Connect Knack and Roam

Both apps 24Knack 12Roam 12

• Trigger
  New View Record

  Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.

• Action
  Create Record

  Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).

• Action
  Create View Record

  create a record through a view, including inserting a connected record (view-based)

• Action
  Delete Record

  Delete a record from a Knack object by ID.

• Action
  Delete View Record

  delete a record through a view (view-based)

• Action
  Get Record

  Retrieve a single record by ID from a Knack object.

• Action
  Get View Record

  Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.

• Action
  List Records

  Retrieve records from a Knack object, with optional paging and filters.

• Action
  List View Records

  retrieve records through a view (view-based, applies view permissions/filters)

• Action
  Update Record

  Update an existing record in a Knack object by ID.

• Action
  Update View Record

  update a record through a view (view-based)

• Action
  Upload File or Image

  upload a file or image asset to associate with a record field

• 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.