# Connect Hellotracks and Roll

When **Completed Job** fires in [Hellotracks](https://apiant.ai/connections/hellotracks), your agent runs **Add task** in [Roll](https://apiant.ai/connections/roll), or **New Company** in Roll 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 Roll **3** triggers Roll **11** 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 Roll 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 Roll can do together

### From Hellotracks to Roll

- When **Completed Job** in Hellotracks then **Add task** in Roll
- When **New Job** in Hellotracks then **Create Time Record** in Roll

### From Roll to Hellotracks

- When **New Company** in Roll then **Add member** in Hellotracks
- When **New Project** in Roll 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 Roll

## Triggers and actions 8 triggers · 30 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

**New Company**

Triggers when a new company is created.

- Trigger

**New Project**

Triggers when a new project is created.

- Trigger

**New Time Record**

Triggers when a new time record is created.

- Action

**Add task**

Create a task via the Roll GraphQL API task add mutation.

- Action

**Create Company**

Creates a new company.

- Action

**Create Project**

Creates a new project.

- Action

**Create Time Record**

Creates a new time record.

- Action

**Find Company**

Finds an existing company.

- Action

**Find employee**

Search employees via the Roll GraphQL API employees query.

- Action

**Find Project**

Finds an existing project.

- Action

**Find Time Record**

Looks up Roll time records via the GraphQL time query.

- Action

**Update project**

Update a project via the Roll GraphQL API project update mutation.

- Action

**Update task**

Update a task via the Roll GraphQL API task update mutation.

- Action

**Update time record**

Update a time entry via the Roll GraphQL API time update mutation.

## 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)
- [ **Roll** Roll is a platform with everything your business needs in one place.](https://apiant.ai/connections/roll)

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 Roll

- [ **HubSpot to Roll** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-roll)
- [ **Google Sheets to Roll** Google Sheets](https://apiant.ai/connect/google-sheets-to-roll)
- [ **Gmail to Roll** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-roll)
- [ **Google Calendar to Roll** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-roll)
- [ **Google Drive to Roll** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-roll)
- [ **Mailchimp to Roll** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-roll)

Questions

## Hellotracks and Roll, 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 Roll when something happens in Hellotracks?

Any of Roll's 11 actions, including Create Company, Create Project, Create Time Record and Update project. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Roll to Hellotracks?

Yes. When something happens in Roll, your agent can act in Hellotracks too. This page covers both directions: Roll's triggers and Hellotracks's actions are listed here as well.

###

### Do I have to build a connector for Hellotracks or Roll?

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.
