Automated Accolent ERP Credit Application Intake
When a new practice submits a credit application, WebRun opens Accolent ERP and creates a pending credit account with the requested terms, billing contact, and trade references, prefills a credit agreement envelope in DocuSign without sending it, and logs the application to a Google Sheet awaiting your finance team's credit limit decision.
How do I process a new practice credit application without extending terms automatically?
When a new practice submits a credit application, WebRun creates a pending credit account in Accolent ERP with their requested terms and trade references, prefills a credit agreement in DocuSign without sending it, and logs the application to a Google Sheet awaiting your finance team's credit limit decision, so nothing is approved or sent without a human sign off.
- Credit applications are logged and ready for review within minutes of submission
- Finance works from one queue instead of chasing paperwork across email
- No credit limit is set or agreement sent without a person deciding it first
Built for medical supply distributors · dental supply distributors · distributor finance teams · credit and collections managers
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
adssolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Accolent ERP - log the credit application
adssolutions.com
WebRun opens Accolent ERP to log the credit application. - Open Accolent ERP and create a pending credit account for the practice with the requested terms, billing contact, and trade references from the application
- Pull any order history if the practice has already bought as a cash account
- Set the account status to pending credit review
Done when A pending credit account exists in Accolent ERP with the application and any prior order history.
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2
DocuSign - draft the credit agreement
docusign.com
WebRun opens DocuSign to draft the credit agreement. - Open DocuSign and start a credit agreement envelope from the template
- Prefill the practice name and requested terms, leaving the credit limit field blank
- Leave the envelope as a draft. Do not send it until finance sets a limit
Done when A prefilled credit agreement is ready in DocuSign, unsent, awaiting a credit limit.
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3
Google Sheets - queue it for a finance decision
google.com
WebRun opens Google Sheets to queue it for a finance decision. - Open the Credit Application Log sheet
- Add a row with the practice name, requested terms, trade references, and any prior order history
- Mark the row awaiting credit decision and leave the credit limit column blank for finance to fill in
Done when The application is logged in the sheet awaiting a finance credit limit decision.
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 WebRun approve credit or send the agreement on its own?
No. WebRun logs the application and drafts the agreement, but setting a credit limit and sending the DocuSign envelope are left entirely to your finance team.
What if the practice already has cash order history with you?
Accolent ERP is checked for prior orders under the practice's name, and that history is attached to the pending account so finance can weigh it in the credit decision.
What happens to the application while finance decides?
It sits logged in the Credit Application sheet with a status of awaiting credit decision, so nothing is approved, denied, or sent until a person fills in a limit.
Related templates
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