Integration

Connect Roam to Checkvist

When something happens in Roam, your agent does the next thing in Checkvist. Describe it in plain language and the automation is built, tested on every branch and kept running.

Roam6 triggersRoam6 actionsCheckvist2 triggersCheckvist15 actions

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What do you want Roam and Checkvist to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Roam and Checkvist

Triggers and actions 8 triggers · 21 actions

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 List
Triggered when a new checklist is created in Checkvist.
Trigger
New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
Action
Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New List
Creates a new Checkvist checklist and returns it.
Action
Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
Action
Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List Checklists
Returns the Checkvist checklists the connected account can see.
Action
List List Items
Returns the items (tasks) in a Checkvist checklist.
Action
List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.

Each app on its own

The other way round: Checkvist to Roam