What actions can I run in Tracker RMS?

63 actions are available, including "Get a Client Record", "Get a Contact Record", and "Get a Lead", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Tracker RMS Integrations

Recruitment CRM and applicant tracking for staffing firms. Automate Tracker RMS hiring, onboarding, and people updates across your HR stack.

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Watch ClientsTriggers when a new client is created.
Watch ContactsTriggers when a new contact is added or updated.
Watch LeadsTriggers when new leads are added or updated in the system.
Watch OpportunitiesTriggers when new opportunities are available.
Watch ProjectsTriggers when a new project is created or updated.
Watch UsersTriggers when a new event involving users occurs.
Get a Client RecordRetrieves the specified client record.
Get a Contact RecordRetrieves an existing contact record from the database.
Get a LeadRetrieves the specified lead record.
Get an OpportunityRetrieves the specified opportunity record.
Get a Project Activity RecordRetrieves the specified project activity record.
Get a Project RecordRetrieves the specified project record.
Get a Timesheet EntryRetrieves the specified timesheet entry.
Get a UserRetrieves the specified user record.
Get Project Activities/TasksGets associated project activities/tasks for a specific project.
Get Project Activity ResourcesRetrieves resources for a project activity.
List Applicants for a JobLists all applicants for a job. Only matched resources will be returned.
List Document FoldersLists all document folders for a project record.
List Document FoldersLists all document folders for a client record.
List Document Folders for a Contact RecordLists all document folders for a contact record.
List Document Folders for a Lead RecordLists all document folders for a lead record.
List Document Folders for an Opportunity RecordRetrieves document folders linked to an opportunity record.
List Long-Listed CandidatesRetrieves long-listed candidates for a search.
Paged Search OpportunitiesPerforms a paged search for opportunities.
Search Client RecordsRuns a filtered search for client records.
Search ClientsAllows searching for clients with pagination support.
Search ContactsRuns a filtered search for contact records.
Search ContactsSearches for contacts with pagination support.
Search Custom Fields for Contact RecordsRuns a filtered search on contact custom fields.
Search EntriesAllows searching through entries with pagination support, retrieving results across multiple pages.
Search Entry RecordsRuns a filtered search for entry records.
Search Lead RecordsRuns a filtered search for lead records.
Search LeadsSearches for leads using pagination to manage large result sets effectively.
Search Opportunity RecordsRuns a filtered search for opportunity records.
Search Project RecordsRuns a filtered search for project records.
Search ProjectsSearches for projects with pagination support to manage large result sets.
Search User RecordsRuns a filtered search for user records.
Search UsersRetrieves and lists users based on specific search criteria, with results returned in pages.
Add a Resource to an Opportunity's LonglistAdds a resource to an opportunity's longlist.
Attach a Document to a Client RecordAttaches a document to a client record.
Attach a Document to a Contact RecordAttaches a document to a contact record.
Attach a Document to a Lead RecordAttaches a document to a lead record.
Attach a Document to an Opportunity RecordAttaches a document to an opportunity record.
Attach a Document to a Project RecordAttaches a document to a project record.
Create a Client RecordCreates a new client record.
Create a Contact RecordCreates a new contact record.
Create a Lead RecordCreates a new lead record.
Create an Opportunity RecordCreates a new opportunity record in the system.
Create a Project ActivityCreates a new project activity or task record.
Create a Project RecordCreates a new project record in the system.
Create a Project RecordCreates a new project record from an existing opportunity.
Create a RecordCreates a new record in the system.
Create Records in BulkAdds multiple new records to the service at once.
Delete a Client RecordDeletes a client record from the database.
Delete a ContactDeletes a contact record.
Delete a Lead RecordDeletes a lead record from the system.
Delete an OpportunityRemoves an opportunity record.
Delete a Project Activity RecordDeletes a project activity record.
Delete a Project RecordDeletes a project record.
Make an API CallMakes an arbitrary API call.
Remove a Resource from an Opportunity's LonglistRemoves a resource from an opportunity's longlist.
Remove a Resource from an Opportunity's ShortlistRemoves a resource from an opportunity's shortlist.
Update a Client RecordApplies updates to an existing client record.
Update a ContactUpdates an existing contact record in the service.
Update a Lead RecordApplies updates to an existing lead record.
Update an OpportunityApplies updates to an existing opportunity record.
Update a Project Activity RecordApplies updates to an existing project activity record.
Update a Project RecordApplies updates to an existing project record.
Update a Timesheet EntryApplies updates to an existing timesheet entry.

When to use Tracker RMS

Common scenarios where Tracker RMS automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Clients" fires in Tracker RMS — start multi-step automations without polling or manual checks.
Automate "Get a Contact Record" in Tracker RMS as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch Leads" from Tracker RMS with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Tracker RMS’s Watch Projects trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Project Activity as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 69 ready-made steps for HR work, and every run records what went in and what came back.

Tracker RMS workflow on the canvas: Watch Projects then Create a Project Activity

Frequently asked questions

Common questions about automating Tracker RMS in your workflows.

Tracker RMS has 6 triggers, including "Watch Clients", "Watch Contacts", and "Watch Leads", and more. Use them to start workflows the moment Tracker RMS events fire — no polling required.

Use in workflow automation

Start from Tracker RMS’s Watch Projects trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Project Activity as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 69 ready-made steps for HR work, and every run records what went in and what came back.

Tracker RMS Integrations

When to use Tracker RMS

Use in workflow automation

Frequently asked questions

Tracker RMS Integrations

When to use Tracker RMS

Connect Tracker RMS to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Tracker RMS to any app in workflows

Connect Tracker RMS to any app in workflows

Connect Tracker RMS to any app in workflows

Tracker RMS Integrations

Tracker RMS triggers and actions

When to use Tracker RMS

Use in workflow automation

Frequently asked questions

What triggers does Tracker RMS support?

What actions can I run in Tracker RMS?

Do I need to write code to automate this?

Is the integration secure?

Tracker RMS Integrations

Tracker RMS triggers and actions

When to use Tracker RMS

Connect Tracker RMS to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Tracker RMS support?

What actions can I run in Tracker RMS?

Do I need to write code to automate this?

Is the integration secure?

Connect Tracker RMS to any app in workflows

Connect Tracker RMS to any app in workflows

Connect Tracker RMS to any app in workflows