Interested in what PlanRadar Connect could look like for your business?
Our Integrations team can help assess your requirements and explore possible solutions based on your systems and workflows.
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Over 170,000 users across 75+ countries are eliminating paperwork with PlanRadar
Eliminate manual data transfer between systems Connect PlanRadar to your business platforms using ready-made integrations, so data reaches the right place accurately.
Connect systems quickly without complex development Pre-built, no-code connectors get PlanRadar Connect integrated with your existing tools quickly. Need something custom? Extend with API and webhooks.
Keep every system up to date with site activity Every issue, inspection, and document in PlanRadar is automatically organised and shared, creating an up-to-date view of quality and progress without delays.
Create reliable project records automatically. Standardise how data is stored and shared across systems, building a structured audit trail that supports compliance and regulatory reporting.
Trigger
A new plan is uploaded to a project folder in cloud storage
Apps
Google Drive
One Drive
Sharepoint
Actions
PlanRadar Connect retrieves the new plan and project metadata from cloud storage
This new plan version is automatically updated in the PlanRadar account
Trigger
An inspection issue is logged on a PlanRadar Ticket
Apps
BI Projects
Tableu
Superset
Actions
A pre-determined cost code is logged within a PlanRadar ticket
PlanRadar Connect retrieves the cost code and automatically updates the correct spreadsheet in cloud storage, which then syncs to the relevant productivity dashboard
Trigger
A status change event is captured on a PlanRadar ticket
Apps
MS Dynamics
Salesforce
Sage
Procore
SAP
Actions
PlanRadar Connect retrieves the associated task data and project identifiers
Project management systems are updated with current site data
Trigger
A quality issue is tagged “Critical Error” on a PlanRadar ticket
Apps
Outlook
Salesforce
Actions
PlanRadar Connect retrieves full issue details, attachments, and assigned contacts
A formal Outlook email is automatically sent to a predefined list, with documentation attached
Trigger
Photos are uploaded to a task or inspection
Apps
Google Drive
One Drive
Sharepoint
Actions
PlanRadar Connect retrieves the photo and its associated metadata: project, date, location, uploader
The photo is automatically named using a consistent convention, tagged, and saved to the correct project folder in cloud storage
Trigger
A request is submitted by a customer via a structured intake form
Apps
Google Drive
Google Forms
Actions
PlanRadar Connect retrieves all request details and attachments, and creates a holding ticket within PlanRadar for admin review
Once approved, the ticket is automatically assigned to the correct PlanRadar project and the customer receives a confirmation email with the ticket ID
Search for the apps your team already uses:
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Our Integrations team can help assess your requirements and explore possible solutions based on your systems and workflows.
Book a demoPlanRadar is a leading platform for digital documentation, communication, and reporting in construction, facility management, and real estate projects. PlanRadar Connect is the integration layer that connects PlanRadar to the other platforms your organisation uses, automating data flows between systems so information reaches the right place automatically.
PlanRadar Connect gives you access to over 200 apps. The most commonly used in construction include SharePoint, OneDrive, Power BI, SAP, Oracle, MS Dynamics, Outlook, Jira, Slack, Salesforce, and Asana, with Open API and webhook support for integrations not covered by a pre-built connector.
Pre-built connectors can be configured in a single session by a project manager or operations lead. More complex or custom workflows take longer, and PlanRadar’s team provides setup support and templates throughout.
You don’t need a developer to get started. The process is designed for project managers and operations teams, and PlanRadar’s team is on hand for more complex setup.
PlanRadar Connect is built on Workato, an enterprise-grade integration platform used by organisations that need auditable, scalable data flows. IT teams get the governance controls they need, and project teams get something fast to configure and easy to manage.
If your organisation manages construction projects and uses tools like SharePoint, Power BI, SAP, or Outlook, PlanRadar Connect is relevant to how your data flows. A demo is the best starting point. We can show you how Connect works alongside PlanRadar and what the integration would look like for your current tools and workflows.
