How it works
Team members can easily use Jira to submit a maintenance request. The request will be routed automatically to MaintainX as a new work order, and comments and progress can be tracked in both systems.
STEP 1:
Visit the Zapier integration page for Jira and MaintainX. Sign in to your existing MaintainX account or sign up for a new account.
STEP 2:
Zapier enables you to set up integrations based on triggers and actions (called “Zaps”). Instructions are available on Zapier’s website for Jira Software Cloud.
To create MaintainX work orders from issues/tickets in Jira:
Select the trigger app and event:
- App = Jira
- Event = New Issue is Created
Then select the action app and event:
- App = MaintainX
- Event = Create New Work Order
Follow the prompts in Zapier to connect MaintainX and Jira.
STEP 3:
Test your Zap. Verify that your trigger and action are set up correctly. Rename your Zap so it can be easily identified in Zapier.
STEP 4:
Publish your Zap and communicate to your teams that Jira is the preferred way to request maintenance at your organization.
Note: Additional triggers and actions can be accessed via the dropdowns in Zapier. Follow the instructions to achieve your desired integration with MaintainX.
STEP 5:
Maintenance requests from Jira issues/tickets can now be submitted. Incoming Jira issues will automatically appear in MaintainX as work orders, allowing your maintenance team to take action quickly and efficiently.
Requirements
- Must have a Zapier plan.
- Must have a Jira plan.
- Must have the MaintainX Premium or Enterprise plan.
FAQs
Can we review/assess the maintenance request after it is submitted in Jira?
Yes, you can review and approve or decline the request in MaintainX. If the request is approved, you can assign it to a team or a specific technician and monitor the progress from start to finish. You can also adjust the priority level as needed.
Can I automatically route these requests to a specific team in MaintainX?
Yes, MaintainX’s Request Routing feature improves response times by allowing requests to be assigned to specific teams. You can learn more about this feature here.
Does every requester need a MaintainX account in order to submit a maintenance request in Jira?
No, requesters do not need a MaintainX account. They only need access to Jira.
What if I want the flow of information to be reversed so that a Jira ticket is created when a MaintainX work order is created?
Simply select this trigger and action in Zapier when setting up your integration.
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