--- title: "Connect Returnless and Roam - APIANT.ai" description: "When \"Request Created\" fires in Returnless, your agent runs \"Send Channel Message\" in Roam, or \"New Recording\" in Roam to \"Find customers\" in Returnless." canonical: "https://apiant.ai/connect/returnless-to-roam" --- # Connect Returnless and Roam When **Request Created** fires in [Returnless](https://apiant.ai/connections/returnless), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Find customers** in Returnless. Describe the whole flow and it is built, tested on every scenario and kept running. Returnless **2** triggers Returnless **16** 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 Returnless 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 Returnless and Roam can do together ### From Returnless to Roam - When **Request Created** in Returnless then **Send Channel Message** in Roam - When **Return Created** in Returnless then **Send Direct Message** in Roam ### From Roam to Returnless - When **New Recording** in Roam then **Find customers** in Returnless - When **New Transcript** in Roam then **Add note** in Returnless 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 Returnless and Roam ## Triggers and actions 8 triggers · 22 actions - Trigger **Request Created** Triggers when a customer creates a new return request that needs approval. - Trigger **Return Created** Triggers when a new return is created, including a request once it is approved. - Action **Add note** Adds an internal note to a return or return request. - Action **Add Request** Creates a return request in Returnless for items from an existing sales order. - Action **Approve a Request** Approves a return request in Returnless so the customer can send the items back. - Action **Approve a Request Without Shipment** Approves a pending return request without a return shipment, so the customer keeps the items. - Action **Find customers** Returns the customers in your Returnless account that match an email address. - Action **Find products** Returns the products in your Returnless account that match a SKU. - Action **Find Requests** Finds a Request in your Returnless account. - Action **Find Returns** Finds returns (return orders) in Returnless by return number. - Action **Find sales orders** Finds sales orders in Returnless by order number. - Action **Get customer** Returns a single Returnless customer by its id. - Action **Get Request (By Request ID)** Returns a single return request (return order) from Returnless by its ID. - Action **Get Return (By Return ID)** Returns a single return in Returnless, with all of its details, by its return ID. - Action **Get sales order** Returns a single sales order by its ID, including its customer, address and order details. - Action **List return reasons** Returns the return reasons configured in your Returnless account. - Action **Reject Request** Rejects a pending return request in Returnless. - Action **Update return** Changes the status of a return, such as Checked, Approved or Resolved. - 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 - [ **Returnless** Returnless gives e-commerce businesses a way to get their returns in check.](https://apiant.ai/connections/returnless) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from Returnless - [ **Returnless to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/returnless-to-salesforce) - [ **Returnless to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/returnless-to-slack) - [ **Returnless to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/returnless-to-stripe) - [ **Returnless to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/returnless-to-shopify) - [ **Returnless to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/returnless-to-trello) - [ **Returnless to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/returnless-to-zoom) ## 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 ## Returnless and Roam, answered ### ### What can start an automation from Returnless? Any of Returnless's 2 triggers in the catalog, including Request Created and Return Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in Returnless? 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 Returnless? Yes. When something happens in Roam, your agent can act in Returnless too. This page covers both directions: Roam's triggers and Returnless's actions are listed here as well. ### ### Do I have to build a connector for Returnless 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 Returnless 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.