Integration
Connect Clientify and Zomentum
When New Contact fires in Clientify, your agent runs Add task in Zomentum, or Client Created in Zomentum to Add task in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clientify and Zomentum to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Clientify and Zomentum can do together
From Clientify to Zomentum
When New Contact in Clientify
then Add task in Zomentum
From Zomentum to Clientify
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 Clientify and Zomentum
Triggers and actions 13 triggers · 36 actions
- New Contact
Triggers when a new contact is created in Clientify.
- New Deal
Triggers when a new deal is created in Clientify.
- New Task
Triggers when a new task is created in Clientify.
- Add company
Creates a company in Clientify with its contact details, address, tags and custom field values.
- Add task
Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
- Create Abandoned Cart
Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
- Create Contact
Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.
- Create Deal
Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
- Create Order
Creates an order in Clientify for a contact, with its line items.
- Delete contact
Deletes a contact from Clientify.
- Find Contact
Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
- Get company
Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
- Get contact
Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
- Get deal
Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
- List contacts
Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
- Update company
Updates an existing company in Clientify and returns the updated record.
- Update contact
Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
- Update deal
Updates an existing Clientify deal, changing only the fields you fill in.
- Client Created
Triggers when a new client company is created in Zomentum.
- Client Updated
Triggers when a client company in Zomentum is updated.
- Contact Created
Triggers when a new contact is created in Zomentum.
- Contact Updated
Triggers when a contact is created or updated in Zomentum.
- Document Approved
Triggers when a document is approved.
- Document Created
Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.
- Document Updated
Triggers when a document is created or updated, optionally limited to one client, status or document type.
- Opportunity Created
Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.
- Opportunity Updated
Triggers when an opportunity is updated in Zomentum.
- Users
Triggers when a new user is added to your Zomentum account.
- Add call log
Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.
- Add meeting
Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.
- Add task
Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.
- Delete client company
Deletes a client company in Zomentum by its ID.
- Delete opportunity
Deletes an opportunity from Zomentum and confirms whether it was removed.
- Find catalog items
Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.
- 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.
- Find opportunities
Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.
- Get catalog item
Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.
- Get Client Company
Returns one client company by its ID, including its addresses, owner and custom field values.
- Get Client Contact
Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.
- Get document
Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.
- GetOpportunity
Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.
- 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.
- 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.
- List documents
Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.
- List opportunities
Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.
- List pipelines
Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.
- List tasks
Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.
- List users
Returns the users in your Zomentum account, optionally only those with a given email address or phone number.
- 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.
Each app on its own
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Questions
Clientify and Zomentum, answered
What can start an automation from Clientify?
Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zomentum when something happens in Clientify?
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 Clientify?
Yes. When something happens in Zomentum, your agent can act in Clientify too. This page covers both directions: Zomentum's triggers and Clientify's actions are listed here as well.
Do I have to build a connector for Clientify 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 Clientify 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.