--- title: "Connect Mendato and Roam - APIANT.ai" description: "When \"New Employee\" fires in Mendato, your agent runs \"Send Channel Message\" in Roam, or \"New Recording\" in Roam to \"Add order\" in Mendato." canonical: "https://apiant.ai/connect/mendato-to-roam" --- # Connect Mendato and Roam When **New Employee** fires in [Mendato](https://apiant.ai/connections/mendato), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Add order** in Mendato. Describe the whole flow and it is built, tested on every scenario and kept running. Mendato **2** triggers Mendato **25** 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 Mendato 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 Mendato and Roam can do together ### From Mendato to Roam - When **New Employee** in Mendato then **Send Channel Message** in Roam - When **New Subcontractor** in Mendato then **Send Direct Message** in Roam ### From Roam to Mendato - When **New Recording** in Roam then **Add order** in Mendato - When **New Transcript** in Roam then **Add ticket** in Mendato 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 Mendato and Roam ## Triggers and actions 8 triggers · 31 actions - Trigger **New Employee** Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger. - Trigger **New Subcontractor** Triggers when a new subcontractor is added in Mendato. - Action **Add employee** Creates a new employee in Mendato. - Action **Add material** GraphQL mutation createMaterial. - Action **Add object** GraphQL mutation createObject (cleaning object/property). - Action **Add order** Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned. - Action **Add prospect** Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object. - Action **Add quote** GraphQL mutation createQuote. - Action **Add supplier** GraphQL mutation createSupplier. - Action **Add ticket** Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato. - Action **Add time record** Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at. - Action **Create Credit Note** Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts. - Action **Create Customer** Creates a new customer (person or company) in Mendato with address, contact and billing details. - Action **Create Estimate** Creates a new estimate - Action **Create Invoice** Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away. - Action **Create Subcontractor** Creates a new subcontractor - Action **Find Customer** Returns up to 100 customers whose number, name, email address or contact person matches the search text. - Action **Find employees by criteria** Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence. - Action **Find invoices by criteria** Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify. - Action **Find Subcontractor** Returns up to 100 subcontractors whose number, name or other details match the search text. - Action **Get customer** Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags. - Action **Get order** Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services. - Action **Get prospect** Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons. - Action **Get Quote** Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items. - Action **Get Supplier** Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details. - Action **Get time record** Returns a single time record by its id, including its date, start and end times, breaks, employee and object. - Action **Update customer** Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values. - 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 - [ **Mendato** Mendato is a cloud-based software for cleaning companies that manages staff, shifts, time tracking, and...](https://apiant.ai/connections/mendato) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from Mendato - [ **Mendato to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mendato-to-salesforce) - [ **Mendato to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mendato-to-slack) - [ **Mendato to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mendato-to-stripe) - [ **Mendato to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mendato-to-shopify) - [ **Mendato to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mendato-to-quickbooks-online) - [ **Mendato to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mendato-to-pipedrive) ## 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 ## Mendato and Roam, answered ### ### What can start an automation from Mendato? Any of Mendato's 2 triggers in the catalog, including New Employee and New Subcontractor. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in Mendato? 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 Mendato? Yes. When something happens in Roam, your agent can act in Mendato too. This page covers both directions: Roam's triggers and Mendato's actions are listed here as well. ### ### Do I have to build a connector for Mendato 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 Mendato 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.