JUNE—Zapier Integration, External Dashboards, MaintainX CoPilot Updates
Help Center updates for June 2025:
- New We added new articles about external dashboards, messaging, global asset types, and how to contact our support team. We also added a new integration guide for Zapier automations.
- Updated We updated the integration guide for SAP ECC6 and articles about MaintainX CoPilot, Work Orders, Assets, and Global Categories.
Read more to get the full list of updates…
New Articles
Zapier Integration
We added a new integration guide for creating MaintainX automations with Zapier.
The following new articles are available:
- Connect MaintainX to Zapier
- Set Up a Trigger for a Zap
- Set Up an Action for a Zap
- Retrieve Data from MaintainX
- Create a Work Order from an Email
- Notify Slack when an Asset Goes Offline
- Assign a Team Based On When a Work Order is Created
External Dashboards
Select accounts can now share a custom reporting dashboard by creating an external link that can be opened in any web browser. The link opens an external, read-only version of the dashboard that you can view and display outside of the MaintainX application.
Messaging
We added a new section about the Messaging module. MaintainX users can draft and send messages to other members of their organization to easily communicate and share information. You can edit, delete, and generate work orders from messages, and start discussion threads.
The following new articles are available:
Global Asset Types
At the Global Organization level, you can now create customizable labels to organize your assets across sub-organizations. Merge duplicate or similar asset types into a unified global asset type for cleaner, consistent tagging across all your organizations.
The following new article is available:
Get MaintainX Support
We've added an article explaining the different ways you can reach out to the MaintainX Support team to help you troubleshoot problems and answer questions.
The following new article is available:
Updated Articles
SAP Integration Updates
You can now synchronize MaintainX work orders and work requests with SAP ECC6.
The following articles are updated:
New MaintainX CoPilot Capabilities
In MaintainX CoPilot, you can now add summaries to completed work orders, create assets using a picture of their nameplate or specification sheet, add a photo of an asset to identify issues, and generate procedures in the MaintainX CoPilot tab.
The following articles are updated:
- Complete a Work Order
- Create an Asset
- MaintainX CoPilot - Identify Asset Issues with CoPilot
- MaintainX CoPilot - Generate a Procedure from a CoPilot Answer
Global Categories
When you create a global category, you can now convert it to a local category, and MaintainX will replace it with individual local categories for each sub-organization.
The following article is updated: