PlanGrid and Salesforce Data Cloud integrations and automations

Seamlessly connect PlanGrid and Salesforce Data Cloud. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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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

Salesforce Data Cloud
  • Custom action
    Custom action in Salesforce Data Cloud (Custom)
  • Ingest data Bulk
    Ingest data via CSV files in Salesforce Data Cloud
  • Query data
    Query data using SQL in Salesforce Data Cloud
  • Ingest data (Streaming)
    Ingest data via streaming in Salesforce Data Cloud
  • Query data (Subsequent)
    Retrieve data using batch ID in Salesforce Data Cloud

    • Any other action you can think up

One platform

  • Power
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