Automated Tradify Quote to Job Reconciliation
Each morning, WebRun opens Tradify, finds quotes marked accepted in the last day, checks whether each one already has a job scheduled, posts any gap to Microsoft Teams, and creates a Trello card so the booking doesn't slip through.
How do I make sure every accepted Tradify quote gets scheduled as a job?
WebRun checks every Tradify quote accepted in the last day and confirms it already has a job on the schedule. Any accepted quote without a booked job gets posted to Microsoft Teams and turned into a Trello card, so a signed deal never sits forgotten between being accepted and actually being scheduled.
- Accepted quotes stop falling through the cracks before they are scheduled
- The team sees unbooked work in Teams the same morning it is found
- Every gap gets a Trello card instead of a mental note
Built for Trade contractors · plumbers · electricians · field service businesses
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
go.tradifyhq.comin a real browser with your saved login - no setup, no API keys. -
1
Tradify - find accepted quotes
tradifyhq.com
WebRun opens Tradify to find accepted quotes. - Open Tradify and filter quotes to Accepted
- Check whether each accepted quote already has a matching job on the schedule
- List any accepted quote with no job booked yet
Done when Every quote accepted since the last run has been checked against the schedule.
-
2
Microsoft Teams - flag any quote without a job
microsoft.com
WebRun opens Microsoft Teams to flag any quote without a job. - Post the customer name and quote value for each unbooked quote
- Note how many days it has been since acceptance
- Stay quiet when every accepted quote already has a job
Done when The team has visibility on any accepted quote still unbooked.
-
3
Trello - create a card to book it
trello.com
WebRun opens Trello to create a card to book it. - Create a card on the scheduling board for each unbooked quote
- Add the customer name and quote value to the card
- Leave it in the To Book column for the scheduler
Done when A Trello card exists for every accepted quote still waiting on a job.
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
Does it book the job itself?
No. WebRun only flags the gap and creates a Trello card for the scheduler. Booking the actual job time stays a human decision in Tradify.
What if the quote was accepted but the customer changed their mind?
WebRun only reads the quote status in Tradify. If it is later marked declined or withdrawn, the next run stops flagging it.
Will it create duplicate Trello cards?
No. It checks for an existing open card for that quote before creating a new one, so each gap only gets one card.
Related templates
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