Zomentum API

The common use is a sales agent on Zomentum: it drafts a quote or a managed services proposal from your template and your product catalog for a rep to review and send, checks each quote’s margins, finds proposals waiting on the customer and drafts the follow-up, reports your pipeline and expected MRR, and tells your team when a proposal is won.

Automatically enabled when you configure Zomentum permissions in your agent workflow, or on a dashboard.

What It Does

Read, create, update and delete clients, and read, create and update their contacts
Read, create, update and delete opportunities, and read pipelines and their stages
Read documents (quotes, proposals, contracts, assessments) with their status, totals and products, and the account’s templates
Create a document from a template, add a pricing table with priced line items, and order the document’s blocks
Read, create, update and delete products with their prices and costs, and read, create and update tax regions and categories
Read, create, update and delete sales tasks, call logs, email logs and meetings
Read the account’s settings, users and custom fields, and its webhooks

A person sends each document from Zomentum, where your approval rules apply. Neo drafts.

Permission Groups

Group	Covers
Clients & Contacts	Client companies and their contacts, with the PSA they synced from; create, update and delete clients, create and update contacts
Opportunities & Pipelines	Opportunities with their value, stage, owner and close dates, and the pipelines; create, update and delete opportunities
Quotes & Proposals	Documents with their status, totals and products, their blocks and pricing tables, and templates; create documents and blocks, order a document’s blocks, and add assessment categories and issues
Products & Tax	The product catalog with prices and costs, and tax regions and categories; create, update and delete products, create and update tax regions and categories
Sales Activities	Sales tasks, call logs, email logs and meetings; create, update and delete
Account & Users	The account’s settings, users and custom field definitions. Read only
Webhooks	Webhooks that send Zomentum changes to another address; create, update and delete

Access Profiles

Profile	What runs on its own	What asks a technician
Read Only	Every read	No write is allowed
Helpdesk	Every read but webhooks	Every write
IT Admin	Every read; drafting documents and changing clients, contacts, opportunities and sales activities	Product prices, tax setup and webhooks, and a write that stores a credential
Full Automation	Every read and every write	A write that stores a credential or a webhook header

Safety Controls

Control	Behavior
A stored credential asks	A write that sets a credential, or a webhook’s headers, always asks a technician first, whatever the group’s setting
Hidden values	Tokens, document signing links, webhook header values and the settings of the systems your account connected are hidden from the agent, and a write that sends one back is refused
No block removed	When the agent orders a document’s blocks, every block it leaves out is kept after its list
Only documented calls	Neo sends only the calls in Zomentum’s published API, and refuses any other write. It never calls the token refresh or the file download
The API User’s own role	Neo acts as your Zomentum API User, so Zomentum refuses what that user’s role may not do

Getting started

Core

Triggered & Scheduled Agents

Chat Agents

Integrations

Product

Workflows

Customizing Neo

What It Does

Permission Groups

Access Profiles

Safety Controls

​What It Does

​Permission Groups

​Access Profiles

​Safety Controls

What It Does

Permission Groups

Access Profiles

Safety Controls