Integration
Connect Hellotracks to Salesforce
When something happens in Hellotracks, your agent does the next thing in Salesforce. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Hellotracks and Salesforce to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 7 triggers · 24 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. POST /api/createaccount (Hellotracks API).
Action
Add placeCreate a new saved place/geofence. POST /api/createplace (Hellotracks API).
Action
Archive JobArchives a job by ID.
Action
Auto-assign jobsAutomatically assign a set of unassigned jobs to available members. POST /api/autoassign (Hellotracks API).
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. POST /api/deleteaccount (Hellotracks API).
Action
Distribute jobAssign/distribute one or more jobs to members for dispatch. POST /api/distributejobs (Hellotracks API).
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. POST /api/createreport (Hellotracks API); RPC-style call returning report data.
Action
Optimize routeCompute an optimized route ordering for a member's assigned jobs. POST /api/routeoptimization (Hellotracks API); RPC-style call returning route data.
Action
Restore jobRestore a previously archived job. POST /api/restorejobs (Hellotracks API).
Action
Update JobUpdates a job by ID.
Action
Update memberEdit an existing team member's fields. POST /api/editaccount (Hellotracks API).
Action
Update placeEdit an existing saved place/geofence. POST /api/editplace (Hellotracks API).
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.