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Microsoft Outlook and MaintainX

Overview

Team members can send or forward maintenance requests from Outlook, and they’ll automatically be routed to MaintainX for triage and assignment.

Self-serve integration via Zapier, or custom-built by your IT/development team.

Key features

  • Turn new or flagged Outlook emails into MaintainX work orders or work requests.
  • Use calendar events as work order or work request triggers.
  • Map email subjects, bodies, and attachments to work order fields and comments so technicians get full context.

How it works

1. Get started with Zapier

Zapier is a no-code automation tool that connects apps and automates workflows. Alternatively, your IT/development resource can reference MaintainX's API documentation and build the integration for you.


2. Set up your Zaps

Browse the workflows supported by Zapier and follow the instructions to connect Microsoft Outlook and MaintainX.


3. Streamline maintenance requests

Improve communication across teams and keep your operations running smoothly.

Requirements

  • Must have a Zapier plan.
  • Must have Outlook as your email platform/service.
  • Must have MaintainX's Premium or Enterprise Plan.

Note: Depending on the kind of automation you want to set up, you might need a paid Zapier plan.

FAQs

Can we review/assess the maintenance request after it is submitted by email?

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 through Microsoft Outlook?

No, requesters do not need a MaintainX account. They only need access to Outlook.

About
Microsoft Outlook
Outlook manages your email, calendar, tasks, and contacts together in one place.
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Never miss a maintenance request with this easy email integration

Team members from across your organization can submit maintenance requests through Microsoft Outlook.

Managed by:
Zapier

Links:
Available Workflows
Connect MaintainX to Zapier
API Documentation
Contact Support

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