MaintainX + Microsoft Outlook

Send an email in Microsoft Outlook when new categories on work orders are created in MaintainX

Keep your work orders organized and communication fluid with this automation. Whenever a new category is added onto a Work Order in MaintainX, an email will be composed and ready to send in Microsoft Outlook. This streamlined workflow enhances productivity by conveniently managing new Work Order categories and improving the efficiency of communication.

When this happens...
New Category on Work Order
Triggers when a new category is added to a work order.
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
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Supported triggers and actions

What does this mean?

- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
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- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
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- ConversationRequired
- ContentRequired
Action
Write
- TitleRequired
- Description
- Priority
- due date
- start date
- users
- teams
- procedure template
- location
- asset
- categories
Action
Write
- Entity TypeRequired
Action
Search

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Scheduled
Try It

- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

New Work Order
Triggers when a new work order is created.
Trigger
Instant
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- work orderRequired
- Choose Existing Categories To AddRequired
Action
Write
- work orderRequired
- ContentRequired
Action
Write
- TitleRequired
- Description
- Priority
- location
Action
Write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
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- Parent FolderRequired
- Child Folder
Trigger
Scheduled
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- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Email IDRequired
- Comment
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search