--- title: "Connect Zomentum to agilite - APIANT.ai" description: "When \"Client Created\" fires in Zomentum, your agent runs \"Reassign responsible user\" in agilite." canonical: "https://apiant.ai/connect/zomentum-to-agilite" --- # Connect Zomentum to agilite When **Client Created** fires in [Zomentum](https://apiant.ai/connections/zomentum), your agent runs **Reassign responsible user** in [agilite](https://apiant.ai/connections/agilite). Describe the whole flow and it is built, tested on every scenario and kept running. Zomentum **10** triggers Zomentum **21** actions agilite **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zomentum and agilite 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 Zomentum can start in agilite - When **Client Created** in Zomentum then **Reassign responsible user** in agilite - When **Client Updated** in Zomentum then **Find responsible users by role** in agilite 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 Zomentum and agilite ## Triggers and actions 10 triggers · 28 actions - 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. - Action **Add role profile** Create a new role profile in Agilit-e. - Action **Change role conditional levels** Change the conditional levels of a role profile. - Action **Delete role profile** Delete an existing role profile in Agilit-e. - Action **Find responsible users by role** Return the responsible users for a role given matching conditions. - Action **List role profiles** Return all role profiles as an array. - Action **Reassign responsible user** Assign a new responsible user to a specific role profile. - Action **Update role profile** Update an existing role profile in Agilit-e. ## Each app on its own - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) - [ **agilite** Low-code platform providing BPM, business rules, roles, and API-key managed services for workflow automation.](https://apiant.ai/connections/agilite) Reviews ## What our customers say ## More from Zomentum - [ **Zomentum to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zomentum-to-zoom) - [ **Zomentum to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zomentum-to-linkedin) - [ **Zomentum to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zomentum-to-facebook) - [ **Zomentum to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zomentum-to-anthropic) - [ **Zomentum to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zomentum-to-supabase) - [ **Zomentum to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zomentum-to-elevenlabs) ## More into agilite - [ **awork to agilite** Intelligent projects, tasks and time tracking for your project business.](https://apiant.ai/connect/awork-to-agilite) - [ **HubSpot to agilite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-agilite) - [ **Salesforce to agilite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-agilite) - [ **Slack to agilite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agilite) - [ **Google Sheets to agilite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-agilite) - [ **Gmail to agilite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-agilite) Questions ## Zomentum and agilite, answered ### ### What can start an automation from Zomentum? Any of Zomentum's 10 triggers in the catalog, including Client Created, Client Updated, Contact Created and Contact Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in agilite when something happens in Zomentum? Any of agilite's 7 actions, including Update role profile, Add role profile, Change role conditional levels and Find responsible users by role. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from agilite to Zomentum? agilite has no triggers in the catalog today, so automations start in Zomentum. If you need the other direction, ask: your agent reads agilite's API documentation and adds it. ### ### Do I have to build a connector for Zomentum or agilite? 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 Zomentum and agilite 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.