Motion + Zomentum

Create new Motion projects for each new client created in Zomentum

Streamline your business processes with this convenient workflow that connects Zomentum and Motion. Every time a new client is added in Zomentum, a project gets created in Motion, making it easier to organize tasks and responsibilities. This automation not only saves time but also ensures your projects align with your client base.

When this happens...
Client Created
Triggers when a new client is created.
TriggerPolling
automatically do this!
Create Project
Creates a new Motion Project
ActionWrite

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Supported triggers and actions

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
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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- ClientCompanyId
- nameRequired
- companyTypeRequired
- 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
- 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
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search
- Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
Action
Write
- Workspace IDRequired
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
Action
Write

Client Updated
Triggers when a client is updated.
Trigger
Polling
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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
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- 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
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search
- Workspace IDRequired
- Task NameRequired
- ScheduleRequired
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- WorkspaceRequired
- Include All Statuses
Action
Search

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

Learn more