Connect Exercise.com and Roam

Both apps 31Exercise.com 19Roam 12

• Trigger
  List Staff

  Triggers when a new staff member becomes available to be assigned tasks.

• Trigger
  New Client

  Triggers when a new user (client) is created in Exercise.com.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Plan Purchased

  Triggers when a member purchases a package or plan.

• Trigger
  New Staff Task

  Triggers when a new staff task is created.

• Trigger
  Session Booked

  Triggers when a member books a session (a new visit appears).

• Action
  Create Staff Task

  Creates a staff task assigned to a staff member, optionally about a member or staff user.

• Action
  Delete Staff Task

  Deletes a staff task.

• Action
  Find User

  Finds an Exercise.com user by user ID and returns the profile, or nothing when no user matches.

• Action
  Get Staff Task

  Returns one staff task with its assignee, status and due time.

• Action
  Get User

  Returns one Exercise.com user's profile: name, contact details, address and body measurements.

• Action
  List Invoices

  Lists invoices, optionally for one user or filtered by status or overdue.

• Action
  List Packages

  Lists the packages (memberships and service bundles) you sell.

• Action
  List Staff Tasks

  Lists staff tasks, optionally filtered by assignee, status or due-date range.

• Action
  List User Packages

  Lists the packages members hold, with status, billing and renewal dates.

• Action
  List Users

  Lists Exercise.com users, newest first, optionally filtered by creation date, IDs or location.

• Action
  List Visits

  Lists member visits (bookings and check-ins), optionally for one user or a date range.

• Action
  Update Staff Task

  Updates a staff task; only the fields you supply change.

• Action
  Update User

  Updates a user's profile; only the fields you supply change. Email cannot be changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.