--- title: "Connect Axonaut and Zomentum - APIANT.ai" description: "When \"New Axonaut User\" fires in Axonaut, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Create Invoice\" in Axonaut." canonical: "https://apiant.ai/connect/axonaut-to-zomentum" --- # Connect Axonaut and Zomentum When **New Axonaut User** fires in [Axonaut](https://apiant.ai/connections/axonaut), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Create Invoice** in Axonaut. Describe the whole flow and it is built, tested on every scenario and kept running. Axonaut **13** triggers Axonaut **17** actions Zomentum **10** triggers Zomentum **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Axonaut and Zomentum to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Axonaut and Zomentum can do together ### From Axonaut to Zomentum - When **New Axonaut User** in Axonaut then **Add task** in Zomentum - When **New Closed Ticket** in Axonaut then **Update task** in Zomentum ### From Zomentum to Axonaut - When **Client Created** in Zomentum then **Create Invoice** in Axonaut - When **Client Updated** in Zomentum then **Create Event** in Axonaut Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Axonaut and Zomentum ## Triggers and actions 23 triggers · 38 actions - Trigger **New Axonaut User** Triggers when a new user is added to the Axonaut account. - Trigger **New Closed Ticket** Triggers when a support ticket is closed in Axonaut, optionally only for one company. - Trigger **New Company** Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name. - Trigger **New Contract** Triggers when a new order (contract) is created in Axonaut. - Trigger **New Employee** Triggered when a new employee (a contact at a company) is created in Axonaut. - Trigger **New Expense** Triggered when a new expense is created in Axonaut. - Trigger **New Invoice** Triggers when a new invoice is created in Axonaut. - Trigger **New Opportunity** Triggered when a new opportunity is created in Axonaut. - Trigger **New Product** Triggered when a new product is created in Axonaut. - Trigger **New Project** Triggers when a new project is created in Axonaut. - Trigger **New Quotation** Triggered when a new quotation is created. - Trigger **New Task** Triggers when a new task is created in Axonaut. - Trigger **New Ticket** Triggered when a new ticket is created. - Action **Create Employee** Creates an employee (contact person) on a company in Axonaut. - Action **Create Event** Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity. - Action **Create Expense** Creates an expense in Axonaut, optionally linked to a supplier, project or workforce. - Action **Create Invoice** Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options. - Action **Create Opportunity** Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts. - Action **Create Product** Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details. - Action **Create Quotation** Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms. - Action **Create Supplier** Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields. - Action **Create Ticket** Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member. - Action **Find Company** Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code. - Action **Find Contract** Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders. - Action **Find Expense** Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status. - Action **Find Product** Finds products in Axonaut by name, product code or internal reference. - Action **Find Quotation** Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date. - Action **Find Supplier** Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers. - Action **Search Company** Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values. - Action **Search Employee** Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value. - 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. ## Each app on its own - [ **Axonaut** Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing...](https://apiant.ai/connections/axonaut) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from Axonaut - [ **Axonaut to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/axonaut-to-hubspot) - [ **Axonaut to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/axonaut-to-salesforce) - [ **Axonaut to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/axonaut-to-slack) - [ **Axonaut to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/axonaut-to-google-sheets) - [ **Axonaut to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/axonaut-to-gmail) - [ **Axonaut to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/axonaut-to-google-calendar) ## More into Zomentum - [ **HubSpot to Zomentum** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zomentum) - [ **Salesforce to Zomentum** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zomentum) - [ **Slack to Zomentum** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zomentum) - [ **Google Sheets to Zomentum** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zomentum) - [ **Gmail to Zomentum** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zomentum) - [ **Google Calendar to Zomentum** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zomentum) Questions ## Axonaut and Zomentum, answered ### ### What can start an automation from Axonaut? Any of Axonaut's 13 triggers in the catalog, including New Axonaut User, New Closed Ticket, New Company and New Contract. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in Axonaut? Any of Zomentum's 21 actions, including Update task, Add call log, Add meeting and Add task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zomentum to Axonaut? Yes. When something happens in Zomentum, your agent can act in Axonaut too. This page covers both directions: Zomentum's triggers and Axonaut's actions are listed here as well. ### ### Do I have to build a connector for Axonaut or Zomentum? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Axonaut and Zomentum without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.