Integration
Connect Hellotracks and Sure Send
When Completed Job fires in Hellotracks, your agent runs Create Task in Sure Send, or New Appointment in Sure Send 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 Sure Send to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Sure Send can do together
From Hellotracks to Sure Send
When Completed Job in Hellotracks
then Create Task in Sure Send
When New Job in Hellotracks
then Create Appointment in Sure Send
From Sure Send to Hellotracks
When New Appointment in Sure Send
then Add member in Hellotracks
When New Call in Sure Send
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 Sure Send
Triggers and actions 16 triggers · 34 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 AppointmentTriggers when a new appointment is created in Sure Send.
Trigger
New CallTriggers when a new call is logged in Sure Send.
Trigger
New CompanyTriggers when a new company is created in Sure Send.
Trigger
New EmailTriggers when an email is sent or received in Sure Send.
Trigger
New Lead AssignedTriggers when a person is assigned to the chosen user in Sure Send.
Trigger
New NoteTriggers when a new note is added in Sure Send.
Trigger
New PersonTriggers when a new person is created in Sure Send.
Trigger
New TaskTriggers when a new task is created in Sure Send.
Trigger
Person Stage UpdatedTriggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
Trigger
Tag Added to ContactTriggers once when the chosen tag is added to a person in Sure Send.
Trigger
Updated PersonTriggers when a person is created or updated in Sure Send.
Action
Add Tags to PersonAdds one or more tags to an existing person in Sure Send.
Action
Create AppointmentCreates an appointment for a person in Sure Send.
Action
Create CallLogs a phone call with a person in Sure Send.
Action
Create CompanyCreates a company in Sure Send.
Action
Create NoteAdds a note to a person in Sure Send.
Action
Create PersonCreates a new person (contact or lead) in Sure Send. People are deduplicated by email.
Action
Create TaskCreates a follow-up task for a person in Sure Send.
Action
Find CompanyFinds the first company in Sure Send matching a name, email or phone.
Action
Find or Create CompanyLooks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
Action
Find or Create PersonLooks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
Action
Find PersonFinds the first person in Sure Send matching an email, phone or name.
Action
Find StageFinds a pipeline stage in Sure Send by its name.
Action
Find TaskFinds the most recent task for a person in Sure Send.
Action
Update CompanyUpdates an existing company in Sure Send; only the fields you supply change.
Action
Update PersonUpdates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
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
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Questions
Hellotracks and Sure Send, 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 Sure Send when something happens in Hellotracks?
Any of Sure Send's 15 actions, including Create Appointment, Create Call, Create Company and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sure Send to Hellotracks?
Yes. When something happens in Sure Send, your agent can act in Hellotracks too. This page covers both directions: Sure Send's triggers and Hellotracks's actions are listed here as well.
Do I have to build a connector for Hellotracks or Sure Send?
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.
Can my AI client use Hellotracks and Sure Send without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
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.