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Customize your BlackLine and PlanGrid integration with the following
triggers and actions.
Triggers
When this happens…
PlanGrid
- New object in PlanGridNew object in PlanGrid
- New or updated object in PlanGridNew or updated object in PlanGrid
Any other trigger you can think up
Actions
Do this…
BlackLine
- Import account assignmentsImport account assignments in BlackLine
- Import account balancesImport account balances in BlackLine
- Import account group mappingsImport account group mappings in BlackLine
- Import account group settingsImport account group settings in BlackLine
- Import account settingsImport account settings in BlackLine
- Import bank balancesImport bank balances in BlackLine
- Import budgetsImport budgets in BlackLine
- Import CIM mappingsImport CIM mappings in BlackLine
- Import currency ratesImport currency rates in BlackLine
- Import entitiesImport entities in BlackLine
- Import entity typesImport entity types in BlackLine
- Import item detailImport item detail in BlackLine
- Import multi-currency balancesImport multi-currency balances in BlackLine
- Import subledger balancesImport subledger balances in BlackLine
- Import task dependenciesImport task dependencies in BlackLine
- Import task descriptionImport task description in BlackLine
- Import tasksImport tasks in BlackLine
- Import tasks auto-certify completionImport tasks auto-certify completion in BlackLine
- Import team typesImport team types in BlackLine
- Import teamsImport teams in BlackLine
- Import user entitiesImport user entities in BlackLine
- Import user rolesImport user roles in BlackLine
- Import user team assignmentsImport user team assignments in BlackLine
- Import usersImport users in BlackLine
- Import variance group mappingImport variance group mapping in BlackLine
- Import variance group settingsImport variance group settings in BlackLine
- Import variance rulesImport variance rules in BlackLine
- Import variance settingsImport variance settings in BlackLine
Any other action you can think up
PlanGrid
- Custom actionCustom action in PlanGrid (Custom)
- Create objectCreate object in PlanGrid
- Download objectDownload object in PlanGrid
- Get object by IDGet object in PlanGrid
- Search objects BatchSearch objects in PlanGrid
- Update objectUpdate object in PlanGrid
- Upload objectUpload object in PlanGrid
Any other action you can think up
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