Connect Formitize to MaintainX

Both apps 52Formitize 19MaintainX 33

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• Action
  Add Existing Categories to a Work Order

  Adds Existing Categories to a Work Order.

• Action
  Add Part

  Creates a new part (inventory item) in MaintainX.

• Action
  Add Purchase order

  Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.

• Action
  Add Vendor

  Create a new vendor.

• Action
  Create Asset

  Creates an Asset in MaintainX

• Action
  Create Location

  Creates a location in MaintainX

• Action
  Create Work Order

  Creates a new Work Order.

• Action
  Create Work Order Comment

  Creates a New Comment on a Work Order.

• Action
  Create Work Request

  Creates a new Work Request.

• Action
  Delete Asset

  Deletes an asset in MaintainX by its ID.

• Action
  Delete Location

  Delete a location by ID.

• Action
  Delete Part

  Deletes a part from MaintainX by its ID.

• Action
  Delete Work Order

  Delete a work order by ID.

• Action
  Delete Work Request

  Deletes a work request in MaintainX by its ID.

• Action
  Find an Entity

  Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.

• Action
  Get Asset

  Retrieve a single asset by ID.

• Action
  Get Location

  Retrieves a single MaintainX location by its ID, including its custom fields.

• Action
  Get Part

  Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.

• Action
  Get Purchase order

  Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.

• Action
  Get Vendor

  Retrieve a single vendor by ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  Get Work Request

  Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.

• Action
  List Assets

  Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.

• Action
  List Locations

  Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.

• Action
  List Vendors

  Lists the vendors in your MaintainX organization, including their custom field values.

• Action
  List Work Orders

  Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.

• Action
  List Work Requests

  List work requests with pagination/filters.

• Action
  Update Location

  Updates a Location in MaintainX

• Action
  Update Purchase order

  Update fields on an existing purchase order.

• Action
  Update Vendor

  Update fields on an existing vendor.

• Action
  Update Work Order

  Updates an existing Work Order

• Action
  Update Work Order Status

  Changes the status of a MaintainX work order.

• Action
  Update Work Request

  Update fields on an existing work request.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.