Connect Air and Zomentum

Both apps 63Air 32Zomentum 31

• Trigger
  Asset Custom Field Updated

  Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.

• Trigger
  Board Custom Field Updated

  Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.

• Trigger
  New Asset

  Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.

• Trigger
  New Board

  Triggers when a new board is created in your Air workspace.

• Trigger
  Tag Added to Asset

  Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.

• Action
  Add Assets to a Board

  Adds one or more assets to a board in your Air workspace.

• Action
  Add Guest to a Board

  Invites a person by email as a guest on an Air board with the chosen guest role.

• Action
  Add Tags to an Asset Version

  Adds an existing tag to a specific version of an asset in Air.

• Action
  Apply a Custom Field to a Board

  Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.

• Action
  Apply a Custom Field to an Asset

  Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.

• Action
  Apply Custom Fields to an Asset

  Sets the value or selected options of one custom field on an Air asset.

• Action
  Create a Board

  Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.

• Action
  Create a Custom Field

  Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.

• Action
  Find Assets

  Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.

• Action
  Find Boards

  Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.

• Action
  Find Custom Fields

  Searches the workspace's custom fields by name and returns the matching fields.

• Action
  Find Guests of a Board

  Returns the guests of an Air board, accepted guests first, optionally filtered by email address.

• Action
  Generate an Upload URL

  Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.

• Action
  Get Asset by ID

  Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).

• Action
  Get Asset Parent Boards

  Returns the boards that contain a given Air asset, most recently created first.

• Action
  Get Asset Version by ID

  Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.

• Action
  Get Board by ID

  Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.

• Action
  Get Custom Field by ID

  Returns one Air custom field, including its name, type and the choices of a select field.

• Action
  Get or Create Tags

  Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.

• Action
  Import a File From a URL

  Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.

• Action
  Remove an Asset From a Board

  Removes an asset from a board in your Air workspace. The asset itself is not deleted.

• Action
  Remove Guest From a Board

  Removes a guest from a board, revoking their access to it.

• Action
  Status of an Import

  Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.

• Action
  Update a Board

  Updates the title, description or parent board of an existing Air board.

• Action
  Update an Asset Version

  Updates the title and/or description of an asset version in Air.

• Action
  Update Role of Guest

  Changes the role of a guest on an Air board.

• Action
  Upload a File

  Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.

• Trigger
  Client Created

  Triggers when a new client company is created in Zomentum.

• Trigger
  Client Updated

  Triggers when a client company in Zomentum is updated.

• Trigger
  Contact Created

  Triggers when a new contact is created in Zomentum.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Zomentum.

• Trigger
  Document Approved

  Triggers when a document is approved.

• Trigger
  Document Created

  Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.

• Trigger
  Document Updated

  Triggers when a document is created or updated, optionally limited to one client, status or document type.

• Trigger
  Opportunity Created

  Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated in Zomentum.

• Trigger
  Users

  Triggers when a new user is added to your Zomentum account.

• Action
  Add call log

  Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.

• Action
  Add meeting

  Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.

• Action
  Add task

  Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.

• Action
  Delete client company

  Deletes a client company in Zomentum by its ID.

• Action
  Delete opportunity

  Deletes an opportunity from Zomentum and confirms whether it was removed.

• Action
  Find catalog items

  Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.

• Action
  Find documents

  Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.

• Action
  Find opportunities

  Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.

• Action
  Get catalog item

  Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.

• Action
  Get Client Company

  Returns one client company by its ID, including its addresses, owner and custom field values.

• Action
  Get Client Contact

  Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.

• Action
  Get document

  Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.

• Action
  GetOpportunity

  Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.

• Action
  List client companies

  Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.

• Action
  List client contacts

  Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.

• Action
  List documents

  Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.

• Action
  List opportunities

  Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.

• Action
  List pipelines

  Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.

• Action
  List tasks

  Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.

• Action
  List users

  Returns the users in your Zomentum account, optionally only those with a given email address or phone number.

• Action
  Update task

  Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.