Connect Zomentum to Front

Both apps 59Zomentum 31Front 28

• 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 Comment

  Adds an internal comment to a Front conversation.

• Action
  Add Contact Handle

  Adds a new handle (email, phone, social id, etc.) to an existing Front contact.

• Action
  Add Conversation Links

  Adds one or more links to a Front conversation, either existing links by id or external URLs (links are created as needed).

• Action
  Add Conversation Tags

  Adds one or more tags to a Front conversation.

• Action
  Assign or Unassign Conversation

  Assign or unassign a conversation to a teammate.

• Action
  Create Account

  Create a new account (company) in Front.

• Action
  Create Contact

  Creates a new contact in Front at the company level.

• Action
  Create Draft

  Creates a draft message that starts a new conversation in a Front channel.

• Action
  Create Draft Reply

  Creates a new draft as a reply to the last message in a Front conversation.

• Action
  Create Link

  Creates a new Link

• Action
  Find Account

  Finds a Front account by one of its domains or by its external ID.

• Action
  Find Contact

  Finds a Front contact by one of its handles (email address, phone number, social handle, etc.) and returns the matching contact.

• Action
  Find Conversation

  Returns up to 100 conversations matching a Front search query, most recently active first.

• Action
  Get Conversation

  Fetches a conversation by ID, with its status, assignee, tags, links and custom fields. An error occurs if the conversation is not found.

• Action
  Get Conversation Last Message

  Returns the most recent message in a Front conversation.

• Action
  Get Link

  Fetches a link by ID, with its name, type and external URL. An error occurs if the link is not found.

• Action
  Import Message

  Imports a message into a Front inbox without sending it through a channel, e.g. historical conversations or web form submissions.

• Action
  List Conversation Comments

  Returns the internal comments teammates have posted on a conversation, with each comment's body, author and time posted.

• Action
  List Link Conversations

  List the conversations linked to a specific Front link.

• Action
  Remove Contact Handle

  Removes a handle (email, phone, etc) from a Contact

• Action
  Remove Conversation Links

  Remove Links from a conversation.

• Action
  Remove Conversation Tags

  Remove Tags from a Conversation

• Action
  Send Message

  Sends a new message from a Front channel, starting a new conversation.

• Action
  Send Reply

  Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a "New Inbound Message" Front trigger with this action.

• Action
  Update Account

  Updates an existing account in Front.

• Action
  Update Contact

  Updates an existing Front contact's name, description, links, contact lists and custom fields. Fields left blank are not changed.

• Action
  Update Conversation

  Update the conversation status, assignee, inbox or tags.

• Action
  Update Link

  Update the name of a Link.

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