Connect Hellotracks to Insightly

Both apps 57Hellotracks 24Insightly 33

• 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.

• Action
  Add contact to organisation

  Link a contact to an organisation by updating the contact's ORGANISATION_ID.

• Action
  Create contact

  Create a new contact in Insightly.

• Action
  Create event

  Create a new calendar event in Insightly.

• Action
  Create lead

  Create a new lead in Insightly.

• Action
  Create note

  Create a new note in Insightly.

• Action
  Create opportunity

  Create a new opportunity in Insightly.

• Action
  Create organisation

  Create a new organisation in Insightly.

• Action
  Create project

  Create a new project in Insightly.

• Action
  Create task

  Create a new task in Insightly.

• Action
  Delete contact

  Delete a contact by its CONTACT_ID.

• Action
  Delete lead

  Delete a lead by its LEAD_ID.

• Action
  Delete opportunity

  Delete an opportunity by its OPPORTUNITY_ID.

• Action
  Delete organisation

  Delete an organisation by its ORGANISATION_ID.

• Action
  Get contact

  Retrieve a single contact by its CONTACT_ID.

• Action
  Get event

  Retrieves a single Insightly calendar event by its id, including its custom field values and links.

• Action
  Get lead

  Retrieve a single lead by its LEAD_ID.

• Action
  Get note

  Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.

• Action
  Get opportunity

  Retrieve a single opportunity by its OPPORTUNITY_ID.

• Action
  Get organisation

  Retrieve a single organisation by its ORGANISATION_ID.

• Action
  Get project

  Retrieve a single project by its PROJECT_ID.

• Action
  Get task

  Retrieve a single task by its TASK_ID.

• Action
  List leads

  List leads (paged).

• Action
  List opportunities

  List opportunities (paged).

• Action
  List organisations

  List organisations (paged).

• Action
  List projects

  List projects (paged).

• Action
  List tasks

  List tasks (paged).

• Action
  List users

  List Insightly users (useful for resolving owner/responsible user IDs).

• Action
  Search contacts

  Search contacts by a single field value (e.g. email_address).

• Action
  Update contact

  Update an existing contact in Insightly.

• Action
  Update lead

  Update an existing lead in Insightly.

• Action
  Update opportunity

  Update an existing opportunity in Insightly.

• Action
  Update organisation

  Update an existing organisation in Insightly.

• Action
  Update task

  Update an existing task in Insightly.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.