Integration
Connect Contractbook and Hellotracks
When New Draft fires in Contractbook, your agent runs Add member in Hellotracks, or Completed Job in Hellotracks to Get Document in Contractbook. 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 Contractbook and Hellotracks to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Contractbook and Hellotracks can do together
From Contractbook to Hellotracks
When New Draft in Contractbook
then Add member in Hellotracks
From Hellotracks to Contractbook
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 Contractbook and Hellotracks
Triggers and actions 8 triggers · 24 actions
- Draft Edited
Triggers when a draft document in Contractbook is edited.
- New Draft
Triggers when a new draft document is created in Contractbook.
- New Template
Triggers when a new template is added to your Contractbook account.
- Create Contract
Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.
- Create Contract With Custom Parties
Creates a new contract from a Contractbook template, with the parties and signees you specify.
- Create Draft
Creates a new draft document from a Contractbook template, without sending it for signature.
- Create Draft With Custom Parties
Creates a draft document from a template with the parties and signees you specify, without sending it for signature.
- Get Document
Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.
- 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).
- Completed Job
Triggers when a job reaches a completed state.
- 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).
- New Job
Triggers when a job is created.
- Updated Job
Triggers when a job is created, assigned, completed, archived, or otherwise updated.
- Add member
Create a new team member (worker) account.
- Add place
Create a new saved place/geofence.
- Archive Job
Archives a job by ID.
- Auto-assign jobs
Automatically assign a set of unassigned jobs to available members.
- Create Job
Creates or updates a job. If External ID matches an existing job, the existing job is updated.
- Delete Job
Deletes a job by ID.
- Delete member
Delete a team member account.
- Distribute job
Assign/distribute one or more jobs to members for dispatch.
- Find Job
Finds a job by External ID.
- Find Member
Finds a member by exact email, username, name, or UID.
- Generate report
Generate a report (e.g. timesheet/activity) for a date range.
- Get company
Get the authenticated company account's profile/settings.
- List places
Get the company's saved places/geofences.
- Locate member
Get a member's current/last known GPS location.
- Optimize route
Compute an optimized route ordering for a member's assigned jobs.
- Restore job
Restore a previously archived job.
- Update Job
Updates a job by ID.
- Update member
Edit an existing team member's fields.
- Update place
Edit 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 Contractbook
Contractbook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Contractbook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Contractbook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Contractbook to Google SheetsGoogle Sheets
Contractbook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Contractbook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Hellotracks
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
Contractbook and Hellotracks, answered
What can start an automation from Contractbook?
Any of Contractbook's 3 triggers in the catalog, including New Draft, New Template and Draft Edited. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Hellotracks when something happens in Contractbook?
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 Contractbook?
Yes. When something happens in Hellotracks, your agent can act in Contractbook too. This page covers both directions: Hellotracks's triggers and Contractbook's actions are listed here as well.
Do I have to build a connector for Contractbook 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.
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.