Requirements
Tracker RMS requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Tracker RMS credentials
Connect Tracker RMS in WEXTL
- Log in to your WEXTL account, add the Tracker RMS node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Tracker RMS account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Tracker RMS node modules
The list below is a reference of every Tracker RMS node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Tracker RMS node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch ClientsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Client ID | number |
| Creation date | date |
| Client name | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| text | |
| Website | text |
| Telephone | text |
| Internal ref | text |
| Client source | text |
| Department name | text |
| Client vertical name | text |
| Client rank name | text |
5other output fields
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Contact ID | number |
| Client name | text |
| Client ID | number |
| Salutation | text |
| First name | text |
| Surname | text |
| Display as | text |
| Job title | text |
| Company | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| Business phone | text |
| Home phone | text |
25other output fields
Watch LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
| Email address | |
| Name | text |
| Date created | date |
Watch OpportunitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Opportunity ID | number |
| Opportunity name | text |
| Opportunity owner ID | number |
| Department | text |
| Opportunity status ID | number |
| Client ID | number |
| Contact ID | number |
| Date opened | text |
| Location | text |
| Client ref | text |
| Work type | text |
| Opportunity source | text |
| Probability | number |
| Duration | text |
| Estimated value | number |
| Factored value | number |
| Target margin | text |
117other output fields
Watch ProjectsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Project ID | number |
| Opportunity ID | number |
| Client ID | number |
| Contact ID | number |
| Project code | text |
| Project name | text |
| Project status | text |
| Project owner ID | number |
| Project type | text |
| Start date | text |
| End date | text |
| Activity set ID | number |
| Territory | text |
| System project | text |
| Comments | text |
| Active | text |
| Last updated date time | date |
16other output fields
Watch UsersTrigger
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
| Username | text |
| Full name | text |
| text | |
| Department name | text |
| User group name | text |
| Territory name | text |
| User team name | text |
| Timezone offset | number |
| Last logon | date |
| Employee number | text |
| Last logon ts | text |
Get a Client RecordAction
Input fields[3]
| Field | Type |
|---|---|
Client IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Type name | text |
| Source | text |
| Contact details | object |
| Telephone | text |
| Mobile phone | text |
| Fax | text |
| text | |
| Status | object |
| ID | number |
| Name | text |
| Territory | object |
| ID | number |
| Name | text |
| Department | object |
| ID | number |
| Name | text |
| Custom fields | array |
| Owners | array |
| Internal reference | text |
| Website | text |
| Linked in URL | text |
| Is parent client | boolean |
| Parent client ID | number |
| Tag text | text |
| Special terms | text |
18other output fields
Get a Contact RecordAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Type name | text |
| Source | text |
| Contact details | object |
| Telephone | text |
| Mobile phone | text |
| Fax | text |
| text | |
| Status | object |
| ID | number |
| Name | text |
| Territory | object |
| ID | number |
| Name | text |
| Department | object |
| ID | number |
| Name | text |
| Custom fields | array |
| Owners | array |
| Preferred name | text |
| First name | text |
| Surname | text |
| Nickname | text |
| Job title | text |
| Company | text |
| Website | text |
24other output fields
Get a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Type name | text |
| Source | text |
| Contact details | object |
| Telephone | text |
| Mobile phone | text |
| Fax | text |
| text | |
| Status | object |
| ID | number |
| Name | text |
| Territory | object |
| ID | number |
| Name | text |
| Department | object |
| ID | number |
| Name | text |
| Custom fields | array |
| Owners | array |
| Subject | text |
| Description | text |
| From | text |
| Currency code | text |
| Contact type | text |
| Potential value | number |
| Strategy | text |
6other output fields
Get a Project Activity RecordAction
Input fields[3]
| Field | Type |
|---|---|
Project ActivityRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Activity ID | number |
| Plan task ID | number |
| Project ID | number |
| Activity name | text |
| Budgeted days | number |
| Billable | boolean |
| Client required | boolean |
| Activity status | text |
| Activity note | text |
| Stop timesheet | boolean |
| Expected end date | text |
| Expected start date | text |
| Pay rate | number |
| Charge period | text |
| Charge rate | number |
| Activity order ID | number |
| Ticket ID | number |
8other output fields
Get a Project RecordAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Type name | text |
| Source | text |
| Contact details | object |
| Telephone | text |
| Mobile phone | text |
| Fax | text |
| text | |
| Status | object |
| ID | number |
| Name | text |
| Territory | object |
| ID | number |
| Name | text |
| Department | object |
| ID | number |
| Name | text |
| Custom fields | array |
| Owners | array |
| Project code | text |
| Start date | text |
| End date | text |
| Is system project | boolean |
| Comments | text |
| Health | text |
| Priority | text |
7other output fields
Get a Timesheet EntryAction
Input fields[3]
| Field | Type |
|---|---|
Timesheet Entry IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Resource ID | number |
| Project ID | number |
| Project activity ID | number |
| Client ID | number |
| Entry date | date |
| Hours | number |
| Billable hours | number |
| Entry note | text |
| Activity progress | text |
| Approval status | text |
| Billed | boolean |
| Bill reference | text |
| Start time 1 | text |
| End time 1 | text |
| Start time 2 | text |
| End time 2 | text |
6other output fields
Get a UserAction
Input fields[3]
| Field | Type |
|---|---|
User IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Username | text |
| Fullname | text |
| text | |
| User group | object |
| ID | number |
| Name | text |
| Department | object |
| ID | number |
| Name | text |
| Territory | object |
| ID | number |
| Name | text |
| User team | object |
| ID | number |
| Name | text |
| Timezone | object |
| ID | number |
| Name | text |
| Timezone offset | number |
| Last logon | date |
| Employee number | text |
Get an OpportunityAction
Input fields[3]
| Field | Type |
|---|---|
OpportunityRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Name | text |
| Type name | text |
| Source | text |
| Contact details | object |
| Telephone | text |
| Mobile phone | text |
| Fax | text |
| text | |
| Status | object |
| ID | number |
| Name | text |
| Territory | object |
| ID | number |
| Name | text |
| Department | object |
| ID | number |
| Name | text |
| Custom fields | array |
| Owners | array |
| Description | text |
| Note | text |
| Location | text |
| Location city | text |
| Location state | text |
| Post code location | text |
| Client reference | text |
32other output fields
Get Project Activities/TasksSearch
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
| Limit | number |
Get Project Activity ResourcesSearch
List Applicants for a JobSearch
List Document FoldersSearch
List Document FoldersSearch
List Document Folders for a Contact RecordSearch
List Document Folders for a Lead RecordSearch
List Document Folders for an Opportunity RecordSearch
List Long-Listed CandidatesSearch
Paged Search OpportunitiesSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| State | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Publish Online | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Opportunity ID | number |
| Opportunity name | text |
| Opportunity owner ID | number |
| Department | text |
| Opportunity status ID | number |
| Client ID | number |
| Contact ID | number |
| Date opened | text |
| Location | text |
| Client ref | text |
| Work type | text |
| Opportunity source | text |
| Probability | number |
| Duration | text |
| Estimated value | number |
| Factored value | number |
| Target margin | text |
117other output fields
Search Client RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| State | text |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Client ID | number |
| Creation date | date |
| Client name | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| text | |
| Website | text |
| Telephone | text |
| Internal ref | text |
| Client source | text |
| Department name | text |
| Client vertical name | text |
| Client rank name | text |
5other output fields
Search ClientsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| State | text |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Client ID | number |
| Creation date | date |
| Client name | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| text | |
| Website | text |
| Telephone | text |
| Internal ref | text |
| Client source | text |
| Department name | text |
| Client vertical name | text |
| Client rank name | text |
5other output fields
Search ContactsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| Telephone | text |
| text | |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Contact ID | number |
| Client name | text |
| Client ID | number |
| Salutation | text |
| First name | text |
| Surname | text |
| Display as | text |
| Job title | text |
| Company | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| Business phone | text |
| Home phone | text |
25other output fields
Search ContactsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Telephone | text |
| Starting After | number |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Contact ID | number |
| Client name | text |
| Client ID | number |
| Salutation | text |
| First name | text |
| Surname | text |
| Display as | text |
| Job title | text |
| Company | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| Business phone | text |
| Home phone | text |
25other output fields
Search Custom Fields for Contact RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Custom Field | choice |
| Custom Field Value | text |
| Sort By | text |
| Sort Direction | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Resource ID | number |
| Date applied | text |
| Client name | text |
| Firstname | text |
| Surname | text |
| Display as | text |
| Job title | text |
| Address line 1 | text |
| Address line 2 | text |
| Town | text |
| County | text |
| Postcode | text |
| Country | text |
| text | |
| Other email | text |
| Linked in URL | text |
| Work telephone | text |
20other output fields
Search EntriesSearch
Input fields[3]
| Field | Type |
|---|---|
| Resource ID | choice |
| Client ID | choice |
| Project ID | choice |
| Status | choice |
| Date From | date |
| Date To | date |
| Is Paid | boolean |
| Rate To Use | text |
| Sort By | text |
| Sort Direction | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Project ID | number |
| Resource ID | number |
| Client ID | number |
| Entry ID | number |
| Opportunity resource ID | number |
| Task ID | number |
| Task name | text |
| Entry date | date |
| Time booked | number |
| Status | text |
| Check in time | text |
| Check out time | text |
| First break in time | text |
| First break out time | text |
| Second break in time | text |
| Second break out time | text |
| Note | text |
15other output fields
Search Entry RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
| Date To | date |
| Date From | date |
Output fields[3]
| Field | Type |
|---|---|
| Project ID | number |
| Resource ID | number |
| Client ID | number |
| Entry ID | number |
| Opportunity resource ID | number |
| Task ID | number |
| Task name | text |
| Entry date | date |
| Time booked | number |
| Status | text |
| Check in time | text |
| Check out time | text |
| First break in time | text |
| First break out time | text |
| Second break in time | text |
| Second break out time | text |
| Note | text |
15other output fields
Search Lead RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| State | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Lead ID | number |
| Lead name | text |
| Client name | text |
| Lead status name | text |
| Lead date | text |
| Lead source | text |
| Lead description | text |
| Client ID | number |
| Custom fields | array |
| Last updated user ID | number |
| Last updated date time | date |
Search LeadsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| State | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Lead ID | number |
| Lead name | text |
| Client name | text |
| Lead status name | text |
| Lead date | text |
| Lead source | text |
| Lead description | text |
| Client ID | number |
| Custom fields | array |
| Last updated user ID | number |
| Last updated date time | date |
Search Opportunity RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| State | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Publish Online | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Opportunity ID | number |
| Opportunity name | text |
| Opportunity owner ID | number |
| Department | text |
| Opportunity status ID | number |
| Client ID | number |
| Contact ID | number |
| Date opened | text |
| Location | text |
| Client ref | text |
| Work type | text |
| Opportunity source | text |
| Probability | number |
| Duration | text |
| Estimated value | number |
| Factored value | number |
| Target margin | text |
117other output fields
Search Project RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| State | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Project ID | number |
| Opportunity ID | number |
| Client ID | number |
| Contact ID | number |
| Project code | text |
| Project name | text |
| Project status | text |
| Project owner ID | number |
| Project type | text |
| Start date | text |
| End date | text |
| Activity set ID | number |
| Territory | text |
| System project | text |
| Comments | text |
| Active | text |
| Last updated date time | date |
16other output fields
Search ProjectsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| State | text |
| Status | choice |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Project ID | number |
| Opportunity ID | number |
| Client ID | number |
| Contact ID | number |
| Project code | text |
| Project name | text |
| Project status | text |
| Project owner ID | number |
| Project type | text |
| Start date | text |
| End date | text |
| Activity set ID | number |
| Territory | text |
| System project | text |
| Comments | text |
| Active | text |
| Last updated date time | date |
16other output fields
Search User RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| Status | text |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| State | text |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
| Username | text |
| Full name | text |
| text | |
| Department name | text |
| User group name | text |
| Territory name | text |
| User team name | text |
| Timezone offset | number |
| Last logon | date |
| Employee number | text |
| Last logon ts | text |
Search UsersSearch
Input fields[3]
| Field | Type |
|---|---|
| Search Term | text |
| Status | text |
| Updated After | date |
| Updated Before | date |
| Sort By | text |
| Sort Direction | choice |
| State | text |
| Only My Records | boolean |
| Include Custom Fields | boolean |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
| Username | text |
| Full name | text |
| text | |
| Department name | text |
| User group name | text |
| Territory name | text |
| User team name | text |
| Timezone offset | number |
| Last logon | date |
| Employee number | text |
| Last logon ts | text |
Add a Resource to an Opportunity's LonglistAction
Attach a Document to a Client RecordAction
Attach a Document to a Contact RecordAction
Attach a Document to a Lead RecordAction
Attach a Document to a Project RecordAction
Attach a Document to an Opportunity RecordAction
Create a Client RecordAction
Input fields[3]
| Field | Type |
|---|---|
| Name | text |
| Source | text |
| Internal Reference | text |
| Website | url |
| LinkedIn URL | url |
| Is Parent Client | boolean |
| Parent Client ID | choice |
| Tags | text |
| Special Terms | text |
| Note | text |
| Background | text |
| Target Revenue | number |
| Turnover | text |
| Notice Period | text |
| Timesheet Approvals | boolean |
| Support Department | text |
| Support Team | text |
15other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create a Contact RecordAction
Input fields[3]
| Field | Type |
|---|---|
| First Name | text |
| Surname | text |
| Preferred Name | text |
| Nickname | text |
| Job Title | text |
| Company | text |
| Website | url |
| Office | text |
| Source | text |
| Internal Reference | text |
| Tags | text |
| Note | text |
| Photo | text |
| Birthday | text |
| Anniversary | text |
| Spouse's Name | text |
| Is Primary | boolean |
19other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create a Lead RecordAction
Input fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Source | text |
| Contact Type | text |
| Potential Value | number |
| Currency Code | text |
| Strategy | text |
| Internal Reference | text |
| Tags | text |
| Contact Details | object |
| Telephone | text |
| Mobile Phone | text |
| Fax | text |
| text | |
| Status | object |
| Status | choice |
| Territory | object |
| Territory | choice |
| Department | object |
| Department | choice |
| Custom Fields | array |
| ID | number |
| Name | text |
| Value | text |
| Owners | array |
| Owner | choice |
| Rank | number |
| Percent | number |
| Role | text |
| Associations | object |
| Clients | array |
| Contacts | array |
| Opportunities | array |
| Leads | array |
| Products | array |
| MANDACT | object |
| Money | text |
| Money Score | number |
| Authority | text |
| Authority Score | number |
| Need | text |
| Need Score | number |
| Decision | text |
| Decision Score | number |
| Ability | text |
| Ability Score | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create a Project ActivityAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
| Activity Name | text |
| Activity Note | text |
| Activity Status | text |
| Activity Type | text |
| Budgeted Days | number |
| Billable | boolean |
| Stop Timesheet | boolean |
| Expected Start Date | date |
| Expected End Date | date |
| Pay Rate | number |
| Charge Rate | number |
| Charge Period | text |
| Rate To Use | text |
| Threshold | number |
| Week Threshold | number |
| Rollover Period | text |
6other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create a Project RecordAction
Input fields[3]
| Field | Type |
|---|---|
| Name | text |
| Project Code | text |
| Source | text |
| Comments | text |
| Health | text |
| Priority | text |
| Tags | text |
| Is System Project | boolean |
| Start Date | date |
| End Date | date |
| Client | object |
| Client | choice |
| Contact | object |
| Contact | choice |
| Secondary Contact | object |
| Contact | choice |
| Opportunity | object |
| Opportunity | choice |
| Status | object |
| Status | choice |
| Type | object |
| Type | choice |
| Territory | object |
| Territory | choice |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create a Project RecordAction
Create a RecordAction
Input fields[3]
| Field | Type |
|---|---|
| Resource | choice |
| Project | choice |
| Project Activity | choice |
| Client | choice |
| Entry Date | date |
| Hours | number |
| Billable Hours | number |
| Entry Note | text |
| Approval Status | text |
| Billed | boolean |
| Bill Reference | text |
| Paid | boolean |
| Pay Reference | text |
| Start Time 1 | text |
| End Time 1 | text |
| Start Time 2 | text |
| End Time 2 | text |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create an Opportunity RecordAction
Input fields[3]
| Field | Type |
|---|---|
| Name | text |
| Description | text |
| Note | text |
| Location | text |
| Location City | text |
| Location State | text |
| Post Code | text |
| Client Reference | text |
| Strategy | text |
| Contract Type | text |
| Number of Positions | number |
| Probability | number |
| Estimated Value | number |
| Factored Value | number |
| Target Margin | number |
| Invoice Start Date | date |
| Start Date | date |
20other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Create Records in BulkAction
Delete a Client RecordAction
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Delete a Lead RecordAction
Delete a Project Activity RecordAction
Delete a Project RecordAction
Delete an OpportunityAction
Make an API Calluniversal
Remove a Resource from an Opportunity's LonglistAction
Remove a Resource from an Opportunity's ShortlistAction
Update a Client RecordAction
Input fields[3]
| Field | Type |
|---|---|
Client IDRequired | choice |
| Name | text |
| Source | text |
| Internal Reference | text |
| Website | url |
| LinkedIn URL | url |
| Is Parent Client | boolean |
| Parent Client ID | choice |
| Tags | text |
| Special Terms | text |
| Note | text |
| Background | text |
| Target Revenue | number |
| Turnover | text |
| Notice Period | text |
| Timesheet Approvals | boolean |
| Support Department | text |
16other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
| First Name | text |
| Surname | text |
| Preferred Name | text |
| Nickname | text |
| Job Title | text |
| Company | text |
| Website | text |
| Source | text |
| Note | text |
| Tags | text |
| Business Unit | text |
| Internal Reference | text |
| Office | text |
| Spouse's Name | text |
| Birthday | date |
| Anniversary | date |
14other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Update a Lead RecordAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
| Name | text |
| Description | text |
| Source | text |
| Contact Type | text |
| Potential Value | number |
| Currency Code | text |
| Strategy | text |
| Internal Reference | text |
| Tags | text |
| Contact Details | object |
| Telephone | text |
| Mobile Phone | text |
| Fax | text |
| text | |
| Status | object |
| Status | choice |
| Territory | object |
| Territory | choice |
| Department | object |
| Department | choice |
| Custom Fields | array |
| ID | number |
| Name | text |
| Value | text |
| Owners | array |
| Owner | choice |
| Rank | number |
| Percent | number |
| Role | text |
| Associations | object |
| Clients | array |
| Contacts | array |
| Opportunities | array |
| Leads | array |
| Products | array |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Update a Project Activity RecordAction
Input fields[3]
| Field | Type |
|---|---|
Project ActivityRequired | choice |
| Project | choice |
| Activity Name | text |
| Activity Note | text |
| Activity Status | text |
| Activity Type | text |
| Budgeted Days | number |
| Billable | boolean |
| Stop Timesheet | boolean |
| Expected Start Date | date |
| Expected End Date | date |
| Pay Rate | number |
| Charge Rate | number |
| Charge Period | text |
| Rate To Use | text |
| Threshold | number |
| Week Threshold | number |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Update a Project RecordAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
| Name | text |
| Project Code | text |
| Source | text |
| Comments | text |
| Health | text |
| Priority | text |
| Tags | text |
| Is System Project | boolean |
| Start Date | date |
| End Date | date |
| Client | object |
| Client | choice |
| Contact | object |
| Contact | choice |
| Secondary Contact | object |
| Contact | choice |
| Opportunity | object |
| Opportunity | choice |
| Status | object |
| Status | choice |
| Territory | object |
| Territory | choice |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Update a Timesheet EntryAction
Input fields[3]
| Field | Type |
|---|---|
Timesheet Entry IDRequired | choice |
| Resource ID | choice |
| Project ID | choice |
| Project Activity ID | choice |
| Client ID | choice |
| Entry Date | date |
| Hours | number |
| Billable Hours | number |
| Entry Note | text |
| Approval Status | text |
| Billed | boolean |
| Bill Reference | text |
| Start Time 1 | text |
| End Time 1 | text |
| Start Time 2 | text |
| End Time 2 | text |
| Start Time 3 | text |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Update an OpportunityAction
Input fields[3]
| Field | Type |
|---|---|
OpportunityRequired | choice |
| Name | text |
| Description | text |
| Note | text |
| Location | text |
| Location City | text |
| Location State | text |
| Post Code | text |
| Client Reference | text |
| Strategy | text |
| Contract Type | text |
| Number of Positions | number |
| Probability | number |
| Estimated Value | number |
| Factored Value | number |
| Target Margin | number |
| Invoice Start Date | date |
21other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Success | boolean |
| Message | text |
Templates
Look for Tracker RMS templates in the WEXTL template library.
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References
- WEXTL® Tracker RMS Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Tracker RMS.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:13