Enable Integrations or automations with these events of Pivotal Tracker and legalesign
Triggers when any new activity happens within a project.
Trigger when a new Project is added.
Triggers when a new story is added in a project.
creates a new project.
Finds an existing project by exact name match. Optionally, create a project if none are found.
creates a new story in a project
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pivotal Tracker and legalesign accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in legalesign (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in legalesign. This includes choosing which data fields go into which fields of legalesign, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and legalesign 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 legalesign. 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 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 MoreLegalesign is electronic signature software where you can receive updates of contract signing events linked to your CRM database and upload or download signed documents between Legalesign and your favourite software.
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