Automated EverLogic Deposit Followup Tracking
Every morning, WebRun opens Sales & Finance in EverLogic, flags deposited deals open more than 5 business days, confirms each deposit posted in QuickBooks, logs the aging list to a tracking sheet, and drafts a follow up text in Twilio for each customer for the assigned salesperson to review before sending.
How do I follow up on deposits before a trailer deal goes cold?
Every morning, WebRun checks EverLogic for deposited deals open more than 5 business days, confirms each deposit actually posted in QuickBooks, and logs the aging list to a tracking sheet. It drafts a follow up text per customer in Twilio for the assigned salesperson to review and send, so a deposited deal never quietly goes cold.
- Deposited deals get a follow up before they go cold, not after
- Every deposit is confirmed against QuickBooks before a text goes out
- Salespeople start the day with a ranked list of deals to chase
Built for trailer dealership salespeople · sales managers · F&I 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
apps.everlogic.comin a real browser with your saved login - no setup, no API keys. -
1
EverLogic - find open deals with an aging deposit
everlogic.com
WebRun opens EverLogic to find open deals with an aging deposit. - Open Sales & Finance in EverLogic and filter deals with a deposit but no completed sale
- Flag any deposited deal open more than 5 business days
- Note the customer, unit, deposit amount, and the salesperson of record
Done when Every aging deposited deal is listed with its salesperson and days open.
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2
QuickBooks - confirm the deposit posted
- Confirm each deposit amount actually posted to the customer's account
- Flag any deposit shown in EverLogic with no matching QuickBooks entry
Done when Every aging deal's deposit has been confirmed against QuickBooks.
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3
Google Sheets - log the aging deposit list
google.com
WebRun opens Google Sheets to log the aging deposit list. - Append each aging deposited deal to the deposit tracking sheet
- Record customer, unit, deposit amount, days open, and salesperson
- Mark any deal without a matching QuickBooks entry in a separate column
Done when The tracking sheet reflects every aging deposited deal for the week.
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4
Twilio - draft a follow up text to the customer
twilio.com
WebRun opens Twilio to draft a follow up text to the customer. - Draft a friendly follow up text to each customer referencing their unit and deposit
- Ask whether they need anything to finish the purchase, financing or otherwise
- Leave every text unsent for the assigned salesperson to review and send. Do not text the customer automatically
Done when A follow up text is drafted for every aging deposited deal, waiting on the salesperson.
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 text the customer about their deposit automatically?
No. It drafts the follow up text in Twilio and leaves it unsent. The assigned salesperson reviews and sends it, so no customer gets a message WebRun wrote without a human check.
How does it confirm the deposit is real?
It checks that each deposit shown in EverLogic has a matching entry in QuickBooks, flagging any deposit that was recorded on the deal but never actually posted.
What counts as an aging deposit?
Any deal with a deposit on file but no completed sale after 5 business days. That threshold can be adjusted to match how long your team typically gives a deal to close.
Related templates
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