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For payment ISOs, compliance officers & merchant services managers

Track PCI compliance deadlines before they become violations

Every Monday, WebRun opens IRIS CRM, reads each merchant's PCI compliance status and expiry date, flags any merchant whose compliance expires within 30 days or is already overdue, posts a prioritized tracker to the compliance Slack channel, and creates Google Calendar reminders for upcoming deadlines.

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  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 IRIS CRM read PCI compliance status for each merchant
2 Slack post prioritized compliance deadline tracker
3 Google Calendar create reminders for upcoming expirations
Run a sample
In short

How do I automatically track PCI compliance deadlines across my merchant portfolio?

WebRun checks IRIS CRM every Monday for merchants with expiring or overdue PCI compliance, posts a prioritized deadline tracker to your Slack compliance channel, and adds Google Calendar reminders for each upcoming expiry. Your team sees every at-risk merchant each week, well before any penalty window opens.

  • No merchant PCI deadline is missed with weekly Slack and calendar alerts
  • Non-compliant merchants are surfaced at the top of the list every Monday
  • Google Calendar reminders give the team 30 days of advance notice per expiry

Built for payment ISOs · compliance officers · merchant services managers · ISO risk teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens iriscrm.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    IRIS CRM - read PCI compliance status for each merchant
    iriscrm.com How to Automate IRIS CRM
    WebRun in IRIS CRM: read PCI compliance status for each merchant
    WebRun opens IRIS CRM to read PCI compliance status for each merchant.
    • Open IRIS CRM and navigate to the merchant compliance section
    • For each merchant, read the PCI compliance status (compliant, non-compliant, or pending) and expiry date
    • Flag any merchant whose compliance expires in the next 30 days or whose status is already non-compliant

    Done when All merchants with upcoming or overdue PCI compliance are identified and listed.

  3. 2
    Slack - post prioritized compliance deadline tracker
    slack.com How to Automate Slack
    WebRun in Slack: post prioritized compliance deadline tracker
    WebRun opens Slack to post prioritized compliance deadline tracker.
    • Post a compliance deadline tracker to the compliance Slack channel
    • List overdue merchants at the top, followed by those expiring within 30 days, sorted by expiry date
    • Include merchant name, compliance status, expiry date, and days remaining for each entry

    Done when The compliance team has this week's deadline tracker in Slack.

  4. 3
    Google Calendar - create reminders for upcoming expirations
    calendar.google.com How to Automate Google Calendar
    WebRun in Google Calendar: create reminders for upcoming expirations
    WebRun opens Google Calendar to create reminders for upcoming expirations.
    • For each merchant expiring within 30 days, create a Google Calendar event on their expiry date
    • Title each event with the merchant name and 'PCI Compliance Expiry'
    • Add the compliance team as attendees and include the IRIS CRM record link in the event description

    Done when Calendar reminders are set for every upcoming PCI compliance expiry.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
iriscrm.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Compliance tracker · Slack
OutputWhat each run produces - A weekly Slack compliance tracker listing PCI status by merchant, plus Google Calendar reminders for each upcoming expiry.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it notify merchants directly about their compliance status?

No. WebRun posts only to your internal Slack channel and Google Calendar. Any merchant-facing communication is drafted separately for your team to review and approve.

How far in advance does it flag expiring compliance?

It flags any merchant whose PCI compliance expires within the next 30 days, giving your team enough lead time to chase the re-validation before the deadline.

What if a merchant updates their compliance status mid-week?

Each Monday run reads live status from IRIS CRM, so any merchant who renewed their PCI compliance since last week is automatically removed from the flagged list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.