Connect Zomentum to Optimizely

Both apps 57Zomentum 31Optimizely 26

• 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 attribute

  Creates a new attribute in an Optimizely project, which can be used to target audiences.

• Action
  Add audience

  Adds a new audience to an Optimizely project and returns the id of the audience that was created.

• Action
  Add campaign

  Creates a new personalization campaign in an Optimizely project and returns its id.

• Action
  Add experiment

  Creates a new experiment in an Optimizely project and returns its id.

• Action
  Add feature

  Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.

• Action
  Add page

  Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.

• Action
  Add project

  Creates a new Optimizely project in your account and returns the created project.

• Action
  Delete experiment

  Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.

• Action
  Get audience

  Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.

• Action
  Get campaign

  Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.

• Action
  Get experiment

  Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.

• Action
  Get experiment results

  Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.

• Action
  Get feature

  Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.

• Action
  Get project

  Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.

• Action
  List attributes

  Returns all attributes in an Optimizely project, including their keys, names and archived status.

• Action
  List audiences

  Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.

• Action
  List campaigns

  Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.

• Action
  List environments

  Returns all of the environments that have been created in an Optimizely project.

• Action
  List events

  Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.

• Action
  List experiments

  Returns all experiments in an Optimizely project or campaign.

• Action
  List features

  Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.

• Action
  List pages

  Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.

• Action
  List projects

  Returns all the projects in your Optimizely account, with their settings and status.

• Action
  Update campaign

  Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.

• Action
  Update experiment

  Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.

• Action
  Update feature

  Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.

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