Connect Pivotal Tracker and Simpro
Integrate Pivotal Tracker with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New Activity in Pivotal-tracker
Create Company Customer in Simpro when New Activity in Pivotal-tracker
Create Individual Customer in Simpro when New Activity in Pivotal-tracker
Create Service Job in Simpro when New Activity in Pivotal-tracker
Find Job in Simpro when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Simpro flows
Start from a real workflow other teams are already running.
Create Contact in Simpro when New Activity in Pivotal-tracker
Use this flowCreate Company Customer in Simpro when New Activity in Pivotal-tracker
Use this flowCreate Individual Customer in Simpro when New Activity in Pivotal-tracker
Use this flowCreate Service Job in Simpro when New Activity in Pivotal-tracker
Use this flowFind Job in Simpro when New Activity in Pivotal-tracker
Use this flowFind Schedule in Simpro when New Activity in Pivotal-tracker
Use this flowFind Quote in Simpro when New Activity in Pivotal-tracker
Use this flowFind Company Customer in Simpro when New Activity in Pivotal-tracker
Use this flowCreate Schedule in Simpro when New Activity in Pivotal-tracker
Use this flowFind Contact in Simpro when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Simpro.
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 Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer 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
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
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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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 more
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Simpro 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 Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Simpro, and a separate workflow where Simpro 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 Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
