CRM Workflow, Function Template MetaData Report

Turn CRM meta data into json and csv files

  • This includes
    • 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
  •  Examples coming soon for  
    • how it works
    • reports 
  • Pricing
    • $200 for 4 runs
      • $50/run 
    • $600 for 20 runs 
      • $30/run 
    •  call to discuss higher volume at lower rate
    • run = 1 run includes all above reports for one client, 4 runs could be on same or different clients

 

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