# Connect Hellotracks and ShareFile When **Completed Job** fires in [Hellotracks](https://apiant.ai/connections/hellotracks), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/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. Hellotracks **5** triggers Hellotracks **19** actions ShareFile **1** trigger ShareFile **18** 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 ShareFile 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 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 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 Client** Triggers when a new client user is added to the ShareFile account. - Action **Add group** Creates a new distribution group in ShareFile, optionally shared and with initial member contacts. - Action **Add Note** Creates a note inside a ShareFile folder with a title and optional text. - Action **Add share** Creates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile. - Action **Add URL** Adds a web link (URL) item to a ShareFile folder. - Action **Add user** Creates a new employee user in your ShareFile account and returns the new user. - Action **Copy item** Copies a file or folder into another ShareFile folder. - Action **Create Client User** Creates a new client user in your ShareFile account. - Action **Create Folder** Creates a new folder inside a ShareFile parent folder and returns the new folder. - Action **Delete item** Deletes a file or folder from ShareFile. - Action **Find items by name** Searches ShareFile for files and folders whose name matches the text you enter, and returns the matching items. - Action **Get file download link** Returns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents. - Action **Get item** Returns a single ShareFile item (file, folder, note or link) by its id. - Action **Get user** Returns a ShareFile user by ID or email address, or the connected user when neither is given. - Action **List folder children** Returns the files, folders, notes and links directly inside a ShareFile folder. - Action **List groups** Returns the distribution groups you have permission to view in your ShareFile account. - Action **List shares** Returns the outstanding Send and Request shares created by the connected ShareFile user. - Action **List users** Returns the employee users in your ShareFile account. - Action **Update item** Updates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone. ## 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) - [ **ShareFile** Securely send, store, and share files – plus discover document workflows designed to improve your client...](https://apiant.ai/connections/sharefile) 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 ShareFile - [ **HubSpot to ShareFile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sharefile) - [ **Salesforce to ShareFile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sharefile) - [ **Google Sheets to ShareFile** Google Sheets](https://apiant.ai/connect/google-sheets-to-sharefile) - [ **Gmail to ShareFile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sharefile) - [ **Google Calendar to ShareFile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sharefile) - [ **Google Drive to ShareFile** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sharefile) 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.