Integration
Connect Hellotracks to Customerly
When Completed Job fires in Hellotracks, your agent runs Create/Update Lead in Customerly. 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 Hellotracks and Customerly 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 Hellotracks can start in Customerly
When Completed Job in Hellotracks
then Create/Update Lead in Customerly
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 Hellotracks and Customerly
Triggers and actions 5 triggers · 27 actions
- 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.
- Add conversation
Open a new conversation from a user to a teammate.
- Add User Tag
Attach a tag to an existing user or lead.
- Convert lead to user
Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers).
- Create/Update Lead
Creates or updates a lead.
- Create/Update User
Creates or updates a new user.
- Get Contact
Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags.
- Get Conversation
Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message.
- Unsubscribe contacts
Unsubscribe contacts (bulk) via API.
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
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Questions
Hellotracks and Customerly, answered
What can start an automation from Hellotracks?
Any of Hellotracks's 5 triggers in the catalog, including Completed Job, New Job, Updated Job and Alert triggered. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customerly when something happens in Hellotracks?
Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customerly to Hellotracks?
Customerly has no triggers in the catalog today, so automations start in Hellotracks. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it.
Do I have to build a connector for Hellotracks or Customerly?
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.