Integration
Connect Hellotracks and vTiger CRM
When Completed Job fires in Hellotracks, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM 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 vTiger CRM 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)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 vTiger CRM can do together
From Hellotracks to vTiger CRM
When Completed Job in Hellotracks
then Create Contact in vTiger CRM
When New Job in Hellotracks
then Create Lead in vTiger CRM
From vTiger CRM to Hellotracks
When New Contact (polling) in vTiger CRM
then Add member in Hellotracks
When New event in vTiger CRM
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 vTiger CRM
Triggers and actions 11 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 Contact (polling)Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New eventTriggered when any new event is added to your calendar.
Trigger
New Lead (polling)Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New opportunityTriggered when a new opportunity (Potential) is created in vTiger CRM.
Trigger
New organizationTriggered when any new organization (Account) is added in vTiger CRM.
Trigger
New ticketTriggered when any new ticket (HelpDesk record) is added.
Action
Create AccountCreate an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
Action
Create ContactCreate a Contact in vTiger. Provide lastname (required) and any other Contact fields.
Action
Create LeadCreate a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
Action
Create OpportunityCreate an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
Action
Create RecordCreate a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
Action
Create TicketCreate a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
Action
Delete RecordDelete a vTiger record by its id (e.g. 11x123).
Action
Describe ModuleDescribe the fields and metadata of a vTiger module.
Action
Get Current User (me)Return the logged-in vTiger user — useful as a connection/auth smoke test.
Action
List AccountsList Accounts (organizations) via VTQL. Optional limit (default 100).
Action
List ContactsList Contacts via VTQL. Optional limit (default 100).
Action
List LeadsList Leads via VTQL. Optional limit (default 100).
Action
List Modules (listtypes)List all accessible vTiger modules (element types).
Action
List OpportunitiesList Opportunities (Potentials) via VTQL. Optional limit (default 100).
Action
List TicketsList Help Desk Tickets via VTQL. Optional limit (default 100).
Action
Query (VTQL)Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
Action
Retrieve RecordRetrieve a single record by its vTiger record id (e.g. 11x123).
Action
Update RecordUpdate an existing vTiger record. The element JSON must include the record id and all mandatory fields.
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 vTiger CRM, 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 vTiger CRM when something happens in Hellotracks?
Any of vTiger CRM's 18 actions, including Create Account, Create Contact, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from vTiger CRM to Hellotracks?
Yes. When something happens in vTiger CRM, your agent can act in Hellotracks too. This page covers both directions: vTiger CRM's triggers and Hellotracks's actions are listed here as well.
Do I have to build a connector for Hellotracks or vTiger CRM?
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 vTiger CRM 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.