Connect Pivotal Tracker and TaxJar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Project
New Story
Choose an Action
Automatically do this!
Create an Order Transaction
Create a Customer
List Categories
List Customers
List Nexus Regions
Create a Refund Transaction
List Orders
List Refunds
Show a Customer
Show Order
Show Refund
Summarize Tax Rates for All Regions
Update a Customer
Update a Refund Transaction
Calculate Sales Tax for an Order
Use the Built-in Integrations
Actions and Triggers
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.
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 an Order Transaction
Creates a new order transaction in TaxJar.
Create a Customer
Creates a new customer in TaxJar.
List Categories
Gets the latest product categories and corresponding tax codes.
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and TaxJar accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in TaxJar (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in TaxJar. This includes choosing which data fields go into which fields of TaxJar, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and TaxJar 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 TaxJar. 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.
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 MoreAbout TaxJar
TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing. We obsessively leverage technology and exceptional customer service to help you focus on what matters most — growing your business.
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