--- title: "Connect Roam to ClickFunnels Classic - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Add Email to List\" in ClickFunnels Classic." canonical: "https://apiant.ai/connect/roam-to-clickfunnels-classic" --- # Connect Roam to ClickFunnels Classic When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Add Email to List** in [ClickFunnels Classic](https://apiant.ai/connections/clickfunnels-classic). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions ClickFunnels Classic **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 Roam and ClickFunnels Classic 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 Roam can start in ClickFunnels Classic - When **New Recording** in Roam then **Add Email to List** in ClickFunnels Classic - When **New Transcript** in Roam then **Add Tag to Email** in ClickFunnels Classic 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 Roam and ClickFunnels Classic ## Triggers and actions 6 triggers · 12 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. - Action **Add Email to List** Adds a contact, by email address, to a Follow-Up Funnels list and returns the contact profile. - Action **Add Tag to Email** Adds a tag to the Follow-Up Funnels contact profile with the given email address and returns the updated contact profile. - Action **Create Contact Optin** Records a contact optin for an email address on a ClickFunnels page, creating the contact profile if needed. - Action **Find Contact Profile** Finds Follow-Up Funnels contact profiles that match an email address and returns the first match plus the full list. - Action **Get current user** Returns the profile of the ClickFunnels user whose account is connected, including their id, name, email, subdomain and time zone. - Action **Remove Tag From Email** Removes a tag from the Follow-Up Funnels contact profile with the given email address and returns the updated contact profile. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **ClickFunnels Classic** Create beautiful landing pages and complete marketing funnels.](https://apiant.ai/connections/clickfunnels-classic) Reviews ## What our customers say ## More from Roam - [ **Roam to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/roam-to-salesforce) - [ **Roam to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/roam-to-google-calendar) - [ **Roam to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/roam-to-shopify) - [ **Roam to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/roam-to-trello) - [ **Roam to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/roam-to-jira) - [ **Roam to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/roam-to-zoom) ## More into ClickFunnels Classic - [ **HubSpot to ClickFunnels Classic** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clickfunnels-classic) - [ **Salesforce to ClickFunnels Classic** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clickfunnels-classic) - [ **Slack to ClickFunnels Classic** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clickfunnels-classic) - [ **Google Sheets to ClickFunnels Classic** Google Sheets](https://apiant.ai/connect/google-sheets-to-clickfunnels-classic) - [ **Gmail to ClickFunnels Classic** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickfunnels-classic) - [ **Google Calendar to ClickFunnels Classic** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clickfunnels-classic) Questions ## Roam and ClickFunnels Classic, answered ### ### What can start an automation from Roam? Any of Roam's 6 triggers in the catalog, including New Recording, New Transcript, On-Air: Event Created and On-Air: Guest Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickFunnels Classic when something happens in Roam? Any of ClickFunnels Classic's 6 actions, including Create Contact Optin, Add Email to List, Add Tag to Email and Find Contact Profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickFunnels Classic to Roam? ClickFunnels Classic has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads ClickFunnels Classic's API documentation and adds it. ### ### Do I have to build a connector for Roam or ClickFunnels Classic? 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 Roam and ClickFunnels Classic 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.