IRIS CRM Automated Application Status Digest
Every morning, WebRun opens IRIS CRM, reads all merchant applications whose status changed in the last 24 hours, groups the updates by assigned agent, and sends each agent a personal Telegram message listing which of their applications moved to approved, declined, or pending-additional-info status.
How do I automatically notify agents about application status changes each morning?
WebRun checks IRIS CRM every morning for merchant applications whose status changed overnight, groups the updates by assigned agent, and sends each agent a personal Telegram briefing listing their approvals, declines, and pending requests. Agents start every day knowing exactly where each application stands.
- Agents start every day knowing exactly which applications moved overnight
- No declined or pending application goes unnoticed until the agent logs in
- Manager oversight is built in with an optional all-declines summary
Built for payment ISOs · merchant services agents · ISO sales managers · boarding 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
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - read applications with status changes in last 24 hours
iriscrm.com
WebRun opens IRIS CRM to read applications with status changes in last 24 hours. - Open IRIS CRM and filter merchant applications to those whose status changed in the last 24 hours
- For each changed application, capture the merchant name, previous status, new status, assigned agent, and any notes from the processor
- Group the updates by assigned agent
Done when All status-changed applications are grouped by agent with their update details.
-
2
Telegram - send each agent their personal status update
telegram.org
WebRun opens Telegram to send each agent their personal status update. - For each agent with at least one status change, compose a concise Telegram message listing their applications and what changed
- Format the message to show approvals, declines, and pending requests separately
- Send each message directly to the agent's Telegram account
Done when Every agent with a status change in their pipeline has received a personal Telegram briefing.
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
Does every agent get a message every morning?
Only agents who have at least one status change in their pipeline receive a message. Agents with no updates are skipped so nobody gets empty notifications.
Can it also alert a manager about declined applications?
Yes. During setup you can add a manager Telegram account to receive a separate summary of all declines across the team each morning.
What if an agent's Telegram is not connected?
WebRun will note the missing Telegram link and include that agent's updates in a fallback channel or manager digest so no status change is lost.
Related templates
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