Connect Mercury Connect and Roam

Both apps 26Mercury Connect 14Roam 12

• Trigger
  Deleted Opportunity

  Triggers when an opportunity is deleted in Mercury.

• Trigger
  Deleted Person

  Triggers when a person is deleted in Mercury.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Mercury.

• Trigger
  New Person

  Triggers when a new person is created in Mercury.

• Trigger
  Opportunity Status Updated

  Triggers when an opportunity's status changes in Mercury.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated in Mercury.

• Trigger
  Updated Person

  Triggers when a person is updated in Mercury.

• Action
  Attach a Person to an Opportunity

  Attaches an existing person to an opportunity as a related party, such as the primary applicant.

• Action
  Create Opportunity

  Creates a new opportunity (loan deal) in Mercury and returns its ID.

• Action
  Create Person

  Creates a new person (contact) in Mercury and returns the new person's ID.

• Action
  Find an Opportunity

  Finds the first opportunity in Mercury whose name matches.

• Action
  Find a Person

  Finds the first person in Mercury whose name matches.

• Action
  Update an Opportunity

  Updates an existing opportunity in Mercury.

• Action
  Update a Person

  Updates an existing person (contact) in Mercury.

• 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.