Connect Pivotal Tracker and Capsule CRM
Integrate Pivotal Tracker with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Capsule CRM when New Activity in Pivotal-tracker
Update Opportunity in Capsule CRM when New Activity in Pivotal-tracker
List Tasks in Capsule-crm when New Activity in Pivotal-tracker
Add Note to Entity in Capsule CRM when New Activity in Pivotal-tracker
Create Opportunity in Capsule CRM when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Capsule CRM 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
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Create Contact in Capsule CRM when New Activity in Pivotal-tracker
Use this flowUpdate Opportunity in Capsule CRM when New Activity in Pivotal-tracker
Use this flowList Tasks in Capsule-crm when New Activity in Pivotal-tracker
Use this flowAdd Note to Entity in Capsule CRM when New Activity in Pivotal-tracker
Use this flowCreate Opportunity in Capsule CRM when New Activity in Pivotal-tracker
Use this flowCreate a project in Capsule CRM when New Activity in Pivotal-tracker
Use this flowCreate Task in Capsule-crm when New Activity in Pivotal-tracker
Use this flowUpdate Contact in Capsule CRM when New Activity in Pivotal-tracker
Use this flowFind Contact in Capsule-crm when New Activity in Pivotal-tracker
Use this flowFind Milestone in Capsule-crm when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Capsule CRM.
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.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
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
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
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 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 Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Capsule CRM 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 Capsule CRM 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 Capsule CRM. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Capsule CRM, and a separate workflow where Capsule CRM 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 Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
