When this happens...
New Activity
New Project
New Story

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when any new activity happens within a project.
Trigger when a new Project is added.
Triggers when a new story is added in a project.
Triggered when a new payer created in Pinch Payments.
Triggered when a new subscription is created in Pinch Payments.
Triggered when a new payment is created in Pinch Payments.
Action is the task that follows automatically within your Pivotal Tracker integrations.
creates a new project.
Finds an existing project by exact name match. Optionally, create a project if none are found.
creates a new story in a project
Create or update a scheduled payment for a payer.
Add a payment source (e.g., bank account or credit card) to a payer.
Create or update a payer in the Pinch Payments system.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pivotal Tracker and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and Pinch Payments 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 Pinch Payments. 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 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 MorePinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
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