Connect Roam and Walcu CRM

Both apps 36Roam 12Walcu 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 Aftersale Lead

  Triggers when a new aftersale lead is created in Walcu CRM.

• Trigger
  New Appraisal Lead

  Triggers when a new appraisal lead is created in Walcu CRM.

• Trigger
  New Client

  Triggers when a new client is created in Walcu CRM.

• Trigger
  New Sale Lead

  Triggers when a new sale lead is created in Walcu CRM.

• Trigger
  New Task

  Triggers when a new task is created in Walcu CRM.

• Action
  Create Aftersalelead

  Creates a new aftersale lead in Walcu CRM.

• Action
  Create Appraisallead

  Creates a new appraisal lead in Walcu CRM.

• Action
  Create Car

  Creates a new car in Walcu CRM.

• Action
  Create Client

  Creates a new client in Walcu CRM.

• Action
  Create Date

  Creates a new appointment in Walcu CRM.

• Action
  Create Note

  Creates a new note in Walcu CRM.

• Action
  Create Offer

  Creates a new offer in Walcu CRM.

• Action
  Create Salelead

  Creates a new sale lead in Walcu CRM.

• Action
  Create Task

  Creates a new task in Walcu CRM.

• Action
  Delete Offer

  Deletes a offer from Walcu CRM.

• Action
  List Aftersale Leads

  Returns aftersale leads from Walcu CRM, optionally filtered by a search expression.

• Action
  List Appointments

  Returns appointments from Walcu CRM, optionally filtered by a search expression.

• Action
  List Appraisal Leads

  Returns appraisal leads from Walcu CRM, optionally filtered by a search expression.

• Action
  List Cars

  Returns cars from Walcu CRM, optionally filtered by a search expression.

• Action
  List Clients

  Returns clients from Walcu CRM, optionally filtered by a search expression.

• Action
  List Notes

  Returns notes from Walcu CRM, optionally filtered by a search expression.

• Action
  List Offers

  Returns offers from Walcu CRM, optionally filtered by a search expression.

• Action
  List Sale Leads

  Returns sale leads from Walcu CRM, optionally filtered by a search expression.

• Action
  List Tasks

  Returns tasks from Walcu CRM, optionally filtered by a search expression.

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