Connect Nibo and Pivotal Tracker to Build Intelligent Automations
Ready to use Nibo and Pivotal Tracker automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when any new activity happens within a project.
New Project
Trigger when a new Project is added.
New Story
Triggers when a new story is added in a project.
Do thisActions
Action is the task that follows automatically within your Nibo integrations.
Create Bank Account
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create Employee
Create a new employee record with contact, address, bank, and company details.
Create Cost Center
Create a cost center using the provided description.
View Account Statement
Shows the account statement for a selected account and date range.
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
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Frequently Asked Questions
To start, connect both your Nibo and Pivotal Tracker accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Pivotal Tracker (or vice versa).
Absolutely. You can customize how Nibo data is recorded in Pivotal Tracker. This includes choosing which data fields go into which fields of Pivotal Tracker, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and Pivotal Tracker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Nibo and Pivotal Tracker. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Nibo
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
Learn MoreAbout Pivotal Tracker
Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.
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