---
title: "Connect Shippo and Zomentum - APIANT.ai"
description: "When \"New Order\" fires in Shippo, your agent runs \"Add task\" in Zomentum, or \"Client Created\" in Zomentum to \"Create Order\" in Shippo."
canonical: "https://apiant.ai/connect/shippo-to-zomentum"
---

# Connect Shippo and Zomentum

When **New Order** fires in [Shippo](https://apiant.ai/connections/shippo), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Create Order** in Shippo. Describe the whole flow and it is built, tested on every scenario and kept running.

Shippo **2** triggers Shippo **18** 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 Shippo 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 Shippo and Zomentum can do together

### From Shippo to Zomentum

- When **New Order** in Shippo then **Add task** in Zomentum
- When **New Shipping Label** in Shippo then **Update task** in Zomentum

### From Zomentum to Shippo

- When **Client Created** in Zomentum then **Create Order** in Shippo
- When **Client Updated** in Zomentum then **Add customs item** in Shippo

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 Shippo and Zomentum

## Triggers and actions 12 triggers · 39 actions

- Trigger

**New Order**

Triggers when a new order is created

- Trigger

**New Shipping Label**

Triggers when a new shipping label is created

- Action

**Add address**

Create a new address record.

- Action

**Add customs declaration**

Create a new customs declaration for international shipments.

- Action

**Add customs item**

Create a new customs item line for use in a customs declaration.

- Action

**Add parcel**

Create a new parcel record (dimensions/weight).

- Action

**Add refund**

Request a refund for a shipping label/transaction.

- Action

**Add shipment**

Create a new shipment to generate rate quotes.

- Action

**Add shipping label**

Purchase/create a shipping label (transaction) from a rate.

- Action

**Create Order**

Creates an order.

- Action

**Find an Order**

Search for an order by ID.

- Action

**Find a Shipping Label**

Search for a shipping label by ID.

- Action

**Get address**

Retrieve a single address by id.

- Action

**Get shipment**

Retrieve a single shipment by id.

- Action

**Get tracking status**

Look up the current tracking status for a shipment by carrier + tracking number.

- Action

**List addresses**

List all addresses.

- Action

**List parcels**

List all parcels.

- Action

**List rates for shipment**

Retrieve the available carrier rates for a shipment.

- Action

**List shipments**

List all shipments.

- Action

**Validate address**

Validate an existing address by id.

- 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

- [ **Shippo** Shippo provides a multi-carrier API and dashboard to help merchants and platforms get real-time rates, print...](https://apiant.ai/connections/shippo)
- [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum)

Reviews

## What our customers say

## More from Shippo

- [ **Shippo to Attestwire** Validate EN 16931 e-invoices: XRechnung, ZUGFeRD, Factur-X, Peppol BIS](https://apiant.ai/connect/shippo-to-attestwire)
- [ **Shippo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/shippo-to-slack)
- [ **Shippo to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/shippo-to-google-drive)
- [ **Shippo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/shippo-to-stripe)
- [ **Shippo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shippo-to-shopify)
- [ **Shippo to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/shippo-to-trello)

## 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

## Shippo and Zomentum, answered

###

### What can start an automation from Shippo?

Any of Shippo's 2 triggers in the catalog, including New Order and New Shipping Label. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Zomentum when something happens in Shippo?

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 Shippo?

Yes. When something happens in Zomentum, your agent can act in Shippo too. This page covers both directions: Zomentum's triggers and Shippo's actions are listed here as well.

###

### Do I have to build a connector for Shippo 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 Shippo 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.
