Workflow

Workflows are one of the most important features of the Webwalker App. You can use them to automate your contacts or companies processing.

Workflow has actions, settings and contacts or companies. When you enroll (add) a contact or a company into a workflow, it will start processing it, executing each action in the workflow on that contact or company.

In order to work, workflows need a schedule - days of the week and time range when it should be active.

How to Setup a Workflow

In order to make your workflow work, it needs to have at least one action, a schedule, and some contacts.

1. Create a workflow.
   1. Go to Workflows.
   2. Click "Add New".
   3. Enter a name for your workflow.
   4. (Optionally) Select a template.
2. Set schedule.
   1. Open the new workflow and go to Settings tab.
   2. Select the appropriate schedule.
3. Add actions.
   1. Open the new workflow and go to Actions tab.
   2. If you have used a template, the workflow will have some actions. Otherwise, you will have to add them yourself.
   3. Add, delete or edit workflow actions to define what it should do.
4. Save the changes.
5. Enroll contacts.
   1. Open the new workflow and go to Contacts tab.
   2. Use one of the provided ways to add contacts into your workflow.
6. Your workflow should be processing contacts now.

In case you would need help at any of the steps, you can always contact our support via chat widget at the bottom right in the app.

To get contacts for your workflow, you can either use your existing LinkedIn\etc connections (they should be synced from your LinkedIn account automatically), upload a CSV file with contact details, or add a LinkedIn search to import results from there. There are more ways to find contacts, but these are the main\basic ones.