--- title: "Connect Zendesk and Zomentum - APIANT.ai" description: "When \"New Messaging Conversation\" fires in Zendesk, your agent runs \"Add task\" in Zomentum." canonical: "https://apiant.ai/connect/zendesk-to-zomentum" --- # Connect Zendesk and Zomentum When **New Messaging Conversation** fires in [Zendesk](https://apiant.ai/connections/zendesk), your agent runs **Add task** in [Zomentum](https://apiant.ai/connections/zomentum), or **Client Created** in Zomentum to **Add Comment to Ticket** in Zendesk. Describe the whole flow and it is built, tested on every scenario and kept running. Zendesk **3** triggers Zendesk **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 Zendesk 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 Zendesk and Zomentum can do together ### From Zendesk to Zomentum - When **New Messaging Conversation** in Zendesk then **Add task** in Zomentum - When **New Ticket** in Zendesk then **Update task** in Zomentum ### From Zomentum to Zendesk - When **Client Created** in Zomentum then **Add Comment to Ticket** in Zendesk - When **Client Updated** in Zomentum then **Create Ticket** in Zendesk 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 Zendesk and Zomentum ## Triggers and actions 13 triggers · 39 actions - Trigger **New Messaging Conversation** Triggers when a customer starts a new conversation through Zendesk messaging (the web widget, mobile SDK or a social messaging channel). Each conversation arrives as its Zendesk ticket. - Trigger **New Ticket** Polling trigger that fires when a new ticket is created. - Trigger **New User** Polling trigger that fires when a new user is created. - Action **Add Comment to Ticket** Adds a public or private comment to an existing ticket. - Action **Create Organization** Creates a new organization. - Action **Create Ticket** Creates a new ticket in Zendesk. - Action **Create User** Creates a new user (end-user or agent). - Action **Delete Ticket** Deletes a ticket by ID. - Action **Delete User** Soft-deletes a user by ID. - Action **Get Messaging User ID** Returns the Zendesk messaging ID for a user, so their messaging conversation can be looked up in Zendesk Messaging. - Action **Get Organization** Retrieves a single organization by ID. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **Get User** Retrieves a single user by ID. - Action **List Organizations** Lists organizations in the account. - Action **List Ticket Comments** Lists all comments on a ticket. - Action **List Tickets** Lists tickets in the account. - Action **Search** Runs a Zendesk search query across tickets, users, and organizations. - Action **Search Users** Searches users by query (name, email, etc.). - Action **Update Organization** Updates an existing organization by ID. - Action **Update Ticket** Updates an existing ticket by ID. - Action **Update User** Updates an existing user 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 - [ **Zendesk** Zendesk is a web-based help desk and customer support platform for managing tickets, users, and organizations.](https://apiant.ai/connections/zendesk) - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) Reviews ## What our customers say ## More from Zendesk - [ **Zendesk to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zendesk-to-zoom) - [ **Zendesk to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zendesk-to-linkedin) - [ **Zendesk to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zendesk-to-facebook) - [ **Zendesk to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zendesk-to-anthropic) - [ **Zendesk to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zendesk-to-supabase) - [ **Zendesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zendesk-to-elevenlabs) ## 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 ## Zendesk and Zomentum, answered ### ### What can start an automation from Zendesk? Any of Zendesk's 3 triggers in the catalog, including New Messaging Conversation, New Ticket and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zomentum when something happens in Zendesk? 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 Zendesk? Yes. When something happens in Zomentum, your agent can act in Zendesk too. This page covers both directions: Zomentum's triggers and Zendesk's actions are listed here as well. ### ### Do I have to build a connector for Zendesk 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 Zendesk 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.