CRM Workflow, Function Template MetaData Report

Workflow Spreadsheet

Functions Spreadsheet

Turn CRM meta-data into .json and .csv files

  • Workflows
  • Tasks
  • Field Updates
  • Functions
  • Templates

Benefits

  • Quickly find where fields are used
  • More complete backup (this information is not in a Zoho backup)
  • Debugging to find which template an email came from
  • Version control
  • Faster way to find fields trigger and multiple conditions within Workflows
  • Documenting a system