Kick off new merchant onboarding without the manual steps
When a new merchant is marked approved in IRIS CRM, WebRun opens the record, pulls the merchant details, drafts a welcome email in Gmail for your review, creates a DocuSign envelope for the merchant processing agreement, and posts a kickoff checklist to your onboarding Slack channel.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off merchant onboarding when a new account is approved?
WebRun monitors IRIS CRM for newly approved merchants and, within minutes, creates a pre-filled DocuSign MPA draft, drafts a welcome email in Gmail, and posts a staffed kickoff checklist to Slack. Every outbound item waits for human approval before reaching the merchant.
- Onboarding kickoff happens within minutes of approval, not hours
- MPA drafts and welcome emails are pre-filled and ready to send
- No new merchant falls through the cracks after approval
Built for payment ISOs · merchant services agents · ISO sales teams · payment processors
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
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - detect newly approved merchant
iriscrm.com How to Automate IRIS CRM
WebRun opens IRIS CRM to detect newly approved merchant. - Open IRIS CRM and find the merchant record just moved to Approved status
- Capture the merchant name, DBA, contact email, assigned agent, and processor
- Note any special conditions flagged on the application
Done when All merchant details needed for onboarding are captured.
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2
DocuSign - create MPA envelope for signing
docusign.com How to Automate DocuSign
WebRun opens DocuSign to create MPA envelope for signing. - Open DocuSign and create a new envelope using the merchant processing agreement template
- Pre-fill the merchant's legal name, DBA, and contact details in the template fields
- Save the envelope as a draft for your team to review before sending
Done when A ready-to-send DocuSign MPA envelope is saved as a draft.
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3
Gmail - draft welcome email for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email for review. - Draft a welcome email addressed to the merchant contact
- Include next steps, the DocuSign link placeholder, and your support contact
- Leave the email as a draft for your team to review and send
Done when A welcome email draft is ready in Gmail for human review.
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4
Slack - post onboarding checklist to team
slack.com How to Automate Slack
WebRun opens Slack to post onboarding checklist to team. - Post a kickoff checklist to the onboarding channel listing the merchant name, assigned agent, and pending tasks
- Tag the assigned onboarding rep so they see it immediately
- Include a direct link to the IRIS CRM record and the DocuSign envelope
Done when The onboarding team has the checklist and links in Slack.
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 or DocuSign envelope automatically?
No. Both are saved as drafts for a human to review and send. Nothing goes to the merchant without your approval.
Which merchant processing agreement template does it use?
It uses the DocuSign template you set up during onboarding. You can keep multiple templates and specify which applies to each processor.
What happens if the merchant record is missing a required field?
WebRun flags the gap in the Slack checklist and pauses until the field is filled, so no incomplete applications slip through.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.