The Zapier integration will allow you to either trigger actions in your software or in Zomentum based on what you require.  


To integrate any software or webapp with Zomentum you would need

  •  Access to the said web app 
  • Access to a Zomentum account 
  • A basic flow of what you want to build within Zapier. 

Available triggers for Zomentum app

  • Opportunity created
  • Client created
  • Client contact created
  • Document Approved

Available actions for Zomentum app

  • Update or create Opportunity
  • Update or create Client
  • Update or create Client contact