Do everything in one place
Customize your PlanGrid and Yext 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
Yext
- New entityNew entity in Yext
- New/updated entityNew/updated entity in Yext
Any other trigger you can think up
Actions
Do this…
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
Yext
- Create entityCreate entity in Yext
- Custom actionCustom action in Yext
- Get entity by IDGet entity by ID in Yext
- Search entitiesSearch entities in Yext
- Search entities with custom filterSearch entities with custom filter criteria in Yext
- Update entityUpdate entity in Yext
Any other action you can think up
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