--- title: "Connect Inistate and Zomentum - APIANT.ai" description: "When \"Changed Information\" fires in Inistate, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Create Entry\" in Inistate." canonical: "https://apiant.ai/connect/inistate-to-zomentum" --- # Connect Inistate and Zomentum When **Changed Information** fires in [Inistate](https://apiant.ai/connections/inistate), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Create Entry** in Inistate. Describe the whole flow and it is built, tested on every scenario and kept running. Inistate **6** triggers Inistate **9** 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 Inistate 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 Inistate and Zomentum can do together ### From Inistate to Zomentum - When **Changed Information** in Inistate then **Add task** in Zomentum - When **Changed State** in Inistate then **Create or Update Contact** in Zomentum ### From Zomentum to Inistate - When **Client Created** in Zomentum then **Create Entry** in Inistate - When **Client Updated** in Zomentum then **Duplicate Entry** in Inistate 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 Inistate and Zomentum ## Triggers and actions 16 triggers · 35 actions - Trigger **Activity Performed** Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time. - Trigger **Changed Information** Triggers when an entry's information in an Inistate module is changed. - Trigger **Changed State** Triggers when an entry in the selected Inistate module moves to a different workflow state. - Trigger **Information Due** Triggers when an entry in the chosen module reaches its due date. - Trigger **New Entry** Triggers when a new entry is created in the selected Inistate module. - Trigger **Updated Entry** Triggers when an entry in the selected module is created or changed. - Action **Create Entry** Creates a new entry in an Inistate module with the field values you supply. - Action **Delete Entry** Deletes an entry from an Inistate module. - Action **Duplicate Entry** Creates a copy of an existing entry in an Inistate module. - Action **Edit Entry** Edits an existing entry in an Inistate module, updating the field values you supply. - Action **Get Activity Form** Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options. - Action **List Entries** Returns entries from an Inistate module, optionally narrowed to one of the module's listings. - Action **List Modules** Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace. - Action **List Workspaces** Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name. - Action **Perform Activity** Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow. - 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 - [ **Inistate** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connections/inistate) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from Inistate - [ **Inistate to Chucknorris** Free JSON API providing hand-curated, random Chuck Norris jokes/facts.](https://apiant.ai/connect/inistate-to-chucknorris) - [ **Inistate to Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connect/inistate-to-docusnap365) - [ **Inistate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inistate-to-salesforce) - [ **Inistate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inistate-to-slack) - [ **Inistate to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inistate-to-mailchimp) - [ **Inistate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inistate-to-stripe) ## 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 ## Inistate and Zomentum, answered ### ### What can start an automation from Inistate? Any of Inistate's 6 triggers in the catalog, including Changed Information, Changed State, New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in Inistate? 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 Inistate? Yes. When something happens in Zomentum, your agent can act in Inistate too. This page covers both directions: Zomentum's triggers and Inistate's actions are listed here as well. ### ### Do I have to build a connector for Inistate 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 Inistate 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.