Connect Pivotal Tracker and MyDocSafe
Integrate Pivotal Tracker with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New Activity in Pivotal-tracker
Create a Portal in Mydocsafe when New Activity in Pivotal-tracker
Create a Portal Group in Mydocsafe when New Activity in Pivotal-tracker
Create a Folder in Mydocsafe when New Project in Pivotal-tracker
Create a Portal in Mydocsafe when New Project in Pivotal-tracker
Popular Pivotal Tracker + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New Activity in Pivotal-tracker
Use this flowCreate a Portal in Mydocsafe when New Activity in Pivotal-tracker
Use this flowCreate a Portal Group in Mydocsafe when New Activity in Pivotal-tracker
Use this flowCreate a Folder in Mydocsafe when New Project in Pivotal-tracker
Use this flowCreate a Portal in Mydocsafe when New Project in Pivotal-tracker
Use this flowCreate a Portal Group in Mydocsafe when New Project in Pivotal-tracker
Use this flowCreate a Folder in Mydocsafe when New Story in Pivotal Tracker
Use this flowCreate a Portal in Mydocsafe when New Story in Pivotal Tracker
Use this flowCreate a Portal Group in Mydocsafe when New Story in Pivotal Tracker
Use this flowCreate Project in Pivotal Tracker when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and MyDocSafe.
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.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
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 a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
