Connect Pivotal Tracker and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Project
New Story
Choose an Action
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Ready to use Pivotal Tracker and Copilot 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 Client
Trigger whenever any new client is created.
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 Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Copilot 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 Copilot. 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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
