PlanGrid Triggers and Actions

Triggers

New Object in PlanGrid

  • Annotation
  • Document
  • Field Report
  • Photo
  • Project
  • RFI
  • Sheet
  • Snapshot
  • Task



    • New or Updated Object in PlanGrid

  • Annotation
  • Document
  • Field Report
  • Field Report Template
  • Project
  • RFI
  • Sheet
  • Submittal Item
  • Submittal Package
  • Task



    • Actions



    Create Object

  • RFI
  • RFI Answer
  • Field Report Export
  • User
  • Project
  • Sheet Packet
  • Sheet Version
  • Submittal Item
  • Submittal Package
  • Task
  • Task List



    • Update Object

  • RFI
  • RFI Answer
  • Photo metadata
  • Project
  • Submittal Item
  • Submittal Package
  • Task
  • Task List



    • Search Object

  • RFI
  • RFI Status
  • Field Report
  • Field Report Template
  • User
  • Role
  • Project
  • Submittal Item



    • Download Object

  • Document
  • Field Report Export
  • Sheet Packet



    • Get Object by ID

  • RFI
  • RFI Answer
  • Document
  • Field Report
  • Photo
  • Project
  • Sheet
  • Sheet Packet
  • Snapshot
  • Submittal Package
  • Submittal Package File Group
  • Submittal Package History
  • Submittal Package Review Status
  • Task
  • Task List
  • User



    • Upload Object

  • Complete Version Set
  • Document
  • File to Sheet Version
  • Photo
    • Parent page: PlanGrid