Dispatch and manage Hellotracks jobs, optimize routes, locate field workers and manage members and places.
Explore 18 workflow actions for Hellotracks, including account permissions and operation limits.
7 read actions11 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Archive jobs
Write
Archive jobs; they can be restored later.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Auto-assign jobs
Write
Assign jobs to workers automatically, respecting working hours, capacity and zones.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create jobs
Write
Create one or more jobs (Job API objects); set worker to a username to assign one.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create place
Write
Create a place; address fields are geocoded when no coordinates are given.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete jobs
Write
Delete jobs permanently (archive keeps them restorable).
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete member
Write
Deactivate one or more members (their history stays).
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Distribute jobs
Read
Split jobs into regions (clusters) by distance, zones or size.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Edit jobs
Write
Change jobs: an object keyed by job ID whose values hold the Job API fields to change (worker or receiverUid reassigns).
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit member
Write
Change a member's profile, role, teams or status label (by username or UID).
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit place
Write
Change one place, or several with the same changes.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get company
Read
Company settings and team configuration.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Get jobs
Read
Jobs for a day, a worker, a team or specific IDs, optionally sorted and paged.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Get members
Read
Members you may see, or the chosen UIDs.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Get places
Read
Places, optionally by name or UID.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Get tracks
Read
GPS tracks and mileage for members between two times (milliseconds).
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Locate members
Read
Current locations of chosen members or teams, optionally with address and device details or a ping to refresh.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
Optimize route
Write
Reorder a worker's jobs for a day by distance, or solve with time windows, skills and capacity.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Restore jobs
Write
Restore archived jobs to active.
Permissions and limits
Account permissions
A Hellotracks API key (administrator or dispatcher for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Hellotracks. A saved workflow is not a completed provider action.