Integrations Pivotal Tracker Painel do Corretor
Pivotal Tracker + Painel do Corretor

Connect Pivotal Tracker and Painel do Corretor to Build Intelligent Automations

Choose a Trigger

Pivotal Tracker

When this happens...

Choose an Action

Painel do Corretor

Automatically do this!

Enable Integrations or automations with these events of Pivotal Tracker and Painel do Corretor

Enable Integrations or automations with these events of Pivotal Tracker and Painel do Corretor

Triggers

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.

Request a new Trigger for Pivotal Tracker

Actions

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

Request a new Action for Pivotal Tracker

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Frequently Asked Questions

How do I start an integration between Pivotal Tracker and Painel do Corretor?

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

Can we customize how data from Pivotal Tracker is recorded in Painel do Corretor?

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

How often does the data sync between Pivotal Tracker and Painel do Corretor?

The data sync between Pivotal Tracker and Painel do Corretor 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 Painel do Corretor?

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 Painel do Corretor?

Yes, you can set conditional logic to control the flow of data between Pivotal Tracker and Painel do Corretor. 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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Painel do Corretor

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!

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