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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 Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is 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 a Client
Creates a new client
Update a Client
Update an existing client
Create a Contact
Craete a new contact
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and Harvest accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Harvest (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Harvest. This includes choosing which data fields go into which fields of Harvest, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Harvest 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 Harvest. 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 Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
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