Integrate Zoho CRM with MaintainX
Send information between Zoho CRM and MaintainX automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when the details of an existing purchase order status is updated in MaintainX
Integrate MaintainX with Zoho CRM using Zoho Flow. Whenever the details of an existing purchase order status is updated in MaintainX, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when the details of an existing purchase order status is updated in MaintainX.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when the details of an existing purchase order status is updated in MaintainX
MaintainX + Zoho CRM
Create a new contact, or updates it if the email already exists in Zoho CRM when a new category is added to a work order in MaintainX
Integrate MaintainX with Zoho CRM using Zoho Flow. Whenever a new category is added to a work order in MaintainX, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new category is added to a work order in MaintainX.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a new category is added to a work order in MaintainX
MaintainX + Zoho CRM
Build your own integrations between Zoho CRM and MaintainX
Connect Zoho CRM and MaintainX with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and MaintainX using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Work order status updated
Triggers when the details of an existing work order status is updated
Work request created
Triggers when a new work request is created
Purchase order status updated
Triggers when the details of an existing purchase order status is updated
Work order created
Triggers when a new work order is created
Work order updated
Tiggers when the details of an existing work order is updated
Location created
Triggers when a new location is created
Asset created
Triggers when a new asset is created
Part quantity updated
Triggers when the details of an existing part quantity is updated
Part created
Triggers when a new part is created
Purchase order updated
Triggers when the details of an existing Purchase order is updated
Part updated
Triggers when the details of an existing part is updated
Vendor created
Triggers when a new vendor is created
Work request status updated
Triggers when the details of an existing work request status is updated
New category added to work order
Triggers when a new category is added to a work order
Purchase order created
Triggers when a new purchase order is created
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create user
Creates a new user
Create asset
Creates a new asset
Assign user to team
Creates a new user to team
Create location
Creates a new location
Create part
Creates a new part
Create work request
Creates a new work request
Create work request portal
Creates a new work request portal
Create category
Creates a new category
Create team
Creates a new team
Create meter
Creates a new meter
Create work order
Creates a new work order
Create vendor
Creates a new vendor
Create vendor contact
Creates a new vendor contact
Update user
Updates the details of an existing user
Update location
Updates the details of an existing location
Fetch location by ID
Fetches the details of an existing location using ID
Fetch work request by ID
Fetches the details of an existing work request using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch asset by ID
Fetches the details of an existing asset using ID
Fetch team by ID
Fetches the details of an existing team using ID
Fetch category by ID
Fetches the details of an existing category using ID
Fetch location by name
Fetches the details of an existing location using name
Fetch vendor contact by ID
Fetches the details of an existing vendor contact using ID
Fetch user by ID
Fetches the details of an existing user using ID
Fetch meter by ID
Fetches the details of an existing meter using ID
Fetch user by email address
Fetches the details of an existing user using email address
Fetch part by ID
Fetches the details of an existing part using ID
Fetch work order by ID
Fetches the details of an existing work order using ID
Fetch work request portal by ID
Fetches the details of an existing work request portal ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is MaintainX?
MaintainX is a maintenance and work execution software that enables businesses to track reactive and preventive maintenance, and control daily business operations.
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Build comprehensive workflows using
Webhook triggers
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
