Export add-on for WorkflowMax

Connect your WorkflowMax data to external automation services like Zapier and sync Jobs and Tasks to Trello, Asana and thousands of other applications.

Create dynamic live dashboards or customised reports for your team by exporting your data on a schedule so your business is operating on real-time data.

The Export Tool is a smart Google Sheet app that enables you to export all your WorkflowMax Jobs and Tasks data on a regular schedule then easily share that data with other sheets or services.

Connect that sheet to external sources such as Zapier to automate your process or create dashboards for your team in services like Google Data Studio.

  • Choose to sync Jobs, Tasks or both
  • Toggle completed Jobs clean up (removes completed jobs from sheet or keeps them in the sheet)
  • Scheduled sync
  • Exports the following fields:
    • Job / Task Number
    • Job / Task Name
    • Description
    • State
    • Client Order Number
    • Type
    • Start Date
    • Due Date
    • Internal ID
    • Completed Date
    • Client ID
    • Client Name
    • Contact ID
    • Contact Name
    • Manager ID
    • Manager Name
    • Partner ID
    • Partner Name
    • Assigned Staff List
    • Milestone List
    • Custom Fields (NEW)

INSTRUCTIONS: After purchase you will be sent a link, make a copy of the sheet and set up in 2 mins! That's it!

This is a one-off purchase, not a subscription and the app is yours to keep forever!!

You'll get 1 PDF

Buy this
  • $99.00 AUD
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