--- title: "Connect ProProfs Project and Roam - APIANT.ai" description: "When \"Completed Subtask\" fires in ProProfs Project, your agent runs \"Send Channel Message\" in Roam." canonical: "https://apiant.ai/connect/proprofs-project-to-roam" --- # Connect ProProfs Project and Roam When **Completed Subtask** fires in [ProProfs Project](https://apiant.ai/connections/proprofs-project), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Create Task** in ProProfs Project. Describe the whole flow and it is built, tested on every scenario and kept running. ProProfs Project **7** triggers ProProfs Project **7** 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 ProProfs Project 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 ProProfs Project and Roam can do together ### From ProProfs Project to Roam - When **Completed Subtask** in ProProfs Project then **Send Channel Message** in Roam - When **Completed Task** in ProProfs Project then **Send Direct Message** in Roam ### From Roam to ProProfs Project - When **New Recording** in Roam then **Create Task** in ProProfs Project - When **New Transcript** in Roam then **Get Task** in ProProfs Project 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 ProProfs Project and Roam ## Triggers and actions 13 triggers · 13 actions - Trigger **Completed Subtask** Triggers when a subtask is marked complete in ProProfs Project. - Trigger **Completed Task** Triggers when a task is marked complete in ProProfs Project. - Trigger **New Client** Triggers when a new client is added in ProProfs Project. - Trigger **New Event** Triggers when a new event is created in ProProfs Project. - Trigger **New Project** Triggers when a new project is created in ProProfs Project. - Trigger **New Subtask** Triggers when a new subtask is created in ProProfs Project. - Trigger **New Task** Triggers when a new task is created in ProProfs Project. - Action **Create Client** Creates a new client in ProProfs Project with its contact details. - Action **Create Event** Creates a calendar event in ProProfs Project, optionally linked to a project. - Action **Create Project** Creates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams. - Action **Create Subtask** Creates a subtask under an existing task in ProProfs Project. - Action **Create Task** Creates a new task in a ProProfs Project project. - Action **Get Subtask** Returns the details of a single subtask, including its parent task, project, dates, progress and assigned users. - Action **Get Task** Returns a single task by its id, including its project, dates, status and assigned users. - 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 - [ **ProProfs Project** ProProfs Project is an online project management tool that also lets you collaborate with your team on the go.](https://apiant.ai/connections/proprofs-project) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from ProProfs Project - [ **ProProfs Project to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/proprofs-project-to-salesforce) - [ **ProProfs Project to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/proprofs-project-to-slack) - [ **ProProfs Project to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/proprofs-project-to-stripe) - [ **ProProfs Project to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/proprofs-project-to-shopify) - [ **ProProfs Project to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/proprofs-project-to-quickbooks-online) - [ **ProProfs Project to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/proprofs-project-to-trello) ## 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 ## ProProfs Project and Roam, answered ### ### What can start an automation from ProProfs Project? Any of ProProfs Project's 7 triggers in the catalog, including Completed Subtask, Completed Task, New Client and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in ProProfs Project? 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 ProProfs Project? Yes. When something happens in Roam, your agent can act in ProProfs Project too. This page covers both directions: Roam's triggers and ProProfs Project's actions are listed here as well. ### ### Do I have to build a connector for ProProfs Project 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 ProProfs Project 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.