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Set Up a Trigger for a Zap

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You can trigger a Zap based on events that occur in MaintainX®, or events that occur in any other app supported by Zapier.

If you want an event in MaintainX to trigger your Zap, do one of the following:

  • Use Built-In Zapier Triggers
  • Use Webhooks for Custom Triggers

Use Prebuilt Zapier Triggers​

Zapier has prebuilt triggers for the following events in MaintainX:

TriggerEvent
New work orderA new work order is created in MaintainX
Work order status changeThe status of an existing work order changes to a different status
New Work Order Category AddedA category is assigned to a work order

Set Up a Prebuilt Trigger​

In Zapier:

  1. Create a new Zap.

  2. Edit the Trigger.

  3. When prompted to choose an app, select MaintainX

  4. Select a Trigger event.

  5. In the Account field, select your MaintainX API Key.

    Screenshot showing how to set up a prebuilt MaintainX trigger in a Zapier workflow
    MaintainX trigger configuration in Zapier

  6. Test the trigger to pull in sample data.

Create a Custom Trigger with Webhooks​

If the prebuilt MaintainX triggers aren't what you need, you can use a webhook instead. For a list of MaintainX webhooks and their parameters, see the Subscriptions and Webhooks section in the MaintainX API Documentation.

Set Up a Custom Trigger​

In Zapier:

  1. Create a new Zap.

  2. Edit the Trigger.

  3. When prompted to choose an app, select Webhooks.

  4. In the Trigger event field, select Catch Hook.

    Screenshot showing the configuration of a custom webhook trigger in Zapier for connecting to MaintainX
    Setting up a custom webhook trigger in Zapier

  5. Zapier generates a webhook URL. Copy it to the clipboard.

In MaintainX:

  1. From the sidebar, select Settings, and under ORGANIZATION SETTINGS, select Integrations.

  2. On the Integrations page, select Webhooks to display the Webhook Endpoints options.

  3. Select + Add Webhook

  4. In the Trigger Webhook On field, select the event that should trigger the webhook (e.g. New Work Request).

  5. In the Endpoint field, paste the Zapier webhook URL.

  6. (Optional) Set any of the other webhook options as needed.

    Screenshot showing the process of generating a new webhook URL in MaintainX to use in a Zapier integration
    Generating a new webhook URL in MaintainX

  7. Select Create Endpoint.

To test your Zap:

  1. In MaintainX: Perform the action you set as the webhook trigger.

  2. In Zapier: Select Test trigger.

    The Test screen of your Zap should display the data it receives from MaintainX.

MaintainX will now trigger your Zap whenever the webhook trigger you selected occurs.