--- title: "Connect MyDesk and Zomentum - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Create Contact\" in MyDesk." canonical: "https://apiant.ai/connect/mydesk-to-zomentum" --- # Connect MyDesk and Zomentum When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Create Contact** in MyDesk. Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **13** 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 MyDesk 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 MyDesk and Zomentum can do together ### From MyDesk to Zomentum - When **New Appointment** in MyDesk then **Add task** in Zomentum - When **New Company** in MyDesk then **Update task** in Zomentum ### From Zomentum to MyDesk - When **Client Created** in Zomentum then **Create Contact** in MyDesk - When **Client Updated** in Zomentum then **Create Task** in MyDesk 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 MyDesk and Zomentum ## Triggers and actions 17 triggers · 34 actions - Trigger **New Appointment** Triggered when a new appointment is created in MyDesk. - Trigger **New Company** Triggers when a new company is created in MyDesk. - Trigger **New Contact** Triggers when a new contact is created in MyDesk. - Trigger **New Opportunity** Triggered when a new opportunity is created in MyDesk. - Trigger **New Task** Triggered when a new task is created in MyDesk. - Trigger **Task Completed** Triggers when a task is marked as completed in MyDesk. - Trigger **Task Overdue** Triggers when an open task passes its planned date without being completed. - Action **Create Address** Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids. - Action **Create Company** Creates a new company (account) in MyDesk and returns its id. - Action **Create Contact** Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id. - Action **Create Task** Creates a new task in MyDesk and returns its id. - Action **Find Contact** Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply. - Action **Find Country** Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition. - Action **Find Opportunity** Returns the opportunities in MyDesk that match your own identifier or a filter condition. - Action **Find Representative** Returns the representatives in MyDesk that match the name, your own identifier or filter you specify. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. - Action **Update Company** Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value. - Action **Update Contact** Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are. - Action **Update Opportunity** Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record. - Action **Update Task** Updates an existing task by its MyDesk id, changing only the fields you fill in and returning 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 - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from MyDesk - [ **MyDesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/mydesk-to-elevenlabs) - [ **MyDesk to EZ Texting** EZ Texting is a text marketing platform to send and receive SMS & MMS via web and mobile apps.](https://apiant.ai/connect/mydesk-to-ez-texting) - [ **MyDesk to FontDownloader** A hassle free API for managing web fonts provided by Google Fonts](https://apiant.ai/connect/mydesk-to-fontdownloader) - [ **MyDesk to LambdaTest** LambdaTest is a platform to perform Automated and Live Interactive Cross Browser Testing on 3000+ Real...](https://apiant.ai/connect/mydesk-to-lambdatest) - [ **MyDesk to Layer4** Layer4 is a blockchain integration platform that simplifies working with blockchain technology.](https://apiant.ai/connect/mydesk-to-layer4) - [ **MyDesk to Maidpad** Maidpad is a platform that helps cleaning businesses manage their operations efficiently.](https://apiant.ai/connect/mydesk-to-maidpad) ## 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 ## MyDesk and Zomentum, answered ### ### What can start an automation from MyDesk? Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in MyDesk? 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 MyDesk? Yes. When something happens in Zomentum, your agent can act in MyDesk too. This page covers both directions: Zomentum's triggers and MyDesk's actions are listed here as well. ### ### Do I have to build a connector for MyDesk 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 MyDesk 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.