PlanGrid integrations and automations

Seamlessly connect PlanGrid with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Why you should automate with PlanGrid

Manage projects
  • Manage projects
  • Quickly resolve issues
  • Share project data
  • Generate reports

  • Why these integrations and automations matter:

    Businesses often use different applications to manage office work and the work you do at the job site. Get your office and job sites on the same page with integrated project management.

  • Coordinate workflows

    Integrate PlanGrid with office productivity tools like Airtable and Trello to coordinate work across platforms, offices, and job sites. Enable collaborative work at your organization by automatically syncing your tasks, cards, and issues.

  • Simplify approvals

    Make it easy for workers to raise issues and suggest changes to managers, and for managers to approve or reject budget for those changes. Simplify approvals by integrating PlanGrid with management tools like Smartsheet or using Workbot for Slack or Microsoft Teams.

  • Manage resources

    Integrate PlanGrid with an ERP like NetSuite or SAP ERP to better track and allocate resources and equipment across your construction projects.

Streamline your PlanGrid integrations

  • Need to connect your product to PlanGrid?

    Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting. 
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    • Build powerful workflows, fast

    Triggers

    When this happens…

    PlanGrid
    • New object in PlanGrid
      New object in PlanGrid
    • New or updated object in PlanGrid
      New or updated object in PlanGrid

      • Any other trigger you can think up

    Actions

    Do this…

    PlanGrid
    • Custom action
      Custom action in PlanGrid (Custom)
    • Create object
      Create object in PlanGrid
    • Download object
      Download object in PlanGrid
    • Get object by ID
      Get object in PlanGrid
    • Search objects Batch
      Search objects in PlanGrid
    • Update object
      Update object in PlanGrid
    • Upload object
      Upload object in PlanGrid

      • Any other action you can think up

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

    Streamline your PlanGrid integrations

    Related Solutions & Content

    About PlanGrid Integrations

    PlanGrid is a project management software that lets your construction business create digital blueprints and collaborate on field markups, progress photos, and issues tracking. It helps connect your offices and your job sites to improve construction and engineering projects.

    How you can integrate PlanGrid

    • Keep projects on track with management tools that reduce errors and repeat work
    • Track all your quality management issues in one place
    • Develop easy-to-adopt safety programs that you can iterate over and over
    • Manage essential documents in a centralized, common data environment
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    Let’s start automating

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