DMSi Agility Automated Contractor Onboarding Kickoff
When a new customer account is created in DMSi Agility, WebRun reads the account record, flags any missing setup fields such as credit limit, pricing group, or tax code, logs the account in a Google Sheets onboarding tracker, posts a Slack alert to the credit manager, and drafts a welcome email in Gmail for review before sending.
How do I automate contractor account setup when a new customer is added in DMSi Agility?
When a new contractor account is created in DMSi Agility, WebRun reads the record, flags any missing setup fields such as credit limit and pricing group, logs the account in a Google Sheets tracker, alerts the credit manager in Slack, and drafts a welcome email in Gmail for review before any communication reaches the contractor.
- New contractor accounts are fully configured before the first order is placed
- Credit managers are alerted within minutes of a new account creation
- No welcome email reaches a contractor without a human review
Built for lumber dealers · building materials distributors · credit managers · inside sales 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.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - read new customer record and flag missing fields
dmsi.com
WebRun opens DMSi Agility to read new customer record and flag missing fields. - Open DMSi Agility and navigate to the newly created customer account
- Check that credit limit, pricing group, tax code, delivery terms, and sales rep assignment are all populated
- Note any missing or default-only fields that need attention before the account can trade
Done when New account record is read and all setup gaps are identified.
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2
Google Sheets - log account in onboarding tracker
google.com
WebRun opens Google Sheets to log account in onboarding tracker. - Add a new row to the contractor onboarding tracker with the account name, date created, and list of outstanding setup items
- Mark the row as pending until the credit manager signs off
Done when New account is logged in the onboarding tracker with its setup checklist.
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3
Slack - alert credit manager to review the account
slack.com
WebRun opens Slack to alert credit manager to review the account. - Post an alert to the credit-management Slack channel with the account name, setup gaps, and a link to the tracker row
- Tag the assigned credit manager directly
Done when Credit manager is alerted in Slack with the full setup checklist.
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4
Gmail - draft welcome email for credit manager approval
gmail.com
WebRun opens Gmail to draft welcome email for credit manager approval. - Draft a professional welcome email addressed to the new contractor with their account number and next steps
- Save the draft unsent in Gmail for the credit manager to review, personalize, and send
- Never send the welcome email automatically
Done when Draft welcome email is waiting in Gmail for credit manager review and 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 welcome email to the contractor automatically?
No. WebRun drafts the welcome email and saves it unsent in Gmail. The credit manager reviews, personalizes, and sends it. No outbound email goes to the customer without approval.
Which setup fields does it check?
It checks that credit limit, pricing group, tax exemption code, delivery terms, and sales rep assignment are all set. Any field left at its default or blank is flagged in the Slack alert and tracker.
What happens once the credit manager completes the setup?
The manager marks the tracker row as complete in Google Sheets. The account then appears in the next day's onboarding report showing it is fully configured and ready to trade.
Related templates
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