--- title: "Connect Roam to Piriod - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Add contact\" in Piriod. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/roam-to-piriod" --- # Connect Roam to Piriod When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Add contact** in [Piriod](https://apiant.ai/connections/piriod). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions Piriod **23** 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 Piriod 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 Piriod - When **New Recording** in Roam then **Add contact** in Piriod - When **New Transcript** in Roam then **Add customer** in Piriod 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 Piriod ## Triggers and actions 6 triggers · 29 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 contact** Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders. - Action **Add coupon** Creates a discount coupon in Piriod that can be applied to invoices or invoice lines. - Action **Add credit note** Creates a draft credit note that adjusts an existing invoice. - Action **Add customer** Creates a customer in Piriod with their name, address, country and billing preferences. - Action **Add invoice** Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it. - Action **Add payment** Creates a payment in Piriod, optionally applied to an invoice, customer or subscription. - Action **Add product** Creates a product in Piriod, which plans can then be priced under. - Action **Add subscription** Creates a recurring subscription for a customer, billing one or more plans on a schedule. - Action **Add usage** Records a usage quantity against a metered subscription line in Piriod. - Action **Cancel subscription** Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead. - Action **Delete customer** Deletes a customer, or archives it when it has invoices, subscriptions or payment history. - Action **Finalize invoice** Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice. - Action **Get coupon** Returns a single coupon by its id, including its discount amount, duration and status. - Action **Get credit note** Returns a single credit note, including its lines, amounts and status. - Action **Get customer** Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals. - Action **Get invoice** Returns a single invoice by its id, including its lines, totals, status and linked payments. - Action **Get subscription** Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status. - Action **List payments** Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date. - Action **List products** Returns the products in your Piriod workspace, optionally filtered by name or plan. - Action **List usages** Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity. - Action **Update customer** Updates an existing Piriod customer, changing only the details you fill in. - Action **Update invoice** Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated. - Action **Update subscription** Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **Piriod** Subscription management & recurring billing](https://apiant.ai/connections/piriod) 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 Piriod - [ **HubSpot to Piriod** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-piriod) - [ **Salesforce to Piriod** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-piriod) - [ **Slack to Piriod** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-piriod) - [ **Google Sheets to Piriod** Google Sheets](https://apiant.ai/connect/google-sheets-to-piriod) - [ **Gmail to Piriod** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-piriod) - [ **Google Calendar to Piriod** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-piriod) Questions ## Roam and Piriod, 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 Piriod when something happens in Roam? Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Piriod to Roam? Piriod has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it. ### ### Do I have to build a connector for Roam or Piriod? 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 Piriod 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.