Generate project tasks for new clients

When a new client is added in RoundPie, automatically create an onboarding task in Pivotal Tracker to assign to the account team.

Try:

See all Pivotal Tracker + RoundPie 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 →

Triggers

New task created

Fires when a new task, job or item is created in Pivotal Tracker.

Task completed

Fires when a task in Pivotal Tracker is marked complete.

Due date approaching

Fires when a task's due date in Pivotal Tracker is coming up.

Status changed

Fires when a task, job or project changes status in Pivotal Tracker.

Actions

Create task

Creates a new task, job or item in Pivotal Tracker.

Update task

Updates a task's status or assignee in Pivotal Tracker.

Add comment

Posts a comment on a task in Pivotal Tracker.

Assign task

Assigns a task in Pivotal Tracker to a team member.

RoundPie Explore RoundPie →

Triggers

New client added

Fires when a new client is added in RoundPie.

New project created

Fires when a new project is created in RoundPie.

New time entry logged

Fires when a new time entry is logged in RoundPie.

Timer started

Fires when a timer is started in RoundPie.

Actions

Create client

Creates a new client in RoundPie.

Create project

Creates a new project in RoundPie.

Create time entry

Logs a new time entry in RoundPie.

Start timer

Starts a timer in RoundPie.

Start tracking time when starting a task When a task status changes or due date is approaching in Pivotal Tracker, automatically start a timer in RoundPie so team members track their active work effortlessly. See details

Update task status from logged hours When a new time entry is logged in RoundPie, automatically add a comment to the corresponding task in Pivotal Tracker summarizing the progress made. See details

See all Pivotal Tracker + RoundPie integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks for new clients” between Pivotal Tracker and RoundPie?

Yes — describe it in the box above and Knit's Integrations Agent researches Pivotal Tracker and RoundPie'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.

Why integrate Pivotal Tracker with RoundPie?

Connecting these platforms eliminates double entry by automatically syncing client projects, task deadlines, and tracked work hours across both systems.

Can completing a task in Pivotal Tracker log time in RoundPie?

Yes, completing a task or starting work in Pivotal Tracker can automatically launch a timer or create a finalized time entry in RoundPie.