DMSi Agility Automated Account Balance Reminders
Every Monday, WebRun opens DMSi Agility, finds contractor accounts within 10 percent of their credit limit or with invoices past due, pulls the open invoice detail and aging from QuickBooks, and drafts a balance reminder email in Gmail for each account, left unsent for your credit team to review before it goes out.
How do I catch contractor accounts approaching their credit limit?
Every Monday, WebRun opens DMSi Agility and finds contractor accounts within 10 percent of their credit limit or carrying a past due invoice. It confirms the open balance in QuickBooks, then drafts a balance reminder email in Gmail for each account, left unsent until your credit team reviews it, so no contractor is chased by mistake.
- Credit risk surfaces every Monday instead of at month-end close
- Reminder emails are ready to send, not written from scratch by the credit team
- No contractor is emailed about a balance that already cleared
Built for roofing and siding distributors · credit and AR teams · branch managers · outside sales reps
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
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - find accounts near or over their credit limit
dmsi.com
WebRun opens DMSi Agility to find accounts near or over their credit limit. - Open DMSi Agility and pull every contractor account's current balance against its assigned credit limit
- Flag accounts within 10 percent of their limit or with any invoice past its terms
- Note the assigned sales rep for each flagged account
Done when Every at-risk contractor account is listed with its balance, limit, and rep.
-
2
QuickBooks - pull open invoice detail and aging
- Look up the open invoice detail for each flagged account, including invoice number, amount, and days overdue
- Total the past due amount separately from the current balance
- Confirm no payment has posted since the DMSi Agility balance was pulled
Done when Every flagged account has its open invoice detail and past due total confirmed.
-
3
Gmail - draft the balance reminder for review
gmail.com
WebRun opens Gmail to draft the balance reminder for review. - Draft a balance reminder email for each account listing the current balance, credit limit, and any past due invoices
- Keep the tone professional and reference the assigned sales rep as the point of contact
- Save every email as a draft for the credit team to review and send
Done when A draft balance reminder is ready for every at-risk account, unsent.
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 email contractors about their balance without approval?
No. WebRun drafts the balance reminder in Gmail and leaves it unsent. Your credit team reviews and sends each one, so no contractor gets a balance email automatically.
How does it decide an account is at risk?
It flags any contractor account within 10 percent of its assigned credit limit in DMSi Agility, or carrying an invoice already past its payment terms, so both a tight limit and a slow payer surface the same way.
Does it check for payments that posted after the balance was pulled?
Yes. It confirms the open invoice detail against QuickBooks before drafting a reminder, so an account that just paid is not chased for a balance that is already cleared.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.