Connect Pivotal Tracker and BoldSign
Integrate Pivotal Tracker with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BoldSign when New Activity in Pivotal-tracker
List Contacts from BoldSign when New Activity in Pivotal-tracker
Delete Document in Boldsign when New Activity in Pivotal-tracker
Create Contact in BoldSign when New Project in Pivotal-tracker
List Contacts from BoldSign when New Project in Pivotal-tracker
Popular Pivotal Tracker + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Pivotal Tracker
When this happens...
New Activity
New Project
New Story
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when New Activity in Pivotal-tracker
Use this flowList Contacts from BoldSign when New Activity in Pivotal-tracker
Use this flowDelete Document in Boldsign when New Activity in Pivotal-tracker
Use this flowCreate Contact in BoldSign when New Project in Pivotal-tracker
Use this flowList Contacts from BoldSign when New Project in Pivotal-tracker
Use this flowDelete Document in Boldsign when New Project in Pivotal-tracker
Use this flowCreate Contact in BoldSign when New Story in Pivotal Tracker
Use this flowList Contacts from BoldSign when New Story in Pivotal Tracker
Use this flowDelete Document in Boldsign when New Story in Pivotal Tracker
Use this flowCreate Project in Pivotal Tracker when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and BoldSign.
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.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Do thisActions
Action is the task that follows automatically within your Pivotal Tracker integrations.
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
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Pivotal Tracker and BoldSign free
No credit card required. Set up your first workflow in minutes.
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
About BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and BoldSign 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 Pivotal Tracker and BoldSign 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 BoldSign. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Pivotal Tracker. 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 Pivotal Tracker and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and BoldSign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
