Connect Pivotal Tracker and WhatConvert
Integrate Pivotal Tracker with WhatConvert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Lead in WhatConvert when New Activity in Pivotal-tracker
List Accounts from WhatConvert when New Activity in Pivotal-tracker
Create Lead in WhatConvert when New Activity in Pivotal-tracker
List Users from WhatConvert when New Activity in Pivotal-tracker
Get Leads from WhatConvert when New Activity in Pivotal-tracker
Popular Pivotal Tracker + WhatConvert 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
WhatConvert
Automatically do this!
Update Lead
List Accounts
Create Lead
List Users
Get Leads
Get Profiles
Find or Create Lead
Update Lead in WhatConvert when New Activity in Pivotal-tracker
Use this flowList Accounts from WhatConvert when New Activity in Pivotal-tracker
Use this flowCreate Lead in WhatConvert when New Activity in Pivotal-tracker
Use this flowList Users from WhatConvert when New Activity in Pivotal-tracker
Use this flowGet Leads from WhatConvert when New Activity in Pivotal-tracker
Use this flowGet Profiles from WhatConvert when New Activity in Pivotal-tracker
Use this flowFind or Create Lead in WhatConvert when New Activity in Pivotal-tracker
Use this flowUpdate Lead in WhatConvert when New Project in Pivotal-tracker
Use this flowList Accounts from WhatConvert when New Project in Pivotal-tracker
Use this flowCreate Lead in WhatConvert when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and WhatConvert.
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.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first 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
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
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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AI will build it for you
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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and WhatConvert 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 WhatConvert 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 WhatConvert. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in WhatConvert, and a separate workflow where WhatConvert 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 WhatConvert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and WhatConvert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
