# Connect ConvesioConvert and Hellotracks When **Contact Updated** fires in [ConvesioConvert](https://apiant.ai/connections/convesioconvert), your agent runs **Add member** in [Hellotracks](https://apiant.ai/connections/hellotracks), or **Completed Job** in Hellotracks to **Create Contact** in ConvesioConvert. Describe the whole flow and it is built, tested on every scenario and kept running. ConvesioConvert **2** triggers ConvesioConvert **3** 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 ConvesioConvert and Hellotracks to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 ConvesioConvert and Hellotracks can do together ### From ConvesioConvert to Hellotracks - When **Contact Updated** in ConvesioConvert then **Add member** in Hellotracks - When **Custom Attribute Added** in ConvesioConvert then **Add place** in Hellotracks ### From Hellotracks to ConvesioConvert - When **Completed Job** in Hellotracks then **Create Contact** in ConvesioConvert - When **New Job** in Hellotracks then **Update Contact** in ConvesioConvert 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 ConvesioConvert and Hellotracks ## Triggers and actions 7 triggers · 22 actions - Trigger **Contact Updated** Triggers when a contact in ConvesioConvert is added or any of its details change. - Trigger **Custom Attribute Added** Triggers when a new custom attribute is defined for your ConvesioConvert site. - Action **Create Contact** Creates a contact (site user) in ConvesioConvert, or updates the existing one with the same email or user id. - Action **Unsubscribe Contact** Unsubscribes a contact from marketing emails by setting their marketing email consent to denied. - Action **Update Contact** Updates an existing ConvesioConvert contact, matched by email address, with the details you provide. - 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 - [ **ConvesioConvert** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connections/convesioconvert) - [ **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 ConvesioConvert - [ **ConvesioConvert to Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connect/convesioconvert-to-heartbeat) - [ **ConvesioConvert to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/convesioconvert-to-hubspot) - [ **ConvesioConvert to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/convesioconvert-to-salesforce) - [ **ConvesioConvert to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/convesioconvert-to-slack) - [ **ConvesioConvert to Google Sheets** Google Sheets](https://apiant.ai/connect/convesioconvert-to-google-sheets) - [ **ConvesioConvert to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/convesioconvert-to-gmail) ## More into Hellotracks - [ **Google Sheets to Hellotracks** Google Sheets](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 ## ConvesioConvert and Hellotracks, answered ### ### What can start an automation from ConvesioConvert? Any of ConvesioConvert's 2 triggers in the catalog, including Contact Updated and Custom Attribute Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Hellotracks when something happens in ConvesioConvert? 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 ConvesioConvert? Yes. When something happens in Hellotracks, your agent can act in ConvesioConvert too. This page covers both directions: Hellotracks's triggers and ConvesioConvert's actions are listed here as well. ### ### Do I have to build a connector for ConvesioConvert 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.