Integrations

Embedding Zapier
The user can now use Zapier to connect Zomentum with thousands of applications to minimize manual effort by automating workflows. To connect an applicat...
Tue, 24 May, 2022 at 5:59 PM
Zomentum Supported Distributors
Zomentum seamlessly integrates with some of the leading distributors across the globe, giving you the ability to fetch real-time pricing and stock availabil...
Tue, 4 Oct, 2022 at 1:52 PM
Etilize Integration
What is Etilize? Etilize provides standardized, eCommerce ready product catalogues containing millions of products, representing thousands of brands. Th...
Sun, 28 May, 2023 at 12:22 AM
Connectwise security roles for API Users
Following are the security role permissions that Zomentum requires while creating an API User in Connectwise.  Module Description Add Level Edit Leve...
Wed, 19 Jun, 2024 at 4:53 PM
User Permissions for KaseyaBMS
This document lists the permissions required for KaseyaBMS integration with Zomentum. The following steps document the process of setting the required p...
Wed, 21 Jun, 2023 at 1:28 PM
Adding Amazon Business as a Zomentum Distributor
This document describes the process of adding Amazon Business as a distributor in Zomentum. Amazon Business is the largest distributor used by many Zome...
Mon, 26 May, 2025 at 5:57 PM
Filtering Audit Logs for PSA and CRM Integrations
Overview With this new feature, users can now apply filters to the audit logs for PSA (Professional Services Automation) and CRM (Customer Relationship Man...
Wed, 10 Jul, 2024 at 4:57 PM
How to Push Zomentum Entity URL to HubSpot Custom Properties?
Users can now push Zomentum entity URLs (such as Client and Opportunity URLs) directly within custom properties in HubSpot. This integration ensures that yo...
Wed, 10 Jul, 2024 at 5:31 PM
How to View Document PO Numbers Synced from Zomentum to Autotask
When clients sign documents in Zomentum, they have the option to add a PO Number, which plays a critical role in invoicing. This PO Number is stored at the ...
Fri, 6 Sep, 2024 at 12:21 AM
Handling Duplicate Products in ConnectWise When Synced with Zomentum
When products are synced from Zomentum to ConnectWise, certain behaviours related to duplicate product identifiers may occur. This is standard behaviour due...
Tue, 10 Sep, 2024 at 9:37 PM