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Actions and Triggers
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.
Order Cancelled Automation
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
Add Contact on Order
When an order is placed, add the customer to the selected Cardly contact list(s).
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
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
Invite User to Account
Send an invitation to join your Cardly account and optionally allow the invitee to use organization credits, gift credits, or saved credit cards.
Create a Contact List
Create a new contact list and optionally add a description and custom fields.
Create Contact
Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Cardly. This includes choosing which data fields go into which fields of Cardly, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Cardly 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 Pivotal Tracker and Cardly. 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.
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 MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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