Automated Merchant Contract Renewal Tracking
Every Monday, WebRun opens IRIS CRM, reads each merchant's contract term and expiry date, flags any agreement expiring within 60 days, drafts a renewal outreach email in Gmail for the assigned agent, and creates a Google Calendar reminder for the expiry date. Agents review and send each email before it reaches a merchant.
How do I automatically track and manage merchant contract renewals?
WebRun opens IRIS CRM every Monday, finds merchant contracts expiring within 60 days, drafts a renewal outreach email in Gmail for the assigned agent, and creates a Google Calendar reminder on the expiry date. All emails are held as drafts for agents to review, so no merchant is contacted without approval.
- No merchant contract lapses unnoticed with 60-day advance flagging
- Renewal outreach emails are pre-drafted and ready for agents to send
- Calendar reminders ensure every agent has the renewal date blocked well in advance
Built for payment ISOs · merchant services agents · ISO account managers · portfolio 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
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - find contracts expiring within 60 days
iriscrm.com
WebRun opens IRIS CRM to find contracts expiring within 60 days. - Open IRIS CRM and filter merchant contracts to those expiring within the next 60 days
- For each expiring contract, capture the merchant name, expiry date, contract value, assigned agent, and current processing volume
- Sort by expiry date so the most urgent renewals appear first
Done when All contracts expiring in the next 60 days are listed with their details.
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2
Gmail - draft renewal outreach email for assigned agent
gmail.com
WebRun opens Gmail to draft renewal outreach email for assigned agent. - Draft a renewal outreach email for each expiring contract, addressed to the merchant contact
- Include the current contract terms, expiry date, and an invitation to discuss renewal options
- Save each email as a Gmail draft assigned to the merchant's agent for review and sending
Done when A renewal outreach email draft is ready in Gmail for every expiring contract.
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3
Google Calendar - create expiry reminder for the agent
calendar.google.com
WebRun opens Google Calendar to create expiry reminder for the agent. - Create a Google Calendar event on each contract's expiry date titled with the merchant name and 'Contract Renewal Deadline'
- Add the assigned agent as the attendee and include a link to the IRIS CRM record in the event description
- Set a reminder for two weeks before expiry so the agent gets advance notice
Done when Calendar reminders are created for every expiring contract and its assigned agent.
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 contact merchants about their contract renewal automatically?
No. Every renewal outreach email is saved as a Gmail draft. The assigned agent reviews and sends it, so no merchant receives communication without a human approving it first.
How far in advance does the 60-day window start?
WebRun flags contracts expiring within 60 calendar days. You can adjust this window to 30 or 90 days during setup depending on your typical renewal lead time.
Can it track multi-year contracts with automatic renewal clauses?
Yes. If the contract terms are recorded in IRIS CRM, WebRun reads the next renewal date regardless of whether the agreement auto-renews or requires explicit action.
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