Connect Roam to Jobber

Both apps 25Roam 12Jobber 13

• 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 note to job

  GraphQL mutation jobCreateNote.

• Action
  Add Note to Request

  Adds a note to a request

• Action
  Add Tags to Client

  Adds one or more tags to an existing Jobber client, keeping the tags it already has.

• Action
  Create Client

  Creates a new client.

• Action
  Create Job

  Creates a new job. This will create the job for the client's first property.

• Action
  Create Quote

  Creates a quote for a client's property in Jobber, with its line items.

• Action
  Create Request

  Creates a new request. This will create the request for the client's first property.

• Action
  Find Client

  Finds the client that aligns most closely with the search criteria.

• Action
  Find invoices

  Returns up to 50 invoices that match the specified search term and filters.

• Action
  Find quotes

  Returns up to 50 Jobber quotes that match the search text and filters.

• Action
  Find requests

  GraphQL query requests.

• Action
  Update client

  Updates an existing Jobber client by ID. Only the fields you fill in are changed.

• Action
  Update job

  Updates an existing job in Jobber: title, instructions, number, schedule, invoicing, salesperson, tax rate, job forms and custom fields. 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.