Plangrid

Events

• New Annotated Drawing

  Start a FLO when a drawing with a published annotation is found within a specified project

• New or Updated Document

  Start FLO when a new or updated document is found within a specified project.

• New or Updated Drawing

  Start FLO when new or updated drawing is found in specific project.

• New or Updated Drawing - Async

  Beta Engine Only - Contact support to become enabled. Start FLO when new or updated marked-up drawing is found in specific project

• New or Updated Field Report

  Start FLO when a new or updated field report is found within a specified project.

• New or Updated Photo

  Start FLO when a new or updated photo is found within a specified project.

• New or Updated Project

  Start FLO when a new project is created or project info is updated.

• New or Updated RFI

  Start FLO when a new or updated RFI is found within a specified project.

• New or Updated Snapshot

  Start FLO when a new or updated snapshot is found within a specified project.

• New or Updated Task

  Start FLO when a new or updated task is found within a specified project.

Actions

• Create Project

  Create a new project

• Create RFI

  This action allows you to create an RFI (Request For Information) associated with a project in PlanGrid.

  Options:

  • Project (dropdown): Your available PlanGrid projects.

  Inputs:

  • Title (string): The title of your RFI. Your title cannot exceed 200 characters.

  • Question (string): Your RFI question. Your question cannot exceed 10,000 characters.

  • Answer (string): Your RFI answer. Your answer cannot exceed 10,000 characters.

  • Sent Date (date): When your RFI was sent. UTC date and time in ISO-8601 format.

    • ISO-8601 Example: 2008-09-15T15:53:00

  • Due Date (date): When your RFI is due. UTC date and time in ISO-8601 format.

    • ISO-8601 Example: 2008-09-15T15:53:00

  • Assignees (string): Users that the RFI is assigned to.

  • Status ID (string): Your RFI status ID.

  • Locked (boolean): Whether the RFI is locked. The Locked field should never be left blank.

  Outputs:

  • RFI ID (string): The RFI ID assigned by PlanGrid.

  • Title (string): The title of your RFI.

  • Status (string): Your RFI status.

  • Question (string): Your RFI question.

  • Answer (string): Your RFI answer.

  • Sent Date (date): When your RFI was sent. UTC date and time in ISO-8601 format.

  • Due Date (date): When your RFI is due. UTC date and time in ISO-8601 format.

  • Number (number): RFI number assigned by PlanGrid. Your RFI number may not be unique.

  • Is Locked? (boolean): Whether the RFI is locked.

  • Assigned To (string/collection): An array of PlanGrid users that your RFI is assigned to.

  • Attachment Count (number): The number of attachments your RFI has.

  • Snapshot Count (number): The number of snapshots your RFI has.

  • Photo Count (number): The number of photos your RFI has.

  • Created By (string): The PlanGrid user/account that created your RFI.

  • Updated By (string): The PlanGrid user/account that last updated your RFI.

• Create Sheet Packet

  Create sheet packet in a specific project using Sheet IDs

• Create Task

  This action allows you to create a task associated with a project.

  Options:

  • Project (dropdown): your available PlanGrid projects.

  Inputs:

  • Title (string): the title of your new task.

  • Stamp (string): a stamp you want attached to your task. These are usually 1 or 2 characters associated with the issue annotation. You should ensure the stamp already exists if you want to include it.

  • Type (string): the type of your task. Possible values are: “issue”, “planned_work”, and “other”.

  • Status (string): the status of your task. Possible values are: “open”, “in_review”, “pending”, and “closed”.

  • Description (string): your description of the task.

  • Assignees (string): users that the task is assigned to.

  • Cost Impact (string): the task’s cost impact with accuracy to hundredths of a cent. You should ensure that you use numerals in this field.

  • Due At (date): When the task is due. UTC date and time in ISO-8601 format.

    • ISO-8601 Example: 2008-09-15T15:53:00
    • ISO-8601 Example with time zone: 2008-09-15T15:53:00+05:00

  • Schedule Impact in Days (number): the task’s schedule impact is in days.

  • Task List ID (string): the unique identifier of the task list to which the task will be assigned to.

  Outputs:

  This card has no output fields.

• Custom API Action

  Make an authenticated Custom API Call to the Plangrid API

• Get Project Drawings

  Downloads all drawings in a specific project

• Get Project Drawings - Async

  Beta Engine Only - Contact support to become enabled. Downloads all drawings in a specific project

• Invite User

  Invite a user to a specific project

• Read Document

  Reads a document in a specific project using Document ID

• Read Field Reports

  Read field reports in a specific project using a date range.

• Read Photo

  Reads a photo in a specific project using Photo ID

• Read Project

  Reads the project info using a specified Project ID.

• Read RFI

  Reads an RFI in specific project using RFI ID

• Read Roles

  Read roles in a specific project

• Read Sheet

  Reads a sheet in a specific project using Sheet ID

• Read Snapsot

  Reads a snapshot in a specific project using Snapshot ID

• Read Task

  Read a task in specific project using Issue ID

• Read User

  Reads a user in a specific project using User ID

• Update Document

  Updates a document in a specific project using Document ID

• Update Photo

  Updates a photo in a specific project using Photo ID

• Update Project

  Update a project

• Update RFI

  This action allows you to update an RFI (Request For Information) associated with a project in PlanGrid. You are not required to update any fields.

  Options:

  • Project (dropdown): Your available PlanGrid projects.

  Inputs:

  • RFI ID (string): The RFI ID assigned by PlanGrid. This field is required if you want to update your RFI.

  • Title (string): The updated title of your RFI. Your title cannot exceed 200 characters.

  • Question (string): Your updated RFI question. Your question cannot exceed 10,000 characters.

  • Answer (string): Your updated RFI answer. Your answer cannot exceed 10,000 characters.

  • Sent Date (date): When your RFI was sent. UTC date and time in ISO-8601 format.

    • ISO-8601 Example: 2008-09-15T15:53:00

  • Due Date (date): When your RFI is due. UTC date and time in ISO-8601 format.

    • ISO-8601 Example: 2008-09-15T15:53:00

  • Assignees (string): The updated users that the RFI is assigned to.

  • Status ID (string): Your updated RFI status ID.

  • Locked (boolean): Whether the RFI is locked. The Locked field should never be left blank.

  Outputs:

  • Title (string): The title of your RFI.

  • Status (string): Your RFI status.

  • Question (string): Your RFI question.

  • Answer (string): Your RFI answer.

  • Sent Date (date): When your RFI was sent. UTC date and time in ISO-8601 format.

  • Due Date (date): When your RFI is due. UTC date and time in ISO-8601 format.

  • Number (number): RFI number assigned by PlanGrid. Your RFI number may not be unique.

  • Is Locked? (boolean): Whether the RFI is locked.

  • Assigned To (string/collection): An array of PlanGrid users that your RFI is assigned to.

  • Attachment Count (number): The number of attachments your RFI has.

  • Snapshot Count (number): The number of snapshots your RFI has.

  • Photo Count (number): The number of photos your RFI has.

  • Created By (string): The PlanGrid user/account that created your RFI.

  • Updated By (string): The PlanGrid user/account that last updated your RFI.

• Update Task

  This action allows you to update a task associated with a project. You are not required to update any fields.

  Options:

  • Project (dropdown): your available PlanGrid projects.

  Inputs:

  • Title (string): the updated title of your task.

  • Stamp (string): a stamp you want attached to your updated task. These are usually 1 or 2 characters associated with the issue annotation. You should ensure the stamp already exists if you want to include it.

  • Type (string): the updated type of your task. Possible values are: “issue”, “planned_work”, and “other”.

  • Status (string): the updated status of your task. Possible values are: “open”, “in_review”, “pending”, and “closed”.

  • Description (string): your description of the updated task.

  • Assignees (string): users that the updated task is assigned to.

  • Cost Impact (string): the task’s updated cost impact with accuracy to hundredths of a cent. You should ensure that you use numerals in this field.

  • Due At (date): When the updated task is due. UTC date and time in ISO-8601 format.

    • ISO-8601 Example: 2008-09-15T15:53:00
    • ISO-8601 Example with time zone: 2008-09-15T15:53:00+05:00

  • Schedule Impact in Days (number): the task’s updated schedule impact is in days.

  • Task List ID (string): the updated unique identifier of the task list to which the task will be assigned to.

  Outputs:

  This card has no output fields.

• Upload Document

  Upload a document to a project

• Upload Document - Async

  Beta Engine Only - Contact support to become enabled. Upload a document to a project.

• Upload Drawing

  Upload a Drawing as PDF to a project

• Upload Drawing - Async

  Beta Engine Only - Contact support to become enabled. Upload a Drawing as PDF to a project.