Integration
Connect Hellotracks and ShareFile
When Completed Job fires in Hellotracks, your agent runs Add Note in ShareFile, or New Client in ShareFile 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 ShareFile to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 ShareFile can do together
From Hellotracks to ShareFile
When Completed Job in Hellotracks
then Add Note in ShareFile
When New Job in Hellotracks
then Add user in ShareFile
From ShareFile to Hellotracks
When New Client in ShareFile
then Add member in Hellotracks
When New Client in ShareFile
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 ShareFile
Triggers and actions 6 triggers · 37 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 ClientTriggers when a new client user is added to the ShareFile account.
Action
Add groupCreates a new distribution group in ShareFile, optionally shared and with initial member contacts.
Action
Add NoteCreates a note inside a ShareFile folder with a title and optional text.
Action
Add shareCreates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.
Action
Add URLAdds a web link (URL) item to a ShareFile folder.
Action
Add userCreates a new employee user in your ShareFile account and returns the new user.
Action
Copy itemCopies a file or folder into another ShareFile folder.
Action
Create Client UserCreates a new client user in your ShareFile account.
Action
Create FolderCreates a new folder inside a ShareFile parent folder and returns the new folder.
Action
Delete itemDeletes a file or folder from ShareFile.
Action
Find items by nameSearches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.
Action
Get file download linkReturns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents.
Action
Get itemReturns a single ShareFile item (file, folder, note or link) by its id.
Action
Get userReturns a ShareFile user by ID or email address, or the connected user when neither is given.
Action
List folder childrenReturns the files, folders, notes and links directly inside a ShareFile folder.
Action
List groupsReturns the distribution groups you have permission to view in your ShareFile account.
Action
List sharesReturns the outstanding Send and Request shares created by the connected ShareFile user.
Action
List usersReturns the employee users in your ShareFile account.
Action
Update itemUpdates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone.
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
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Questions
Hellotracks and ShareFile, 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 ShareFile when something happens in Hellotracks?
Any of ShareFile's 18 actions, including Create Client User, Create Folder, Update item and Add group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ShareFile to Hellotracks?
Yes. When something happens in ShareFile, your agent can act in Hellotracks too. This page covers both directions: ShareFile's triggers and Hellotracks's actions are listed here as well.
Do I have to build a connector for Hellotracks or ShareFile?
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.