Create a tag folder and multiple tags in Liny when a row is added to Google Sheets
Launch this workflow to connect
Liny &
Google Sheets
!
■Overview
Do you find it time-consuming to manually create tag folders and tags when segmenting customers in Liny? Managing multiple tags for each campaign can be especially inefficient when you have to set them up one by one. With this workflow, simply adding information to Google Sheets automatically creates a tag folder and multiple tags in Liny, helping you streamline repetitive tasks and focus on more important marketing activities.
■Who Is This Template For?
- Marketing professionals who regularly create tag folders in Liny and want to streamline the entire process
- Those who manually register tags in Liny based on lists managed in Google Sheets
- Those who want to automate the process of creating multiple tags at once for each campaign or initiative
■Benefits of This Template
- Automatically create Liny tag folders when information is added to Google Sheets, reducing the time spent on manual tasks.
- Prevent human errors such as mistyping tag names or missing tags, enabling accurate customer segmentation management.
■Workflow
- First, connect Google Sheets and Liny to Yoom.
- Next, select Google Sheets as the trigger and set the action to “When a row is added.”
- Then, set the Google Sheets “Retrieve multiple records” action as an operation to retrieve tag information and other data.
- Next, set the Liny “Create a tag folder” action as an operation.
- Configure the repeat (loop) feature to repeat the tag creation process for the number of records retrieved.
- Within the loop, set the Liny “Create a tag” action.
- Finally, set the Google Sheets “Update a record” action as an operation to record the completion status and other details.
※“Trigger”: An action that initiates a workflow. “Operation”: An action that performs a process within the workflow after the trigger is activated.
■Customization Options
■Customization Options
- When configuring Google Sheets as a trigger or operation, set the target spreadsheet ID, sheet name, columns to retrieve, and other details as needed.
- For the Liny actions that create tag folders and tags, you can set the tag folder names and tag names based on the values retrieved from Google Sheets.
- For the loop feature, select the values retrieved by the preceding Google Sheets action that you want to process repeatedly for tag creation.
■Notes
- Connect both Google Sheets and Liny to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- For important notes about using Google Sheets as an app trigger, see “Important Notes on Google Sheets Triggers.”
- The operations between “Repeat the same process” operations are available only on the Team and Success Plans. On the Free and Mini Plans, the configured workflow operations and Data Connect will result in errors.
- Paid plans, such as the Team and Success Plans, include a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.
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About the apps you use
Liny
With Yoom, you can connect with Liny to easily automate your administrative tasks, such as creating friend profiles, adding or removing tags, and setting status marks. For example, you can automatically update Liny contact information using application details received from Google Forms, or gather chat histories and tag lists to automatically compile them in your spreadsheets or chat tools.
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At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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