--- title: "Connect Roam to Easymailing - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Create a New Cart (Order)\" in Easymailing." canonical: "https://apiant.ai/connect/roam-to-easymailing" --- # Connect Roam to Easymailing When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Create a New Cart (Order)** in [Easymailing](https://apiant.ai/connections/easymailing). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions Easymailing **26** 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 Easymailing 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 Easymailing - When **New Recording** in Roam then **Create a New Cart (Order)** in Easymailing - When **New Transcript** in Roam then **Create or Update Customer** in Easymailing 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 Easymailing ## Triggers and actions 6 triggers · 32 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 Member to Automation Queue** Add member to automation queue. Starts the automation for the member. - Action **Add Member to Group** Add member to group in a specified audience. - Action **Cancel Order** The status of the order will be set to "cancelled". You can use to send an email to the customer to inform him that his order has been cancelled. - Action **Create a Campaign** Creates a campaign draft. - Action **Create a Group** Creates a group in the selected audience. - Action **Create a New Cart (Order)** Creates a new order with status cart in the store. - Action **Create or Update Category** Creates or updates a category in a store. - Action **Create or Update Customer** Creates or updates a customer in a store. - Action **Create or Update Product** Creates or updates a product in a store. - Action **Create or Update Variant** Creates or updates a variant in a store. - Action **Delete a Member** Delete a member in a specified audience. - Action **Delete Order** Delete an order in the selected store. - Action **Get Audience** Get one audience by uuid. - Action **Get Customer by Email** Finds a customer in an store by their email address. - Action **Get Member by Email** Finds a member in an audience by their email address. - Action **List Members** List members of an audience with pagination. - Action **List Orders** List orders in a store. - Action **List Products** List products in a store. - Action **Pay Order** The status of the order will be set to "paid". Orders Paid not trigger the abandoned cart automation and Payment reminder automation. - Action **Process Order** Convert a cart to an order. The status of the order will be set to "new". - Action **Refund Order** The status of the order will be set to "refunded". You can use to send an email to the customer to inform him that his order has been refunded. - Action **Remove Member From Group** Remove member from group in a specified audience. - Action **Schedule a Campaign** Schedules a campaign to be sent at a later date. - Action **Send a Campaign** Sends a campaign now - Action **Ship Order** The status of the order will be set to "shipped". You can use to send an email to the customer to inform him that his order has been shipped. - Action **Unsubscribe a Member** Unsubscribe a member in a specified audience. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **Easymailing** Easymailing is an all-in-one platform for email marketing, subscription forms, automation, and creating...](https://apiant.ai/connections/easymailing) 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 Easymailing - [ **Goaffpro to Easymailing** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-easymailing) - [ **HubSpot to Easymailing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easymailing) - [ **Salesforce to Easymailing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easymailing) - [ **Slack to Easymailing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easymailing) - [ **Google Sheets to Easymailing** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-easymailing) - [ **Gmail to Easymailing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easymailing) Questions ## Roam and Easymailing, 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 Easymailing when something happens in Roam? Any of Easymailing's 26 actions, including Create a Campaign, Create a Group, Create a New Cart (Order) and Create or Update Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easymailing to Roam? Easymailing has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Easymailing's API documentation and adds it. ### ### Do I have to build a connector for Roam or Easymailing? 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 Easymailing 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.