Add Maintainx to your AI agent
MaintainX is a cloud-based computerized maintenance management system (CMMS) that helps organizations centralize maintenance data, communication, and workflows.
- Things your agent can do in Maintainx
- 30
Things your AI can do in Maintainx
Your FormWise AI can handle any of these in Maintainx — on its own, without you needing to click a button.
Create Category
PopularTool to create a new category in MaintainX for organizing work orders, assets, and other items. Use when you need to add a new category to the organization's classification system.
Create Location
PopularTool to create a new location in MaintainX. Use when you need to add a new physical location where assets are stored or work is performed. Locations can be organized hierarchically using the parentId parameter.
Create Procedure Template
PopularTool to create a new procedure template in MaintainX with checklist items for work orders. Use when you need to create a standardized procedure that can be attached to work orders. The template can include various field types like text, checkboxes, signatures, and multiple choice options.
Create Work Order
PopularThis tool creates a new work order in MaintainX. It uses the POST /api/v1/workorders endpoint. The tool requires a 'title' for the work order and offers several optional parameters including description, priority, dueDate, startDate, userIds, teamIds, procedureTemplateId, locationId, assetId, and categories.
Create Work Order Comment
PopularThis tool creates a new comment on an existing work order in MaintainX. It allows users to add comments for documentation, updates, or communication purposes within a specific work order. It requires a workOrderId and the text content of the comment to create a new comment on the work order, providing capabilities to update maintenance work order records.
Create Work Request
PopularTool to create a new work request in MaintainX. Use when you need to submit a request for work that can later be converted to a work order. Work requests are typically used to initiate maintenance or service requests that require approval before becoming work orders.
Create Work Request Portal
PopularCreates a new work request portal in MaintainX. A work request portal allows users to submit work requests through a dedicated URL. The portal can be customized with a title, welcome text, and description placeholder. It can be associated with a specific location and asset, and can be configured to require email contact information.
Delete Assets
PopularTool to delete an asset from MaintainX by its ID. Use when you need to permanently remove an asset from the system. Returns a success confirmation upon successful deletion (HTTP 204).
Delete Category
PopularTool to delete a category in MaintainX. Use when you need to remove a category from the system. Returns success status upon deletion (HTTP 204).
Find Entity
PopularA tool to search and find specific entities within MaintainX by specified fields. This tool allows users to search for different types of entities including work orders, users, and locations.
Get Category
PopularTool to retrieve detailed information about a specific category by its ID. Use when you need to get the label, description, update time, or work order count for a category.
Get Location
PopularTool to retrieve detailed information about a specific location by its ID. Use when you need to get comprehensive details including address, attachments, child locations, and custom fields for a location.
Show 18 more things it can do
Get User
PopularTool to retrieve detailed information about a specific user by their ID. Use when you need to get user data including name, email, role, hourly rate, and custom fields.
Get Vendor
PopularTool to retrieve detailed information about a specific vendor by its ID. Use when you need to get comprehensive details about a vendor including contact information, attachments, and custom fields.
Get Work Order Costs
PopularTool to retrieve costs information for a specific work order by its ID. Use when you need to get detailed cost breakdown including total costs and individual cost rows for a work order.
List Asset Criticalities
PopularTool to retrieve a list of asset criticalities from MaintainX. Use when you need to get all available asset criticality levels in the organization, optionally filtered by label or level.
List Assets
PopularThis tool allows users to retrieve a list of all assets in their organization.
List Categories
PopularThis tool retrieves a list of all categories in your MaintainX organization. Categories are used to organize and classify work orders, assets, and other items in the system. It supports listing the categories with pagination and provides details such as category_id, name, description, and timestamps for creation and update.
List Locations
PopularThis tool retrieves a list of all available locations in the organization's MaintainX account. The locations can be physical places where assets are located, work is performed, or maintenance is needed.
List Meters
PopularTool to list all meters in your organization. Use this to retrieve meter information including measurement types, units, and readings.
List Parts
PopularTool to list parts/inventory items with pagination and filtering. Use when you need to retrieve available parts from the organization's inventory.
List Procedure Templates
PopularTool to list procedure templates from MaintainX. Use when you need to retrieve available procedure templates that can be used in work orders.
List Teams
PopularThis tool retrieves a list of all teams in your MaintainX organization.
List Work Orders
PopularAction to list work orders from MaintainX.
List Work Request Portals
PopularTool to list all work request portals in your MaintainX organization. Use when you need to retrieve available work request portals for managing external work requests.
List Work Requests
PopularTool to retrieve a list of work requests from MaintainX. Use when you need to view all work requests. Supports pagination for large result sets using cursor and limit parameters.
Update Work Order
PopularThis tool allows users to update an existing work order in MaintainX by modifying specific attributes without affecting other unchanged fields. It requires the workorder_id and at least one of the optional parameters (title, description, or priority) to perform the update.
Update Work Order Status
PopularThis tool allows users to update the status of a specific work order in MaintainX. It is focused specifically on status updates, making it more streamlined than the comprehensive 'Update Work Order' action which allows updating multiple fields.
Update Work Request Portal
PopularUpdates an existing work request portal in MaintainX. Tool to update work request portal information such as title, welcome text, contact information, and notification settings. Use when modifying an existing portal's configuration.
Update Vendor Attachment
Tool to update a vendor attachment in MaintainX. Use when you need to upload or replace a file attachment for a specific vendor. The file is uploaded as binary data.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Maintainx is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Maintainx, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Maintainx for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Maintainx work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Maintainx to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Maintainx in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Maintainx.
- 3
Hit "Connect"
Click "Connect Maintainx" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Maintainx
Build a quick AI Agent (it's like writing instructions, not code), and pick the Maintainx actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Maintainx for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Maintainx workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Maintainx users had before signing up
Do I need to know how to code?
Not even a little. If you can use Maintainx today, you can set this up. You'll connect Maintainx, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Maintainx login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Maintainx or delete everything any time.
What happens when Maintainx updates their app?
We handle it. When Maintainx adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Maintainx takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Maintainx — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Maintainx on FormWise
MaintainX is a cloud-based computerized maintenance management system (CMMS) that helps organizations centralize maintenance data, communication, and workflows.
Connect Maintainx once and your FormWise AI gets 30 things it can do inside it. That means your AI can handle the Maintainx work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Maintainx? Take a look at www.getmaintainx.com.
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Stop doing the Maintainx work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.