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Customize your Pivotal Tracker and Veeva CRM 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
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
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
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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