--- title: "Connect Zomentum to Support Board - APIANT.ai" description: "When \"Client Created\" fires in Zomentum, your agent runs \"Send Message\" in Support Board." canonical: "https://apiant.ai/connect/zomentum-to-support-board" --- # Connect Zomentum to Support Board When **Client Created** fires in [Zomentum](https://apiant.ai/connections/zomentum), your agent runs **Send Message** in [Support Board](https://apiant.ai/connections/support-board). Describe the whole flow and it is built, tested on every scenario and kept running. Zomentum **10** triggers Zomentum **21** actions Support Board **36** 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 Support Board 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 Support Board - When **Client Created** in Zomentum then **Send Message** in Support Board - When **Client Updated** in Zomentum then **Update Message** in Support Board 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 Support Board ## Triggers and actions 10 triggers · 57 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 **Add Conversation** Creates a new conversation. - Action **Add Note** Adds a new note to a conversation. - Action **Add User** Create a new user in Support Board. - Action **Delete Message** Deletes an existing message. - Action **Delete Note** Deletes a note from a conversation. - Action **Delete User** Deletes a user and all linked conversations and messages. - Action **Delete Users** Deletes multiple users and all linked conversations and messages. - Action **Direct Message** Sends a direct chat message. - Action **Get Agents in Conversation** Returns an array with all the agents with at least one message in the conversation. - Action **Get Conversation** Returns a conversation and the messages of the conversation. - Action **Get Conversations** Returns all the conversations. Each conversation includes the last message of the conversation. - Action **Get External Setting** Returns an external setting. External settings are saved on a dedicated database row. - Action **Get Last Agent in Conversation** Returns the last agent who answered a conversation. - Action **Get Last Message** Returns the last message in a conversation. - Action **Get Multi Setting** Returns a subsetting of another setting. - Action **Get New Conversations** Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation. - Action **Get New Messages** Returns the messages of a conversation created after the given date/ID. - Action **Get New User Conversations** Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation. - Action **Get Notes** Returns the internal notes of a conversation. - Action **Get Setting** Returns a setting saved in the Settings area. - Action **Get Settings** Returns an array with all the settings. - Action **Get User** Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist. - Action **Get User Conversations** Returns the conversations of a user. Each conversation includes the last message of the conversation. - Action **Google Translate** Translates multiple strings via Google Translate. - Action **Login** Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful. - Action **Push Notification** Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area. - Action **Search Conversations** Returns the conversations matching the search. - Action **Search User Conversations** Returns the conversations of the given user ID that matches the search terms. - Action **Send Message** Adds a new message to an existing conversation. - Action **Telegram Send Message** Sends a message to Telegram. - Action **Update Conversation Agent** Assigns or update the agent assigned to a conversation. - Action **Update Conversation Department** Updates the department of a conversation. - Action **Update Conversation Status** Updates the status code of a conversation. - Action **Update Message** Updates an existing message. - Action **Update User** Updates the details of an existing user. - Action **WhatsApp Send Message** Sends a message to a WhatsApp number. ## Each app on its own - [ **Zomentum** Zomentum is a sales funnel management tool built for MSPs](https://apiant.ai/connections/zomentum) - [ **Support Board** Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.](https://apiant.ai/connections/support-board) 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 Support Board - [ **HubSpot to Support Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-support-board) - [ **Salesforce to Support Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-support-board) - [ **Slack to Support Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-support-board) - [ **Google Sheets to Support Board** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-support-board) - [ **Gmail to Support Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-support-board) - [ **Google Calendar to Support Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-support-board) Questions ## Zomentum and Support Board, 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 Support Board when something happens in Zomentum? Any of Support Board's 36 actions, including Send Message, Update Conversation Agent, Update Conversation Department and Update Conversation Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Support Board to Zomentum? Support Board has no triggers in the catalog today, so automations start in Zomentum. If you need the other direction, ask: your agent reads Support Board's API documentation and adds it. ### ### Do I have to build a connector for Zomentum or Support Board? 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 Support Board 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.