Connect QuickFile and Roam

Both apps 31QuickFile 19Roam 12

• Trigger
  New Client

  Triggers when a new client is created in QuickFile.

• Trigger
  New Invoice

  Triggers when a new invoice is created in QuickFile.

• Action
  Convert estimate to invoice

  Converts an existing estimate into a new invoice in QuickFile.

• Action
  Create Client

  Creates a new client (customer) in QuickFile with a default contact.

• Action
  Create Item

  Creates an inventory item in QuickFile.

• Action
  Create Payment

  Records a payment received from a QuickFile client.

• Action
  Create Supplier

  Creates a new supplier in QuickFile.

• Action
  Delete Client

  Deletes a QuickFile client by ID.

• Action
  Delete invoice

  Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.

• Action
  Delete supplier

  Deletes a supplier record from QuickFile.

• Action
  Find Clients

  Searches QuickFile clients by company name, email or account reference.

• Action
  Find invoices

  Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).

• Action
  Find Suppliers

  Searches QuickFile suppliers by company name.

• Action
  Get Client

  Returns one QuickFile client by ID.

• Action
  Get Invoice

  Returns one QuickFile invoice, estimate or credit note by ID.

• Action
  Get invoice PDF

  Returns a link to the PDF version of a QuickFile invoice or estimate.

• Action
  Get supplier

  Returns a supplier's details and contacts from QuickFile by supplier ID.

• Action
  List Bank Accounts

  Returns the bank accounts in your QuickFile account.

• Action
  Update Client

  Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.

• 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.