All templates
For meal prep producers, meal subscription businesses & customer marketing teams

Notify customers the moment they earn a referral credit

Every week, WebRun opens GoPrep, finds every referral credit earned since the last run, logs the credit amount to the referring customer's account in QuickBooks, and drafts a personal thank-you notification email in Gmail for your team to review and send.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Friday at 10:00 AM WebRun
1 GoPrep find new referral credits earned
2 QuickBooks log the credit to the account
3 Gmail draft a thank-you notification email
Run a sample
In short

How do I automatically notify customers when they earn a referral credit?

WebRun checks GoPrep every week for referral credits earned since the last run, confirms the referred customer's first order has shipped, and logs the credit amount to the referring customer's account in QuickBooks. It drafts a thank-you email in Gmail with their new balance for your team to review and send, so every referral gets a timely, personal thanks.

  • Every qualifying referral gets a logged credit and a drafted thank-you the same week
  • Credits are only logged once the referred customer's order has actually shipped
  • No thank-you email sends without a human review first

Built for meal prep producers · meal subscription businesses · customer marketing teams · referral program managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.goprep.com/referrals in a real browser with your saved login - no setup, no API keys.

  2. 1
    GoPrep - find new referral credits earned
    goprep.com How to Automate GoPrep
    WebRun in GoPrep: find new referral credits earned
    WebRun opens GoPrep to find new referral credits earned.
    • Open GoPrep and find every referral credit earned since the last run
    • Capture the referring customer, the new customer, and the credit amount
    • Confirm the referred customer's first order has actually shipped

    Done when Every referral credit earned this week is listed with its amount and both customers.

  3. 2
    QuickBooks - log the credit to the account
    • Open the referring customer's account
    • Log the credit amount as an account adjustment
    • Note the new balance available for their next order

    Done when Every earned credit is logged to the customer's account with the new balance.

  4. 3
    Gmail - draft a thank-you notification email
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft a thank-you notification email
    WebRun opens Gmail to draft a thank-you notification email.
    • Draft a thank-you email telling the customer their referral credit and new balance
    • Leave every email as a draft for your team to review
    • Never send the notification without a human approving it first

    Done when A draft thank-you email exists in Gmail for every customer who earned a credit.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.goprep.com/referrals
ScheduleRuns automatically on this cadence
Every Friday at 10:00 AM
DeliveryHow each run's result reaches you
Credit list · Gmail
OutputWhat each run produces - A logged referral credit per customer in QuickBooks plus a drafted Gmail thank-you email, ready to send.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email the customer without my approval?

No. WebRun only drafts the thank-you notification in Gmail. Your team reviews and sends it, nothing goes to the customer on its own.

How does it confirm a referral actually qualifies?

It checks that the referred customer's first order has shipped in GoPrep before logging the credit, so a credit is not logged for a referral that has not converted yet.

Where does the credit show up for the customer?

It logs the credit as an account adjustment in QuickBooks, so the balance is reflected the next time the customer is billed or checks their account.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.