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Customize your Microsoft Dynamics Great Plains and Pivotal Tracker integration with the following
triggers and actions.
Triggers
When this happens…
Pivotal Tracker
- New or updated storyNew or updated story in Pivotal Tracker
Any other trigger you can think up
Actions
Do this…
Microsoft Dynamics Great Plains
- Apply document to invoiceApply document to invoice in Microsoft Dynamics GP
- Create recordCreate record in Microsoft Dynamics GP
- Create records in batchesCreate records in batches in Microsoft Dynamics GP
- Custom actionCustom action in Microsoft Dynamics GP
- Get next document numberGet next document number in Microsoft Dynamics GP
- Search records using querySearch records using query in Microsoft Dynamics GP
- Update recordUpdate record in Microsoft Dynamics GP
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
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