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MaintainX - Create PDF, Word, Excel Documents
MaintainX can connect with Documentero to automatically create professional reports and documents from your maintenance data. When new work orders or categories are added in MaintainX, Documentero can generate formatted PDFs, Word, or Excel files based on your templates. This integration makes it easy to produce inspection records, compliance reports, and maintenance summaries without manual data entry.
MaintainX
Documentero
Triggers
Watch Work Orders — Triggers when a new work order has been created.
Watch a Work Order Category — Triggers when a new work order category has been chosen.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MaintainX using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MaintainX using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF maintenance reports from new MaintainX work orders
Create Word documents for safety inspections logged in MaintainX
Export Excel summaries of preventive maintenance tasks from MaintainX
Generate compliance certificates from MaintainX inspection data
Create formatted PDF logs for quality inspections recorded in MaintainX
Automatically generate daily operations reports from MaintainX checklists
Export structured Excel data whenever a new work order category is added in MaintainX
Create Word files for technician work order notes from MaintainX
Generate PDF archives of completed work orders in MaintainX
Automatically create monthly maintenance performance summaries from MaintainX data
How you can use MaintainX + Documentero
Work Order Reports
Generate a PDF report every time a new work order is created in MaintainX.
Inspection Logs
Automatically create a Word document log of safety inspections recorded in MaintainX.
Category Summaries
Produce Excel summaries whenever a new work order category is chosen.
Compliance Records
Generate compliance-ready documents from preventive maintenance activities in MaintainX.
Daily Operations Checklists
Turn daily operating checklists into formatted PDF files for easy sharing and archiving.
Setup Guides
Zapier Tutorial: Integrate MaintainX with Documentero
- Create a new Zap in Zapier.
- Add MaintainX to the zap and choose one of the triggers (Watch Work Orders, Watch a Work Order Category). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the MaintainX trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MaintainX with Documentero
- Create a new scenario in Make.
- Add MaintainX to the scenario and choose one of the triggers (Watch Work Orders, Watch a Work Order Category). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the MaintainX trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate MaintainX with Documentero
- Create a new flow in Power Automate.
- Add MaintainX to the flow and choose one of the triggers (Watch Work Orders, Watch a Work Order Category). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the MaintainX trigger.
- Test and save your flow.
