Connect Zomentum to Piriod

Both apps 54Zomentum 31Piriod 23

• 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 contact

  Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.

• Action
  Add coupon

  Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.

• Action
  Add credit note

  Creates a draft credit note that adjusts an existing invoice.

• Action
  Add customer

  Creates a customer in Piriod with their name, address, country and billing preferences.

• Action
  Add invoice

  Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.

• Action
  Add payment

  Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.

• Action
  Add product

  Creates a product in Piriod, which plans can then be priced under.

• Action
  Add subscription

  Creates a recurring subscription for a customer, billing one or more plans on a schedule.

• Action
  Add usage

  Records a usage quantity against a metered subscription line in Piriod.

• Action
  Cancel subscription

  Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.

• Action
  Delete customer

  Deletes a customer, or archives it when it has invoices, subscriptions or payment history.

• Action
  Finalize invoice

  Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.

• Action
  Get coupon

  Returns a single coupon by its id, including its discount amount, duration and status.

• Action
  Get credit note

  Returns a single credit note, including its lines, amounts and status.

• Action
  Get customer

  Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.

• Action
  Get invoice

  Returns a single invoice by its id, including its lines, totals, status and linked payments.

• Action
  Get subscription

  Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.

• Action
  List payments

  Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.

• Action
  List products

  Returns the products in your Piriod workspace, optionally filtered by name or plan.

• Action
  List usages

  Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.

• Action
  Update customer

  Updates an existing Piriod customer, changing only the details you fill in.

• Action
  Update invoice

  Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.

• Action
  Update subscription

  Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed.

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