Create a Work Order from an Email

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This example shows you how to automatically create a work order in MaintainX when an email is received.

It uses one of Zapier’s built-in email triggers with a built-in MaintainX action.

Trigger

In the Zap, configure the trigger like this:

Field	Value
App	Gmail
Trigger Event	New Email
Account	The Gmail account you want to use to authenticate.

Zapier workflow trigger for creating work orders from an email

Condition (Optional)

You can add a condition to the trigger. For example, to only continue if the email is from specific people.

To add a condition to your Zap, add a step after the trigger. From the step options, select Flow Control, then select Filter.

Setting up filter conditions in Zapier

Action

In the Zap, add an action, and select MaintainX as the App.

Map the MaintainX fields to the email fields as follows.

MaintainX Field	Email Field
Title	Subject
Description	Body

Zapier action mapping email fields to work order fields

tip

You can also set default values for other MaintainX fields. For example, you might want the Priority set to Low when the work order is created.

Test Your Zap

In Zapier, test your Zap. In MaintainX, you should see a new work order.

Example of a work order created from an HVAC maintenance email