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Google Forms and MaintainX

Benefits
Key features

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 Google Form that is intended to capture maintenance requests. The form fields can include:

  • Title
  • Description
  • Due date
  • Priority
  • Location

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 create MaintainX work requests from new Google Forms entries:

Select the trigger app and event:

  • App = Google Forms
  • Event = New Form Response

Then select the action app and event:

  • App = MaintainX
  • Event = Create Work Request

Follow the prompts in Zapier to connect MaintainX and your Google Form.

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 via the Google Form, 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 Google Workspace plan.
  • Must have a Google Form set up to capture maintenance requests.
  • Must have MaintainX's Premium or Enterprise Plan.

FAQ

Can I ensure that the assets in my Google Form are mapped to the correct assets in MaintainX?

Yes, you’ll need to ensure that the assets listed in your Google Form match the assets in MaintainX. Then, add this as a step in Zapier to complete. Note that if the asset is mapped correctly, the location will automatically be assigned based on where the asset is located at your site.

Can we review/assess the maintenance request after it is submitted in Google Forms?

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.

Can I automatically route requests from Google Forms 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 via Google Forms?

No, requesters do not need a MaintainX account. They only need access to the specific Google Form that’s intended to capture maintenance requests.

About
Google Forms
Google Forms enables you to easily create and share online forms and surveys, and analyze responses in real-time.
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Need an easy way to submit maintenance requests? Integrate MaintainX and Google Forms.
‍Team members from across your organization can submit maintenance requests through a Google Form. The details will be routed automatically into MaintainX as a work order for your review.
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