Tracker RMS Integration

Recruitment CRM and applicant tracking for staffing firms. Automate Tracker RMS hiring, onboarding, and employee updates across your HR stack. When Watch Clients fires, automatically trigger Get a Client Record or Get a Contact Record.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Tracker RMS integration

Triggers can detect changes in Tracker RMS and run actions that can create, search or modify data inside Tracker RMS automatically [3] — exactly how you set them.

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 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 an OpportunityRetrieves the specified opportunity 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 client record.
List Document FoldersLists all document folders for a project 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 ContactsSearches for contacts with pagination support.
Search ContactsRuns a filtered search for contact records.
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 a Project RecordAttaches a document to a project record.
Attach a Document to an Opportunity RecordAttaches a document to an opportunity 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 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 an Opportunity RecordCreates a new opportunity 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 a Project Activity RecordDeletes a project activity record.
Delete a Project RecordDeletes a project record.
Delete an OpportunityRemoves an opportunity 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 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.
Update an OpportunityApplies updates to an existing opportunity record.

How to integrate Tracker RMS in automation workflow?

3 simple steps to make your Tracker RMS connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Tracker RMS in workflow

Pick Tracker RMS app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Tracker RMS

When prompted, authorize access to Tracker RMS in WEXTL once. Tracker RMS credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Tracker RMS account. Approve?

STEP 3

Build a workflow

Build your workflow with Tracker RMS yourself or with WEXTL® AI Builder. Connect Tracker RMS to any available integrations [5], or use HTTP node to go beyond them.

Tracker RMS

How Tracker RMS connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Tracker RMS app is called in workflows. That allows your hr automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Tracker RMS supports.

Full Tracker RMS API documentation

The following table illustrates what fields Tracker RMS integration require during authorization flow inside our workflow builder [4].

Demonstration of Tracker RMS connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
RegionRequired	select	Select the region that matches your TrackerRMS account.
UsernameRequired	text	Your TrackerRMS account username used to log into your account.
PasswordRequired	password	Your TrackerRMS account password used to log into your account.

Connect Tracker RMS to popular apps on WEXTL

Enter a name of the other app you want to sync with Tracker RMS below. Click on selected app to explore integration options with Tracker RMS. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Tracker RMS integration

Select Watch Projects trigger from Tracker RMS - this will be a starting point in your automation. Whenever event happens in Tracker RMS, workflow will start [7] from Watch Projects node.

Search for Create a Project Activity, connect it as the next step of integration sequence. You can use filters between Watch Projects and Create a Project Activity, so only important data pass from Watch Projects to the next step. WEXTL gives you full control over the process of Tracker RMS automation. All parts of workflow are visible on the canvas [4].

Tracker RMS on WEXTL has 69 modules for combining hr automations. Explore Tracker RMS documentation for more.

Video slide demonstrates how Watch Projects and Create a Project Activity nodes are used in Tracker RMS workflow.

Video slide demonstrates how Watch Projects and Create a Project Activity [6] nodes are used in Tracker RMS workflow.

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. Triggers are start points of the workflow, and automations may start from them.

Integration has 63 actions, including "Get a Client Record", "Get a Contact Record", and "Get a Lead", and more. Refer to our Tracker RMS Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Tracker RMS integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Tracker RMS official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Tracker RMS provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Tracker RMS or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Tracker RMS inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Tracker RMS modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Tracker RMS integration.

Tracker RMS integration source code, module specs and credentials implementation.
Internal Tracker RMS integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Tracker RMS vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Tracker RMS App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Tracker RMS Integration

Supported triggers and actions for Tracker RMS integration