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

Customize your PlanGrid integration with the following triggers and actions.

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

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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