Connect Zomentum to Utilorax

Both apps 88Zomentum 31Utilorax 57

• 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 interval to date

  Add or subtract an interval from a date.

• Action
  Calculate age

  Compute age from a birthdate.

• Action
  Calculate compound interest

  Compute compound interest on a principal over time.

• Action
  Calculate loan payment

  Compute the monthly loan payment (EMI) for a loan amount, rate and term.

• Action
  Calculate mortgage payment

  Compute the monthly mortgage payment from price, deposit, rate and term.

• Action
  Calculate percentage

  Compute what P% of a value is.

• Action
  Calculate percentage change

  Compute the percentage change from one value to another.

• Action
  Change text case

  Change text case (upper/lower/title/camel/snake/kebab etc).

• Action
  Check if number is prime

  Check whether a number is prime.

• Action
  Compress image

  Shrink JPG, PNG and WebP images to a smaller file size.

• Action
  Compress PDF

  Reduce a PDF's file size while keeping it readable.

• Action
  Compute HMAC signature

  Compute an HMAC signature for a message with a given key and algorithm.

• Action
  Convert CSV to Excel

  Convert a CSV file into a proper Excel (.xlsx) workbook.

• Action
  Convert CSV to JSON

  Convert CSV text to a JSON array of objects.

• Action
  Convert currency

  Convert an amount between currencies using live exchange rates.

• Action
  Convert date to timestamp

  Convert a date string to a Unix timestamp.

• Action
  Convert Excel to JSON

  Turn a spreadsheet into structured JSON (first row as keys).

• Action
  Convert HTML to PDF

  Paste HTML and download a clean, print-ready PDF — styling, tables and images included.

• Action
  Convert image format

  Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format.

• Action
  Convert Markdown to HTML

  Convert Markdown text to HTML.

• Action
  Convert Markdown to PDF

  Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included.

• Action
  Convert number to Roman numerals

  Convert a number to or from Roman numerals.

• Action
  Convert PDF to text

  Pull the text out of a PDF and download it as a clean.txt file.

• Action
  Convert timestamp to date

  Convert a Unix timestamp to a date.

• Action
  Convert timezone

  Convert a time between timezones.

• Action
  Convert units

  Convert a value between two units of measurement in a given category.

• Action
  Count words

  Count words, characters, sentences, lines and estimated reading time in text.

• Action
  Crop image

  Cut a rectangle out of an image.

• Action
  Decode JWT

  Decode a JWT header and payload (no signature check).

• Action
  Encode or decode Base64

  Encode or decode Base64 text.

• Action
  Encode or decode URL component

  Percent-encode or decode a URL component.

• Action
  Extract emails from text

  Extract all email addresses found in text.

• Action
  Extract URLs from text

  Extract all URLs found in text.

• Action
  Find and replace text

  Find and replace text within a string.

• Action
  Format JSON

  Pretty-print JSON with 2-space indentation.

• Action
  Generate barcode

  Build a barcode image URL.

• Action
  Generate lorem ipsum text

  Generate lorem ipsum placeholder text.

• Action
  Generate QR code

  Build a QR-code image URL for any text.

• Action
  Generate UUID

  Generate one or more random UUID v4 values.

• Action
  Get current datetime

  Get current time as Unix, ISO and UTC.

• Action
  Get date difference

  Compute the difference between two dates.

• Action
  Get DNS records

  Get DNS records for a domain.

• Action
  Get HTTP status

  Get the HTTP status code and redirect chain for a URL.

• Action
  Get page meta tags

  Get the title, description and meta tags of a page.

• Action
  Hash password with bcrypt

  Hash a password with bcrypt.

• Action
  Hash text

  Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32).

• Action
  Merge PDF files

  Combine several PDF files into one document.

• Action
  Read image info

  Read an image and return its dimensions, format and EXIF metadata as JSON.

• Action
  Resize image

  Resize an image to exact dimensions (pad, stretch or crop to fill).

• Action
  Resolve domain to IP

  Resolve a domain name to its IP address.

• Action
  Slugify text

  Turn text into a clean URL slug.

• Action
  Spell number as words

  Spell a number out in English words.

• Action
  Split PDF

  Split a PDF into separate files — every page, or custom ranges.

• Action
  Strip HTML tags

  Remove HTML tags from text, leaving plain text.

• Action
  Test regular expression

  Test a regular expression against text and return matches.

• Action
  Validate JSON

  Check whether a string is valid JSON.

• Action
  Watermark PDF

  Stamp a diagonal text watermark across every page of a PDF.

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