Integrate DocuSign with Pivotal Tracker

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  3. DocuSign
  4. Pivotal Tracker

DocuSign

Electronic signatures by DocuSign. Securely sign and send documents online from any device with the most widely used e-Signature.

Pivotal Tracker

Pivotal Tracker is an award-winning, simple, effective, agile project management tool that allows your team to collaborate around a shared backlog of stories in real time.

docusign.com
pivotaltracker.com
digital-signature tier-1
project-management tier-2

Documents (Deprecated)

  • Document URL
    Maximum file size is 25MiB.
    Document File Name
    If left blank, the last part of the URL path will be used. Document name should always have an extension (like .docx, .pdf, etc.)
    Signer Email
    —
    Signer Name
    —
    Email Subject
    —
    Email Body
    —
    Status
    —

  • Request a Signature

    DEPRECATED! Please use Upload and Request a Signature pipe under Envelopes. Request signature on a single document with a single recipient. For more complex scenarios you can use the Request Signature Template pipe.

Envelopes

  • ID
    —
    Status
    —
    Created At
    —
    Updated At
    —
    Delivered At
    —
    Sent At
    —
    Initial Sent At
    —
    Completed At
    —
    Satus Changed At
    —

  • Request a Signature from Template

    Request a signature using a template you have set up in Docusign UI.

  • Upload and Request a Signature

    Request signature on a single document with a single recipient. For more complex scenarios you can use the Request a Signature from Template pipe.

  • Fetch a Linked Envelope

    Fetches a linked envelope.

  • Look Up Envelope

Envelope Statuses

  • Envelope
    —
    Time Generated
    —
    Email
    —
    User Name
    —
    Status
    —
    Created
    —
    Sent
    —
    Declined
    —
    Signed
    —
    Delivered
    —
    Completed
    —
    Recipient Statuses
    —

  • Envelope Event

    Triggers when an event is received on an envelope. Note that not all intermediate events are sent by Docusign, so it is possible, for example, that an envelope with a single signer gets only the Completed event, without getting Signed status beforehand. This trigger relies on DocuSign Connect functionality, which is not available in all DocuSign subscription plans.

Templates (Deprecated)

  • ID
    —
    Name
    —

  • Request a Signature

    DEPRECATED! Please use Request a Signature from Template pipe under Envelopes.

Projects

  • ID
    ID of the project.
    Name
    Name of the project.
    Description
    A description of the project’s content.
    Created
    The date the project was created.
    Updated
    The date the project was last updated.
    Point Scale
    —

  • Create a Project

    Creates a new Project.

  • Delete a Project

    Deletes the selected Project.

  • Search Projects

    Searches Projects in the selected account and returns a list.

Stories

  • ID
    The ID of the story.
    URL
    The URL of the story in Tracker.
    Name
    The name of the story.
    Type
    The type of the story.
    Description
    In-depth explanation of the story requirements.
    State
    The story’s state of completion.
    Estimate
    The point value of the story.
    Labels
    Labels associated with the story.
    Deadline
    Due date/time (for a release-type story).
    Requested By
    The ID of the person who requested the story.
    Owners
    The owners of this story.
    Created At
    The date the story was created.
    Updated At
    The date the story was last updated.
    Accepted At
    —
    Comments
    —
    Integration ID
    —
    External ID
    —
    Project
    —

  • Story Created

    Triggers when a new Story is created in the selected Project.

  • Story Updated

    Triggers when a Story is updated in the selected Project.

  • Story Deleted

    Triggers when a Story is deleted in the selected Project.

  • Create a Story

    Creates a new Story in the selected Project.

  • Update a Story

    Updates the selected Story.

  • Add Owner to Story

    Adds Owner to the selected Story.

  • Remove Owner from Story

    Removes Owner from the selected Story.

  • Delete a Story

    Deletes the selected Story.

  • Fetch a Linked Story

    Fetches a linked story.

  • Look Up a Story

    Fetches a Story by its ID

  • Search Stories

    Searches for Stories in the selected Project and returns a list.

Comments

  • Text
    Content of the comment.
    Created
    Creation time.
    ID
    —
    Updated At
    —
    Person
    —
    Story
    —
    Project
    —

  • Add a Comment

    Comments on the selected Story.

  • List Attachments

  • Search Comments

Tasks

  • ID
    The ID of the task.
    Description
    Content of the task.
    Complete
    Flag showing the completion of the task.
    Position
    Offset from the top of the task list.
    Created At
    Creation time.
    Updated At
    Updated time.
    Story
    —

  • Task Added

  • Task Completed

  • Add a Task

    Creates a new Task in the selected Story.

  • Update a Task

  • Complete a Task

  • Delete a Task

  • List Tasks

Attachments

  • ID
    The ID of the attachment.
    URL
    The URL of the attachment.
    File Name
    —
    Created At
    —
    Size
    —
    Content Type
    —
    Download URL
    —
    Uploader
    —
    Thumbnail URL
    —

  • Attach a File

    Creates an Attachment from the selected URL.