Do everything in one place
Customize your Capsule CRM and Pivotal Tracker integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Pivotal Tracker
- New or updated storyNew or updated story in Pivotal Tracker
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
Pivotal Tracker
- Custom actionCustom action in Pivotal Tracker (Custom)
- Create commentCreate comment in Pivotal Tracker
- Create storyCreate story in Pivotal Tracker
- Create taskCreate task in Pivotal Tracker
- Delete storyDelete story in Pivotal Tracker
- Get story by IDGet story by ID in Pivotal Tracker
- Get task by IDGet task by ID in Pivotal Tracker
- List tasks in a story BatchList task in story in Pivotal Tracker
- Update storyUpdate story in Pivotal Tracker
- Update taskUpdate task in Pivotal Tracker
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work