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Pivotal Tracker Make integrationAutomate Pivotal Tracker with Make.
What if new stories and projects in Pivotal Tracker set off the rest of your work on their own? The Pivotal Tracker Make integration gives you 14 modules: 3 triggers, 9 actions and 2 searches. This guide shows product teams how to connect the account and build a first scenario.
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What can the Pivotal Tracker Make integration automate?
The Pivotal Tracker Make integration links your Tracker account to Make, a no-code tool where you build a scenario: an automation made of modules, each module being one brick such as a trigger, an action or a search. Tracker can start a scenario when a story, a project or an activity appears, and Make can then create, update, read or delete projects and stories for you.
Every new project starts with its setup story. Watch Projects spots the project, then Create a Story drops a first story into it, so nobody forgets the kickoff checklist.
A team channel that follows the project. Watch Activities is an instant trigger: Tracker calls Make as soon as something happens in a project, and the next module can post that change wherever your team reads it.
Stories that stay in sync with another tool. Watch Stories picks up each new story; Update a Story or Get a Story then keep a spreadsheet or a support tool aligned. To see how other teams wire their tools, the Airtable Make integration is a good companion read.
What the listed modules do not cover, such as a Tracker feature without its own module, goes through Make an API Call, which reuses the same connection. The documentation gives no numbered limit for this app. If you also look at n8n, the n8n vs Make page lays out the differences, and the Make review covers the tool itself.
How do you connect Pivotal Tracker to Make?
- 01
Add a Pivotal Tracker module
In a scenario, add any Pivotal Tracker module, then click Create a connection. A connection is your Tracker account linked to Make once; every other Tracker module of your scenarios reuses it.
- 02
Name the connection if you like
Naming is optional, but a clear label such as the team or workspace helps later, when several people or several accounts share the same Make organization and you need to pick the right one.
- 03
Authorize Make and save
Follow what Tracker shows you: either approve Make on the Tracker page, or paste the key that Tracker gives you. Then click Save, and the module fields open, ready to fill.
Your first scenario with Pivotal Tracker
GoalWhen a new project is created in Pivotal Tracker, Make adds a starter story to it.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to place the first module on the canvas.
- 02
Place Watch Projects
Search for Pivotal Tracker, pick Watch Projects and link your account with Create a connection. This trigger will look for projects created since the last check.
- 03
Add Create a Story
Click the + on the right of the trigger, choose Create a Story, then map the project coming from Watch Projects so the story lands in the right place.
- 04
Test with Run once
Create a test project in Tracker, then click Run once. Open each module to read the bundle it received: one bundle is one item, here one project.
- 05
Schedule and switch it on
On the first module, set the schedule (every 15 minutes by default, 15 minutes at the shortest on the Free plan), then turn the scenario on.
Pivotal Tracker triggers in Make
3 modules start a scenario when something happens in Pivotal Tracker. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Pivotal Tracker as soon as it happens.
Watch Activities
Instant triggerIn Make“Triggers when any new activity happens within a project.”
Hears about any new activity inside a project, so your scenario reacts to what the team does in Tracker instead of waiting for someone to report it. It is the broadest of the three triggers.
Watch Projects
Scheduled triggerIn Make“Triggers when a new project is created.”
Spots each project newly created in your account and hands it to the next module as a bundle. It is the natural starting point when a new project should set off setup work elsewhere.
Watch Stories
Scheduled triggerIn Make“Triggers when a new story is added in a project.”
Picks up each story added to a project, which lets another tool learn about new work without anyone copying it by hand. You choose the project it looks at when you fill the module.
What Make can do in Pivotal Tracker
Pivotal Tracker gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a Project
ActionIn Make“Creates a new project.”
Opens a brand new project in Tracker from your scenario, so a signed deal or a new client in another app gets its workspace without anyone setting it up by hand.
Create a Story
ActionIn Make“Creates a new story in a project.”
Adds a story to the project you pick, turning a request that arrives somewhere else into planned work in the backlog. It is the module most scenarios end on.
Delete a Project
ActionIn Make“Deletes a project.”
Removes a whole project from Tracker when your scenario decides it is no longer needed, which keeps the account tidy after an engagement closes.
Delete a Story
ActionIn Make“Deletes a story.”
Takes one story out of a project, useful when a request is cancelled at the source and the backlog should reflect it without a manual cleanup.
Get a Project
ActionIn Make“Gets the information of a project.”
Reads the details of one project so later modules can use them, for instance to add the project's information to a message or a report.
Get a Story
ActionIn Make“Gets the information of a story.”
Fetches the full information of one story, so the next step works with the whole story, not just the reference you started from.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Sends your own request to the Pivotal Tracker API with the connection you already set up, which lets you reach any endpoint the ready-made modules leave out.
Update a Project
ActionIn Make“Updates the settings of a project.”
Changes the settings of an existing project from your scenario, so a decision recorded in another tool is reflected in Tracker without someone editing it by hand.
Update a Story
ActionIn Make“Updates the parameters of a story.”
Edits an existing story, which keeps Tracker aligned when the same piece of work moves forward in another app such as a help desk.
List Projects
SearchIn Make“Retrieves a list of all your active projects.”
Returns all your active projects, one bundle per project, which is handy for building an overview or looping through every project in one run.
List Stories
SearchIn Make“Retrieves a list of the stories of a project.”
Brings back the stories of one project as separate bundles, so you can copy, count or review them in the modules that follow.
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