Connect Mateo and Zomentum to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Created" from Mateo.

Add your action

An action happens after the trigger—such as "Create or Update Client" in Zomentum.

You’re connected!

Zapier seamlessly connects Mateo and Zomentum, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- CountryCode
- PhoneNumber
Action
Write
- To Handle
  Required
- To Full Name
- Conversation Id
- Conversation Status
- From
  Required
- Placeholder Values
- Reply To Message Id
- Review Channel Id
- Send After
- Subject
- Template Id
  Required
Action
Write

- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search

- Contact Id
- Conversation Id
- Id
- Status
Action
Search
- Id
- Name
Action
Search
Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
Try It
Document Updated
Triggers when Document is updated.
Trigger
Polling
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
Try It
- ClientCompanyId
- name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
  Required
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserId
  Required
Action
Search

- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
  Required
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- From
  Required
- Marketing Channel Id
- Placeholder Values
- Require Marketing Opt In
  Required
- Review Channel Id
- Send After
- Template Id
  Required
- Full Name
- Handle
  Required
- To Segments
Action
Write
- Id
- Name
Action
Search
- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search
- Id
- Name
Action
Search
- Id
- Key
- Name
Action
Search
Client Updated
Triggers when a client is updated.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is update.
Trigger
Polling
Try It
Document Created
Triggers when a new Document is created.
Trigger
Polling
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Polling
Try It
- ClientCompanyId
- email
  Required
- phone
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write
- OpportunityId
  Required
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search

For AI agents & developers

Use Mateo and Zomentum with AI agents and code

Beyond Zap workflows. Call Mateo and Zomentum actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Mateo and Zomentum actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact Details
Create or Update Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Mateo and Zomentum actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* mateo / zomentum action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Mateo and Zomentum to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Mateo to Zomentum integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Mateo

Mateo is the platform for GDPR-compliant communication between businesses and customers, automating workflows and connecting apps seamlessly.

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Related categories

Communication

About Zomentum

Zomentum is a sales funnel management tool built for MSPs