Integration
Connect Hellotracks and Refersion
When Completed Job fires in Hellotracks, your agent runs Update Conversion Status in Refersion, or New Affiliate in Refersion to Add member in Hellotracks. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Hellotracks and Refersion to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Hellotracks and Refersion can do together
From Hellotracks to Refersion
When Completed Job in Hellotracks
then Update Conversion Status in Refersion
When New Job in Hellotracks
then Generate Affiliate Tracking Link in Refersion
From Refersion to Hellotracks
When New Affiliate in Refersion
then Add member in Hellotracks
When New Conversion in Refersion
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 Refersion
Triggers and actions 7 triggers · 31 actions
Trigger
Alert triggeredFires 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 JobTriggers when a job reaches a completed state.
Trigger
Member clocked in or outFires 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 JobTriggers when a job is created.
Trigger
Updated JobTriggers when a job is created, assigned, completed, archived, or otherwise updated.
Action
Add memberCreate a new team member (worker) account.
Action
Add placeCreate a new saved place/geofence.
Action
Archive JobArchives a job by ID.
Action
Auto-assign jobsAutomatically assign a set of unassigned jobs to available members.
Action
Create JobCreates or updates a job. If External ID matches an existing job, the existing job is updated.
Action
Delete JobDeletes a job by ID.
Action
Delete memberDelete a team member account.
Action
Distribute jobAssign/distribute one or more jobs to members for dispatch.
Action
Find JobFinds a job by External ID.
Action
Find MemberFinds a member by exact email, username, name, or UID.
Action
Generate reportGenerate a report (e.g. timesheet/activity) for a date range.
Action
Get companyGet the authenticated company account's profile/settings.
Action
List placesGet the company's saved places/geofences.
Action
Locate memberGet a member's current/last known GPS location.
Action
Optimize routeCompute an optimized route ordering for a member's assigned jobs.
Action
Restore jobRestore a previously archived job.
Action
Update JobUpdates a job by ID.
Action
Update memberEdit an existing team member's fields.
Action
Update placeEdit an existing saved place/geofence.
Trigger
New AffiliateTriggers when a new affiliate signs up or is added.
Trigger
New ConversionTriggers when a new conversion is recorded.
Action
Delete AffiliateDeletes an affiliate.
Action
Delete OfferDeletes an offer.
Action
Find an AffiliateFinds an affiliate by email address, name or affiliate code.
Action
Generate Affiliate Tracking LinkReturns a tracking link for an affiliate, optionally to a specific URL.
Action
Get AffiliateReturns the affiliate with a given affiliate code.
Action
Get ConversionReturns one conversion's details.
Action
List AffiliatesReturns affiliates, optionally filtered by status, search text or offer.
Action
List ClicksReturns affiliate link clicks in a date range.
Action
List ConversionsReturns conversions, optionally filtered by status, affiliate, order or date.
Action
List OffersReturns the account's offers.
Action
Search OrdersSearches orders that can be credited to an affiliate.
Action
Update Conversion StatusChanges a conversion's status, e.g. approve or deny it.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Hellotracks and Refersion, 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 Refersion when something happens in Hellotracks?
Any of Refersion's 12 actions, including Update Conversion Status, Find an Affiliate, Generate Affiliate Tracking Link and Get Affiliate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Refersion to Hellotracks?
Yes. When something happens in Refersion, your agent can act in Hellotracks too. This page covers both directions: Refersion's triggers and Hellotracks's actions are listed here as well.
Do I have to build a connector for Hellotracks or Refersion?
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 Refersion 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.