Services

Connect the work between the tools you already use.

Linker scopes and builds practical workflows for repeat admin, software handoffs, reporting and ongoing changes. Start with one process that is clear enough to map and worthwhile enough to fix.

Request a free workflow chat See example workflows

Scope and price are confirmed after the workflow chat.

Four ways Linker can help

Choose the capability that matches the handoff.

A workflow may use one or several of these services. Linker confirms the right combination after mapping the current process, systems, rules and exceptions.

Workflow automation

Move repeat work forward without relying on memory.

Suitable automation uses a clear trigger and agreed rules to complete repeat steps or send an item to the next person. The aim is not to remove judgement. It is to stop routine actions from depending on copying, checking and remembering.

A good fit when:

The workflow begins with a clear event, status change or scheduled time.
The usual next steps can be described as rules.
Missing or unusual information can be sent for manual review.
People repeat the same copying, checking, alerting or follow-up work.

What Linker scopes

The trigger and required input data.
The rules for each next step.
Duplicate, missing-data and failure handling.
The person responsible for manual reviews.
Timing, access, testing and handover requirements.

Illustrative workflow

Input: A website enquiry passes the agreed required-field check.

Output: The contact is matched or created in the CRM, a follow-up task is assigned and a confirmation is sent according to the agreed rule.

Automation is not suitable for every decision. Where context, judgement, safety or approval matters, Linker keeps a person in the agreed path.

Software integration

Let information move between systems once.

Integration connects agreed fields and events between tools, so the same information does not need to be entered in each system. The source of truth, matching rules and direction of each update must be clear before anything is connected.

A good fit when:

The same customer, job or order details are entered in several tools.
A status in one system should prompt a defined action in another.
Staff check one system before manually updating another.
An existing connector or secure provider interface supports the required action.

What Linker scopes

Which system owns each piece of information.
Record-matching and duplicate rules.
One-way or two-way data movement.
Field mappings, permissions and timing.
Failure handling and audit information available from the tools.

Illustrative workflow

Input: A job is marked complete in the job management system.

Output: Agreed job and customer fields are passed to the invoicing process, with incomplete records held for review.

Compatibility depends on the connection methods, permissions and account plans available from each provider. Linker confirms these before recommending the integration.

Reporting and dashboards

Bring useful numbers together without rebuilding the same report.

Linker can bring agreed source data into a recurring report or operational view. The work begins by defining each metric, where it comes from, how current it needs to be and who should see it.

A good fit when:

The same exports are combined on a repeated schedule.
A report takes longer to assemble than to review.
Different people calculate the same metric in different ways.
An operational view needs data from more than one source.

What Linker scopes

Source systems and access methods.
Metric definitions and filters.
Refresh schedule and intended audience.
Missing, stale or failed source-data handling.
Report delivery, permissions and handover.

Illustrative workflow

Input: Agreed pipeline and job-status data is available from the CRM and job management system.

Output: A scheduled operational summary is refreshed and delivered to the agreed recipients, with missing source data identified.

Reports reflect the source data and metric definitions supplied and agreed. Linker does not provide accounting, tax or financial advice.

Ongoing support

Keep a workflow aligned as your business changes.

Processes, fields, tools and provider requirements change. Linker can review an existing workflow, diagnose an agreed issue or scope an adjustment so the documented setup reflects how the business now operates.

A good fit when:

A process or field has changed since the workflow was built.
A new tool or step needs to be assessed.
A recurring exception needs investigation.
A provider change requires mapping or testing updates.

What Linker scopes

The workflow and issue included in support.
Available logs, access and reproduction information.
Change, testing and release requirements.
What is covered by Linker and what remains with the provider.
How future changes are requested and agreed.

Illustrative support task

Input: A provider changes a field used by an existing workflow.

Output: Linker reviews the impact, agrees the required change, updates the mapping and retests the affected path.

Support terms are agreed for the workflow and work required. Third-party outages, availability, pricing and product changes remain outside Linker's control.

What an agreed build includes

A workflow you can understand, not a black box.

The exact deliverables are recorded in the project scope. A typical agreed build includes:

A map of the current and intended workflow.
Defined triggers, rules, manual-review points and boundaries.
Implementation in the agreed systems.
Testing of the expected and relevant exception paths.
Plain-English handover notes covering connections, dependencies and known limits.
A record of required third-party accounts, permissions and licences.
A clear process for reporting an issue or requesting a change.

Is Linker a fit?

Start with a workflow, not a wish list.

The strongest starting point is a repeated process with a clear trigger, recognisable rules and a useful outcome. Linker is designed primarily for owner-led New Zealand service and trade businesses that use several tools but do not have an internal integration team.

You can explain what happens now, even if the process is messy.
The work repeats often enough to matter.
You want to improve your current setup before replacing it.
You are willing to define exceptions and keep a person involved where judgement is needed.
You want the scope, access and third-party responsibilities made clear.

Some high-risk or regulated workflows need specialist compliance, security or industry advice before automation. Linker will identify this during scoping and will not present a general workflow build as a substitute for that advice.

A useful first step

Choose one workflow worth understanding.

Tell Linker what starts it, which tools are involved and where someone has to step in. You will receive a personal reply within one New Zealand business day.

Request a free workflow chat Email info@linker.co.nz