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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when any new activity happens within a project.
Trigger when a new Project is added.
Triggers when a new story is added in a project.
Action is the task that follows automatically within your Drift integrations.
Updates an existing contact.
Creates or updates a contact.
Lookup User information by their end user id.
Lookup data for an existing user by their anonymous id.
creates a new project.
Finds an existing project by exact name match. Optionally, create a project if none are found.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Drift and Pivotal Tracker accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Pivotal Tracker (or vice versa).
Absolutely. You can customize how Drift 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 Drift 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 Drift 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.
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
Learn MorePivotal 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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