--- title: "Connect Caspio and Hellotracks - APIANT.ai" description: "When \"New or Updated Record\" fires in Caspio, your agent runs \"Add member\" in Hellotracks, or \"Completed Job\" in Hellotracks to \"Find Records\" in Caspio." canonical: "https://apiant.ai/connect/caspio-to-hellotracks" --- # Connect Caspio and Hellotracks When **New or Updated Record** fires in [Caspio](https://apiant.ai/connections/caspio), your agent runs **Add member** in [Hellotracks](https://apiant.ai/connections/hellotracks), or **Completed Job** in Hellotracks to **Find Records** in Caspio. Describe the whole flow and it is built, tested on every scenario and kept running. Caspio **4** triggers Caspio **4** actions Hellotracks **5** triggers Hellotracks **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Caspio and Hellotracks to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Caspio and Hellotracks can do together ### From Caspio to Hellotracks - When **New or Updated Record** in Caspio then **Add member** in Hellotracks - When **New Record** in Caspio then **Add place** in Hellotracks ### From Hellotracks to Caspio - When **Completed Job** in Hellotracks then **Find Records** in Caspio - When **New Job** in Hellotracks then **Find View Records** in Caspio 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 Caspio and Hellotracks ## Triggers and actions 9 triggers · 23 actions - Trigger **Deleted Record** Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New or Updated Record** Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New Record** Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId,...}. - Trigger **Updated Record** Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Action **Download File from Field** Download the file stored in an Attachment-type field of a specific record. Returns the raw file content. - Action **Find Records** Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records. - Action **Find View Records** Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit. - Action **Upload File to Field** Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type). - Trigger **Alert triggered** Fires 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 Job** Triggers when a job reaches a completed state. - Trigger **Member clocked in or out** Fires 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 Job** Triggers when a job is created. - Trigger **Updated Job** Triggers when a job is created, assigned, completed, archived, or otherwise updated. - Action **Add member** Create a new team member (worker) account. - Action **Add place** Create a new saved place/geofence. - Action **Archive Job** Archives a job by ID. - Action **Auto-assign jobs** Automatically assign a set of unassigned jobs to available members. - Action **Create Job** Creates or updates a job. If External ID matches an existing job, the existing job is updated. - Action **Delete Job** Deletes a job by ID. - Action **Delete member** Delete a team member account. - Action **Distribute job** Assign/distribute one or more jobs to members for dispatch. - Action **Find Job** Finds a job by External ID. - Action **Find Member** Finds a member by exact email, username, name, or UID. - Action **Generate report** Generate a report (e.g. timesheet/activity) for a date range. - Action **Get company** Get the authenticated company account's profile/settings. - Action **List places** Get the company's saved places/geofences. - Action **Locate member** Get a member's current/last known GPS location. - Action **Optimize route** Compute an optimized route ordering for a member's assigned jobs. - Action **Restore job** Restore a previously archived job. - Action **Update Job** Updates a job by ID. - Action **Update member** Edit an existing team member's fields. - Action **Update place** Edit an existing saved place/geofence. ## Each app on its own - [ **Caspio** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connections/caspio) - [ **Hellotracks** Hellotracks is a field service platform for dispatching jobs, tracking mobile teams, and managing job status.](https://apiant.ai/connections/hellotracks) Reviews ## What our customers say ## More from Caspio - [ **Caspio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/caspio-to-salesforce) - [ **Caspio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/caspio-to-slack) - [ **Caspio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/caspio-to-stripe) - [ **Caspio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/caspio-to-shopify) - [ **Caspio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/caspio-to-quickbooks-online) - [ **Caspio to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/caspio-to-pipedrive) ## More into Hellotracks - [ **Google Sheets to Hellotracks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hellotracks) - [ **Gmail to Hellotracks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hellotracks) - [ **Google Calendar to Hellotracks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hellotracks) - [ **Google Drive to Hellotracks** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-hellotracks) - [ **ActiveCampaign to Hellotracks** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-hellotracks) - [ **Airtable to Hellotracks** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-hellotracks) Questions ## Caspio and Hellotracks, answered ### ### What can start an automation from Caspio? Any of Caspio's 4 triggers in the catalog, including New or Updated Record, New Record, Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Hellotracks when something happens in Caspio? 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 Caspio? Yes. When something happens in Hellotracks, your agent can act in Caspio too. This page covers both directions: Hellotracks's triggers and Caspio's actions are listed here as well. ### ### Do I have to build a connector for Caspio 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 Caspio 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.