Kick off new customer onboarding the moment a contract is signed
When a new customer contract is completed in DocuSign, WebRun extracts the customer details, creates the customer profile in ProMiles, schedules a kickoff call in Google Calendar, and drafts a personalized welcome email in Gmail for your account manager to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off customer onboarding when a heavy haul contract is signed?
When a customer contract is completed in DocuSign, WebRun immediately extracts the customer details, creates their profile in ProMiles PermitManager, schedules a kickoff call in the account manager's Google Calendar, and drafts a personalized welcome email in Gmail for review. The account manager gets a complete onboarding setup within the hour, with no manual data entry.
- New customer profile in ProMiles within an hour of contract signing
- Kickoff call on the calendar before the account manager checks their email
- Welcome email draft ready with customer details pre-filled for personalization
Built for heavy haul carriers · account managers · freight sales teams · transport operations 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
www.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - detect completed customer contract
docusign.com How to Automate DocuSign
WebRun opens DocuSign to detect completed customer contract. - Detect a newly completed envelope in DocuSign
- Extract the customer name, contact email, phone, address, and any load type preferences from the signed document
- Confirm the envelope status is fully executed before proceeding
Done when New customer details are extracted from the completed DocuSign envelope.
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2
ProMiles - create new customer profile
promiles.com How to Automate ProMiles
WebRun opens ProMiles to create new customer profile. - Open ProMiles PermitManager and navigate to the customer account section
- Create a new customer profile with the name, contact details, and any load or route preferences from the contract
- Note the new account ID for use in downstream steps
Done when The new customer profile is created in ProMiles with all contract details.
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3
Google Calendar - schedule kickoff call
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule kickoff call. - Create a kickoff call event in the account manager's Google Calendar for within 5 business days
- Add the customer name, contact details, and any first-move details to the event notes
- Invite the account manager and leave the customer invitation for the account manager to send
Done when A kickoff call is scheduled in the account manager's calendar.
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4
Gmail - draft welcome email for account manager review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email for account manager review. - Draft a personalized welcome email to the new customer including their account details, kickoff call date, and next steps
- Leave the draft unsent in Gmail for the account manager to review and personalize before sending
- Do not send the welcome email without account manager approval
Done when A welcome email draft is staged in Gmail for account manager review.
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 send the welcome email to the customer automatically?
No. WebRun drafts the welcome email in Gmail and leaves it unsent for your account manager to review, personalize, and send. No email goes to the customer without account manager sign-off.
What if the DocuSign envelope has missing or incorrect customer details?
WebRun extracts what is in the signed document. If details are missing, the ProMiles profile will show blanks for those fields, prompting your account manager to fill them in before the kickoff call.
Can it handle multiple signatories or joint-venture customers?
Yes. WebRun can be configured to read from a specific signer role within the DocuSign envelope, so it captures the right contact details even when multiple parties sign the contract.
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