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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 Zomentum PartnerAlign.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects Zomentum PartnerAlign and Formatter by Zapier, 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.

Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Client Created
Triggers when a new client is created.
Trigger
Polling
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Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
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Get All Opportunity Shared by Partner
Triggers when to fetch all Opportunity Shared by Partner.
Trigger
Polling
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Vendor Partner Invited
Triggers when a partner is invited by the vendor.
Trigger
Polling
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- ClientCompanyId
- name
  Required
- Owner
- Partner Manager Id
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Won Reason
- Loss Reason
- Contact Type
Action
Write

- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Contact Updated
Triggers when a contact is update.
Trigger
Polling
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Client Updated
Triggers when a client is updated.
Trigger
Polling
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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Users
Triggers when fetch owner while creating client.
Trigger
Polling
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Vendor Partner Status Update
Triggers when a partner accepts/rejects an invitation.
Trigger
Polling
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- ClientContactId
- ClientCompanyName
  Required
- ClientCompanyId
- first
  Required
- last
Action
Write
- id
- Email
  Required
- Full Name
- Company Name
  Required
- Currency
- Status
Action
Write
- ClientUserId
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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25m

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

Connect Zomentum PartnerAlign and Formatter by Zapier to integrate crucial parts of your business

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Learn how to automate Formatter by Zapier on the Zapier blog

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About Zomentum PartnerAlign

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

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Related categories

Sales & CRM

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.