Connect Pivotal Tracker and folk to Build Intelligent Automations

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Pivotal Tracker

When this happens...

Choose an Action

folk

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Company Added

Company Added

Triggers when a new company is created or added to a group.

Person Added

Person Added

Triggers when a new person is created or added to a group.

Company Removed

Company Removed

Triggers when a company is deleted from the workspace or removed from a group.

Do thisActions

Action is the task that follows automatically within your Pivotal Tracker integrations.

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

Create Person

Create Person

Create a new contact Person in your folk group .

Create Company

Create Company

Create a new contact Company in your folk group .

Update Person

Update Person

Update a contact Person in your folk group.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Pivotal Tracker and folk 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 folk?

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 folk?

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

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folk

About folk

Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.

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