSign engagement letter envelope with the project details pre-filled, and drafts a welcome email in Gmail outlining the next steps for the client, leaving both the DocuSign envelope and the email for your review before anything goes to the client.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off client onboarding when a new survey project is confirmed?
When a new project deposit clears in Stripe, WebRun creates an active project record in Carlson Software, pre-fills your DocuSign engagement letter template with the client and project details, and drafts a professional welcome email in Gmail. Both the contract envelope and the email are held for your review before anything reaches the client.
- Every confirmed project triggers a complete onboarding package within minutes of deposit
- No engagement letter or welcome email reaches a client without your review
- Carlson Software is updated automatically so the crew lead has the job from day one
Built for land surveying firms · survey firm principals · survey office managers · civil engineering client services
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
dashboard.stripe.comin a real browser with your saved login - no setup, no API keys. -
1
Stripe - detect new project deposit payment
stripe.com How to Automate Stripe
WebRun opens Stripe to detect new project deposit payment. - Detect a new deposit payment in Stripe tagged with a project reference
- Read the client name, payment amount, project reference, and date
- Confirm the payment has cleared before triggering the onboarding workflow
Done when A cleared project deposit is confirmed in Stripe with the client and project details.
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2
Carlson Software - create new project record
carlsonsw.com How to Automate Carlson Software
WebRun opens Carlson Software to create new project record. - Open Carlson Software and create a new project record using the client and job details from Stripe
- Set the project status to Active and assign the default crew lead for the project type
- Attach the deposit confirmation and project scope notes to the record
Done when A new active project record exists in Carlson Software with the client and scope details.
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3
DocuSign - prepare engagement letter envelope
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare engagement letter envelope. - Open DocuSign and prepare an engagement letter envelope using your standard survey agreement template
- Pre-fill the client name, project scope, deposit amount, and project start date from the Carlson Software record
- Leave the envelope as a draft for your review before it is sent to the client for signature
Done when A pre-filled engagement letter envelope is ready in DocuSign awaiting your approval to send.
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4
Gmail - draft client welcome email for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft client welcome email for review. - Draft a professional welcome email for the client outlining the project timeline, next steps, and documents to expect
- Include the crew lead's contact details and the expected field visit window
- Leave the draft unsent for your review before it goes to the client
Done when A client welcome email draft is waiting in Gmail for your approval.
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 engagement letter or welcome email to the client automatically?
No. Both the DocuSign envelope and the Gmail welcome email are prepared but held for your review. You check the pre-filled details and approve each before anything reaches the client, so no contract is sent without your sign-off.
What if the deposit amount does not match the quoted price?
WebRun flags a discrepancy between the Stripe payment and the QuickBooks estimate in the Slack notification. The onboarding package is still prepared, but the payment mismatch is highlighted so you can resolve it before sending the engagement letter.
Can it handle multiple project types with different engagement letter templates?
Yes. You can configure a different DocuSign template per survey project type in your WebRun settings. WebRun reads the project type from Carlson Software and selects the correct template automatically.
Related templates
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