Connect Hellotracks to Mx Technologies

Both apps 59Hellotracks 24Mx Technologies 35

• 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 account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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