All templates

Automated Leapfin Revenue Schedule Onboarding

When a new customer contract is added to your system, WebRun opens Leapfin to set up the revenue recognition schedule for the new contract, adds a Google Calendar milestone for the first recognition date and close deadline, and posts a kickoff checklist to Slack so the accounting team completes setup without delay.

Deploy this workflow Browse all templates
Runs on WebRun · Strict Lockdown policy
When a new customer contract is added WebRunorchestrates each step
1 Leapfin set up revenue recognition schedule
2 Google Calendar add recognition and close milestones
3 Slack post setup kickoff checklist
In short

How do I automatically kick off revenue recognition setup for new customers?

WebRun kicks off revenue recognition setup for every new customer by opening Leapfin to create a draft revenue schedule, adding first-recognition and close-deadline milestones to Google Calendar, and posting a setup checklist to Slack. The accounting lead reviews and activates the schedule before any revenue is recognized.

  • Every new customer has a draft revenue schedule in Leapfin within minutes of contract signature
  • First-recognition deadlines are on the accounting calendar before setup is complete
  • No new contract falls through the cracks due to manual onboarding delays

Built for revenue accounting managers · controllers · SaaS finance teams · revenue operations 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 app.leapfin.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Leapfin - set up revenue recognition schedule
    leapfin.com
    WebRun in Leapfin: set up revenue recognition schedule
    WebRun opens Leapfin to set up revenue recognition schedule.
    • Open Leapfin and navigate to the revenue schedule setup screen
    • Enter the new customer name, contract start date, contract value, and recognition method (straight-line or milestone-based)
    • Save the draft schedule but do not activate it until the accounting lead reviews and confirms the contract terms

    Done when A draft revenue recognition schedule exists in Leapfin for the new customer, pending accounting-lead approval.

  3. 2
    Google Calendar - add recognition and close milestones
    calendar.google.com
    WebRun in Google Calendar: add recognition and close milestones
    WebRun opens Google Calendar to add recognition and close milestones.
    • Open Google Calendar and add a milestone event for the new customer's first recognition date
    • Add a second event for the month-end close deadline in the first recognition period
    • Invite the accounting lead and revenue manager to both events

    Done when Recognition and close milestones are on the accounting team calendar for the new customer.

  4. 3
    Slack - post setup kickoff checklist
    slack.com
    WebRun in Slack: post setup kickoff checklist
    WebRun opens Slack to post setup kickoff checklist.
    • Post a kickoff checklist to the accounting Slack channel: confirm contract terms, activate schedule in Leapfin, set up data ingestion from the payment source, verify first recognition date
    • Tag the accounting lead responsible for the new customer
    • Include the contract value and start date for reference

    Done when The accounting team has a kickoff checklist in Slack with all setup steps for the new customer.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.leapfin.com
ScheduleRuns automatically on this cadence
When a new customer contract is added
DeliveryHow each run's result reaches you
Setup checklist · Slack
OutputWhat each run produces - A Slack kickoff checklist for the new customer's rev-rec setup, plus a draft Leapfin schedule and Google Calendar milestones.
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

Does it activate the revenue schedule automatically in Leapfin?

No. WebRun creates the schedule as a draft. The accounting lead reviews and activates it in Leapfin after confirming the contract terms are correct.

What if the contract uses milestone-based recognition instead of straight-line?

The kickoff checklist includes a step to confirm the recognition method with the accounting lead. WebRun notes the method in the draft schedule but leaves the configuration to the accountant.

How does WebRun know when a new contract has been signed?

You trigger the run manually or connect it to your CRM or contract system so WebRun fires automatically when a new contract record is created.

Keep going

Related templates

Automated Leapfin Data Ingestion Status Digest
Every morning, WebRun checks Leapfin for new transaction data ingested from each source, flags any failed or incomplete feeds, and posts a status digest to your accounting Slack channel.
Leapfin›Stripe›Slack
Automated Leapfin Journal Entry Approval Routing
When Leapfin flags journal entries ready for posting, WebRun drafts an approval request and routes it to the correct reviewer in Slack based on entry type and amount.
Leapfin›Slack›Gmail
Automated ASC 606 Compliance Deadline Tracker
Every Monday, WebRun checks Leapfin for upcoming ASC 606 compliance tasks and close deadlines, and posts a prioritized to-do list to your accounting Slack channel.
Leapfin›Google Calendar›Slack

Put this on autopilot.

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

Deploy this workflow Talk to us