Connect Pivotal Tracker and ServeManager
Integrate Pivotal Tracker with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when New Activity in Pivotal-tracker
List Employees from ServeManager when New Activity in Pivotal-tracker
List Courts from ServeManager when New Activity in Pivotal-tracker
List Notes from ServeManager when New Activity in Pivotal-tracker
List Attempts from ServeManager when New Activity in Pivotal-tracker
Popular Pivotal Tracker + ServeManager 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
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
List Account from ServeManager when New Activity in Pivotal-tracker
Use this flowList Employees from ServeManager when New Activity in Pivotal-tracker
Use this flowList Courts from ServeManager when New Activity in Pivotal-tracker
Use this flowList Notes from ServeManager when New Activity in Pivotal-tracker
Use this flowList Attempts from ServeManager when New Activity in Pivotal-tracker
Use this flowList Invoices from ServeManager when New Activity in Pivotal-tracker
Use this flowCreate Company in Servemanager when New Activity in Pivotal-tracker
Use this flowCreate Court Case in Servemanager when New Activity in Pivotal-tracker
Use this flowCreate Job in Servemanager when New Activity in Pivotal-tracker
Use this flowCreate Note in Servemanager when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and ServeManager.
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.
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes is created.
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
List Account
List all available account information
List Employees
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
List Courts
Retrieve a list of all courts from your ServeManager account
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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and ServeManager 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 ServeManager 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 ServeManager. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in ServeManager, and a separate workflow where ServeManager 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 ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
