Connect Pivotal Tracker and Evoliz
Integrate Pivotal Tracker with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when New Activity in Pivotal-tracker
Create Article in Evoliz when New Activity in Pivotal-tracker
Create Client in Evoliz when New Activity in Pivotal-tracker
Create Contact Client in Evoliz when New Activity in Pivotal-tracker
Create Prospect Contact in Evoliz when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Evoliz 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
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Create Account in Evoliz when New Activity in Pivotal-tracker
Use this flowCreate Article in Evoliz when New Activity in Pivotal-tracker
Use this flowCreate Client in Evoliz when New Activity in Pivotal-tracker
Use this flowCreate Contact Client in Evoliz when New Activity in Pivotal-tracker
Use this flowCreate Prospect Contact in Evoliz when New Activity in Pivotal-tracker
Use this flowCreate Prospect in Evoliz when New Activity in Pivotal-tracker
Use this flowUpdate Article in Evoliz when New Activity in Pivotal-tracker
Use this flowFind Article in Evoliz when New Activity in Pivotal-tracker
Use this flowSend Invoice in Evoliz when New Activity in Pivotal-tracker
Use this flowCreate Account in Evoliz when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Evoliz.
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
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
New Invoice
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
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 Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create Article
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create Client
Create a new client in Evoliz with contact, address, and optional bank and company details.
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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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 Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Evoliz 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 Evoliz 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 Evoliz. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Evoliz, and a separate workflow where Evoliz 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 Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
