Do everything in one place
Customize your Outlook and PlanGrid integration with the following
triggers and actions.
Triggers
When this happens…
Outlook
- New contactNew contact in Outlook
- New email Real-timeNew email received in Outlook Mail
- New event Real-timeNew event created in Outlook Calendar
- New/updated contactNew/updated contact in Outlook
- New/updated event Real-timeNew/updated event in Outlook Calendar
Any other trigger you can think up
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…
Outlook
- Custom actionCustom action in Outlook (Custom)
- Create contactCreate contact in Outlook
- Create calendar eventCreate event in Outlook Calendar
- Delete contactDelete contact in Outlook
- Download email attachmentsDownload email attachments from email in Outlook Mail
- Get calendar by IDGet calendar details by ID in Outlook
- Get contactGet contact in Outlook
- Get calendar event by IDGet event in Outlook Calendar
- List contacts BatchList contacts in Outlook
- List all instances of an event BatchList all instances of an event in Outlook
- Search calendar BatchSearch for calendar details in Outlook
- Search contacts BatchSearch contacts in Outlook
- Search calendar events BatchSearch events in Outlook Calendar
- Send emailSend email from Outlook Mail
- Update contactUpdate contact in Outlook
- Update calendar eventUpdate event in Outlook Calendar
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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