Connect Roam and vTiger CRM

Both apps 36Roam 12vTiger CRM 24

• 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 Contact (polling)

  Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New event

  Triggered when any new event is added to your calendar.

• Trigger
  New Lead (polling)

  Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New opportunity

  Triggered when a new opportunity (Potential) is created in vTiger CRM.

• Trigger
  New organization

  Triggered when any new organization (Account) is added in vTiger CRM.

• Trigger
  New ticket

  Triggered when any new ticket (HelpDesk record) is added.

• Action
  Create Account

  Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.

• Action
  Create Contact

  Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.

• Action
  Create Lead

  Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.

• Action
  Create Opportunity

  Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.

• Action
  Create Record

  Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).

• Action
  Create Ticket

  Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.

• Action
  Delete Record

  Delete a vTiger record by its id (e.g. 11x123).

• Action
  Describe Module

  Describe the fields and metadata of a vTiger module.

• Action
  Get Current User (me)

  Return the logged-in vTiger user — useful as a connection/auth smoke test.

• Action
  List Accounts

  List Accounts (organizations) via VTQL. Optional limit (default 100).

• Action
  List Contacts

  List Contacts via VTQL. Optional limit (default 100).

• Action
  List Leads

  List Leads via VTQL. Optional limit (default 100).

• Action
  List Modules (listtypes)

  List all accessible vTiger modules (element types).

• Action
  List Opportunities

  List Opportunities (Potentials) via VTQL. Optional limit (default 100).

• Action
  List Tickets

  List Help Desk Tickets via VTQL. Optional limit (default 100).

• Action
  Query (VTQL)

  Run a vTiger Query Language (VTQL) SELECT statement and return matching records.

• Action
  Retrieve Record

  Retrieve a single record by its vTiger record id (e.g. 11x123).

• Action
  Update Record

  Update an existing vTiger record. The element JSON must include the record id and all mandatory fields.

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