Integration

Connect Hellotracks to Docupilot

When something happens in Hellotracks, your agent does the next thing in Docupilot. Describe it in plain language and the automation is built, tested on every branch and kept running.

Hellotracks5 triggersHellotracks15 actionsDocupilot2 triggersDocupilot34 actions

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Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Hellotracks and Docupilot

Triggers and actions 7 triggers · 49 actions

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. POST /api/createaccount (Hellotracks API).
Action
Add place
Create a new saved place/geofence. POST /api/createplace (Hellotracks API).
Action
Archive Job
Archives a job by ID.
Action
Auto-assign jobs
Automatically assign a set of unassigned jobs to available members. POST /api/autoassign (Hellotracks API).
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. POST /api/deleteaccount (Hellotracks API).
Action
Distribute job
Assign/distribute one or more jobs to members for dispatch. POST /api/distributejobs (Hellotracks API).
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. POST /api/createreport (Hellotracks API); RPC-style call returning report data.
Action
Optimize route
Compute an optimized route ordering for a member's assigned jobs. POST /api/routeoptimization (Hellotracks API); RPC-style call returning route data.
Action
Restore job
Restore a previously archived job. POST /api/restorejobs (Hellotracks API).
Action
Update Job
Updates a job by ID.
Action
Update member
Edit an existing team member's fields. POST /api/editaccount (Hellotracks API).
Action
Update place
Edit an existing saved place/geofence. POST /api/editplace (Hellotracks API).
Trigger
Envelope Completed
Triggers when all recipients finish signing an envelope.
Trigger
New Envelope
Triggers when a new e-signature envelope is created.
Action
Cancel Envelope
Cancel an in-progress e-signature envelope.
Action
Convert Document
Convert a document to another format.
Action
Copy Template
Duplicate a template including its preferences and deliveries.
Action
Create Envelope
Create a new e-signature envelope.
Action
Create Envelope Recipient
Add a recipient to an e-signature envelope.
Action
Create Folder
Create a new folder.
Action
Create Template
Create a new document template.
Action
Create Template Delivery
Configure a new delivery on a template.
Action
Create Template Merge Link
Create a shareable link that generates a document from a template.
Action
Delete Folder
Delete a folder.
Action
Delete Template
Move a template to the trash.
Action
Get Bulk Generation Task
Retrieve a single bulk document-generation task.
Action
Get Envelope Details
Retrieve the details of an e-signature envelope.
Action
Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing Link
Retrieve the signing link for an envelope.
Action
Get Template
Retrieve a single template by its id.
Action
Get Template Schema
Retrieve a template's merge-field schema.
Action
List Bulk Generation Tasks
List bulk document-generation tasks for a template.
Action
List Document History
List previously generated documents.
Action
List Envelope Recipients
List the recipients of an e-signature envelope.
Action
List Envelopes
List e-signature envelopes.
Action
List Folders
List the folders in the Docupilot account.
Action
List Template Deliveries
List the deliveries configured on a template.
Action
List Templates
List the templates in the Docupilot account.
Action
Merge Documents
Append and merge multiple documents into one.
Action
Place Signature Fields
Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
Action
Retry Document Delivery
Retry a failed document delivery.
Action
Send Envelope
Send an e-signature envelope to its recipients.
Action
Send Envelope Reminder
Send a signing reminder to an envelope's signers.
Action
Transform PDF
Apply a transformation to a PDF document.
Action
Trigger Bulk Generation
Start a prepared bulk document-generation task.
Action
Update Folder
Update a folder's details.
Action
Update Template
Update an existing template's settings.
Action
Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.

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