Zomentum Autotask

Add new Zomentum opportunity updates to Autotask.

When an opportunity status updates in Zomentum, push those updates to Autotask.

Try:

See all Zomentum + Autotask integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Zomentum Explore Zomentum →

Triggers
New contact or lead

Fires when a new contact or lead is added to Zomentum.

Contact updated

Fires when a field on a contact changes in Zomentum.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Zomentum.

Deal won

Fires when a deal is marked won in Zomentum.

Actions
Create or update contact

Creates or updates a contact in Zomentum.

Create deal

Creates a new deal in Zomentum.

Update record stage

Moves a deal or record to a new stage in Zomentum.

Log activity

Logs a call, email, or note against a record in Zomentum.

Autotask Explore Autotask →

Triggers
New ticket

Fires when a new ticket or incident is logged in Autotask.

Ticket updated

Fires when a ticket or incident is updated in Autotask.

New record

Fires when a new user, client or device record is added in Autotask.

Actions
Create ticket

Creates a ticket or incident in Autotask.

Update ticket

Updates an existing ticket or incident in Autotask.

Add note

Adds a note to a ticket in Autotask.

Create a client when a deal is won When a deal closes in Zomentum, create the client and its main contact in Autotask. See details
Log tickets on the customer record When a new ticket is logged in Autotask, add an activity to the matching company in Zomentum. See details
Keep contact details in sync When a contact is updated in Zomentum, update the matching requester or client user in Autotask. See details

See all Zomentum + Autotask integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add new Zomentum opportunity updates to Autotask.” between Zomentum and Autotask?

Yes — describe it in the box above and Knit's Integrations Agent researches Zomentum and Autotask's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why connect a CRM to an IT service management tool?

For managed service providers and internal IT teams, Zomentum holds the customer relationship while Autotask holds the tickets. Linking them keeps both views of the same client in step.

Can a closed deal create a client in the service desk?

Yes. When a deal is won in Zomentum, you can create the matching client or requester in Autotask so support can start straight away.

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