Integrations Pivotal Tracker iris crm
Pivotal Tracker + iris crm

Connect Pivotal Tracker and iris crm to Build Intelligent Automations

Choose a Trigger

Pivotal Tracker

When this happens...

Choose an Action

iris crm

Automatically do this!

Enable Integrations or automations with these events of Pivotal Tracker and iris crm

Enable Integrations or automations with these events of Pivotal Tracker and iris crm

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

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Frequently Asked Questions

How do I start an integration between Pivotal Tracker and iris crm?

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

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

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

How often does the data sync between Pivotal Tracker and iris crm?

The data sync between Pivotal Tracker and iris crm 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 iris crm?

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 iris crm?

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

About iris crm

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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