Automated B2B Returns Portal Onboarding in ReverseLogix
When a new B2B customer account is created in ReverseLogix, WebRun reads the account details and configured return policy entitlements, drafts a personalized portal onboarding email in Gmail, and creates a DocuSign envelope for the return policy agreement so the account team can review everything before sending.
How do I automatically draft onboarding materials for new B2B returns portal customers?
When a new B2B customer account is created in ReverseLogix, WebRun reads the account details and policy entitlements, drafts a personalized portal onboarding email in Gmail, and pre-fills a return policy agreement envelope in DocuSign. Account teams review both and send with one click, cutting manual onboarding time from hours to minutes.
- New B2B customers receive a personalized onboarding email within hours of account creation
- Return policy agreement arrives via DocuSign pre-filled and ready to sign
- Account team reviews both materials before any customer touchpoint
Built for B2B account management teams · reverse logistics sales teams · 3PL customer success · returns platform implementation managers
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
app.reverselogix.comin a real browser with your saved login - no setup, no API keys. -
1
ReverseLogix - read new B2B account details and policy entitlements
reverselogix.com
WebRun opens ReverseLogix to read new B2B account details and policy entitlements. - Open ReverseLogix and locate the newly created B2B customer account
- Read the account name, primary contact email, assigned return policy tier, and portal access level
- Note any vendor entitlements or special return window rules configured for this account
Done when New B2B account details and return policy entitlements are captured.
-
2
DocuSign - create return policy agreement envelope
docusign.com
WebRun opens DocuSign to create return policy agreement envelope. - Create a DocuSign envelope using the standard B2B return policy agreement template
- Pre-fill the customer name, company, and the specific policy tier assigned in ReverseLogix
- Leave the envelope in Draft status for the account team to review and send
Done when A pre-filled DocuSign return policy agreement envelope is in Draft status, ready for account team review.
-
3
Gmail - draft personalized onboarding email
gmail.com
WebRun opens Gmail to draft personalized onboarding email. - Draft a personalized onboarding email to the primary contact
- Include the portal access URL, their return policy tier, key entitlements, and a note that the policy agreement will arrive via DocuSign
- Leave the email as a draft in Gmail for the account team to review and send
Done when A personalized onboarding draft email is ready in Gmail for account team review and send.
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 onboarding email or DocuSign agreement automatically?
No. Both the onboarding email and the DocuSign envelope are left in draft or review status. Your account team reviews both before anything reaches the customer.
How does it know which return policy tier to use?
It reads the policy tier assigned to the new account in ReverseLogix when the account is created. That assignment drives both the email content and the pre-filled DocuSign template.
Can it handle multiple contacts per new account?
Yes. If the ReverseLogix account has more than one contact, WebRun drafts an onboarding email for each and names them in the DocuSign recipients list, ready for the account team to confirm.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.