Connect Pivotal Tracker and Moneybird
Integrate Pivotal Tracker with Moneybird to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Moneybird when New Activity in Pivotal-tracker
Get Administration from Moneybird when New Activity in Pivotal-tracker
Create Document in Moneybird when New Activity in Pivotal-tracker
Create Sales Invoice in Moneybird when New Activity in Pivotal-tracker
Send an Invoice via Moneybird when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Moneybird 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
Moneybird
Automatically do this!
Create Contact
Get Administration
Create Document
Create Sales Invoice
Send an Invoice
Create Quote
Create Contact in Moneybird when New Activity in Pivotal-tracker
Use this flowGet Administration from Moneybird when New Activity in Pivotal-tracker
Use this flowCreate Document in Moneybird when New Activity in Pivotal-tracker
Use this flowCreate Sales Invoice in Moneybird when New Activity in Pivotal-tracker
Use this flowSend an Invoice via Moneybird when New Activity in Pivotal-tracker
Use this flowCreate Quote in Moneybird when New Activity in Pivotal-tracker
Use this flowCreate Contact in Moneybird when New Project in Pivotal-tracker
Use this flowGet Administration from Moneybird when New Project in Pivotal-tracker
Use this flowCreate Document in Moneybird when New Project in Pivotal-tracker
Use this flowCreate Sales Invoice in Moneybird when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Moneybird.
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 Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote 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
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
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 Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Moneybird 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 Moneybird 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 Moneybird. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Moneybird, and a separate workflow where Moneybird 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 Moneybird. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Moneybird integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
