# Connect Hellotracks to Lumin When **Completed Job** fires in [Hellotracks](https://apiant.ai/connections/hellotracks), your agent runs **Send reminder emails** in [Lumin](https://apiant.ai/connections/lumin). Describe the whole flow and it is built, tested on every scenario and kept running. Hellotracks **5** triggers Hellotracks **19** actions Lumin **22** 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 Lumin 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 Hellotracks can start in Lumin - When **Completed Job** in Hellotracks then **Send reminder emails** in Lumin - When **New Job** in Hellotracks then **Upload File** in Lumin 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 Lumin ## Triggers and actions 5 triggers · 41 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 agreement** Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields. - Action **Add space** Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it. - Action **Cancel signature request** Cancels a pending signature request so its signers can no longer sign it. - Action **Compress document** Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file. - Action **Generate document from template** Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link. - Action **Get agreement file** Returns a temporary download link for an AgreementGen document's PDF file. - Action **Get signature request** Returns a signature request's details, including its title, status, expiry, signing type and each signer's status. - Action **Get signature request file** Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF. - Action **Get signing link** Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal. - Action **Get template** Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables. - Action **List spaces** Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count. - Action **List templates** Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace. - Action **List workspace members** Returns the members of your Lumin workspace, with each member's email, name, role and join date. - Action **Merge documents** Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link. - Action **Send reminder emails** Sends reminder emails to selected signers of a signature request who still need to sign. - Action **Send signature request** Creates a signature request for a document (by file URL) and emails it to the signers you list. - Action **Send signature request from template** Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables. - Action **Split document** Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files). - Action **Summarize document** Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL. - Action **Translate document** Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file. - Action **Update signature request** Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request. - Action **Upload File** Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document. ## 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) - [ **Lumin** Lumin is a PDF editor built for the cloud. Edit, share and sign PDFs from anywhere.](https://apiant.ai/connections/lumin) Reviews ## What our customers say ## More from Hellotracks - [ **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) - [ **Hellotracks to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hellotracks-to-mailchimp) ## More into Lumin - [ **HubSpot to Lumin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lumin) - [ **Salesforce to Lumin** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lumin) - [ **Slack to Lumin** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lumin) - [ **Google Sheets to Lumin** Google Sheets](https://apiant.ai/connect/google-sheets-to-lumin) - [ **Gmail to Lumin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lumin) - [ **Google Calendar to Lumin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lumin) Questions ## Hellotracks and Lumin, 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 Lumin when something happens in Hellotracks? Any of Lumin's 22 actions, including Send reminder emails, Send signature request, Send signature request from template and Update signature request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lumin to Hellotracks? Lumin has no triggers in the catalog today, so automations start in Hellotracks. If you need the other direction, ask: your agent reads Lumin's API documentation and adds it. ### ### Do I have to build a connector for Hellotracks or Lumin? 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.