MaintainX and Salesflare
How to connect MaintainX
- Via Zapier — 17 operations available. Set it up ↗
- Via Make — 15 modules available. Set it up ↗
What you can automate
- When new Category on Work Order in MaintainX, create opportunity, then find or create contact in Salesflare.
- When new Work Order in MaintainX, create opportunity, then find or create contact in Salesflare.
About MaintainX
MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.
MaintainX operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Asset — Triggers when a new Asset is created in MaintainX
- New Category on Work Order — Triggers when a new category is added to a work order.
- New Work Order — Triggers when a new work order is created.
- New Work Request — Triggers when a New Work Request is created
- Work Order Change — Triggered when there is a change on a Work Order.
Show 1 more triggers
- Work Order Status Change — Triggers when a work order status is changed.
Actions (9)
Things Salesflare can make it do
- Add Existing Categories to a Work Order — Adds Existing Categories to a Work Order.
- Create Asset — Creates an Asset in MaintainX
- Create Location — Creates a location in MaintainX
- Create New Message — Creates a new Message in a Conversation
- Create Work Order — Creates a new Work Order.
Show 4 more actions
- Create Work Order Comment — Creates a New Comment on a Work Order.
- Create Work Request — Creates a new Work Request.
- Update Location — Updates a Location in MaintainX
- Update Work Order — Updates an existing Work Order
Searches (2)
Look up existing records
- Find an Entity — Find an Entity by a specified field.
- List Assets — Lists assets in MaintainX
MaintainX operations on Make
Triggers (2)
Start a workflow when this happens
- Watch Work Orders — Triggers when a new work order has been created.
- Watch a Work Order Category — Triggers when a new work order category has been chosen.
Actions (10)
Things Salesflare can make it do
- Create a New Message — Creates a new message.
- Create a Work Order — Creates a work order.
- Create a Work Order Comment — Creates a work order comment.
- Create a Work Request — Creates a work request.
- Get a Location — Retrieves a location.
Show 5 more actions
- Get a User — Retrieves a user.
- Get a Work Order — Retrieves a work order.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Work Order — Updates a work order.
- Update a Work Order Status — Updates a work order status.
Searches (3)
Look up existing records
- List Locations — Retrieves a list of locations.
- List Users — Retrieves a list of users.
- Search Work Orders — Searches for work orders.
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