--- title: "Connect Roam to Unleashed Software - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Add customer\" in Unleashed Software." canonical: "https://apiant.ai/connect/roam-to-unleashed-software" --- # Connect Roam to Unleashed Software When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Add customer** in [Unleashed Software](https://apiant.ai/connections/unleashed-software). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions Unleashed Software **15** 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 Unleashed Software 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 Unleashed Software - When **New Recording** in Roam then **Add customer** in Unleashed Software - When **New Transcript** in Roam then **Add purchase order** in Unleashed Software 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 Unleashed Software ## Triggers and actions 6 triggers · 21 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 customer** - Action **Add product** Adds a new product - Action **Add purchase order** - Action **Add sales order** - Action **Add stock adjustment** Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products. - Action **Get stock adjustment** Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines. - Action **List customers** Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers). - Action **List products** Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date. - Action **List purchase orders** Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number. - Action **List sales invoices** Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status. - Action **List sales orders** Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range. - Action **List suppliers** Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date. - Action **Update customer** Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed. - Action **Update product** Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value. - Action **Update sales order** Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **Unleashed Software** UnleashedSoftware is a world class online inventory management software for small, medium and large business...](https://apiant.ai/connections/unleashed-software) 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 Unleashed Software - [ **Pipedrive to Unleashed Software** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-unleashed-software) - [ **Twilio to Unleashed Software** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-unleashed-software) - [ **Freshworks CRM to Unleashed Software** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-unleashed-software) - [ **Freelo to Unleashed Software** Project management software with task lists, Kanban boards, time tracking, and project budgeting for teams.](https://apiant.ai/connect/freelo-to-unleashed-software) - [ **monday.com to Unleashed Software** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connect/monday-com-to-unleashed-software) - [ **Wufoo to Unleashed Software** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connect/wufoo-to-unleashed-software) Questions ## Roam and Unleashed Software, 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 Unleashed Software when something happens in Roam? Any of Unleashed Software's 15 actions, including Update customer, Update product, Update sales order and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Unleashed Software to Roam? Unleashed Software has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it. ### ### Do I have to build a connector for Roam or Unleashed Software? 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 Unleashed Software 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.