Connect Pivotal Tracker and Microsoft Excel
Integrate Pivotal Tracker with Microsoft Excel to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Row in Microsoft-excel when New Activity in Pivotal-tracker
Find Row in Microsoft-excel when New Project in Pivotal-tracker
Find Row in Microsoft-excel when New Activity in Pivotal-tracker
Update Row in Microsoft-excel when New Project in Pivotal-tracker
Create Spreadsheet in Microsoft-excel when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Microsoft Excel 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
Microsoft Excel
Automatically do this!
Find Row
Create Spreadsheet
Update Row
Add Row To Table
Update Row in Microsoft-excel when New Activity in Pivotal-tracker
Use this flowFind Row in Microsoft-excel when New Project in Pivotal-tracker
Use this flowFind Row in Microsoft-excel when New Activity in Pivotal-tracker
Use this flowUpdate Row in Microsoft-excel when New Project in Pivotal-tracker
Use this flowCreate Spreadsheet in Microsoft-excel when New Activity in Pivotal-tracker
Use this flowCreate Spreadsheet in Microsoft-excel when New Story in Pivotal Tracker
Use this flowUpdate Row in Microsoft-excel when New Story in Pivotal Tracker
Use this flowCreate Spreadsheet in Microsoft-excel when New Project in Pivotal-tracker
Use this flowFind Row in Microsoft-excel when New Story in Pivotal Tracker
Use this flowAdd Row To Table in Microsoft Excel when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Microsoft Excel.
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.
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
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
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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Learn how to automate Pivotal Tracker and Microsoft Excel workflows.
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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 Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Microsoft Excel, and a separate workflow where Microsoft Excel 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 Microsoft Excel. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Microsoft Excel integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
