--- title: "Connect COR and Zomentum - APIANT.ai" description: "When \"Create Brand\" fires in COR, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Create Client\" in COR." canonical: "https://apiant.ai/connect/cor-to-zomentum" --- # Connect COR and Zomentum When **Create Brand** fires in [COR](https://apiant.ai/connections/cor), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Create Client** in COR. Describe the whole flow and it is built, tested on every scenario and kept running. COR **12** triggers COR **24** 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 COR 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 COR and Zomentum can do together ### From COR to Zomentum - When **Create Brand** in COR then **Add task** in Zomentum - When **Create Client** in COR then **Update task** in Zomentum ### From Zomentum to COR - When **Client Created** in Zomentum then **Create Client** in COR - When **Client Updated** in Zomentum then **Create Invoice** in COR 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 COR and Zomentum ## Triggers and actions 22 triggers · 45 actions - Trigger **Create Brand** Triggers when a new brand is created in COR. - Trigger **Create Client** Triggers when a new client is created in COR. - Trigger **Create Hour** Triggers when a new time entry is logged in COR. - Trigger **Create Invoice** Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart. - Trigger **Create Product** Triggers when a new product is created in COR. - Trigger **Create Project** Triggers when a new project is created in COR. - Trigger **Create Task** Triggers when a new task is created in COR. Returns the new task's details. - Trigger **Create User** Triggers when a new user is created in COR. - Trigger **Updated Client** Triggers when an existing client is changed in COR. - Trigger **Updated Project** Triggers when an existing project is updated in COR. - Trigger **Updated Task** Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears. - Trigger **Updated User** Triggers when a user in COR is created or changed, such as their name, email, role, position or labels. - Action **Add brand** Creates a new brand under a client in COR. - Action **Add team** Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created. - Action **Create Client** Creates a new client in COR with its company details and primary contact, and returns the new client's id. - Action **Create Fee** Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee. - Action **Create Hour** Logs a time entry against a task in COR and returns the new entry's id. - Action **Create Invoice** Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction. - Action **Create Project** Creates a new project for a client in COR and returns the created project. - Action **Create Task** Creates a new task in COR, optionally within a project, and returns the created task. - Action **Delete Project** Deletes a project in COR by its ID. - Action **Delete task** Deletes a task in COR by its ID. - Action **Find clients by name** Returns the clients whose name matches the specified name. - Action **Find projects by name** Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details. - Action **Get client** Returns a single COR client by its id, including its business name, contact details, website and description. - Action **Get project** Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found. - Action **Get task** Returns a single COR task by its id, including its title, project, deadline, status and priority. - Action **List clients** Returns all clients in the COR account, optionally narrowed by filter criteria. - Action **List fees** Returns the fees in the COR account, including each fee's name, estimate, status and dates. - Action **List hours** Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose. - Action **List products** Returns all products in the COR account, each with its name, client and brand. - Action **List projects** Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state. - Action **List tasks** Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose. - Action **List teams** Returns the teams in the COR workspace, including each team's name and description. - Action **Update Project** Updates an existing project in COR, changing only the fields you fill in, and returns the updated project. - Action **Update Task** Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task. - 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 - [ **COR** COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to...](https://apiant.ai/connections/cor) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from COR - [ **COR to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cor-to-hubspot) - [ **COR to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cor-to-salesforce) - [ **COR to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cor-to-slack) - [ **COR to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cor-to-google-sheets) - [ **COR to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cor-to-gmail) - [ **COR to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cor-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 ## COR and Zomentum, answered ### ### What can start an automation from COR? Any of COR's 12 triggers in the catalog, including Create Brand, Create Client, Create Hour and Create Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in COR? 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 COR? Yes. When something happens in Zomentum, your agent can act in COR too. This page covers both directions: Zomentum's triggers and COR's actions are listed here as well. ### ### Do I have to build a connector for COR 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 COR 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.