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

The following actions are supported:

  • Create object
  • Get object
  • Update object
  • Upload object

Objects

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

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.

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