Connect Pivotal Tracker and Lofty
Integrate Pivotal Tracker with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when New Activity in Pivotal-tracker
Add Note to Lead in Lofty when New Activity in Pivotal-tracker
Update Lead in Lofty when New Activity in Pivotal-tracker
Search Leads in Lofty when New Activity in Pivotal-tracker
Send Email To Agent via Lofty when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Pivotal Tracker
When this happens...
New Activity
New Project
New Story
Choose an action
Lofty
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Create New Lead in Lofty when New Activity in Pivotal-tracker
Use this flowAdd Note to Lead in Lofty when New Activity in Pivotal-tracker
Use this flowUpdate Lead in Lofty when New Activity in Pivotal-tracker
Use this flowSearch Leads in Lofty when New Activity in Pivotal-tracker
Use this flowSend Email To Agent via Lofty when New Activity in Pivotal-tracker
Use this flowSend SMS to Sales Agent via Lofty when New Activity in Pivotal-tracker
Use this flowCreate Agent in Lofty when New Activity in Pivotal-tracker
Use this flowList Transactions from Lofty when New Activity in Pivotal-tracker
Use this flowCreate Task for Lead in Lofty for the Lead when New Activity in Pivotal-tracker
Use this flowCreate New Lead in Lofty when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Lofty.
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 Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
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 New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Lofty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pivotal Tracker and Lofty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lofty. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Pivotal Tracker. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pivotal Tracker and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
