Connect Recras and Pivotal Tracker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Update Booking
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
Choose an Action
Automatically do this!
Create Project
Find Project
Create Story
Ready to use Recras and Pivotal Tracker automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when a new booking is created.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Recras integrations.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
Create Story
creates a new story in a project
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Frequently Asked Questions
To start, connect both your Recras and Pivotal Tracker accounts to viaSocket. Once connected, you can set up a workflow where an event in Recras triggers actions in Pivotal Tracker (or vice versa).
Absolutely. You can customize how Recras 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 Recras 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 Recras 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 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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