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Productivity

HelloTracks for your Agent

Flow can look up tasks, projects and pages in HelloTracks, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in HelloTracks. Connect with an API key from your HelloTracks account.

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Create a task in HelloTracks for each document the Lyon tender asks for, due two days before the deadline.

Connect HelloTracks in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect HelloTracks.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for HelloTracks.

What Flow can do depends on what HelloTracks offers through its API and on the access you choose.

Things to ask

Type these to Flow once HelloTracks is connected.

  • HelloTracks

    Create a task in HelloTracks for each document the Lyon tender asks for, due two days before the deadline.

  • HelloTracks

    What is still open in HelloTracks for our hospital bid?

About HelloTracks

HelloTracks is a location-based workforce management platform for dispatching jobs, planning routes, and tracking mobile teams. It helps field teams coordinate faster, reduce drive time, and keep operations visible in real time.

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