Automated ArcSite Signed Contract Follow-Ups
Every few minutes, WebRun checks DocuSign for waterproofing contracts newly signed, updates the matching job in ArcSite to ready-to-schedule, drafts a warm confirmation email for the customer in Gmail, and posts your crew a Slack note to book the start date.
How do I automatically follow up when a waterproofing contract is signed?
Every few minutes, WebRun checks DocuSign for newly signed waterproofing contracts, updates the matching ArcSite job to ready to schedule, and drafts a warm confirmation email in Gmail for the customer. It then posts your crew a Slack note with the address and scope, so a signed contract turns into a scheduled job within minutes, not days.
- Signed contracts turn into scheduled jobs within minutes
- Every customer gets a warm confirmation drafted and ready to send
- Crews learn about new jobs the moment paperwork is signed
Built for basement waterproofing contractors · waterproofing sales reps · project coordinators · crew schedulers
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.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - detect the signed contract
docusign.com
WebRun opens DocuSign to detect the signed contract. - Check DocuSign for waterproofing contracts signed since the last run
- Read the customer name, property address, and signed scope of work
- Skip any contract already picked up in an earlier run
Done when Every newly signed contract is captured with its customer and scope.
-
2
ArcSite - update the job to ready to schedule
arcsite.com
WebRun opens ArcSite to update the job to ready to schedule. - Open the matching job in ArcSite
- Mark the job status as ready to schedule
- Attach the signed scope of work to the job record
Done when The job in ArcSite reflects the signed contract and is ready to schedule.
-
3
Gmail - draft the confirmation email
gmail.com
WebRun opens Gmail to draft the confirmation email. - Draft a warm confirmation email thanking the customer for signing
- Summarize the scope of work and what happens next
- Leave the email as a draft for your office to review and send
Done when A confirmation draft sits ready in Gmail for every newly signed contract.
-
4
Slack - tell the crew to book it
slack.com
WebRun opens Slack to tell the crew to book it. - Post your crew a note that a new job is ready to schedule
- Include the property address and the signed scope of work
Done when Your crew has a Slack note to book the job's start date.
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 the customer without me reviewing it first?
No. WebRun drafts the confirmation email in Gmail and leaves it unsent. Your office reviews and sends it, so no customer message goes out unchecked.
Does it change anything in DocuSign?
No. WebRun only reads DocuSign for contracts that are already signed. It never sends, voids, or edits an envelope.
Will the same contract trigger a duplicate job update?
No. It tracks which signed contracts it has already picked up, so a contract is only processed once even if it checks every few minutes.
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