Create onboarding task lists for new customers
When a new customer signs up in Recurly, automatically create an onboarding task in Pivotal Tracker so team members can kick off setup.
See all Pivotal Tracker + Recurly integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Pivotal Tracker Explore Pivotal Tracker →
TriggersFires when a new task, job or item is created in Pivotal Tracker.
Fires when a task in Pivotal Tracker is marked complete.
Fires when a task's due date in Pivotal Tracker is coming up.
Fires when a task, job or project changes status in Pivotal Tracker.
Creates a new task, job or item in Pivotal Tracker.
Updates a task's status or assignee in Pivotal Tracker.
Posts a comment on a task in Pivotal Tracker.
Assigns a task in Pivotal Tracker to a team member.
Recurly Explore Recurly →
TriggersFires when a new customer is created in Recurly.
Fires when a subscription is canceled in Recurly.
Fires when a new invoice is generated in Recurly.
Fires when a payment attempt fails in Recurly.
Creates a new customer in Recurly.
Creates a new subscription in Recurly.
Cancels an existing subscription in Recurly.
Updates a customer's billing details in Recurly.
More Pivotal Tracker + Recurly workflows
Alert team members on payment failures
When a payment fails in Recurly, automatically add an urgent comment to the customer's account task in Pivotal Tracker for account management intervention.
See details
Update customer records when onboarding tasks complete
When an account setup task is marked complete in Pivotal Tracker, automatically update the customer status in Recurly to mark onboarding as finished.
See details
See all Pivotal Tracker + Recurly integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create onboarding task lists for new customers” between Pivotal Tracker and Recurly?
Yes — describe it in the box above and Knit's Integrations Agent researches Pivotal Tracker and Recurly's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How can Pivotal Tracker and Recurly streamline client onboarding?
When a new subscription or customer is created in Recurly, Pivotal Tracker can automatically create task lists to kick off technical setup and client onboarding.
Can payment issues in Recurly flag team members in Pivotal Tracker?
Yes, if a payment fails in Recurly, an urgent comment or task update can automatically be added in Pivotal Tracker so account managers can follow up immediately.