Connect Roam and Tidely

Both apps 39Roam 12Tidely 27

• 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.

• Trigger
  New Bank Account Transaction

  Triggers when a new transaction is added to a bank account.

• Trigger
  New Invoice

  Triggers when a new sales or purchase invoice is added.

• Action
  Create Category

  Creates an income or expense category.

• Action
  Delete Bank Account

  Deletes a bank account.

• Action
  Delete Bank Account Transaction

  Deletes a bank account transaction.

• Action
  Delete Category

  Deletes a category.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Plans

  Deletes all plan values of a category in a scenario.

• Action
  Get Bank Account

  Returns one bank account.

• Action
  Get Bank Account Transaction

  Returns one bank account transaction.

• Action
  Get Cashflow

  Returns the cashflow per period for a scenario and date range.

• Action
  Get Category

  Returns one category.

• Action
  Get Company

  Returns one company.

• Action
  Get Invoice

  Returns one invoice.

• Action
  Get Scenario

  Returns one planning scenario.

• Action
  Import Invoice

  Creates an invoice in Tidely.

• Action
  Import Plan

  Creates a plan value in Tidely.

• Action
  List Bank Account Balances

  Returns the daily balances of a bank account.

• Action
  List Bank Accounts

  Returns the company's bank accounts.

• Action
  List Bank Account Transactions

  Returns the transactions of a bank account.

• Action
  List Categories

  Returns the income and expense categories.

• Action
  List Companies

  Returns the companies the API key can access.

• Action
  List Scenarios

  Returns the company's planning scenarios.

• Action
  Update Bank Account

  Updates a bank account.

• Action
  Update Bank Account Transaction

  Updates a bank account transaction.

• Action
  Update Category

  Renames a category or changes its type.

• Action
  Update Invoice

  Updates an invoice's fields.

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