Connect Pivotal Tracker and Microsoft Word
Integrate Pivotal Tracker with Microsoft Word to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Word Document in Microsoft Word when New Activity in Pivotal-tracker
List All Word Documents from Microsoft Word when New Activity in Pivotal-tracker
Create Word Document in Microsoft Word when New Project in Pivotal-tracker
List All Word Documents from Microsoft Word when New Project in Pivotal-tracker
Create Word Document in Microsoft Word when New Story in Pivotal Tracker
Popular Pivotal Tracker + Microsoft Word 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 Word
Automatically do this!
Create Word Document
List All Word Documents
Create Word Document in Microsoft Word when New Activity in Pivotal-tracker
Use this flowList All Word Documents from Microsoft Word when New Activity in Pivotal-tracker
Use this flowCreate Word Document in Microsoft Word when New Project in Pivotal-tracker
Use this flowList All Word Documents from Microsoft Word when New Project in Pivotal-tracker
Use this flowCreate Word Document in Microsoft Word when New Story in Pivotal Tracker
Use this flowList All Word Documents from Microsoft Word when New Story in Pivotal Tracker
Use this flowCreate Project in Pivotal Tracker when New Document Created1 in Microsoft Word
Use this flowFind Project in Pivotal-tracker when New Document Created1 in Microsoft Word
Use this flowCreate Story in Pivotal-tracker when New Document Created1 in Microsoft Word
Use this flowCreate Project in Pivotal Tracker when New Document Created in Microsoft Word
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Microsoft Word.
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 Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document 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 Word Document
Creates a new Microsoft Word document from a template or blank.
List All Word Documents
Shows all Word documents stored in your OneDrive.
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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AI will build it for you
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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Microsoft Word 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 Word 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 Word. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Microsoft Word, and a separate workflow where Microsoft Word 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 Word. 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 Word integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
