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Integrate Insightly with Pivotal Tracker
Send information between Insightly and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Start a new project in Pivotal Tracker whenever a new project is launched in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will generate a new project in Pivotal Tracker whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Pivotal Tracker.
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Start a new project in Pivotal Tracker whenever a new project is launched in Insightly
Insightly + Pivotal Tracker
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Build your own integrations between Insightly and Pivotal Tracker
Connect Insightly and Pivotal Tracker with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Pivotal Tracker using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead is created
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New Project
Triggers when a new project is created
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New Story
Triggers when a new story is created in the selected project
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New Activity
Triggers when new activity happens
All Actions - Actions are the automated tasks
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Create Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Project
Creates a new project
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Create Story
Creates a new story in the selected project
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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What is Pivotal Tracker?
Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.
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