Connect Pivotal Tracker and Customer.io
Integrate Pivotal Tracker with Customer.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List campaigns in Customer when New Activity in Pivotal-tracker
Create manual segment in Customer when New Activity in Pivotal-tracker
Delete a segment in Customer when New Activity in Pivotal-tracker
List campaigns in Customer when New Project in Pivotal-tracker
Create manual segment in Customer when New Project in Pivotal-tracker
Popular Pivotal Tracker + Customer.io 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
Customer.io
Automatically do this!
List campaigns
Create manual segment
Delete a segment
List campaigns in Customer when New Activity in Pivotal-tracker
Use this flowCreate manual segment in Customer when New Activity in Pivotal-tracker
Use this flowDelete a segment in Customer when New Activity in Pivotal-tracker
Use this flowList campaigns in Customer when New Project in Pivotal-tracker
Use this flowCreate manual segment in Customer when New Project in Pivotal-tracker
Use this flowDelete a segment in Customer when New Project in Pivotal-tracker
Use this flowList campaigns in Customer when New Story in Pivotal Tracker
Use this flowCreate manual segment in Customer when New Story in Pivotal Tracker
Use this flowDelete a segment in Customer when New Story in Pivotal Tracker
Use this flowCreate Project in Pivotal Tracker when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Customer.io.
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.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
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 campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
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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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 Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Customer.io 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 Customer.io 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 Customer.io. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Customer.io, and a separate workflow where Customer.io 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 Customer.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Customer.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
