Integrate MaintainX with Zoho CRM
Send information between MaintainX and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate MaintainX and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Purchase order updated
Triggers when the details of an existing Purchase order is updated
Vendor created
Triggers when a new vendor is created
Part created
Triggers when a new part is created
Part updated
Triggers when the details of an existing part is updated
Purchase order status updated
Triggers when the details of an existing purchase order status is updated
Work order created
Triggers when a new work order is created
Work order updated
Tiggers when the details of an existing work order is updated
Location created
Triggers when a new location is created
Work order status updated
Triggers when the details of an existing work order status is updated
Work request created
Triggers when a new work request is created
Work request status updated
Triggers when the details of an existing work request status is updated
New category added to work order
Triggers when a new category is added to a work order
Purchase order created
Triggers when a new purchase order is created
Asset created
Triggers when a new asset is created
Part quantity updated
Triggers when the details of an existing part quantity is updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create vendor
Creates a new vendor
Create vendor contact
Creates a new vendor contact
Assign user to team
Creates a new user to team
Create location
Creates a new location
Create part
Creates a new part
Create work request
Creates a new work request
Create user
Creates a new user
Create asset
Creates a new asset
Create team
Creates a new team
Create meter
Creates a new meter
Create work order
Creates a new work order
Create work request portal
Creates a new work request portal
Create category
Creates a new category
Update location
Updates the details of an existing location
Update user
Updates the details of an existing user
Fetch location by ID
Fetches the details of an existing location using ID
Fetch category by ID
Fetches the details of an existing category using ID
Fetch location by name
Fetches the details of an existing location using name
Fetch vendor contact by ID
Fetches the details of an existing vendor contact using ID
Fetch work request by ID
Fetches the details of an existing work request using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch asset by ID
Fetches the details of an existing asset using ID
Fetch team by ID
Fetches the details of an existing team using ID
Fetch user by email address
Fetches the details of an existing user using email address
Fetch part by ID
Fetches the details of an existing part using ID
Fetch work order by ID
Fetches the details of an existing work order using ID
Fetch work request portal by ID
Fetches the details of an existing work request portal ID
Fetch user by ID
Fetches the details of an existing user using ID
Fetch meter by ID
Fetches the details of an existing meter using ID
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is MaintainX?
MaintainX is a maintenance and work execution software that enables businesses to track reactive and preventive maintenance, and control daily business operations.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
