Integration
Connect Wingmate and Zomentum
When Action Created fires in Wingmate, your agent runs Add task in Zomentum, or Client Created in Zomentum to Create a Contact in Wingmate. 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 Wingmate 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Wingmate and Zomentum can do together
From Wingmate to Zomentum
When Action Created in Wingmate
then Add task in Zomentum
When Attachment Created in Wingmate
then Create or Update Contact in Zomentum
From Zomentum to Wingmate
When Client Created in Zomentum
then Create a Contact in Wingmate
When Client Updated in Zomentum
then Create a Lead in Wingmate
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 Wingmate and Zomentum
Triggers and actions 22 triggers · 39 actions
Trigger
Action CreatedTriggers when a new action request is created on a lead.
Trigger
Attachment CreatedTriggers when a new attachment is added to a lead.
Trigger
Comment CreatedTriggers when a new comment is posted on a lead.
Trigger
Contact CreatedTriggers when a new contact is added in Wingmate.
Trigger
Contact UpdatedTriggers when a Wingmate contact is added or changed.
Trigger
Lead CreatedTriggers when a new lead is added to your Wingmate pipeline.
Trigger
Lead Link CreatedTriggers when a lead is linked to another lead.
Trigger
Lead UpdatedTriggers when a lead in your Wingmate pipeline is added or changed.
Trigger
Ownership CreatedTriggers when a new owner is added to a lead.
Trigger
Purchase CreatedTriggers when a new purchase is recorded on a lead.
Trigger
Reminder CreatedTriggers when a new reminder is created on a lead.
Trigger
Status Update CreatedTriggers when a lead's status changes (new status update).
Action
Create a CommentAdds a comment to an existing lead.
Action
Create a ContactCreates a contact on an existing lead.
Action
Create a LeadCreates a new lead in a Wingmate campaign (pipeline).
Action
Create an ActionCreates an action request on an existing lead, assigned to a user.
Action
Create a ReminderCreates a reminder on an existing lead.
Action
Create a RewardCreates a reward (user transaction) for a user on an existing lead.
Action
Lookup a Lead's ContactsReturns the contacts on a lead.
Action
Update a CommentUpdates the text of an existing comment.
Action
Update a ContactUpdates an existing contact.
Action
Update a LeadUpdates an existing lead.
Action
Update an ActionUpdates an existing action request.
Action
Update a ReminderUpdates an existing reminder.
Trigger
Client CreatedTriggers when a new client company is created in Zomentum.
Trigger
Client UpdatedTriggers when a client company in Zomentum is updated.
Trigger
Contact CreatedTriggers when a new contact is created in Zomentum.
Trigger
Contact UpdatedTriggers when a contact is created or updated in Zomentum.
Trigger
Document ApprovedTriggers when a document is approved.
Trigger
Document CreatedTriggers when a new document is created in Zomentum, optionally only for one client, status or document type.
Trigger
Document UpdatedTriggers when a document is created or updated, optionally limited to one client, status or document type.
Trigger
Opportunity CreatedTriggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.
Trigger
Opportunity UpdatedTriggers when an opportunity is updated in Zomentum.
Trigger
UsersTriggers when a new user is added to your Zomentum account.
Action
Add call logLogs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.
Action
Add catalog itemAdds a new product to the Zomentum catalog, with its pricing, images and optional bundled products, and returns the new product's id.
Action
Add meetingAdds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.
Action
Add taskCreates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.
Action
Create or Update ClientUpdates a client company when a Client Company ID is supplied, otherwise creates a new client company. Returns the saved client.
Action
Create or Update ContactCreates a new client contact, or updates an existing one when a contact ID is supplied. Returns the saved contact.
Action
Create or Update OpportunityCreates a new opportunity, or updates an existing one when an opportunity ID is supplied.
Action
Delete client companyDeletes a client company in Zomentum by its ID.
Action
Delete opportunityDeletes an opportunity from Zomentum and confirms whether it was removed.
Action
Find catalog itemsReturns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.
Action
Find documentsReturns 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 opportunitiesReturns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.
Action
Get catalog itemReturns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.
Action
Get Client CompanyReturns one client company by its ID, including its addresses, owner and custom field values.
Action
Get Client ContactReturns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.
Action
Get documentReturns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.
Action
GetOpportunityReturns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.
Action
List client companiesReturns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.
Action
List client contactsReturns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.
Action
List documentsReturns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.
Action
List opportunitiesReturns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.
Action
List pipelinesReturns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.
Action
List tasksReturns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.
Action
List usersReturns the users in your Zomentum account, optionally only those with a given email address or phone number.
Action
Update catalog itemUpdates an existing catalog item in Zomentum, including its details, pricing, bundled products and custom fields, and returns the updated item.
Action
Update OpportunityUpdates an existing Zomentum opportunity by ID and returns the updated opportunity. Fields left blank keep their current values.
Action
Update taskUpdates 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
Wingmate and Zomentum, answered
What can start an automation from Wingmate?
Any of Wingmate's 12 triggers in the catalog, including Action Created, Attachment Created, Comment Created and Contact Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zomentum when something happens in Wingmate?
Any of Zomentum's 27 actions, including Create or Update Client, Create or Update Contact, Create or Update Opportunity and Update catalog item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zomentum to Wingmate?
Yes. When something happens in Zomentum, your agent can act in Wingmate too. This page covers both directions: Zomentum's triggers and Wingmate's actions are listed here as well.
Do I have to build a connector for Wingmate 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 Wingmate 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.