Autotask + Zomentum
Add new Zomentum opportunity updates to Autotask
With this template, when an opportunity is updated in Zomentum, it will also be updated in Autotask.
With this template, when an opportunity is updated in Zomentum, it will also be updated in Autotask.
- When this happens...
Opportunity UpdatedTriggers when Opportunity is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update OpportunityUpdates an opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact Created
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDocument Approved
Triggers when to get items details for the approved document.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDocument Updated
Triggers when Document is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when Opportunity is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClientCompanyId
nameRequired
companyTypeRequired
logo
Address Line 1
Address Line 2
pincode
state
country
phone
City
Website
Owner
Source
Campaign
TwitterURL
FacebookURL
LinkedURL
DateAcquired
Owner Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityId
NameRequired
Client NameRequired
Contact Email
Opportunity Type
Opportunity PipelineRequired
Opportunity StageRequired
Estimated Close Date
Client Purchase Order (P.O.) Number
Close Probability
first nameRequired
Last name
Contact Type
Estimated Value
Source
Campaign
Owner Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientUserIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany
Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Client Updated
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact is update.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDocument Created
Triggers when a new Document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Created
Triggers when a new Opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUsers
Triggers when fetch owner while creating client.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClientCompanyId
emailRequired
phone
clientCompanyNameRequired
contactType
firstRequired
last
JobTitle
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityIdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientCompanyIdRequired
GetOpportunities
GetClientContact
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunityIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany
Assigned To Resource ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Submitter IDRequired
Organizational Level Association ID
reimbursement Currency Cash Advance Amount
Reimbursement Currency ID
The week ending date (YYYY-MM-DD)Required
Status
Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Time Entry
Creates a Time Entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Ticket Number
Title
Ticket Type
Created By
Assigned To
Completed By
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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