--- title: "Connect Order Sender and Roam - APIANT.ai" description: "When \"New Client\" fires in Order Sender, your agent runs \"Send Channel Message\" in Roam, or \"New Recording\" in Roam to \"Export Orders\" in Order Sender." canonical: "https://apiant.ai/connect/order-sender-to-roam" --- # Connect Order Sender and Roam When **New Client** fires in [Order Sender](https://apiant.ai/connections/order-sender), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Export Orders** in Order Sender. Describe the whole flow and it is built, tested on every scenario and kept running. Order Sender **3** triggers Order Sender **22** 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 Order Sender 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 Order Sender and Roam can do together ### From Order Sender to Roam - When **New Client** in Order Sender then **Send Channel Message** in Roam - When **New Order** in Order Sender then **Send Direct Message** in Roam ### From Roam to Order Sender - When **New Recording** in Roam then **Export Orders** in Order Sender - When **New Transcript** in Roam then **Export Clients** in Order Sender 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 Order Sender and Roam ## Triggers and actions 9 triggers · 28 actions - Trigger **New Client** Triggers when a new customer is added to your Order Sender Business account. - Trigger **New Order** Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days. - Trigger **New Product** Triggers when a new product is added to your Order Sender catalog. - Action **Delete Discount** Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category. - Action **Delete Payment Condition** Deletes a payment condition from Order Sender Business by its code. - Action **Delete Product** Deletes a product of a supplier by its product code. - Action **Delete Secondary Address** Deletes a customer's secondary address, identified by the customer code and the address name. - Action **Export Clients** Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents. - Action **Export Commissions** Returns the commission rules defined in Order Sender Business, optionally limited to one supplier. - Action **Export Discounts** Returns the discounts defined in Order Sender Business, optionally only those for one customer. - Action **Export Orders** Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers. - Action **Export Payment Conditions** Returns the payment conditions defined in Order Sender, optionally limited to one supplier. - Action **Export Price Lists** Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier. - Action **Export Products** Returns the products in your Order Sender account, optionally limited to one supplier. - Action **Export Secondary Addresses** Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer. - Action **Export Suppliers** Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings. - Action **Import Client** Creates or updates a customer in Order Sender Business, matched by its unique customer code. - Action **Import Client Payment Condition** Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier. - Action **Import Commission** Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business. - Action **Import Discount** Creates or updates a discount for a customer and supplier, optionally limited to a product or product category. - Action **Import Payment Condition** Creates or updates a payment condition in Order Sender by its code. - Action **Import Price List** Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry. - Action **Import Product** Creates or updates a product in the Order Sender catalog. - Action **Import Secondary Address** Creates or updates a secondary address (sede) for a customer in Order Sender Business. - Action **Import Supplier** Creates or updates a supplier in Order Sender Business, matched by its unique supplier code. - 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 - [ **Order Sender** Order Sender is a Mobile Sales tool for Order Collection, designed for Sales Networks and Sales Agents.](https://apiant.ai/connections/order-sender) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from Order Sender - [ **Order Sender to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/order-sender-to-salesforce) - [ **Order Sender to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/order-sender-to-slack) - [ **Order Sender to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/order-sender-to-stripe) - [ **Order Sender to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/order-sender-to-shopify) - [ **Order Sender to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/order-sender-to-quickbooks-online) - [ **Order Sender to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/order-sender-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 ## Order Sender and Roam, answered ### ### What can start an automation from Order Sender? Any of Order Sender's 3 triggers in the catalog, including New Client, New Order and New Product. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in Order Sender? 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 Order Sender? Yes. When something happens in Roam, your agent can act in Order Sender too. This page covers both directions: Roam's triggers and Order Sender's actions are listed here as well. ### ### Do I have to build a connector for Order Sender 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 Order Sender 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.