# Connect Hellotracks and PPM Express When **Completed Job** fires in [Hellotracks](https://apiant.ai/connections/hellotracks), your agent runs **Create Project Task** in [PPM Express](https://apiant.ai/connections/ppm-express), or **Idea Created** in PPM Express to **Add member** in Hellotracks. Describe the whole flow and it is built, tested on every scenario and kept running. Hellotracks **5** triggers Hellotracks **19** actions PPM Express **8** triggers PPM Express **8** 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 PPM Express 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 and PPM Express can do together ### From Hellotracks to PPM Express - When **Completed Job** in Hellotracks then **Create Project Task** in PPM Express - When **New Job** in Hellotracks then **Update Project Task** in PPM Express ### From PPM Express to Hellotracks - When **Idea Created** in PPM Express then **Add member** in Hellotracks - When **Key Date Created** in PPM Express then **Add place** in Hellotracks 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 PPM Express ## Triggers and actions 13 triggers · 27 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. - Trigger **Idea Created** Triggers when a Idea is created. - Trigger **Key Date Created** Triggers when a Key Date is created. - Trigger **Key Date Updated** Triggers when a Key Date is updated. - Trigger **Project Created** Triggers when a Project is created. - Trigger **Project Updated** Triggers when a Project is updated. - Trigger **Task Created** Triggers when a Task is created. - Trigger **Task Deleted** Triggers when a Task is deleted. - Trigger **Task Updated** Triggers when a Task is updated. - Action **Create Idea** Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields. - Action **Create Project** Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio. - Action **Create Project Key Date** Creates a key date (milestone) on a PPM Express project and returns the new key date. - Action **Create Project Task** Creates a task in a PPM Express project with the field values you supply. - Action **Delete Project Task** Deletes a task from a PPM Express project. - Action **Update Project** Updates the fields of an existing project, including custom fields, and returns the updated project. - Action **Update Project Key Date** Updates the field values of an existing key date in a PPM Express project. - Action **Update Project Task** Updates field values on an existing task in a PPM Express project and returns the updated task. ## 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) - [ **PPM Express** PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing...](https://apiant.ai/connections/ppm-express) 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 PPM Express - [ **HubSpot to PPM Express** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ppm-express) - [ **Google Sheets to PPM Express** Google Sheets](https://apiant.ai/connect/google-sheets-to-ppm-express) - [ **Gmail to PPM Express** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ppm-express) - [ **Google Calendar to PPM Express** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ppm-express) - [ **Google Drive to PPM Express** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ppm-express) - [ **Mailchimp to PPM Express** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ppm-express) Questions ## Hellotracks and PPM Express, 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 PPM Express when something happens in Hellotracks? Any of PPM Express's 8 actions, including Create Idea, Create Project, Create Project Key Date and Create Project Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PPM Express to Hellotracks? Yes. When something happens in PPM Express, your agent can act in Hellotracks too. This page covers both directions: PPM Express's triggers and Hellotracks's actions are listed here as well. ### ### Do I have to build a connector for Hellotracks or PPM Express? 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.