Connect Pendo to Tracker

Both apps 28Pendo 16Tracker 12

• Trigger
  Account in Report

  Triggers when a new account appears in the results of a chosen Pendo account report.

• Trigger
  Visitor in Report

  Triggers when a new visitor appears in the results of a selected Pendo visitor report.

• Action
  Add Visitor to Segment

  Adds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.

• Action
  Change Guide State

  Changes a Pendo guide's state to public, staged, disabled or draft.

• Action
  Create Feedback

  Creates a new feedback request in Pendo Listen for an account, with title, importance and the apps it applies to.

• Action
  Get Account

  Returns a Pendo account by its account ID, including its agent, custom and automatic metadata.

• Action
  Get Survey Responses

  Returns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.

• Action
  Get Visitor

  Returns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.

• Action
  List Features

  Returns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.

• Action
  List Guides

  Returns the guides in your Pendo subscription, optionally limited to specific guides or one application.

• Action
  List Pages

  Returns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.

• Action
  List Reports

  Returns every public report in your Pendo subscription, including each report's id, name, type and definition.

• Action
  List Segments

  Returns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.

• Action
  List Track Types

  Returns the track event types defined in your Pendo subscription, or a single track type by its ID.

• Action
  Remove Visitor from Segment

  Removes a single visitor from a Pendo segment. Works only on segments that were created through the API.

• Action
  Send Track Event

  Records a track event (a named action a visitor performed, with optional properties) in Pendo.

• Action
  Create Activity

  Creates a new activity in Tracker, such as a call, email, task or interview, and returns the new activity's id.

• Action
  Create Contact

  Creates a new contact record in Tracker and returns the id of the new contact.

• Action
  Create Invoice

  Creates a new invoice in Tracker, with its dates, amounts, line items, billing address and links to related records. Returns the new invoice's id.

• Action
  Create Lead

  Creates a new lead record in Tracker and returns its id.

• Action
  Create Note

  Creates a note in Tracker, recorded as a Note-type activity and optionally linked to clients, contacts, resources, opportunities, leads or products.

• Action
  Create Opportunity

  Creates a new opportunity record in Tracker, with its client, contacts, rates, dates and custom fields, and returns the new opportunity's id.

• Action
  Create Resource

  Creates a new resource (candidate or worker) record in Tracker and returns its id.

• Action
  Find Clients

  Returns the clients that match a search term, phone or fax number, status, or last-updated date range.

• Action
  Find Contacts

  Returns the contacts that match a search term, email address, telephone number, client, status or last-updated date range.

• Action
  Find Resources

  Returns the resources (candidates and workers) that match a name, email address, telephone number, tag or date range.

• Action
  Update Activity

  Updates an existing activity in Tracker. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact record in Tracker. Fields left blank keep their current values.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.