--- title: "Connect Raisely and Zomentum - APIANT.ai" description: "When \"New Campaign\" fires in Raisely, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Get user\" in Raisely." canonical: "https://apiant.ai/connect/raisely-to-zomentum" --- # Connect Raisely and Zomentum When **New Campaign** fires in [Raisely](https://apiant.ai/connections/raisely), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Get user** in Raisely. Describe the whole flow and it is built, tested on every scenario and kept running. Raisely **3** triggers Raisely **9** 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 Raisely 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 Raisely and Zomentum can do together ### From Raisely to Zomentum - When **New Campaign** in Raisely then **Add task** in Zomentum - When **New Interaction** in Raisely then **Update task** in Zomentum ### From Zomentum to Raisely - When **Client Created** in Zomentum then **Get user** in Raisely - When **Client Updated** in Zomentum then **Update campaign** in Raisely 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 Raisely and Zomentum ## Triggers and actions 13 triggers · 30 actions - Trigger **New Campaign** Triggers when a new campaign is created in your Raisely organisation. - Trigger **New Interaction** Triggers when a new interaction is recorded against a person in Raisely. - Trigger **New Person** Triggers when a new person (supporter) is added to your Raisely organisation. - Action **Get campaign** Returns a Raisely campaign, including its settings and custom public fields, by its path or UUID. - Action **Get donation** Returns a single donation by its unique ID, including its amount, donor and any custom fields. - Action **Get profile** Returns a fundraising profile (individual or team page), including its goal, totals and custom fields. - Action **Get user** Returns a Raisely user (a person with access to your organisation's admin) by their unique ID. - Action **List campaigns** Returns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status. - Action **List donations** Returns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text. - Action **Update campaign** Updates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed. - Action **Update donation** Updates an existing donation's donor details and message in Raisely. - Action **Update profile** Updates a fundraising profile's name, description, goal or photo, and returns the updated profile. - 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 - [ **Raisely** Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.](https://apiant.ai/connections/raisely) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from Raisely - [ **Raisely to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/raisely-to-salesforce) - [ **Raisely to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/raisely-to-slack) - [ **Raisely to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/raisely-to-stripe) - [ **Raisely to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/raisely-to-shopify) - [ **Raisely to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/raisely-to-trello) - [ **Raisely to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/raisely-to-zoom) ## 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 ## Raisely and Zomentum, answered ### ### What can start an automation from Raisely? Any of Raisely's 3 triggers in the catalog, including New Campaign, New Interaction and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in Raisely? 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 Raisely? Yes. When something happens in Zomentum, your agent can act in Raisely too. This page covers both directions: Zomentum's triggers and Raisely's actions are listed here as well. ### ### Do I have to build a connector for Raisely 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 Raisely 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.