--- title: "Zomentum integrations and MCP server - APIANT.ai" description: "Connect Zomentum to any other app, or use it from your AI client over MCP. Zomentum is a sales funnel management tool built for MSPs" canonical: "https://apiant.ai/connections/zomentum" --- # Zomentum integrations Connect Zomentum to any other app, or use it from your AI client over MCP. Zomentum is a sales funnel management tool built for MSPs Connects with an API key [zomentum.com](https://zomentum.com/) **10** triggers **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 to automate with Zomentum? 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) Popular ## Zomentum with the apps people pair it with most - [ **HubSpot to Zomentum** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zomentum) - [ **Salesforce to Zomentum** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zomentum) - [ **Slack to Zomentum** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zomentum) - [ **Google Sheets to Zomentum** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zomentum) - [ **Gmail to Zomentum** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zomentum) - [ **Google Calendar to Zomentum** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zomentum) - [ **Google Drive to Zomentum** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-zomentum) - [ **Mailchimp to Zomentum** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-zomentum) Pair it ## Connect Zomentum with another app - [ **HubSpot to Zomentum**](https://apiant.ai/connect/hubspot-to-zomentum) - [ **Salesforce to Zomentum**](https://apiant.ai/connect/salesforce-to-zomentum) - [ **Slack to Zomentum**](https://apiant.ai/connect/slack-to-zomentum) - [ **Google Sheets to Zomentum**](https://apiant.ai/connect/google-sheets-to-zomentum) - [ **Gmail to Zomentum**](https://apiant.ai/connect/gmail-to-zomentum) - [ **Google Calendar to Zomentum**](https://apiant.ai/connect/google-calendar-to-zomentum) - [ **Google Drive to Zomentum**](https://apiant.ai/connect/google-drive-to-zomentum) - [ **Mailchimp to Zomentum**](https://apiant.ai/connect/mailchimp-to-zomentum) - [ **Stripe to Zomentum**](https://apiant.ai/connect/stripe-to-zomentum) - [ **Shopify to Zomentum**](https://apiant.ai/connect/shopify-to-zomentum) - [ **QuickBooks Online to Zomentum**](https://apiant.ai/connect/quickbooks-online-to-zomentum) - [ **Pipedrive to Zomentum**](https://apiant.ai/connect/pipedrive-to-zomentum) - [ **ActiveCampaign to Zomentum**](https://apiant.ai/connect/activecampaign-to-zomentum) - [ **Notion to Zomentum**](https://apiant.ai/connect/notion-to-zomentum) - [ **Airtable to Zomentum**](https://apiant.ai/connect/airtable-to-zomentum) - [ **Trello to Zomentum**](https://apiant.ai/connect/trello-to-zomentum) - [ **Asana to Zomentum**](https://apiant.ai/connect/asana-to-zomentum) - [ **JIRA to Zomentum**](https://apiant.ai/connect/jira-to-zomentum) - [ **ClickUp to Zomentum**](https://apiant.ai/connect/clickup-to-zomentum) - [ **Zomentum to Zoom**](https://apiant.ai/connect/zomentum-to-zoom) - [ **Discord to Zomentum**](https://apiant.ai/connect/discord-to-zomentum) - [ **Twilio to Zomentum**](https://apiant.ai/connect/twilio-to-zomentum) - [ **SendGrid to Zomentum**](https://apiant.ai/connect/sendgrid-to-zomentum) - [ **Outlook to Zomentum**](https://apiant.ai/connect/outlook-to-zomentum) - [ **Intercom to Zomentum**](https://apiant.ai/connect/intercom-to-zomentum) - [ **Freshdesk to Zomentum**](https://apiant.ai/connect/freshdesk-to-zomentum) - [ **Klaviyo to Zomentum**](https://apiant.ai/connect/klaviyo-to-zomentum) - [ **Brevo to Zomentum**](https://apiant.ai/connect/brevo-to-zomentum) - [ **Typeform to Zomentum**](https://apiant.ai/connect/typeform-to-zomentum) - [ **JotForm to Zomentum**](https://apiant.ai/connect/jotform-to-zomentum) - [ **Calendly to Zomentum**](https://apiant.ai/connect/calendly-to-zomentum) - [ **PandaDoc to Zomentum**](https://apiant.ai/connect/pandadoc-to-zomentum) - [ **Webflow to Zomentum**](https://apiant.ai/connect/webflow-to-zomentum) - [ **Wix to Zomentum**](https://apiant.ai/connect/wix-to-zomentum) - [ **Zomentum to LinkedIn**](https://apiant.ai/connect/zomentum-to-linkedin) - [ **Zomentum to Facebook**](https://apiant.ai/connect/zomentum-to-facebook) - [ **Instagram to Zomentum**](https://apiant.ai/connect/instagram-to-zomentum) - [ **OpenAI to Zomentum**](https://apiant.ai/connect/openai-to-zomentum) - [ **Zomentum to Anthropic**](https://apiant.ai/connect/zomentum-to-anthropic) - [ **OneDrive to Zomentum**](https://apiant.ai/connect/onedrive-to-zomentum) - [ **Google Docs to Zomentum**](https://apiant.ai/connect/google-docs-to-zomentum) - [ **Ontraport to Zomentum**](https://apiant.ai/connect/ontraport-to-zomentum) - [ **Freshworks CRM to Zomentum**](https://apiant.ai/connect/freshworks-crm-to-zomentum) - [ **GoHighLevel to Zomentum**](https://apiant.ai/connect/gohighlevel-to-zomentum) - [ **Capsule CRM to Zomentum**](https://apiant.ai/connect/capsule-crm-to-zomentum) - [ **Copper to Zomentum**](https://apiant.ai/connect/copper-to-zomentum) - [ **Streak to Zomentum**](https://apiant.ai/connect/streak-to-zomentum) - [ **NetHunt CRM to Zomentum**](https://apiant.ai/connect/nethunt-crm-to-zomentum) - [ **MINDBODY to Zomentum**](https://apiant.ai/connect/mindbody-to-zomentum) - [ **Zomentum to Supabase**](https://apiant.ai/connect/zomentum-to-supabase) - [ **PostgreSQL to Zomentum**](https://apiant.ai/connect/postgresql-to-zomentum) - [ **MySQL to Zomentum**](https://apiant.ai/connect/mysql-to-zomentum) - [ **Vercel to Zomentum**](https://apiant.ai/connect/vercel-to-zomentum) - [ **Zomentum to ElevenLabs**](https://apiant.ai/connect/zomentum-to-elevenlabs) - [ **PagerDuty to Zomentum**](https://apiant.ai/connect/pagerduty-to-zomentum) - [ **Zomentum to Pushover**](https://apiant.ai/connect/zomentum-to-pushover) - [ **Gravity Forms to Zomentum**](https://apiant.ai/connect/gravity-forms-to-zomentum) - [ **HubSpot Enterprise to Zomentum**](https://apiant.ai/connect/hubspot-enterprise-to-zomentum) - [ **Google Forms to Zomentum**](https://apiant.ai/connect/google-forms-to-zomentum) - [ **Facebook Lead Ads to Zomentum**](https://apiant.ai/connect/facebook-lead-ads-to-zomentum) What your agent can do with Zomentum ## Triggers and actions 10 triggers · 21 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. Reviews ## What our customers say Questions ## Zomentum, answered ### ### Is there a Zomentum MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Zomentum. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Zomentum actions on demand, or have APIANT build, test and run automations that use Zomentum. Nothing to install. ### ### 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 Zomentum? Any of Zomentum's 21 actions, including Update task, Add call log, Add meeting and Add task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Zomentum directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Zomentum two ways. Ask it to do something in Zomentum 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Zomentum API? No. APIANT connects to the Zomentum API for you, with your Zomentum API key. Describe what you want in plain language and your agent builds it on the Zomentum triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Zomentum API documentation and adds it. ### ### Which apps can Zomentum connect to? Any app in the catalog; the list on this page pairs Zomentum with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.