Kick off new drone client onboarding automatically after a contract is signed
When a new client contract is completed in DocuSign, WebRun reads the project details, creates a new project in DroneDeploy with the site information and service type, sets up the corresponding payment schedule in Stripe, and drafts a personalised welcome email in Gmail for your review before it goes to the new client.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off new drone client onboarding after a contract is signed?
When a new client signs their contract in DocuSign, WebRun reads the project and billing details, creates their site in DroneDeploy, prepares a draft Stripe payment schedule for your review, and saves a personalised welcome email in Gmail Drafts. You approve the payment setup and send the welcome, giving every new client a fast, consistent onboarding experience.
- New clients have a DroneDeploy project ready within minutes of signing, not days
- No payment is activated without a human reviewing the Stripe schedule first
- Every new client receives a personalised welcome email with next steps
Built for drone service companies · aerial mapping firms · UAV inspection operators · drone business owners
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
www.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - detect completed new client contract
docusign.com How to Automate DocuSign
WebRun opens DocuSign to detect completed new client contract. - Detect a newly completed envelope matching the new-client contract template
- Extract the client name, contact email, site address, service type, contract value, and agreed billing frequency from the signed document
Done when New client details are extracted from the completed DocuSign contract.
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2
DroneDeploy - create project with site and service details
dronedeploy.com How to Automate DroneDeploy
WebRun opens DroneDeploy to create project with site and service details. - Open DroneDeploy and create a new project for the client with the site address and service type from the contract
- Set the project name to the client name and site address format used by your team
- Add the contact email and any site notes from the contract to the project description
Done when The new client project is created in DroneDeploy with site and service details.
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3
Stripe - set up payment schedule for review
stripe.com How to Automate Stripe
WebRun opens Stripe to set up payment schedule for review. - Create a draft customer record in Stripe with the client name and email from the contract
- Prepare the payment schedule matching the agreed contract value and billing frequency, but leave it pending your review before activating
- Do not charge the client until you have reviewed and confirmed the payment schedule
Done when A Stripe customer record and draft payment schedule are prepared, pending your review.
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4
Gmail - draft welcome email with next steps for approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email with next steps for approval. - Draft a warm welcome email to the new client confirming their project is set up, explaining next steps (site access requirements, flight planning, expected timelines), and providing their DroneDeploy project link
- Save the draft unsent in Gmail Drafts for your review and approval before sending to the client
Done when A complete welcome email draft is waiting in Gmail Drafts for your approval.
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 charge the client or activate the Stripe payment schedule automatically?
No. WebRun creates a draft customer record and prepares the payment schedule in Stripe, but the schedule is not activated and no charge is made until you review and confirm it manually.
Will the welcome email go to the client without my approval?
No. The welcome email is saved as a Gmail draft for your review. Nothing is sent to the new client until you open the draft and click Send.
What if the contract contains different service types or billing terms?
WebRun reads the service type and billing frequency directly from the DocuSign envelope fields, so the DroneDeploy project and Stripe schedule reflect the exact terms in the signed contract.
Related templates
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