PlanGrid

PlanGrid (opens new window) is an intuitive, sheet-based mobile construction app that keeps everyone building from the current set, and building together. View and comment on plans, create punch lists, submit progress reports, and more—instantly from the field.

API version

The PlanGrid connector uses the PlanGrid API (opens new window).

Supported editions and versions

The PlanGrid connector works with all PlanGrid accounts.

How to connect to PlanGrid on Workato

PlanGrid connection

The PlanGrid connector uses OAuth 2.0 authentication to authenticate with PlanGrid.

• Connection name

  Give the PlanGrid connection a unique name that identifies which PlanGrid instance it is connected to.

• Email

  Email of PlanGrid account.

• Password

  Password of PlanGrid account.

Roles and permissions required to connect

The PlanGrid connection has the same permissions as the PlanGrid account used to create the connection. This means that the connection has the same capabilities per the respective permissions on a PlanGrid project.