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What do you want Roam and FreeAgent to do together?
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Triggers and actions 9 triggers · 21 actions
Trigger
Lobby BookedTriggers when a lobby is booked.
Trigger
New RecordingTriggers when a new meeting recording is saved in your Roam.
Trigger
New TranscriptTriggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event CreatedTriggers when a new On-Air event is created.
Trigger
On-Air: Guest AddedTriggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP ChangedTriggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting LinkCreates 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 EmailLooks 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 GuestAdds 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 EventReturns 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 MessagePosts 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 MessageSends 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 ContactTriggers when a new contact is created (polling, newest first).
Trigger
New InvoiceTriggers when a new invoice is created (polling, newest first).
Trigger
New ProjectTriggers when a new project is created (polling, newest first).
Action
Create ContactCreate a new contact.
Action
Create InvoiceCreate an invoice for a contact.
Action
Create ProjectCreate a project for a contact.
Action
Create TimeslipCreate a timeslip (time tracking entry).
Action
Delete ContactDelete a contact by id.
Action
Get ContactGet a single contact by id.
Action
Get InvoiceGet a single invoice by id.
Action
List BillsList bills.
Action
List ContactsList contacts in FreeAgent.
Action
List EstimatesList estimates.
Action
List ExpensesList expenses.
Action
List InvoicesList invoices.
Action
List ProjectsList projects.
Action
List TimeslipsList timeslips (time tracking entries).
Action
Update ContactUpdate an existing contact.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.