Kick off a consistent onboarding sequence for every new MCA merchant
When a new advance is marked as funded in Centrex, WebRun prepares the merchant's welcome packet and ACH authorisation envelope in DocuSign, schedules a 30-day check-in meeting in Google Calendar, and drafts the welcome email in Gmail for a team member to review and send, so every new merchant gets a consistent, professional onboarding from day one.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off onboarding when a new MCA merchant is funded?
When a new advance is funded in Centrex, WebRun prepares the merchant's welcome packet and ACH authorisation in DocuSign, schedules a 30-day check-in in Google Calendar, and drafts the welcome email in Gmail. Every item waits for the account manager to review and send, so onboarding is consistent but never automated without oversight.
- Every new merchant gets the same professional onboarding sequence from day one
- Account managers never miss a 30-day check-in with a new merchant
- No welcome email or DocuSign envelope reaches a merchant without team review
Built for MCA funders · account managers · advance origination teams · MCA operations
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.centrexsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Centrex - detect new funded advance
centrexsoftware.com How to Automate Centrex
WebRun opens Centrex to detect new funded advance. - Detect when an advance status changes to funded in Centrex
- Capture merchant name, contact email, advance amount, factor rate, and first ACH pull date
- Confirm the account manager assignment for the new merchant
Done when New funded advance details and account manager assignment are captured from Centrex.
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2
DocuSign - prepare welcome packet and ACH authorisation
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare welcome packet and ACH authorisation. - Prepare the merchant welcome packet envelope with the advance summary and terms
- Add the ACH authorisation form pre-filled with the merchant's banking details from Centrex
- Save the envelope as a draft in DocuSign for the account manager to review before sending
Done when A DocuSign draft envelope with the welcome packet and ACH authorisation is ready for team review.
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3
Google Calendar - schedule 30-day check-in
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule 30-day check-in. - Create a 30-day check-in calendar event for the assigned account manager
- Include the merchant name, advance ID, and a link to their Centrex record in the event notes
- Set a reminder 24 hours before the check-in
Done when A 30-day check-in event is on the account manager's calendar with full context.
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4
Gmail - draft welcome email for team review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email for team review. - Draft a welcome email to the merchant covering their advance amount, first pull date, and who to contact
- Include a note that their ACH authorisation document will arrive shortly via DocuSign
- Save as a Gmail draft for the account manager to personalise and send
Done when A welcome email draft is saved in Gmail, ready for the account manager to review and send.
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 or DocuSign envelope to the merchant automatically?
No. Both the Gmail welcome email and the DocuSign envelope are saved as drafts for the account manager to review and personalise before sending. Nothing reaches the merchant without human sign-off.
What if the advance has two account managers?
WebRun assigns the primary account manager from the Centrex record. If co-ownership is needed, the account manager can update the calendar event and copy a colleague on the Gmail draft before sending.
Can we customise the welcome email and ACH authorisation templates?
Yes. When setting up the workflow, you provide your own Gmail draft template and DocuSign template, and WebRun pre-fills them with the merchant's details from Centrex on every run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.