CallRail + Pivotal Tracker Integration

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CallRail + Pivotal Tracker Integration

Create Pivotal Tracker story for new CallRail form

Any time a new CallRail form is submitted, this CallRail - Pivotal Trackerintegration will create a new story in Pivotal Tracker so that the relevant team can track progress. This will ensure that every form is followed up in a timely fashion.

In addition, the Pivotal Tracker story will provide a clear record of what has been done and what still needs to be done in order to address each form. As a result, this simple automation can save a lot of time and effort while helping to ensure that every CallRail form is dealt with effectively.
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CallRail + Pivotal Tracker Integration

Create Pivotal Tracker story for new CallRail sms

sms can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a sms that requires a story to be created?

Simple. Use this CallRail and Pivotal Tracker automation to create a story in Pivotal Tracker for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.
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CallRail + Pivotal Tracker Integration
1.
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
  • Pivotal Tracker
    New story is added in Pivotal Tracker
  • Pivotal Tracker
    New activity happens in Pivotal Tracker
  • Pivotal Tracker
    New project is added in Pivotal Tracker
2.
  • Pivotal Tracker
    Create story in Pivotal Tracker
  • Pivotal Tracker
    Create project in Pivotal Tracker
  • Pivotal Tracker
    Search project in Pivotal Tracker
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