This automation scenario allows you to connect Pivotal Tracker and Wrike
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Pivotal Tracker and Wrike can also be integrated using automation tools other than zapier:
When this trigger fires in Pivotal Tracker
Trigger when a new story is added in a project.
Then this action happens in Wrike
Create a new task.
This guide contains information on how to set up an automatic workflow that allows to Add Wrike tasks from Pivotal Tracker stories.
Part I
First, we need to connect Pivotal Tracker and Wrike to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pivotal Tracker to Zapier.
Give Zapier access to your Pivotal Tracker account, using Pivotal Tracker credentials.
Connect Wrike to Zapier.
Give Zapier access to your Wrike account, using Wrike credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Pivotal Tracker
Choose the following trigger: New Story (Trigger when a new story is added in a project.).
Then set up an Action for Wrike
Choose this action: Create Task (Create a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pivotal Tracker and Wrike.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Wrike tasks from Pivotal Tracker stories!
Triggered when a new task is created.
Triggers when a task is created or modified.
Triggered when a new folder is created.
Triggers immediately when a new event is fired.
Account folders.
Contact.
Creates a new story in a project.
Creates a new project.
Creates a new story in a project.
Creates a new story in a project.
Finds an existing project by exact name match.
Finds an existing project by exact name match.
Pivotal Tracker is the award-winning, easy-to-use project management tool for agile teams. It enables real-time collaboration on a shared, prioritized backlog, keeping everyone focused and on the same page to bring the right products to market faster.
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