--- title: "Connect Hellotracks to IXACT Contact CRM - APIANT.ai" description: "When \"Completed Job\" fires in Hellotracks, your agent runs \"Create Contact\" in IXACT Contact CRM." canonical: "https://apiant.ai/connect/hellotracks-to-ixact-contact-crm" --- # Connect Hellotracks to IXACT Contact CRM When **Completed Job** fires in [Hellotracks](https://apiant.ai/connections/hellotracks), your agent runs **Create Contact** in [IXACT Contact CRM](https://apiant.ai/connections/ixact-contact-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Hellotracks **5** triggers Hellotracks **19** actions IXACT Contact CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hellotracks and IXACT Contact CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Hellotracks can start in IXACT Contact CRM - When **Completed Job** in Hellotracks then **Create Contact** in IXACT Contact CRM - When **New Job** in Hellotracks then **Create Lead** in IXACT Contact CRM 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 IXACT Contact CRM ## Triggers and actions 5 triggers · 31 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. - 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 group** Adds a new contact group to the IXACT Contact account and returns the new group's id. - Action **Add note** Adds a note to a contact in IXACT Contact and returns the new note. - Action **Create Contact** Creates a new contact in IXACT Contact and returns the new contact's id. - Action **Create Lead** Creates a new lead in IXACT Contact and returns the created lead record. - Action **Delete contact** Deletes a contact by ID from your IXACT Contact account. - Action **Get contact** Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details. - Action **List contacts** Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date. - Action **List groups** Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date. - Action **List notes** Returns the notes recorded on a contact, optionally narrowed to a note date or note type. - Action **List note types** Returns the note types defined in the IXACT Contact account, optionally only those with a given name. - Action **Update contact** Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is. - Action **Update note** Updates an existing note on a contact in IXACT Contact, changing its text, type or date. ## Each app on its own - [ **Hellotracks** Hellotracks is a field service platform for dispatching jobs, tracking mobile teams, and managing job status.](https://apiant.ai/connections/hellotracks) - [ **IXACT Contact CRM** IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients...](https://apiant.ai/connections/ixact-contact-crm) Reviews ## What our customers say ## More from Hellotracks - [ **Hellotracks to Chartimagegenerator** Edge-rendered chart image API that converts Chart.js configurations into cached PNG/SVG images.](https://apiant.ai/connect/hellotracks-to-chartimagegenerator) - [ **Hellotracks to Sendinblue** Email and SMS marketing platform with CRM and marketing automation, now rebranded as Brevo.](https://apiant.ai/connect/hellotracks-to-sendinblue) - [ **Hellotracks to User.com** UserEngage is a marketing automation system that connects all data about your customers with all the...](https://apiant.ai/connect/hellotracks-to-user-com) - [ **Hellotracks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hellotracks-to-hubspot) - [ **Hellotracks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hellotracks-to-salesforce) - [ **Hellotracks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hellotracks-to-slack) ## More into IXACT Contact CRM - [ **HubSpot to IXACT Contact CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ixact-contact-crm) - [ **Salesforce to IXACT Contact CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ixact-contact-crm) - [ **Slack to IXACT Contact CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ixact-contact-crm) - [ **Google Sheets to IXACT Contact CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ixact-contact-crm) - [ **Gmail to IXACT Contact CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ixact-contact-crm) - [ **Google Calendar to IXACT Contact CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ixact-contact-crm) Questions ## Hellotracks and IXACT Contact CRM, 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 IXACT Contact CRM when something happens in Hellotracks? Any of IXACT Contact CRM's 12 actions, including Create Contact, Create Lead, Update contact and Update note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IXACT Contact CRM to Hellotracks? IXACT Contact CRM has no triggers in the catalog today, so automations start in Hellotracks. If you need the other direction, ask: your agent reads IXACT Contact CRM's API documentation and adds it. ### ### Do I have to build a connector for Hellotracks or IXACT Contact CRM? 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. ### ### Can my AI client use Hellotracks and IXACT Contact CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.