--- title: "Connect Zomentum to intelliHR - APIANT.ai" description: "When \"Client Created\" fires in Zomentum, your agent runs \"Create User\" in intelliHR." canonical: "https://apiant.ai/connect/zomentum-to-intellihr" --- # Connect Zomentum to intelliHR When **Client Created** fires in [Zomentum](https://apiant.ai/connections/zomentum), your agent runs **Create User** in [intelliHR](https://apiant.ai/connections/intellihr). Describe the whole flow and it is built, tested on every scenario and kept running. Zomentum **10** triggers Zomentum **21** actions intelliHR **14** 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 intelliHR 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 intelliHR - When **Client Created** in Zomentum then **Create User** in intelliHR - When **Client Updated** in Zomentum then **Update User** in intelliHR 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 intelliHR ## Triggers and actions 10 triggers · 35 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 **Create Business Unit** Creates a new business unit in intelliHR and returns the created business unit, including its custom field values. - Action **Create Job** Creates a new job for an existing person in intelliHR, including their position, business unit, location, supervisor and remuneration details. - Action **Create Training** Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date. - Action **Create User** Creates a login user for an existing person who does not already have one, and returns the new user. - Action **Find Job** Finds jobs matching the person, email, employee number, job title, status or other criteria you supply. - Action **Find Person** Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details. - Action **Get job** Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields. - Action **Get person** Returns a single person record from intelliHR, including contact details, jobs and custom field values. - Action **List jobs** Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more. - Action **List people** Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status. - Action **Set Job End Date** Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason. - Action **Update Business Unit** Updates an existing business unit's name, code, notes, parent, enabled status and custom field values. - Action **Update User** Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding. - Action **Upload Person Document** Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status. ## Each app on its own - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) - [ **intelliHR** All-in-one people management system with configurable HR automation and analytics](https://apiant.ai/connections/intellihr) 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 intelliHR - [ **HubSpot to intelliHR** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-intellihr) - [ **Salesforce to intelliHR** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-intellihr) - [ **Slack to intelliHR** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-intellihr) - [ **Google Sheets to intelliHR** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-intellihr) - [ **Gmail to intelliHR** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-intellihr) - [ **Google Calendar to intelliHR** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intellihr) Questions ## Zomentum and intelliHR, 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 intelliHR when something happens in Zomentum? Any of intelliHR's 14 actions, including Create Business Unit, Create Job, Create Training and Create User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from intelliHR to Zomentum? intelliHR has no triggers in the catalog today, so automations start in Zomentum. If you need the other direction, ask: your agent reads intelliHR's API documentation and adds it. ### ### Do I have to build a connector for Zomentum or intelliHR? 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 intelliHR 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.