Connect Callingly and Pivotal Tracker
Integrate Callingly with Pivotal Tracker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Pivotal Tracker when Call Ends in Callingly
Find Project in Pivotal-tracker when Call Ends in Callingly
Create Story in Pivotal-tracker when Call Ends in Callingly
Create Project in Pivotal Tracker when New Lead Is Created in Callingly
Find Project in Pivotal-tracker when New Lead Is Created in Callingly
Popular Callingly + Pivotal Tracker flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Pivotal Tracker
Automatically do this!
Create Project
Find Project
Create Story
Create Project in Pivotal Tracker when Call Ends in Callingly
Use this flowFind Project in Pivotal-tracker when Call Ends in Callingly
Use this flowCreate Story in Pivotal-tracker when Call Ends in Callingly
Use this flowCreate Project in Pivotal Tracker when New Lead Is Created in Callingly
Use this flowFind Project in Pivotal-tracker when New Lead Is Created in Callingly
Use this flowCreate Story in Pivotal-tracker when New Lead Is Created in Callingly
Use this flowCreate Project in Pivotal Tracker when Lead Is Updated in Callingly
Use this flowFind Project in Pivotal-tracker when Lead Is Updated in Callingly
Use this flowCreate Story in Pivotal-tracker when Lead Is Updated in Callingly
Use this flowCreate Client in Callingly when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Pivotal Tracker.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
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 Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Pivotal Tracker accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Pivotal Tracker as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pivotal Tracker. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Pivotal Tracker, and a separate workflow where Pivotal Tracker triggers actions in Callingly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Callingly and Pivotal Tracker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Pivotal Tracker integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
