Connect Smartsheet and Zomentum

Both apps 60Smartsheet 29Zomentum 31

• Trigger
  New row

  Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.

• Trigger
  New sheet

  Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.

• Trigger
  Updated row

  Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.

• Action
  Add column

  /sheets/{sheetId}/columns - add columns to a sheet.

• Action
  Add comment

  /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.

• Action
  Add discussion

  Starts a new discussion on a sheet with a first comment, and returns the discussion.

• Action
  Add folder

  /folders/{folderId}/folders or /home/folders - create a folder.

• Action
  Add home folder

  Creates a folder at the top level of your Sheets home and returns it.

• Action
  Add row

  Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.

• Action
  Add row attachment

  /sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row.

• Action
  Add sheet

  /sheets - create a sheet with columns.

• Action
  Copy row to another sheet

  Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Copy sheet

  /sheets/{sheetId}/copy - copy a sheet to a folder/workspace.

• Action
  Delete row

  Deletes a row from a sheet given its Row ID.

• Action
  Delete row if deal does not exist in ActiveCampaign (Cisco)

  Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.

• Action
  Find rows

  Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.

• Action
  Find rows by column value

  Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.

• Action
  Find sheets by keyword

  Returns the sheets that match the specified keyword.

• Action
  Find single row

  Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.

• Action
  Find single row by column value

  Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.

• Action
  Get discussion

  Returns a sheet discussion with its title and comments.

• Action
  Get folder

  Returns a folder with the folders and sheets directly inside it.

• Action
  Get row

  Returns the column data for the specified row. An error occurs if the row is not found.

• Action
  Get sheet

  Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.

• Action
  List row attachments

  Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses.

• Action
  Move row to another sheet

  Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Two-way sync add or update a row

  Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added.

• Action
  Update row

  Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.

• Action
  Update sheet

  /sheets/{sheetId} - update sheet properties (name, project settings).

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.