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Momentifi Integrations

CRM (Customer Relationship Management)

Put Momentifi to work with AI and enterprise-grade automation

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Launch your first automated workflow

  • Create new Momentifi contacts from leadPops leads with ease

    • leadPops logo
    • Momentifi logo
    leadPops + Momentifi
  • Create new Momentifi contacts from leadPops leads with ease

    • leadPops logo
    • Momentifi logo
    leadPops + Momentifi
    • 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 Email
          Required
        • Contact Tag
          Required
        Action
        Write
        • Email
          Required
        • Contact Tag
          Required
        Action
        Write
        • First Name
          Required
        • Last Name
          Required
        • Email
          Required
        • Phone Number
          Required
        • Street
        • City
        • State
        • Zip
        • Contact Tag
        Action
        Write
        • Email Identifier
          Required
        • First Name
          Required
        • Last Name
          Required
        • Email
          Required
        • Phone Number
          Required
        • Street
        • City
        • State
        • Zip
        Action
        Write

      For builders

      Let your AI safely access Momentifi

      Go beyond Zap workflows. Install Zapier in your AI to call Momentifi 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 Momentifi 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

      • Add Contact Tag
      • Create Contact

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Momentifi 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 Momentifi connection @ https://zapier.com/ja/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "momentifi", owner: "me" });
      
      await zapier.runAction({
        app: 'momentifi',
        action: 'add_contact_tag',
        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.

      Momentifi Help & Support

      Common questions

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      About Momentifi
      Momentifi Integration with the Momentifi, Relationship Planner or CMPS applications
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