How it works
You can set up this integration via Zapier, a tool that automates workflows by connecting apps — without writing code. (Note: A paid Zapier plan may be required.) Alternatively, your IT/Developer resource or third-party integration service provider can reference MaintainX’s API documentation and build the integration for you.
STEP 1:
Create a new Slack channel that is intended for maintenance requests.
STEP 2:
Visit Zapier and sign in to your existing account, or sign up for a new one.
STEP 3:
Zapier enables you to set up integrations based on triggers and actions (called “Zaps”).
For example, you can create a Zap that enables your team to generate maintenance work requests in MaintainX directly from new Slack channel messages:
Select the trigger app and event:
- App = Slack
- Event = New Messages Posted to Channel
Then select the action app and event:
- App = MaintainX
- Event = Create Work Request
Follow the prompts in Zapier to connect MaintainX and Slack.
STEP 4:
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 5:
Publish your Zap. Let your teams know that they can submit maintenance requests in your new Slack channel, and the details will be automatically routed to MaintainX for your maintenance team to review.
Note: Additional triggers and actions can be accessed via the dropdowns in Zapier. Follow the instructions to achieve your desired integration with MaintainX.
Requirements
- Must have a Slack plan.
- Must have a Slack channel set up to receive maintenance requests.
- Must have MaintainX's Premium or Enterprise Plan.
FAQ
Yes, you can review and approve or decline the maintenance 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.
No, requesters do not need a MaintainX account. They only need access to Slack and your Slack channel to submit maintenance requests.