Tracker RMS
Tracker RMS provides recruitment CRM and ATS functionality, offering API integration for staffing agencies and recruiting teams. The integration supports candidate management, client and contact record creation, document attachment, and project tracking.
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Make.comAvailable Module Types
- All Modules (69)
- Action
- Search
- Universal
- Trigger (polling)
Tracker RMS API Integration for Make.com
Create custom Tracker RMS automation workflows by using triggers, actions, and search modules listed below.
Trigger (polling)
Watch Clients
Triggers when a new client is created.
Trigger (polling)
Watch Contacts
Triggers when a new contact is added or updated.
Trigger (polling)
Watch Leads
Triggers when new leads are added or updated in the system.
Trigger (polling)
Watch Opportunities
Triggers when new opportunities are available.
Trigger (polling)
Watch Projects
Triggers when a new project is created or updated.
Trigger (polling)
Watch Users
Triggers when a new event involving users occurs.
Action
Add a Resource to an Opportunity's Longlist
Adds a resource to an opportunity's longlist.
Action
Attach a Document to a Client Record
Attaches a document to a client record.
Action
Attach a Document to a Contact Record
Attaches a document to a contact record.
Action
Attach a Document to a Lead Record
Attaches a document to a lead record.
Action
Attach a Document to an Opportunity Record
Attaches a document to an opportunity record.
Action
Attach a Document to a Project Record
Attaches a document to a project record.
Action
Create Records in Bulk
Adds multiple new records to the service at once.
Search
Search Clients
Allows searching for clients with pagination support.
Search
Search Contacts
Searches for contacts with pagination support.
Action
Create a Client Record
Creates a new client record.
Action
Create a Contact Record
Creates a new contact record.
Action
Create a Lead Record
Creates a new lead record.
Action
Create an Opportunity Record
Creates a new opportunity record in the system.
Action
Create a Project Activity
Creates a new project activity or task record.
Action
Create a Project Record
Creates a new project record in the system.
Action
Create a Project Record
Creates a new project record from an existing opportunity.
Action
Create a Record
Creates a new record in the system.
Action
Delete a Client Record
Deletes a client record from the database.
Action
Delete a Contact
Deletes a contact record.
Action
Delete a Lead Record
Deletes a lead record from the system.
Action
Delete an Opportunity
Deletes an opportunity record.
Action
Delete a Project Activity Record
Deletes a project activity record.
Action
Delete a Project Record
Deletes a project record.
Search
Search Entries
Allows searching through entries with pagination support, retrieving results across multiple pages.
Action
Get a Client Record
Gets an existing client record.
Action
Get a Lead
Gets an existing lead record.
Action
Get an Opportunity
Gets an existing opportunity record.
Action
Get a Project Activity Record
Gets an existing project activity record.
Action
Get a Contact Record
Retrieves an existing contact record from the database.
Action
Get a Project Record
Gets an existing project record.
Action
Get a Timesheet Entry
Gets an existing timesheet entry record.
Action
Get a User
Gets an existing user record.
Search
Get Project Activities/Tasks
Gets associated project activities/tasks for a specific project.
Search
Get Project Activity Resources
Gets project activity resources.
Search
List Long-Listed Candidates
Gets the list of candidates on the long list.
Search
Search Leads
Searches for leads using pagination to manage large result sets effectively.
Search
List Document Folders for a Lead Record
Lists all document folders for a lead record.
Search
List Applicants for a Job
Lists all applicants for a job. Only matched resources will be returned.
Search
List Document Folders
Lists all document folders for a client record.
Search
List Document Folders for a Contact Record
Lists all document folders for a contact record.
Search
List Document Folders for an Opportunity Record
Lists all document folders for an opportunity record.
Search
List Document Folders
Lists all document folders for a project record.
Universal
Make an API Call
Makes an arbitrary API call.
Search
Paged Search Opportunities
Performs a paged search for opportunities.
Search
Search Projects
Searches for projects with pagination support to manage large result sets.
Action
Remove a Resource from an Opportunity's Longlist
Removes a resource from an opportunity's longlist.
Action
Remove a Resource from an Opportunity's Shortlist
Removes a resource from an opportunity's shortlist.
Search
Search Custom Fields for Contact Records
Searches custom fields for contact records using the supplied parameters.
Search
Search Client Records
Searches for client records using the supplied parameters.
Search
Search Contacts
Searches for contact records using the supplied parameters.
Search
Search Entry Records
Searches for entry records using the supplied parameters.
Search
Search Lead Records
Searches for lead records using the supplied parameters.
Search
Search Opportunity Records
Searches for opportunity records using the supplied parameters.
Search
Search Project Records
Searches for project records based on supplied parameters.
Search
Search User Records
Searches for user records using the supplied parameters.
Action
Update a Client Record
Updates an existing client record.
Action
Update a Contact
Updates an existing contact record in the service.
Action
Update a Lead Record
Updates an existing lead record.
Action
Update an Opportunity
Updates an existing opportunity record.
Action
Update a Project Activity Record
Updates an existing project activity record.
Action
Update a Project Record
Updates an existing project record.
Action
Update a Timesheet Entry
Updates an existing timesheet entry record.
Search
Search Users
Retrieves and lists users based on specific search criteria, with results returned in pages.
Tracker RMS Automation Use Cases
Explore potential use cases for automations using Tracker RMS API and utilize our integration modules crafted specifically for such workflows.
2 modules
Create Client Records in Bulk
Add multiple new client records at once.
Create Records in Bulk
Create a Client Record
2 modules
Attach Document to Client Record
Attach a document to an existing client record.
Attach a Document to a Client Record
Get a Client Record
2 modules
Search and Update Contact Records
Search for contacts and update their records.
Search Contacts
Update a Contact
2 modules
Create Opportunity from Lead
Create an opportunity record from a lead.
Create an Opportunity Record
Get a Lead
2 modules
Delete Unused Project Records
Delete project records that are no longer needed.
Delete a Project Record
Get a Project Record
2 modules
Watch and List New Leads
Trigger actions when new leads are added.
Watch Leads
Search Leads
2 modules
Update Timesheet Entry
Update an existing timesheet entry record.
Update a Timesheet Entry
Get a Timesheet Entry
2 modules
List Long-Listed Candidates
Get the list of candidates on the longlist.
List Long-Listed Candidates
Add a Resource to an Opportunity's Longlist
2 modules
Remove Resource from Shortlist
Remove a resource from an opportunity's shortlist.
Remove a Resource from an Opportunity's Shortlist
List Long-Listed Candidates
Supported Platforms
- Make.com
How to start with Tracker RMS on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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