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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

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

Add your action

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

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Customers have created over 25 million Zaps on the platform

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

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Connect Zomentum and Zomentum PartnerAlign 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.

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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.

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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.

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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.

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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.

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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.

triggers, actions, or triggers and actions

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
- ClientCompanyId
- name
  Required
- clientCompanyName
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first
  Required
- last
- contactType
- 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
- ClientCompanyId
Action
Search
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
Try It
Get All Opportunity Shared by Partner
Triggers when to fetch all Opportunity Shared by Partner.
Trigger
Polling
Try It
Vendor Partner Invited
Triggers when a partner is invited by the vendor.
Trigger
Polling
Try It
- ClientCompanyId
- name
  Required
- Owner
- Partner Manager Id
Action
Write
- ClientCompanyId
- name
  Required
- ClientCompanyName
  Required
- Contact Email
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Won Reason
- Loss Reason
- contactType
Action
Write
- ClientCompanyId
- GetOpportunities
- GetClientContact
Action
Search
- ClientCompanyId
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
- ClientCompanyId
- name
  Required
- clientCompanyName
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first
  Required
- last
- contactType
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
- GetOpportunities
- GetClientContact
Action
Search
- ClientCompanyId
Action
Search
Contact Updated
Triggers when a contact is update.
Trigger
Polling
Try It
Client Updated
Triggers when a client is updated.
Trigger
Polling
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Polling
Try It
Vendor Partner Status Update
Triggers when a partner accepts/rejects an invitation.
Trigger
Polling
Try It
- ClientCompanyId
- ClientCompanyName
  Required
- ClientCompanyId
- first
  Required
- last
Action
Write
- ClientCompanyId
- email
  Required
- Full Name
- Company Name
  Required
- Currency
- Status
Action
Write
- ClientCompanyId
Action
Search

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zomentum PartnerAlign

Zomentum PartnerAlign makes it easier for SaaS companies to support their Partners, grow their channel programs, and scale revenue.

Related categories

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