Connect DNSFilter and Zomentum

Both apps 64DNSFilter 33Zomentum 31

• Trigger
  Blocked Page Form Submitted

  Triggers when a user submits the form on the blocked page.

• Trigger
  Blocked Page Visited

  Triggered when someone in your DNSFilter account hits a blocked page.

• Trigger
  Invoice Available

  Triggered when a new DNSFilter invoice becomes available.

• Trigger
  Policy Changed

  Triggered when a DNSFilter policy is created or changed.

• Action
  Add IP address

  Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy.

• Action
  Add organization user

  Adds a new or existing user, by email, to a DNSFilter organization with the chosen role.

• Action
  Add policy

  Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings.

• Action
  Add scheduled report

  Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule.

• Action
  Add to Allow List

  Adds a single domain to a DNSFilter policy's allow list, with a note explaining why.

• Action
  Add to Block List

  Adds a single domain to a DNSFilter policy's block list, with a note explaining why.

• Action
  Allow Category in a Policy

  Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list.

• Action
  Assign Policy to a Roaming Client

  Assigns a DNSFilter policy to a roaming client, so that device filters against that policy.

• Action
  Assign Policy to a Site

  Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy.

• Action
  Block Category in a Policy

  Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list.

• Action
  Create Organization

  Creates a new organization under an MSP in DNSFilter.

• Action
  Create Site

  Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page.

• Action
  Delete IP address

  Removes an IP address from your DNSFilter account.

• Action
  Delete organization user

  Removes a user from a DNSFilter organization. The user's account itself is not deleted.

• Action
  Delete policy

  Deletes a policy from your DNSFilter account.

• Action
  Delete site

  Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted.

• Action
  Find domain by FQDN

  Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications.

• Action
  Get organization

  Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found.

• Action
  Get policy

  Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found.

• Action
  Get site

  Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies.

• Action
  List categories

  Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat.

• Action
  List IP addresses

  Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term.

• Action
  List organizations

  Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP.

• Action
  List organization users

  Returns the users of a DNSFilter organization, with their contact details, role and organization access.

• Action
  List policies

  Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings.

• Action
  List sites

  Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned.

• Action
  Update organization

  Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization.

• Action
  Update policy

  Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications.

• Action
  Update site

  Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site.

• 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.