Integration
Connect PassEngine and Zomentum
When New Client fires in PassEngine, your agent runs Add task in Zomentum, or Client Created in Zomentum to Create Client in PassEngine. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want PassEngine and Zomentum to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What PassEngine and Zomentum can do together
From PassEngine to Zomentum
When New Client in PassEngine
then Add task in Zomentum
From Zomentum to PassEngine
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 PassEngine and Zomentum
Triggers and actions 14 triggers · 32 actions
- New Client
Triggers when a new client is created.
- New Pass
Triggers when a new pass is created in PassEngine.
- Pass Scanned
Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.
- Pass Status Changed
Triggers when a pass status changes (active, used, expired, revoked).
- Activate Pass
Reactivates a pass, setting its status back to active and notifying wallet apps.
- Create Client
Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.
- Create Pass
Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.
- Get client
Returns a single client (customer) by ID, including their name, email, phone and notes.
- Get pass
Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.
- List clients
Returns the clients in your PassEngine account, optionally filtered by name, email or phone.
- List passes
Returns the passes in your PassEngine account, optionally filtered by name/code text or status.
- Revoke Pass
Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.
- Scan Pass
Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.
- Send pass email
Emails an existing pass to a recipient. Returns the queued email delivery with its status.
- Update Pass
Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.
- Client Created
Triggers when a new client company is created in Zomentum.
- Client Updated
Triggers when a client company in Zomentum is updated.
- Contact Created
Triggers when a new contact is created in Zomentum.
- Contact Updated
Triggers when a contact is created or updated in Zomentum.
- Document Approved
Triggers when a document is approved.
- Document Created
Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.
- Document Updated
Triggers when a document is created or updated, optionally limited to one client, status or document type.
- Opportunity Created
Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.
- Opportunity Updated
Triggers when an opportunity is updated in Zomentum.
- Users
Triggers when a new user is added to your Zomentum account.
- Add call log
Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.
- Add meeting
Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.
- Add task
Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.
- Delete client company
Deletes a client company in Zomentum by its ID.
- Delete opportunity
Deletes an opportunity from Zomentum and confirms whether it was removed.
- Find catalog items
Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.
- 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.
- Find opportunities
Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.
- Get catalog item
Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.
- Get Client Company
Returns one client company by its ID, including its addresses, owner and custom field values.
- Get Client Contact
Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.
- Get document
Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.
- GetOpportunity
Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.
- 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.
- 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.
- List documents
Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.
- List opportunities
Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.
- List pipelines
Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.
- List tasks
Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.
- List users
Returns the users in your Zomentum account, optionally only those with a given email address or phone number.
- 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.
Each app on its own
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Questions
PassEngine and Zomentum, answered
What can start an automation from PassEngine?
Any of PassEngine's 4 triggers in the catalog, including New Client, New Pass, Pass Status Changed and Pass Scanned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zomentum when something happens in PassEngine?
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 PassEngine?
Yes. When something happens in Zomentum, your agent can act in PassEngine too. This page covers both directions: Zomentum's triggers and PassEngine's actions are listed here as well.
Do I have to build a connector for PassEngine 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 PassEngine 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.