Integration
Connect Callingly and Hellotracks
When Call Completed fires in Callingly, your agent runs Add member in Hellotracks, or Completed Job in Hellotracks to Update or Tag Lead in Callingly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Callingly and Hellotracks to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Callingly and Hellotracks can do together
From Callingly to Hellotracks
When Call Completed in Callingly
then Add member in Hellotracks
When Lead Created in Callingly
then Add place in Hellotracks
From Hellotracks to Callingly
When Completed Job in Hellotracks
then Update or Tag Lead in Callingly
When New Job in Hellotracks
then Call Lead in Callingly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Callingly and Hellotracks
Triggers and actions 9 triggers · 31 actions
Trigger
Call CompletedTriggers when a call to a lead is made and completes in Callingly.
Trigger
Lead CreatedTriggers when a new lead is added to Callingly.
Trigger
Lead Updated or TaggedTriggers when a Callingly lead is tagged or its status, stage or result changes.
Trigger
New SMSTriggers when a text message is sent or received in Callingly.
Action
Call LeadCreates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
Action
Delete LeadDeletes a Callingly lead.
Action
Find LeadFinds a Callingly lead by phone number and returns the first match.
Action
Get CallReturns one Callingly call by its ID, with its outcome, duration, recording and transcript.
Action
Get LeadReturns one Callingly lead by its ID, with its contact details and status.
Action
List SequencesReturns the follow-up sequences in the Callingly account.
Action
List TeamsReturns the teams in the Callingly account.
Action
List UsersReturns the users (agents) in the Callingly account.
Action
Schedule CallCreates or updates a lead and schedules a call from your team to the lead at the time you choose.
Action
Schedule SMSSchedules a text message to an existing Callingly lead for a future time.
Action
Send SMSSends a text message from one of your Callingly numbers to a lead.
Action
Update or Tag LeadUpdates a Callingly lead's details, status, stage or tags.
Trigger
Alert triggeredFires when a configured alert (late arrival, idle, zone entry/exit, low battery, etc.) triggers. Webhook key alert_triggered via /v1/webhooks or /api/setwebhooks (Hellotracks API).
Trigger
Completed JobTriggers when a job reaches a completed state.
Trigger
Member clocked in or outFires when a worker turns location tracking on (clock-in) or off (clock-out) from the mobile app. Webhook key clock_in_out via /v1/webhooks or /api/setwebhooks (Hellotracks API).
Trigger
New JobTriggers when a job is created.
Trigger
Updated JobTriggers when a job is created, assigned, completed, archived, or otherwise updated.
Action
Add memberCreate a new team member (worker) account.
Action
Add placeCreate a new saved place/geofence.
Action
Archive JobArchives a job by ID.
Action
Auto-assign jobsAutomatically assign a set of unassigned jobs to available members.
Action
Create JobCreates or updates a job. If External ID matches an existing job, the existing job is updated.
Action
Delete JobDeletes a job by ID.
Action
Delete memberDelete a team member account.
Action
Distribute jobAssign/distribute one or more jobs to members for dispatch.
Action
Find JobFinds a job by External ID.
Action
Find MemberFinds a member by exact email, username, name, or UID.
Action
Generate reportGenerate a report (e.g. timesheet/activity) for a date range.
Action
Get companyGet the authenticated company account's profile/settings.
Action
List placesGet the company's saved places/geofences.
Action
Locate memberGet a member's current/last known GPS location.
Action
Optimize routeCompute an optimized route ordering for a member's assigned jobs.
Action
Restore jobRestore a previously archived job.
Action
Update JobUpdates a job by ID.
Action
Update memberEdit an existing team member's fields.
Action
Update placeEdit an existing saved place/geofence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Callingly
Callingly to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Callingly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Callingly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Callingly to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Callingly to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Callingly to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Hellotracks
Google Sheets to HellotracksGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to HellotracksGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to HellotracksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to HellotracksGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to HellotracksActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to HellotracksOrganize anything with Airtable, a modern database created for everyone.
Questions
Callingly and Hellotracks, answered
What can start an automation from Callingly?
Any of Callingly's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Updated or Tagged and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Hellotracks when something happens in Callingly?
Any of Hellotracks's 19 actions, including Create Job, Update Job, Update member and Update place. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Hellotracks to Callingly?
Yes. When something happens in Hellotracks, your agent can act in Callingly too. This page covers both directions: Hellotracks's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Hellotracks?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Callingly and Hellotracks without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.