Integrate Insightly with Pivotal Tracker

Send information between Insightly and Pivotal Tracker automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new project is created in Insightly.
  2. 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

Build your own integrations between Insightly and Pivotal Tracker

Connect Insightly and Pivotal Tracker with over 1000+ 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

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Activity

Triggers when new activity happens

New Story

Triggers when a new story is created in the selected project

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Story

Creates a new story in the selected project

Create Project

Creates a new 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.

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.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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