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Customize your Iress XPLAN 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…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
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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