Connect Hellotracks and ServiceWorks

Both apps 38Hellotracks 24ServiceWorks 14

• 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
  Job Completed

  Triggers when a ServiceWorks job in the last 30 days reaches your completed status.

• Trigger
  New Job

  Triggers when a new job appears on the ServiceWorks calendar (scheduled from 30 days ago to 90 days ahead).

• Action
  Create Customer

  Creates a new customer in ServiceWorks with contact details and a service address.

• Action
  Create Job

  Creates a new job (work order) for a ServiceWorks customer, optionally scheduled.

• Action
  Find Customer by Phone

  Finds ServiceWorks customers that have the given phone number.

• Action
  Get Customer Service History

  Returns a ServiceWorks customer's past service jobs.

• Action
  List Jobs

  Lists ServiceWorks calendar jobs in a date range, optionally filtered by technician, type or status.

• Action
  List Payments

  Lists ServiceWorks payment history, one page at a time.

• Action
  Schedule Job

  Schedules or reschedules a ServiceWorks job trip.

• Action
  Search Customers

  Finds ServiceWorks customers by name or customer ID, with their addresses.

• Action
  Send Text to Customer

  Sends an SMS text message to a ServiceWorks customer.

• Action
  Set Customer Note

  Sets the note on a ServiceWorks customer.

• Action
  Set Job Note

  Sets the note on a ServiceWorks job trip.

• Action
  Update Customer

  Updates an existing ServiceWorks customer's name, company, email and phone numbers.

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