Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Payment processing
Automated Merchant Contract Renewal Tracking
Every week, WebRun checks IRIS CRM for merchant contracts and service agreements expiring in the next 60 days, posts a renewal tracker to Slack, and drafts renewal outreach emails in Gmail for your agents to send.
Payment processing
Automated Merchant Rate Change Notice Drafts
When a processor rate change is logged in IRIS CRM, WebRun identifies every affected merchant, drafts a compliant rate change notice for each, and posts a review list to Slack so your team can approve and send them on time.
Payment processing
Automated Merchant PCI Compliance Deadline Tracking
Every week, WebRun checks IRIS CRM for merchants whose PCI compliance is expiring or overdue, and posts a deadline tracker to your compliance Slack channel with each merchant's status and days remaining.
Payment processing
Automated Merchant Overdue Fee Collection Chaser
Every week, WebRun opens IRIS CRM, finds merchants with overdue account fees or statement charges, drafts a polite collection email for each, and posts a chase list to your billing Slack channel.
Payment processing
IRIS CRM Automated Merchant Onboarding Kickoff
When a new merchant lead is approved in IRIS CRM, WebRun drafts the welcome email, creates a DocuSign envelope for the MPA, and posts a kickoff checklist to Slack for your onboarding team.
Payment processing
Automated Merchant Attrition Alerts and Retention
Every week, WebRun scans IRIS CRM for merchants showing attrition signals like declining volume, dormancy, or support escalations, and posts a save-the-merchant worklist to Slack for your relationship team.
Payment processing
Automated Merchant Document Collection Chaser
Every morning, WebRun checks IRIS CRM for merchant applications missing required documents, drafts a chaser email for each, and logs every outstanding item in a Google Sheet for your onboarding team.
Payment processing
IRIS CRM Automated Delinquency Risk Worklist
Every week, WebRun checks IRIS CRM for merchants with elevated chargeback ratios, overdue fees, or risk flags, and posts a ranked delinquency worklist to Slack for your risk team to action.
Payment processing
Automated Data Entry from Processor Emails to IRIS CRM
When a processor sends a transaction report, chargeback notice, or approval email, WebRun reads the key data from Gmail and creates or updates the matching merchant record in IRIS CRM, eliminating manual copy-paste.
Payment processing
IRIS CRM Automated Chargeback Alert Worklist
Every morning, WebRun checks IRIS CRM for new chargebacks and retrievals, scores each by risk and days remaining to respond, and posts a prioritized worklist to Slack so your disputes team never misses a deadline.
Payment processing
IRIS CRM Automated Application Approval Routing
When a merchant application in IRIS CRM moves to Pending Approval, WebRun reads the risk tier and deal size, identifies the right approver, and sends them a Slack or email summary with all the details they need to decide.
Payment processing
IRIS CRM Automated Application Status Digest
Every morning, WebRun checks IRIS CRM for applications whose status changed in the last 24 hours, and sends each agent a personal Telegram message listing their applications that were approved, declined, or pended.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.