--- title: "Connect OneDeck and Zomentum - APIANT.ai" description: "When \"Record Created\" fires in OneDeck, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Create Record\" in OneDeck." canonical: "https://apiant.ai/connect/onedeck-to-zomentum" --- # Connect OneDeck and Zomentum When **Record Created** fires in [OneDeck](https://apiant.ai/connections/onedeck), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Create Record** in OneDeck. Describe the whole flow and it is built, tested on every scenario and kept running. OneDeck **2** triggers OneDeck **14** 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 OneDeck 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 OneDeck and Zomentum can do together ### From OneDeck to Zomentum - When **Record Created** in OneDeck then **Add task** in Zomentum - When **Record Updated** in OneDeck then **Update task** in Zomentum ### From Zomentum to OneDeck - When **Client Created** in Zomentum then **Create Record** in OneDeck - When **Client Updated** in Zomentum then **Update Record** in OneDeck 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 OneDeck and Zomentum ## Triggers and actions 12 triggers · 35 actions - Trigger **Record Created** Triggers when a new record is created on the selected OneDeck board. - Trigger **Record Updated** Triggers when a record on the chosen OneDeck board is created or updated. - Action **Add attachment** Uploads a file and attaches it to a record on a OneDeck board. - Action **Add board** Creates a new board in a OneDeck workspace, with a default table view. - Action **Add field** Adds a new field (column) to a OneDeck board. The field is added to every view of the board. - Action **Add workspace** Creates a new workspace in your OneDeck account. - Action **Create Record** Creates a new record on a OneDeck board, with a name and optional field values. - Action **Find Record** Finds records on a OneDeck board that match a search text, optionally narrowed by field filters. - Action **Get record** Returns one record from a board, including its field values, attachments and share link. - Action **List fields** Returns every field defined on a OneDeck board, including its type and option settings. - Action **List records** Returns the records on a OneDeck board, optionally filtered by field values or search text. - Action **List users** Returns every user in the OneDeck account with their name, email, status and role. - Action **List workspaces** Returns every workspace in the OneDeck account, with each workspace's id, name and icon. - Action **Update board** Renames a board, moves it to another workspace, or both. - Action **Update Record** Updates the name and field values of an existing record on a OneDeck board. - Action **Update workspace** Renames a workspace or changes its icon. Only the values you fill in are changed. - 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 - [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from OneDeck - [ **OneDeck to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onedeck-to-salesforce) - [ **OneDeck to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onedeck-to-slack) - [ **OneDeck to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onedeck-to-stripe) - [ **OneDeck to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onedeck-to-shopify) - [ **OneDeck to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onedeck-to-quickbooks-online) - [ **OneDeck to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onedeck-to-pipedrive) ## 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 ## OneDeck and Zomentum, answered ### ### What can start an automation from OneDeck? Any of OneDeck's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in OneDeck? 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 OneDeck? Yes. When something happens in Zomentum, your agent can act in OneDeck too. This page covers both directions: Zomentum's triggers and OneDeck's actions are listed here as well. ### ### Do I have to build a connector for OneDeck 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 OneDeck 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.