Integrations Pivotal Tracker Microsoft Word
Pivotal Tracker + Microsoft Word

Connect Pivotal Tracker and Microsoft Word to Build Intelligent Automations

Choose a Trigger

Pivotal Tracker

When this happens...

Choose an Action

Microsoft Word

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Ready to use Pivotal Tracker and Microsoft Word automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when any new activity happens within a project.

New Project

New Project

Trigger when a new Project is added.

New Story

New Story

Triggers when a new story is added in a project.

New Document Created1

New Document Created1

Triggers when a new Microsoft Word document is created.

New Document Created

New Document Created

Triggers when new document is created.

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Do thisActions

Action is the task that follows automatically within your Pivotal Tracker integrations.

Create Project

Create Project

creates a new project.

Find Project

Find Project

Finds an existing project by exact name match. Optionally, create a project if none are found.

Create Story

Create Story

creates a new story in a project

Create Word Document

Create Word Document

Creates a new Microsoft Word document from a template or blank.

List All Word Documents

List All Word Documents

Shows all Word documents stored in your OneDrive.

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Frequently Asked Questions

How do I start an integration between Pivotal Tracker and Microsoft Word?

To start, connect both your Pivotal Tracker and Microsoft Word accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Microsoft Word (or vice versa).

Can we customize how data from Pivotal Tracker is recorded in Microsoft Word?

Absolutely. You can customize how Pivotal Tracker data is recorded in Microsoft Word. This includes choosing which data fields go into which fields of Microsoft Word, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pivotal Tracker and Microsoft Word?

The data sync between Pivotal Tracker and Microsoft Word typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pivotal Tracker to Microsoft Word?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pivotal Tracker and Microsoft Word?

Yes, you can set conditional logic to control the flow of data between Pivotal Tracker and Microsoft Word. 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

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.

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Microsoft Word

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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