PlanGrid integrations and automations

Seamlessly connect PlanGrid with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Why you should automate with PlanGrid

Manage projects
  • Manage projects
  • Quickly resolve issues
  • Share project data
  • Generate reports

  • Why these integrations and automations matter:

    Businesses often use different applications to manage office work and the work you do at the job site. Get your office and job sites on the same page with integrated project management.

  • Coordinate workflows

    Integrate PlanGrid with office productivity tools like Airtable and Trello to coordinate work across platforms, offices, and job sites. Enable collaborative work at your organization by automatically syncing your tasks, cards, and issues.

  • Simplify approvals

    Make it easy for workers to raise issues and suggest changes to managers, and for managers to approve or reject budget for those changes. Simplify approvals by integrating PlanGrid with management tools like Smartsheet or using Workbot for Slack or Microsoft Teams.

  • Manage resources

    Integrate PlanGrid with an ERP like NetSuite or SAP ERP to better track and allocate resources and equipment across your construction projects.

Do everything in one place

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

Let us tailor your PlanGrid integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Related Solutions & Content

About PlanGrid Integrations

PlanGrid is a project management software that lets your construction business create digital blueprints and collaborate on field markups, progress photos, and issues tracking. It helps connect your offices and your job sites to improve construction and engineering projects.

How you can integrate PlanGrid

  • Keep projects on track with management tools that reduce errors and repeat work
  • Track all your quality management issues in one place
  • Develop easy-to-adopt safety programs that you can iterate over and over
  • Manage essential documents in a centralized, common data environment
  • Blog Article

    CIO Automation Series: The Art of Automation with Autodesk & Nutanix

    Workato’s Response to COVID-19: Why Digital Tools Are Important
  • Blog Article

    Prakash Kota of Autodesk on ‘Working-Backward’ to Drive Business-IT Alignment

    3 tips that can help any product manager handle their time more effectively
  • Blog Article

    How Integrated Software Can Benefit Your Construction Firm

    How to Implement Sales Automation in 2021
  • Integrations

    Amazon S3 & Salesforce Integrations.

    BIM 360 and PlanGrid integrations and automations

Let’s start automating

Schedule a Demo