Connect Pivotal Tracker and Microsoft Outlook to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Project
New Story
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Delete Calendar Event
Send Email
Update Contact
Find Contact
Get User Details
Get All Contact Folders
Get All Messages
Get All Events
Get All Contacts
Get All Mail Folders
Get All Mail Folder Delta
Get all Attachments
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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 Contact Is Created
Runs when new contact is created
New Email
Triggers when new email 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 Contact
Create a new contact.
Create Draft Email
Create a new draft email
Create Calendar Event
Create an event in the specified calendar.
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Step by step guides to integrate Pivotal Tracker and Microsoft Outlook
Frequently Asked Questions
To start, connect both your Pivotal Tracker and Microsoft Outlook accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Microsoft Outlook (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Microsoft Outlook. This includes choosing which data fields go into which fields of Microsoft Outlook, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Microsoft Outlook 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 Microsoft Outlook. 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 Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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