Integrate MaintainX with FreeAgent
Send information between MaintainX and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate MaintainX and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Part created
Triggers when a new part is created
Purchase order updated
Triggers when the details of an existing Purchase order is updated
Part updated
Triggers when the details of an existing part is updated
Vendor created
Triggers when a new vendor is created
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
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created in the selected project
Project note added
Triggers when a new note is added for the selected project
Timeslip created
Triggers when new timeslip is created
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
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
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 vendor
Creates a new vendor
Create vendor contact
Creates a new vendor contact
Assign user to team
Creates a new user to team
Update user
Updates the details of an existing user
Update location
Updates the details of an existing location
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
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 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
Create estimate
Creates a new estimate
Create expenses
Creates a new expenses
Create journal set
Creates a new journal set
Create credit note
Creates a new credit note
Create project
Creates a new project
Create contact
Creates a new contact
Add timeslip
Adds a timeslip to a task
Create task
Creates a new task in the selected project
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Create invoice
Creates a new invoice
Add estimate item
Adds a new item to an existing estimate
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Update estimate status
Updates the status of an existing estimate by ID
Update task
Updates the details of an existing task
Convert to credit note
Convert a draft negative invoice to a credit note
Update contact
Updates details of the selected contact
Email an invoice
Sends an existing invoice by invoice ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by 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.
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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Webhook triggers
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Logic
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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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Toto
Technical Engineer, Master Liveaboards
