Connect Zomentum to InvoiceXpress

Both apps 69Zomentum 37InvoiceXpress 32

• 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 catalog item

  Adds a new product to the Zomentum catalog, with its pricing, images and optional bundled products, and returns the new product's id.

• 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
  Create or Update Client

  Updates a client company when a Client Company ID is supplied, otherwise creates a new client company. Returns the saved client.

• Action
  Create or Update Contact

  Creates a new client contact, or updates an existing one when a contact ID is supplied. Returns the saved contact.

• Action
  Create or Update Opportunity

  Creates a new opportunity, or updates an existing one when an opportunity ID is supplied.

• 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 catalog item

  Updates an existing catalog item in Zomentum, including its details, pricing, bundled products and custom fields, and returns the updated item.

• Action
  Update Opportunity

  Updates an existing Zomentum opportunity by ID and returns the updated opportunity. Fields left blank keep their current values.

• Action
  Update task

  Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.

• Action
  Add estimate

  Creates a new estimate document (quote, proforma or fees note) in InvoiceXpress, with its line items and client.

• Action
  Add guide

  Creates a shipping, transport or devolution (return) guide for goods, with its items, load and delivery addresses and client.

• Action
  Add item

  Creates a new product or service item in your InvoiceXpress catalog.

• Action
  Add sequence

  Creates a new document sequence (series) in InvoiceXpress and returns whether the request was accepted and where to check its status.

• Action
  Add tax

  Creates a tax rate in InvoiceXpress and returns it.

• Action
  Cancel Invoice

  Cancels a finalized InvoiceXpress invoice, recording the reason.

• Action
  Cancel Invoice-Receipt

  Cancels a finalized InvoiceXpress invoice-receipt, recording the reason.

• Action
  Create Invoice

  Creates a draft invoice in InvoiceXpress for a client, with its line items.

• Action
  Create Invoice-Receipt

  Creates a draft invoice-receipt in InvoiceXpress for a client, with its line items.

• Action
  Delete Draft Invoice

  Deletes a draft InvoiceXpress invoice.

• Action
  Delete Draft Invoice-Receipt

  Deletes a draft InvoiceXpress invoice-receipt.

• Action
  Delete item

  Deletes an item from your InvoiceXpress account.

• Action
  Finalize Invoice

  Finalizes a draft InvoiceXpress invoice, giving it its legal number.

• Action
  Finalize Invoice-Receipt

  Finalizes a draft InvoiceXpress invoice-receipt, giving it its legal number.

• Action
  Find clients by code

  Finds the client whose client code matches the code you enter, and returns its details.

• Action
  Find clients by name

  Finds a client by its exact name and returns the client record.

• Action
  Generate PDF

  Generates the PDF of an InvoiceXpress invoice and returns its download link.

• Action
  Get a Client

  Returns one InvoiceXpress client by its ID, with contact and fiscal details.

• Action
  Get a Invoice

  Returns one InvoiceXpress invoice by its ID, with status, totals and client.

• Action
  Get estimate

  Returns a single estimate (quote, proforma or fees note) with its client, line items and totals.

• Action
  Get item

  Returns a single item (product or service) from your InvoiceXpress catalog, including its price, unit and tax.

• Action
  List clients

  Returns all clients in your InvoiceXpress account.

• Action
  List invoices

  Returns a list of invoices and other billing documents, optionally filtered by type, status, client, dates and totals.

• Action
  List items

  Returns all the items (products and services) saved in your InvoiceXpress account.

• Action
  List sequences

  Returns all document sequences (series) in your InvoiceXpress account, including their current document numbers and ATCUD validation codes.

• Action
  List taxes

  Returns all the taxes configured in your InvoiceXpress account.

• Action
  Mark as Paid

  Marks a finalized InvoiceXpress invoice as paid (settled).

• Action
  Sends Invoice by Email

  Emails a finalized InvoiceXpress invoice to a recipient.

• Action
  Update estimate

  Updates a draft estimate (quote, proforma or fees note), replacing its line items and details.

• Action
  Update Invoice

  Updates a draft InvoiceXpress invoice; the line items you send replace the existing ones.

• Action
  Update Invoice-Receipt

  Updates a draft InvoiceXpress invoice-receipt; the line items you send replace the existing ones.

• Action
  Update item

  Updates an existing item's name, price, description, unit and tax.

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