Automated LTL Customer Onboarding Kickoff
When a new LTL customer is added to your system, WebRun pulls the applicable lane rates and transit times from SMC3, sets up the customer account in QuickBooks with the correct freight class and payment terms, and drafts a personalized welcome email with shipping instructions for your team to review and send.
How do I automatically set up a new LTL customer account and prepare their welcome email?
When a new LTL customer is added, WebRun immediately pulls lane rates and NMFC freight class from SMC3, creates the customer account in QuickBooks with the correct billing terms, and drafts a personalized welcome email in Gmail with shipping instructions so your onboarding team only needs to review and send instead of building everything from scratch.
- New customer accounts are set up in QuickBooks within minutes of signup instead of hours
- Freight class is pulled from SMC3 automatically so billing errors from manual class entry are eliminated
- Onboarding team gets a personalized welcome email draft ready to send with one review
Built for LTL carriers · freight brokers · 3PLs · onboarding teams
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
www.smc3.comin a real browser with your saved login - no setup, no API keys. -
1
SMC3 - pull lane rates and transit times for the customer's key lanes
smc3.com
WebRun opens SMC3 to pull lane rates and transit times for the customer's key lanes. - Open SMC3 RateWare and run a rate query for the new customer's primary origin and destination lanes
- Pull the applicable freight class, transit times, and any carrier-specific accessorials for those lanes
- Capture the rate data to populate the account setup and the welcome email
Done when Lane rates, transit times, and freight class details are captured for the new customer's primary lanes.
-
2
QuickBooks - create the customer account with correct freight class and terms
- Create a new customer record in QuickBooks with the name, billing address, and payment terms
- Apply the correct freight class and lane-rate reference from the SMC3 data
- Set up the default invoice template for LTL freight billing
Done when The new customer account is created in QuickBooks and ready to receive freight invoices.
-
3
Gmail - draft personalized welcome email with shipping instructions
gmail.com
WebRun opens Gmail to draft personalized welcome email with shipping instructions. - Draft a personalized welcome email to the new customer with their shipping instructions, freight class guidance, and key transit times
- Include the customer's account number from QuickBooks and the primary carrier options for their lanes
- Leave the draft unsent in Gmail for your onboarding team to review and personalize before sending
Done when A personalized welcome email draft is ready in Gmail for the onboarding team to review.
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 welcome email to the new customer automatically?
No. WebRun drafts the welcome email and leaves it unsent in Gmail so your onboarding team can personalize it and confirm the details before it goes to the customer.
How does it know which freight class to assign the new customer?
It pulls the applicable NMFC freight class from SMC3 based on the commodity type and lane details you provide at the time of signup. Your team can adjust the class in QuickBooks before the account goes live.
What if the new customer ships multiple commodities at different freight classes?
You can provide a commodity list at signup and WebRun will pull the freight class for each one from SMC3, listing all applicable classes in the QuickBooks account setup notes.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.