Do everything in one place

Customize your Pivotal Tracker and Workflow Max integration with the following triggers and actions.

Triggers

When this happens…

Pivotal Tracker
  • New or updated story
    New or updated story in Pivotal Tracker
  • Any other trigger you can think up

Actions

Do this…

Pivotal Tracker
  • Custom action
    Custom action in Pivotal Tracker (Custom)
  • Create comment
    Create comment in Pivotal Tracker
  • Create story
    Create story in Pivotal Tracker
  • Create task
    Create task in Pivotal Tracker
  • Delete story
    Delete story in Pivotal Tracker
  • Get story by ID
    Get story by ID in Pivotal Tracker
  • Get task by ID
    Get task by ID in Pivotal Tracker
  • List tasks in a story Batch
    List task in story in Pivotal Tracker
  • Update story
    Update story in Pivotal Tracker
  • Update task
    Update task in Pivotal Tracker
  • Any other action you can think up

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax
  • Any other action you can think up

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