Connect Content Snare and Pivotal Tracker
Integrate Content Snare with Pivotal Tracker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Pivotal Tracker when New Client Created in Content Snare
Find Project in Pivotal-tracker when New Client Created in Content Snare
Create Story in Pivotal-tracker when New Client Created in Content Snare
Create Project in Pivotal Tracker when New Request in Content Snare
Find Project in Pivotal-tracker when New Request in Content Snare
Popular Content Snare + Pivotal Tracker flows
Start from a real workflow other teams are already running.
Choose a trigger
Content Snare
When this happens...
New Client Created
New Request
Choose an action
Pivotal Tracker
Automatically do this!
Create Project
Find Project
Create Story
Create Project in Pivotal Tracker when New Client Created in Content Snare
Use this flowFind Project in Pivotal-tracker when New Client Created in Content Snare
Use this flowCreate Story in Pivotal-tracker when New Client Created in Content Snare
Use this flowCreate Project in Pivotal Tracker when New Request in Content Snare
Use this flowFind Project in Pivotal-tracker when New Request in Content Snare
Use this flowCreate Story in Pivotal-tracker when New Request in Content Snare
Use this flowDelete Request in Content Snare when New Activity in Pivotal-tracker
Use this flowDelete Client in Content Snare when New Activity in Pivotal-tracker
Use this flowFind Client in Content Snare when New Activity in Pivotal-tracker
Use this flowCreate Client in Content Snare when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Content Snare and Pivotal Tracker.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Created
Runs when a new client is created.
New Request
Runs when a new request is added. You can filter by client, folder, or request template.
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 Content Snare integrations.
Delete Request
Permanently deletes a Content Snare request by ID.
Delete Client
Permanently deletes a client by ID via DELETE /partner_api/v1/clients/{id}.
Find Client
Finds clients by keyword, field filter, or ID in Content Snare.
Create Client
Create a client with required full name and email. Optionally add first/last names, phone, language or company.
List Client Companies
Retrieve client companies; search by name, sort ascending/descending, and page through results with limit and offset.
List Clients
Returns a list of active clients from Content Snare with optional search, filters, sort, and pagination.
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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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 Content Snare
Content Snare is a secure client portal that helps businesses collect documents, files, and information from clients through structured requests, automated reminders, approvals, and centralized file management.
Learn moreSimilar apps
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 Content Snare 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 Content Snare 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 Content Snare triggers actions in Pivotal Tracker, and a separate workflow where Pivotal Tracker triggers actions in Content Snare. 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 Content Snare and Pivotal Tracker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Content Snare 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.
