Connect Pivotal Tracker and finmo to Build Intelligent Automations

Choose a Trigger

Pivotal Tracker

When this happens...

Choose an Action

finmo

Automatically do this!

Enable Integrations or automations with these events of Pivotal Tracker and finmo

Enable Integrations or automations with these events of Pivotal Tracker and finmo

Triggers

New Activity

New Activity

Triggers when any new activity happens within a project.

New Project

New Project

Trigger when a new Project is added.

New Story

New Story

Triggers when a new story is added in a project.

Request a new Trigger for Pivotal Tracker

Actions

Create Project

Create Project

creates a new project.

Find Project

Find Project

Finds an existing project by exact name match. Optionally, create a project if none are found.

Create Story

Create Story

creates a new story in a project

Request a new Action for Pivotal Tracker

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Pivotal Tracker and finmo?

To start, connect both your Pivotal Tracker and finmo accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in finmo (or vice versa).

Can we customize how data from Pivotal Tracker is recorded in finmo?

Absolutely. You can customize how Pivotal Tracker data is recorded in finmo. This includes choosing which data fields go into which fields of finmo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pivotal Tracker and finmo?

The data sync between Pivotal Tracker and finmo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pivotal Tracker to finmo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pivotal Tracker and finmo?

Yes, you can set conditional logic to control the flow of data between Pivotal Tracker and finmo. 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.

Pivotal Tracker

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 More
finmo

About finmo

Finmo manages the end to end mortgage process.

Learn More