--- title: "Connect Zomentum to JobTread - APIANT.ai" description: "When \"Client Created\" fires in Zomentum, your agent runs \"Create Customer\" in JobTread." canonical: "https://apiant.ai/connect/zomentum-to-jobtread" --- # Connect Zomentum to JobTread When **Client Created** fires in [Zomentum](https://apiant.ai/connections/zomentum), your agent runs **Create Customer** in [JobTread](https://apiant.ai/connections/jobtread). Describe the whole flow and it is built, tested on every scenario and kept running. Zomentum **10** triggers Zomentum **21** actions JobTread **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 Zomentum and JobTread 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 JobTread - When **Client Created** in Zomentum then **Create Customer** in JobTread - When **Client Updated** in Zomentum then **Create Customer Contact** in JobTread 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 JobTread ## Triggers and actions 10 triggers · 42 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 **Assign Access** Grants a team member access to a JobTread record such as a job, so they can see and work on it. - Action **Create Comment** Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment. - Action **Create Customer** Creates a new customer account in your JobTread organization. - Action **Create Customer Contact** Creates a contact person on a JobTread customer account. - Action **Create Job** Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields. - Action **Create Location** Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer. - Action **Create Task** Creates a task or to-do on a JobTread job, customer/vendor account, or organization. - Action **Create Vendor** Creates a new vendor account in your JobTread organization. - Action **Create Vendor Contact** Creates a contact person on a vendor account in JobTread. - Action **Find a Customer** Finds customers in your JobTread organization by exact name and returns the matching customer records. - Action **Find a Job** Finds jobs in your JobTread organization by job name or job number and returns the matches. - Action **Find a Location** Finds JobTread locations in your organization by exact name and returns the first match plus all matches. - Action **Find a Membership** Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role. - Action **Find a Vendor** Finds vendors in a JobTread organization by exact name and returns the first match along with all matches. - Action **Import Task Template** Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date. - Action **Query API** Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover. - Action **Update Customer** Updates an existing customer in JobTread, such as its name, tax status or custom field values. - Action **Update Job** Updates an existing job in JobTread, such as its name, number, description or custom field values. - Action **Update Location** Updates an existing location's name, address, contact, tax settings or custom fields in JobTread. - Action **Update Vendor** Updates an existing vendor in JobTread, including its name, tax settings and custom field values. - Action **Upload Files** Uploads a file from a public URL into JobTread and attaches it to a job or other record. ## Each app on its own - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) - [ **JobTread** JobTread is construction estimating & project management software that will help you keep your budget and...](https://apiant.ai/connections/jobtread) 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 JobTread - [ **HubSpot to JobTread** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jobtread) - [ **Salesforce to JobTread** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-jobtread) - [ **Slack to JobTread** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jobtread) - [ **Google Sheets to JobTread** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-jobtread) - [ **Gmail to JobTread** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-jobtread) - [ **Google Calendar to JobTread** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jobtread) Questions ## Zomentum and JobTread, 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 JobTread when something happens in Zomentum? Any of JobTread's 21 actions, including Create Comment, Create Customer, Create Customer Contact and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JobTread to Zomentum? JobTread has no triggers in the catalog today, so automations start in Zomentum. If you need the other direction, ask: your agent reads JobTread's API documentation and adds it. ### ### Do I have to build a connector for Zomentum or JobTread? 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 JobTread 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.