Connect Pivotal Tracker and Mortgage IQ to Build Intelligent Automations
Enable Integrations or automations with these events of Pivotal Tracker and Mortgage IQ
Enable Integrations or automations with these events of Pivotal Tracker and Mortgage IQ
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Mortgage IQ (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Mortgage IQ. This includes choosing which data fields go into which fields of Mortgage IQ, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Mortgage IQ 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 Mortgage IQ. 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.
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About Mortgage IQ
Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.
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