Integration
Connect Roam and TouchBasePro
When New Recording fires in Roam, your agent runs Send Smart Email in TouchBasePro, or New Subscriber in TouchBasePro to Send Channel Message in Roam. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Roam and TouchBasePro to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Roam and TouchBasePro can do together
From Roam to TouchBasePro
When New Recording in Roam
then Send Smart Email in TouchBasePro
When New Transcript in Roam
then Add List in TouchBasePro
From TouchBasePro to Roam
When New Subscriber in TouchBasePro
then Send Channel Message in Roam
When Updated Subscriber in TouchBasePro
then Send Direct Message in Roam
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 TouchBasePro
Triggers and actions 9 triggers · 12 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 SubscriberTriggers when a new subscriber is added to a list.
Trigger
Unsubscribed SubscriberTriggers when a subscriber unsubscribes from a list.
Trigger
Updated SubscriberTriggers when an active subscriber on a list is added or has their details changed.
Action
Add ListCreates a new subscriber list in your TouchBasePro account and returns its list id.
Action
Add SubscriberAdds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.
Action
Get SubscriberReturns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.
Action
Send Smart EmailSends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.
Action
Unsubscribe SubscriberUnsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.
Action
Update SubscriberUpdates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Roam and TouchBasePro, 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 TouchBasePro when something happens in Roam?
Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TouchBasePro to Roam?
Yes. When something happens in TouchBasePro, your agent can act in Roam too. This page covers both directions: TouchBasePro's triggers and Roam's actions are listed here as well.
Do I have to build a connector for Roam or TouchBasePro?
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.
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.