Renew expiring certificates before they lapse
Every Monday, WebRun opens EXEMPTAX, finds certificates expiring within 60 days, confirms each customer is still active in Shopify, queues a guided renewal request, and drafts a friendly reminder email pointing them to it. Every draft is left unsent for a human to approve before it reaches the customer.
- No credit card
- Under $0.01 per run
- Cancel anytime
Shopify
confirm the customer is active
How do I remind customers to renew expiring exemption certificates?
Every Monday, WebRun opens EXEMPTAX, finds certificates expiring within 60 days, and confirms each customer is still active in Shopify. It queues a guided renewal and drafts a reminder email linking to it, left unsent for review, so certificates get renewed with weeks of lead time instead of lapsing and putting exempt sales at risk.
- Certificates get renewed with weeks of lead time, not after they lapse
- Each reminder is drafted and waiting, so staff just review and send
- Customers who already renewed are skipped automatically
Built for ecommerce sellers · wholesale distributors · finance teams · sales tax compliance teams
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
app.exemptax.comin a real browser with your saved login - no setup, no API keys. -
1
EXEMPTAX - find expiring certificates
exemptax.com How to Automate EXEMPTAX
WebRun opens EXEMPTAX to find certificates expiring within 60 days. - Open EXEMPTAX and list certificates expiring within the next 60 days
- Capture the customer, state, and expiration date for each
- Queue a guided renewal request so the reminder can link straight to it
Done when Every certificate expiring within 60 days is listed with a renewal request queued.
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2
Shopify - confirm the customer is active
WebRun opens Shopify to confirm each customer is still active. - Open Shopify and confirm each customer with an expiring certificate is still active
- Capture the current contact email in case it has changed
- Drop customers who are closed or inactive so only live accounts get a reminder
Done when Each expiring certificate is matched to an active customer with a current email.
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3
Gmail - draft renewal reminders
gmail.com How to Automate Gmail
WebRun drafts each renewal reminder and leaves it unsent for review. - Draft a friendly renewal reminder for each customer with the expiration date and the EXEMPTAX renewal link
- Keep the tone light and make the guided renewal sound quick
- Save every message as a draft and leave it unsent for review
Done when A renewal reminder sits ready in Gmail for every active customer with an expiring certificate.
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.
Shopify
Sign in once
Every action is checked against this policy before it runs.
Questions, answered
Will it email customers about renewals on its own?
No. WebRun drafts every renewal reminder in Gmail and leaves it unsent. A person reviews each one and clicks send, so no renewal reminder reaches a customer without approval.
How far ahead does it start chasing a renewal?
It looks 60 days ahead, so every certificate expiring within that window gets a queued renewal and a drafted reminder while there is still plenty of time to complete it.
Does it remind customers who already renewed?
No. It reads the live certificate status in EXEMPTAX each week, so a customer whose renewal is already complete is skipped and never nudged again.
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