How to create Workflows

Managing Workflows

• Log In

  • Go to linqapp.com/admin.

  • Enter your credentials and access the Dashboard.

    

• Navigate to Workflows

  • From the left menu, select Workflows.

    

  • Click Create New.

    

• Configure Workflow Settings

  • Workflow Name → Assign a clear, descriptive name.

    

  • Enable → Toggle ON/OFF to activate or deactivate.

    

  • Timing → Set start/end dates or schedule conditions.

    

  • Teams → Add the team(s) who should have access.

    

• Define Triggers & Actions

  • When → Choose the event that starts the workflow (e.g., new contact, tag added).

    

  • By → Define where the trigger occurs (e.g., contact, message, form).

    
    
    
    

  • Do This → Select the action(s) to perform (e.g., send SMS, assign tag, notify team).

    
    
    

Managing Tags

You can create or remove tags in two ways:

1. Through Workflows

   • Add an action within a workflow to automatically create or assign tags.

2. Through Contacts

   • Go to Contacts → Tags.

   • Choose Create or Remove.

   • Apply tags directly to individual or bulk contacts.