Connect Roam to Crelate

Both apps 26Roam 12Crelate 14

• 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

  Logs an email activity in Crelate on a contact, company or job record.

• Action
  Create Note

  Creates a note on a Crelate contact, company or job record.

• Action
  Create Task

  Creates a task in Crelate attached to a contact, company or job record.

• Action
  Create Webhook (Company Created)

  Subscribes a URL to receive a notification whenever a company is created in Crelate.

• Action
  Delete company

  Permanently deletes a company record from Crelate.

• Action
  Delete contact

  Permanently deletes a contact from Crelate.

• Action
  Delete job

  Permanently deletes a job in Crelate.

• Action
  Find Company

  Searches Crelate companies by name, phone, email, city or postal code and returns the matching companies.

• Action
  Find Contact

  Finds contacts by name, email, phone, contact number, city or postal code, returning up to 200 matches.

• Action
  Find Job

  Searches jobs by name keywords or job number and returns the matching jobs.

• Action
  Get company

  Returns a single Crelate company record, including its custom fields, by its id.

• Action
  Get contact

  Returns a single Crelate contact by its id, including all standard and custom fields.

• Action
  Get job

  Returns a single job record by its id, including its custom fields.

• Action
  Update task

  Updates an existing Crelate task. Only the fields you fill in are changed.

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