Connect Roam and Bread & Butter

Both apps 41Roam 12Bread & Butter 29

• 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.

• Trigger
  New Authentication

  Triggers every time a user signs in.

• Trigger
  New Contact Us Submission

  Triggers when a user submits the Contact Us tool.

• Trigger
  New Custom User Event

  Triggers when a user subscribes to custom events, selected in the triggers section below.

• Trigger
  New Email Captured

  Triggers when a user enters their email address, or signs in with SSO for the first time.

• Trigger
  New Profile Verified

  Triggers when a user signs in for the first time.

• Action
  Add contact us submission

  Records a Contact Us submission from a visitor's device in a Bread & Butter app.

• Action
  Add event

  Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.

• Action
  Add form submission

  Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.

• Action
  Add lead list

  Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.

• Action
  Add tag

  Creates a new tag in a Bread & Butter app.

• Action
  Add user custom values

  Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.

• Action
  Create custom event definition

  Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.

• Action
  Create webhook

  Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.

• Action
  Delete tag

  Deletes a tag from a Bread & Butter app.

• Action
  Get credit balance

  Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.

• Action
  Get device profile

  Returns the sign-in options and the visitor's profile state for one registered device.

• Action
  Get lead list

  Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.

• Action
  Identify user

  Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.

• Action
  List app triggers

  Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.

• Action
  List custom event definitions

  Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.

• Action
  List Events

  Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.

• Action
  List lead lists

  Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.

• Action
  List tags

  Returns every tag defined in a Bread & Butter app, with each tag's id and name.

• Action
  List user events

  Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.

• Action
  List users

  Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.

• Action
  List user sessions

  Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.

• Action
  Record external authentication

  Records that a visitor signed in through your own login system, linking their device to the user with that email address.

• Action
  Register device

  Registers a new visitor device in a Bread & Butter app and returns its device ID.

• Action
  Update user lead status

  Updates a user's lead status in a Bread & Butter app by setting their lead status rank.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.