PlanGrid object triggers and actions

The PlanGrid connector in Workato provides triggers and actions that allows you to select the object you want to work with when configuring the step. The required input fields will then be dynamically generated based on the object you select.

The following triggers are supported:

• New object
• New or updated object

Supported Plangrid triggers

The following actions are supported:

• Create object
• Download object
• Get object
• Search object
• Update object
• Upload object

Supported Plangrid actions

Objects

Object name	Available triggers	Available actions
Document	New	Get, Update, Upload
Photo	New	Get, Update, Upload
RFI	New, New/updated	Create, Get, Get status, Update
Annotation	New
Field report	New, New/updated	Get
Project	New, New/updated	Create, Get, Update
Sheet	New	Create version upload, Complete version upload, Create sheet packet, Get, Get sheet packet, Upload file to sheet version
Snapshot	New	Get
Task	New, New/updated	Create, Create task list, Get task, Get task list, Update task, Update task list

This is a non-exhaustive list of objects and there are still more enhancements to come. If you see an object that we don't currently support, you can use custom actions that allow you to send custom HTTP requests.