MaintainX integration with QuickBooks Online
How to Create Quickbooks Online invoices from new MaintainX work orders
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Quickbooks Online invoices from new MaintainX work orders" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate MaintainX integrations
MaintainX actions
Nekton can use any feature that is available in MaintainX API.
Using our advanced AI, you can easily create custom automations for MaintainX.
Here are some typical actions you can do in your automated workflows.
Create New Message
Creates a new Message in a Conversation.
Create Work Order
Creates a new Work Order.
Find an Entity
Find an Entity by a specified field.
Add Existing Categories to a Work Order
Adds Existing Categories to a Work Order
Create Work Order Comment
Creates a new Comment on a Work Order.
Create Work Request
Creates a new Work Request.
About MaintainX
MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.