Get new accounts order ready on day one
As soon as a new customer account is created, WebRun opens JanSanix, checks that the required setup fields and initial pricing tier are complete, checks DocuSign for a signed credit application and tax exemption certificate, drafts a signature request for any document still missing, and posts the sales rep in Slack once the account is fully ready to order.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I make sure a new customer account is fully set up before the first order?
WebRun runs a new account through setup as soon as it is created. It checks JanSanix for every required field and pricing tier, checks DocuSign for a signed credit application and tax exemption certificate, and drafts a signature request for anything missing, left unsent for the credit team to review. The account rep gets a Slack update the moment the account is ready to order.
- New accounts are order ready on day one instead of held up by a missing field
- Missing credit and tax documents get caught before the first invoice, not after
- Sales reps know exactly what is holding an account back
Built for jan-san distributors · credit and AR teams · inside sales reps · new account coordinators
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
cloud9erp.comin a real browser with your saved login - no setup, no API keys. -
1
JanSanix (Cloud 9 ERP Solutions) - check required setup fields and pricing tier
cloud9erp.com How to Automate JanSanix (Cloud 9 ERP Solutions)
WebRun opens JanSanix (Cloud 9 ERP Solutions) to check required setup fields and pricing tier. - Open JanSanix and check the new account for the required setup fields, including billing address, terms, and pricing tier
- Flag any required field left blank
Done when Every required setup field is checked as complete or flagged.
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2
DocuSign - confirm signed credit and tax documents
docusign.com How to Automate DocuSign
WebRun opens DocuSign to confirm signed credit and tax documents. - Check for a signed credit application and tax exemption certificate on file for the account
- Draft a signature request for any document still missing, and leave it unsent for the credit team to review before sending
Done when Every required document is confirmed signed or has a drafted request waiting for review.
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3
Slack - notify the rep the account is ready
slack.com How to Automate Slack
WebRun opens Slack to notify the rep the account is ready. - Post the account rep once every setup field and required document is complete
- List anything still missing so the rep knows what is holding the account back
Done when The rep knows whether the account is ready to order or what is still outstanding.
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 tax exemption certificate request without anyone checking it?
No. It drafts the request in DocuSign and leaves it unsent. Your credit team reviews and sends it, WebRun never sends a document to a customer on its own.
What counts as a fully set up account?
Every required field in JanSanix filled in, plus a signed credit application and, if applicable, a signed tax exemption certificate confirmed in DocuSign.
Does it approve credit or set the pricing tier itself?
No. It checks that the fields are filled in and flags what is missing. A person still makes every credit and pricing decision.
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