Integrations Pivotal Tracker Paperform
Pivotal Tracker + Paperform

Connect Pivotal Tracker and Paperform to Build Intelligent Automations

Choose a Trigger

Pivotal Tracker

When this happens...

Choose an Action

Paperform

Automatically do this!

Ready to use Pivotal Tracker and Paperform 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.

Document Completed

Document Completed

Triggers when a new Document Completed for a form.

Document Sent

Document Sent

Triggered when a document is sent out for signing.

Document Cancelled

Document Cancelled

Triggered when a document is cancelled, meaning the signing process was terminated before completion.

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

Update Form by ID

Update Form by ID

Update Form By ID

Form Details by ID

Form Details by ID

Get Form Details by ID

Find Partial-Submissions

Find Partial-Submissions

Get Partial-Submissions details by Slug id

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Frequently Asked Questions

How do I start an integration between Pivotal Tracker and Paperform?

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

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

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

How often does the data sync between Pivotal Tracker and Paperform?

The data sync between Pivotal Tracker and Paperform 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 Paperform?

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 Paperform?

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

About Paperform

Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.

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