Connect Pivotal Tracker and DocuSeal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Project
New Story
Choose an Action
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Ready to use Pivotal Tracker and DocuSeal 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 Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission 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 Template from HTML
Creates a new document template for future use.
Clone Template
Clone an existing template.
Archive Template
Archive an existing template.
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and DocuSeal 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 DocuSeal. 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 DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
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