Zomentum Integrations

Name: Zapier
Availability: InStock

Put Zomentum to work with AI and enterprise-grade automation

Automate smarter with Zomentum and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

QuickBooks Online

Accounting

Gravity Forms

Forms & Surveys, WordPress

Autotask

CRM (Customer Relationship Management)

monday.com

Project Management

Google Docs

Documents, Google

Salesforce

CRM (Customer Relationship Management)

Xero

Accounting

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

QuickBooks Online

Accounting

Gravity Forms

Forms & Surveys, WordPress

Autotask

CRM (Customer Relationship Management)

monday.com

Project Management

Google Docs

Documents, Google

HubSpot

Marketing Automation

QuickBooks Online

Accounting

Gravity Forms

Forms & Surveys, WordPress

Autotask

CRM (Customer Relationship Management)

monday.com

Project Management

Google Docs

Documents, Google

Salesforce

CRM (Customer Relationship Management)

Xero

Accounting

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Xero sales invoices from newly approved documents in Zomentum
Premium
Details
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Zomentum + Xero
Create Zomentum clients from new HubSpot companies
Details
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HubSpot + Zomentum
Create or update clients in Zomentum from new Gravity Forms submissions
Details
Try it
Gravity Forms + Zomentum
Add new opportunities in Keap Max Classic to Zomentum
Premium
Details
Try it
Zomentum + Keap Max Classic
Add recently created or updated HubSpot contacts to Zomentum
Details
Try it
HubSpot + Zomentum
Update HubSpot deals for new opportunities updates in Zomentum
Details
Try it
Zomentum + HubSpot

Create Xero sales invoices from newly approved documents in Zomentum

Details

Try it

Zomentum + Xero

Create Zomentum clients from new HubSpot companies

Details

Try it

HubSpot + Zomentum

Create or update clients in Zomentum from new Gravity Forms submissions

Details

Try it

Gravity Forms + Zomentum

Add new opportunities in Keap Max Classic to Zomentum

Details

Try it

Zomentum + Keap Max Classic

Add recently created or updated HubSpot contacts to Zomentum

Details

Try it

HubSpot + Zomentum

Update HubSpot deals for new opportunities updates in Zomentum

Details

Try it

Zomentum + HubSpot

Create estimates in Quickbooks Online from new updates to quotes in Zomentum

Details

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Zomentum + Filter by Zapier + QuickBooks Online

Send outbound emails when new documents are approved in Zomentum

Details

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Zomentum + Email by Zapier

Add new Zomentum opportunity updates to Autotask

Details

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Zomentum + Autotask

Update Zomentum opportunities with new deals from ActiveCampaign

Details

Try it

ActiveCampaign + Zomentum

Create Freshservice tickets when new documents are updated in Zomentum

Details

Try it

Zomentum + Freshservice

Create new Zomentum clients, contacts, and opportunities from new Gravity Forms submissions

Details

Try it

Gravity Forms + Zomentum

Create estimates in Quickbooks Online from new updates to quotes in Zomentum
Premium
Details
Try it
Zomentum + Filter by Zapier + QuickBooks Online
Send outbound emails when new documents are approved in Zomentum
Details
Try it
Zomentum + Email by Zapier
Add new Zomentum opportunity updates to Autotask
Details
Try it
Zomentum + Autotask
Update Zomentum opportunities with new deals from ActiveCampaign
Details
Try it
ActiveCampaign + Zomentum
Create Freshservice tickets when new documents are updated in Zomentum
Details
Try it
Zomentum + Freshservice
Create new Zomentum clients, contacts, and opportunities from new Gravity Forms submissions
Details
Try it
Gravity Forms + Zomentum

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.

Client Created
Triggers when a new client is created.
Trigger
Polling
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Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
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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

Client Updated
Triggers when a client is updated.
Trigger
Polling
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Contact Updated
Triggers when a contact is update.
Trigger
Polling
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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 builders

Let your AI safely access Zomentum

Go beyond Zap workflows. Install Zapier in your AI to call Zomentum actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Zomentum from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create or Update Client
Create or Update Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Zomentum actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Zomentum connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "zomentum", owner: "me" });

await zapier.runAction({
  app: 'zomentum',
  action: 'create_update_client_company',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Zomentum Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Zomentum Integrations

Put Zomentum to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Xero sales invoices from newly approved documents in Zomentum

Create Zomentum clients from new HubSpot companies

Create or update clients in Zomentum from new Gravity Forms submissions

Add new opportunities in Keap Max Classic to Zomentum

Add recently created or updated HubSpot contacts to Zomentum

Update HubSpot deals for new opportunities updates in Zomentum

Create Xero sales invoices from newly approved documents in Zomentum

Create Zomentum clients from new HubSpot companies

Create or update clients in Zomentum from new Gravity Forms submissions

Add new opportunities in Keap Max Classic to Zomentum

Add recently created or updated HubSpot contacts to Zomentum

Update HubSpot deals for new opportunities updates in Zomentum

Create estimates in Quickbooks Online from new updates to quotes in Zomentum

Send outbound emails when new documents are approved in Zomentum

Add new Zomentum opportunity updates to Autotask

Update Zomentum opportunities with new deals from ActiveCampaign

Create Freshservice tickets when new documents are updated in Zomentum

Create new Zomentum clients, contacts, and opportunities from new Gravity Forms submissions

Create estimates in Quickbooks Online from new updates to quotes in Zomentum

Send outbound emails when new documents are approved in Zomentum

Add new Zomentum opportunity updates to Autotask

Update Zomentum opportunities with new deals from ActiveCampaign

Create Freshservice tickets when new documents are updated in Zomentum

Create new Zomentum clients, contacts, and opportunities from new Gravity Forms submissions

Let your AI safely access Zomentum

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Zomentum Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Zomentum Integrations

Popular Zomentum Integrations

Connect Your App Accounts to Zapier