--- title: "Connect DialMyCalls and Zomentum - APIANT.ai" description: "When \"New Contact\" fires in DialMyCalls, your agent runs \"Create or Update Contact\" in Zomentum." canonical: "https://apiant.ai/connect/dialmycalls-to-zomentum" --- # Connect DialMyCalls and Zomentum When **New Contact** fires in [DialMyCalls](https://apiant.ai/connections/dialmycalls), your agent runs **Create or Update Contact** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Add a Contact** in DialMyCalls. Describe the whole flow and it is built, tested on every scenario and kept running. DialMyCalls **2** triggers DialMyCalls **21** actions Zomentum **10** triggers Zomentum **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DialMyCalls 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 DialMyCalls and Zomentum can do together ### From DialMyCalls to Zomentum - When **New Contact** in DialMyCalls then **Create or Update Contact** in Zomentum - When **List Incoming Texts** in DialMyCalls then **Add task** in Zomentum ### From Zomentum to DialMyCalls - When **Client Created** in Zomentum then **Add a Contact** in DialMyCalls - When **Client Updated** in Zomentum then **Update a Contact** in DialMyCalls 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 DialMyCalls and Zomentum ## Triggers and actions 12 triggers · 47 actions - Trigger **List Incoming Texts** Triggers when a new text message comes in to your DialMyCalls number. - Trigger **New Contact** Triggered when a new contact is added to your DialMyCalls address book. - Action **Add a Contact** Adds a contact to your DialMyCalls account, optionally placing them in one or more groups. - Action **Add a Group** Creates a new contact group in your DialMyCalls account. - Action **Add a Recording (From Phone Call)** Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone. - Action **Add a Recording (From URL)** Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply. - Action **Add a Recording (Text-to-Speech)** Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose. - Action **Delete a Contact** Deletes a contact from your DialMyCalls account. - Action **Delete a Group** Deletes a contact group from your DialMyCalls account. - Action **Delete a Recording** Deletes a recording from your DialMyCalls account. - Action **Get a Contact** Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to. - Action **Get a Group** Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it. - Action **Get an Incoming Text** Returns one text message that came in to your DialMyCalls number, including who it came from and the message body. - Action **Get a Recording** Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file. - Action **List Call Broadcasts** Returns all the call broadcasts in your DialMyCalls account. - Action **List Caller IDs** Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified. - Action **List Contacts** Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses. - Action **List Groups** Returns all the contact groups in your DialMyCalls account, with each group's name and contact count. - Action **List Recordings** Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address. - Action **List Text Broadcasts** Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time. - Action **Update a Contact** Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are. - Action **Update a Group** Renames a contact group in your DialMyCalls account. - Action **Update a Recording** Renames a recording in your DialMyCalls account. - 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 catalog item** Adds a new product to the Zomentum catalog, with its pricing, images and optional bundled products, and returns the new product's id. - 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 **Create or Update Client** Updates a client company when a Client Company ID is supplied, otherwise creates a new client company. Returns the saved client. - Action **Create or Update Contact** Creates a new client contact, or updates an existing one when a contact ID is supplied. Returns the saved contact. - Action **Create or Update Opportunity** Creates a new opportunity, or updates an existing one when an opportunity ID is supplied. - 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 Opportunity** Updates an existing Zomentum opportunity by ID and returns the updated opportunity. Fields left blank keep their current values. - Action **Update task** Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed. ## Each app on its own - [ **DialMyCalls** DialMyCalls provides calling and texting to customers around the world.](https://apiant.ai/connections/dialmycalls) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from DialMyCalls - [ **DialMyCalls to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dialmycalls-to-hubspot) - [ **DialMyCalls to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dialmycalls-to-salesforce) - [ **DialMyCalls to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dialmycalls-to-slack) - [ **DialMyCalls to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/dialmycalls-to-google-sheets) - [ **DialMyCalls to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dialmycalls-to-gmail) - [ **DialMyCalls to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dialmycalls-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 ## DialMyCalls and Zomentum, answered ### ### What can start an automation from DialMyCalls? Any of DialMyCalls's 2 triggers in the catalog, including New Contact and List Incoming Texts. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in DialMyCalls? Any of Zomentum's 26 actions, including Create or Update Client, Create or Update Contact, Create or Update Opportunity and Update Opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zomentum to DialMyCalls? Yes. When something happens in Zomentum, your agent can act in DialMyCalls too. This page covers both directions: Zomentum's triggers and DialMyCalls's actions are listed here as well. ### ### Do I have to build a connector for DialMyCalls 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 DialMyCalls 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.