--- title: "Connect Debitura and Roam - APIANT.ai" description: "When \"New Case\" fires in Debitura, your agent runs \"Send Channel Message\" in Roam, or \"New Recording\" in Roam to \"Add Case Message\" in Debitura." canonical: "https://apiant.ai/connect/debitura-to-roam" --- # Connect Debitura and Roam When **New Case** fires in [Debitura](https://apiant.ai/connections/debitura), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Add Case Message** in Debitura. Describe the whole flow and it is built, tested on every scenario and kept running. Debitura **1** trigger Debitura **11** 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 Debitura and Roam to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Debitura and Roam can do together ### From Debitura to Roam - When **New Case** in Debitura then **Send Channel Message** in Roam - When **New Case** in Debitura then **Send Direct Message** in Roam ### From Roam to Debitura - When **New Recording** in Roam then **Add Case Message** in Debitura - When **New Transcript** in Roam then **Upload File to Case** in Debitura 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 Debitura and Roam ## Triggers and actions 7 triggers · 17 actions - Trigger **New Case** Triggers when a new collection case appears in your Debitura account. - Action **Add Case Message** Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it. - Action **Check Collection Eligibility** Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case. - Action **Create Case** Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it. - Action **Find Case** Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case. - Action **Find Payment** Finds one payment recorded on a Debitura case, by the payment's id, and returns it. - Action **Get Case Files** Returns the documents attached to a collection case. - Action **Get Case Messages** Returns the messages posted on a Debitura collection case, in the order they were sent. - Action **Get Case Timeline** Returns everything that has happened on a collection case, in order, plus the stage the case has reached. - Action **Get Contract Status** Returns whether the agreements needed to collect on a case have been signed yet. - Action **Preview Case** Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created. - Action **Upload File to Case** Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster. - 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 - [ **Debitura** Debitura is a platform that automates global debt collection—create cases free, track progress, and recover...](https://apiant.ai/connections/debitura) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from Debitura - [ **Debitura to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/debitura-to-hubspot) - [ **Debitura to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/debitura-to-salesforce) - [ **Debitura to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/debitura-to-slack) - [ **Debitura to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/debitura-to-google-sheets) - [ **Debitura to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/debitura-to-gmail) - [ **Debitura to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/debitura-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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Debitura and Roam, answered ### ### What can start an automation from Debitura? Any of Debitura's 1 trigger in the catalog, including New Case. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in Debitura? 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 Debitura? Yes. When something happens in Roam, your agent can act in Debitura too. This page covers both directions: Roam's triggers and Debitura's actions are listed here as well. ### ### Do I have to build a connector for Debitura 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. ### ### Can my AI client use Debitura and Roam without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.