# Connect BaseLinker and Roam When **New Order** fires in [BaseLinker](https://apiant.ai/connections/baselinker), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Add Invoice** in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running. BaseLinker **1** trigger BaseLinker **24** actions Roam **6** triggers Roam **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BaseLinker and Roam to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What BaseLinker and Roam can do together ### From BaseLinker to Roam - When **New Order** in BaseLinker then **Send Channel Message** in Roam - When **New Order** in BaseLinker then **Send Direct Message** in Roam ### From Roam to BaseLinker - When **New Recording** in Roam then **Add Invoice** in BaseLinker - When **New Transcript** in Roam then **Add Order** in BaseLinker Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with BaseLinker and Roam ## Triggers and actions 7 triggers · 30 actions - Trigger **New Order** Triggers when a new confirmed order appears in the BaseLinker order manager. - Action **Add a Tracking Number** Adds a tracking number from a courier shipment created outside BaseLinker to an order. - Action **Add CRM client** Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID. - Action **Add Invoice** Issues an invoice for an order in the BaseLinker order manager. - Action **Add Order** Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID. - Action **Add order product** Adds a product line item to an existing BaseLinker order and returns the new item's id. - Action **Add order return** Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID. - Action **Add Payment** Records a payment on a BaseLinker order, setting the order's paid amount, date and comment. - Action **Add product** Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID. - Action **Delete order** Deletes an order from the BaseLinker order manager. - Action **Delete product** Deletes a product from a BaseLinker product catalog. - Action **Find orders** Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders. - Action **Get CRM clients** Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients. - Action **Get Order Fields** Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options. - Action **Get Order Package** Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status. - Action **Get Order Returns** Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time). - Action **Get product** Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants. - Action **List inventories** Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses. - Action **List order statuses** Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups. - Action **List products** Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock. - Action **Update Order** Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed. - Action **Update Order Status** Changes the status of a BaseLinker order to the status you choose. - Action **Update product** Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed. - Action **Update product prices** Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group. - Action **Update product stock** Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse. - Trigger **Lobby Booked** Triggers when a lobby is booked. - Trigger **New Recording** Triggers when a new meeting recording is saved in your Roam. - Trigger **New Transcript** Triggers when a new transcript is saved in your Roam. - Trigger **On-Air: Event Created** Triggers when a new On-Air event is created. - Trigger **On-Air: Guest Added** Triggers when a guest is added to an On-Air event. - Trigger **On-Air: Guest RSVP Changed** Triggers when a guest changes their RSVP status on an On-Air event. - Action **Create Meeting Link** Creates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times. - Action **Find User by Email** Looks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status. - Action **On-Air: Add Guest** Adds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest. - Action **On-Air: Find Event** Returns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches. - Action **Send Channel Message** Posts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread. - Action **Send Direct Message** Sends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread. ## Each app on its own - [ **BaseLinker** BaseLinker is a cloud-based system integrating 1000+ marketplaces, stores, carriers, accounting and many more.](https://apiant.ai/connections/baselinker) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from BaseLinker - [ **BaseLinker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/baselinker-to-hubspot) - [ **BaseLinker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/baselinker-to-salesforce) - [ **BaseLinker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/baselinker-to-slack) - [ **BaseLinker to Google Sheets** Google Sheets](https://apiant.ai/connect/baselinker-to-google-sheets) - [ **BaseLinker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/baselinker-to-gmail) - [ **BaseLinker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/baselinker-to-google-calendar) ## More into Roam - [ **HubSpot to Roam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-roam) - [ **Slack to Roam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-roam) - [ **Google Sheets to Roam** Google Sheets](https://apiant.ai/connect/google-sheets-to-roam) - [ **Gmail to Roam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-roam) - [ **Google Drive to Roam** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-roam) - [ **Mailchimp to Roam** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-roam) Questions ## BaseLinker and Roam, answered ### ### What can start an automation from BaseLinker? Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in BaseLinker? Any of Roam's 6 actions, including Create Meeting Link, Send Channel Message, Send Direct Message and Find User by Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Roam to BaseLinker? Yes. When something happens in Roam, your agent can act in BaseLinker too. This page covers both directions: Roam's triggers and BaseLinker's actions are listed here as well. ### ### Do I have to build a connector for BaseLinker or Roam? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.