Connect Pivotal Tracker and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Project
New Story
Choose an Action
Automatically do this!
List all Workspaces
List Workspace Owners
List All Taxes
List All Currencies
List All Customers
List All Invoices
Record Invoice Payment
Ready to use Pivotal Tracker and Clientjoy automations
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.
New Invoice is created ON HOLD
Triggers when a new invoice in created.
New Customer is added
Triggers when a new customer is added.
New Lead is Created
Triggers when a new lead is added
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
List all Workspaces
Get list of all existing workspaces.
List Workspace Owners
Show all workspace owners
List All Taxes
Get list of all existing taxes in a workspace.
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Clientjoy. This includes choosing which data fields go into which fields of Clientjoy, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Clientjoy 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 Clientjoy. 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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn More
