Zapier example setup: Pivotal Tracker

Why is this important?
If you use Pivotal Tracker to keep your teams updated on the features you're building, then you can set up Zapier to automatically create new stories in Pivotal whenever a request's status changes in Receptive. This will save you time and effort.

In this walkthrough, we'll show you how to connect Receptive to Pivotal Tracker, allowing you to populate your shared backlog automatically. This will help you to keep your teams up to date.

This method uses Receptive’s Zapier integration. Zapier allows you to connect Receptive to 500+ apps, without needing code or developer time.

How to connect Receptive to Pivotal Tracker

Firstly you’ll need to get an invitation to Receptive’s Zapier app and create a Receptive API key in your Integrate page.

Log into your Zapier account (free tier will work) and click on “Make a Zap”.

zap1.png

Choose Receptive as a trigger app.

zap2.png

Choose a trigger action. In this example we’ll fire the Zap whenever a request has its status updated.

zap3.png

Choose the correct Receptive account, and click on "Test" to make sure it's working. You'll then see a green "Success" box.

zap4.png

For the purposes of this example, we'll choose to fire this zap when a request's status is changed to "building".

zap5.png

If you test the step, which is recommended, then Zapier will ask you to update a feature to “building” in Receptive now, and wait to receive the event, which should happen within a few seconds.

Next, you need to choose Pivotal Tracker as your action app.

zap7.png

In this example, we'll choose the "New Story" option.

zap8.png

At this point, you can select the correct Pivotal Tracker account, and feel free to test the connection at this stage. Again, you should see the green "Success" box.

zap9.png

You now need to set up what your new Pivotal Tracker story will look like.

zap10.png

You can then choose to test the zap (which we recommend). If successful, you can then name the zap and either turn it on immediately or leave it turned off for now.

zap11.png

Then you're all set!

Once your zap has been turned on, when a request in Receptive changes status, it will trigger the zap to create a new story in Pivotal Tracker.

 

Any questions? Email support@receptive.io or use the form here.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.