Connect Higher Logic Vanilla and Zomentum

Both apps 67Higher Logic Vanilla 31Zomentum 36

• Trigger
  Article Added

  Triggers when a new article is published in a knowledge base category (checked on a schedule).

• Trigger
  Comment Added

  Triggers when a new comment is posted in your community (checked on a schedule).

• Trigger
  Discussion Added

  Triggers when a new discussion is posted in your community (checked on a schedule).

• Trigger
  New Rank

  Triggers when a new rank is defined in your Vanilla community.

• Trigger
  User Added

  Triggers when a new member joins your community (checked on a schedule).

• Action
  Add article

  Creates a new knowledge base article in a knowledge category.

• Action
  Add category

  Creates a new category in your Vanilla community, optionally nested under a parent category.

• Action
  Add tag

  Creates a new tag in your Vanilla community that can then be applied to discussions.

• Action
  Add user

  Creates a new user account in your Vanilla community.

• Action
  Assign a Role to a User

  Adds a role to a community member, keeping the roles they already have.

• Action
  Award a Badge to a User

  Awards a badge to a community member.

• Action
  Ban user

  Bans a user from the community.

• Action
  Close a Discussion

  Closes a discussion so no new comments can be added.

• Action
  Comment on Discussion

  Posts a comment on a discussion in your Higher Logic Vanilla community.

• Action
  Create New Discussion

  Creates a new discussion in your Higher Logic Vanilla community.

• Action
  Create Report

  Reports a discussion or comment to the community's moderators.

• Action
  Delete article

  Deletes a knowledge base article by setting its status to deleted.

• Action
  Delete comment

  Deletes a comment from a discussion in your community.

• Action
  Delete discussion

  Deletes a discussion from the community.

• Action
  Delete user

  Deletes a user from the community, optionally keeping or wiping their posts.

• Action
  Find users by name

  Searches the community's users by full or partial username and returns the matching users.

• Action
  Get comment

  Returns a single comment by its ID, including its body, author, discussion and dates.

• Action
  Get discussion

  Returns one discussion by its ID, including its title, body, category, author, counts and custom post fields.

• Action
  Get user

  Returns a community user's profile, including roles, points, rank and custom profile fields.

• Action
  List categories

  Returns the community's categories as a flat list, optionally filtered by parent, followed status, archive status, featured flag or subcommunity.

• Action
  List discussions

  Returns discussions from your community, optionally filtered by category, author, tags, type, status and dates (up to 100 per run).

• Action
  List knowledge categories

  Returns the knowledge categories in your community.

• Action
  Update article

  Updates an existing knowledge base article's title or content.

• Action
  Update comment

  Updates an existing comment's text, format, or the discussion or record it belongs to.

• Action
  Update discussion

  Updates an existing discussion's title, body, category, tags, pin, close and sink state, or custom post fields. Fields left blank are not changed.

• Action
  Update user

  Updates an existing community user's name, email, password, roles, rank, flags and profile fields. Returns the updated user.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.