# Connect Roam to Workato Api Proxy

When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Update recipe** in [Workato Api Proxy](https://apiant.ai/connections/workato-api-proxy). Describe the whole flow and it is built, tested on every scenario and kept running.

Roam **6** triggers Roam **6** actions Workato Api Proxy **5** 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 Workato Api Proxy to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Workato Api Proxy

- When **New Recording** in Roam then **Update recipe** in Workato Api Proxy
- When **New Transcript** in Roam then **Start recipe** in Workato Api Proxy

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 Workato Api Proxy

## Triggers and actions 6 triggers · 11 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

**Get job**

Returns one job run of a recipe, including its status, timing, error details and the input and output of each step.

- Action

**Get recipe**

Returns the details of a Workato recipe, including its name, status, connections and step definitions.

- Action

**List jobs**

Returns the jobs run by a recipe, up to 1,000 at a time, along with succeeded and failed job counts.

- Action

**Start recipe**

Starts a stopped Workato recipe so it begins processing trigger events.

- Action

**Update recipe**

Updates an existing stopped recipe's name, steps, connections, folder or description. Running recipes cannot be updated.

## Each app on its own

- [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam)
- [ **Workato Api Proxy** REST API for managing integration recipes, connections, jobs, and folders on an automation orchestration...](https://apiant.ai/connections/workato-api-proxy)

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 Workato Api Proxy

- [ **HubSpot to Workato Api Proxy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workato-api-proxy)
- [ **Salesforce to Workato Api Proxy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workato-api-proxy)
- [ **Slack to Workato Api Proxy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workato-api-proxy)
- [ **Google Sheets to Workato Api Proxy** Google Sheets](https://apiant.ai/connect/google-sheets-to-workato-api-proxy)
- [ **Gmail to Workato Api Proxy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workato-api-proxy)
- [ **Google Calendar to Workato Api Proxy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workato-api-proxy)

Questions

## Roam and Workato Api Proxy, 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 Workato Api Proxy when something happens in Roam?

Any of Workato Api Proxy's 5 actions, including Update recipe, Get job, Get recipe and List jobs. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Workato Api Proxy to Roam?

Workato Api Proxy has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Workato Api Proxy's API documentation and adds it.

###

### Do I have to build a connector for Roam or Workato Api Proxy?

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.
