---
title: "Connect Roam and Zoho Writer - APIANT.ai"
description: "When \"New Recording\" fires in Roam, your agent runs \"Merge a Template and Send Email\" in Zoho Writer."
canonical: "https://apiant.ai/connect/roam-to-zoho-writer"
---

# Connect Roam and Zoho Writer

When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Merge a Template and Send Email** in [Zoho Writer](https://apiant.ai/connections/zoho-writer), or **New Document** in Zoho Writer to **Send Channel Message** in Roam. Describe the whole flow and it is built, tested on every scenario and kept running.

Roam **6** triggers Roam **6** actions Zoho Writer **2** triggers Zoho Writer **13** 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 Zoho Writer 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 and Zoho Writer can do together

### From Roam to Zoho Writer

- When **New Recording** in Roam then **Merge a Template and Send Email** in Zoho Writer
- When **New Transcript** in Roam then **Add document** in Zoho Writer

### From Zoho Writer to Roam

- When **New Document** in Zoho Writer then **Send Channel Message** in Roam
- When **New Document Moved to Folder** in Zoho Writer 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 Zoho Writer

## Triggers and actions 8 triggers · 19 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.

- Trigger

**New Document**

Triggers when a new document has been created.

- Trigger

**New Document Moved to Folder**

Triggers when document moved to folder.

- Action

**Add document**

Create a new blank document.

- Action

**Delete document**

Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period.

- Action

**Get document**

Get document details by id.

- Action

**Get Merge Job Report**

Returns the report of a merge job: its overall status and the per-record merged documents with their download links.

- Action

**Get Translation Job Status**

Returns the status of a document translation job and, once it is completed, the link to the translated document.

- Action

**List documents**

List documents in a folder or account.

- Action

**Merge a Document and Send via Webhook**

Merges a document with data from a source and sends it via a Webhook.

- Action

**Merge and Store**

Merges a document and stores it in a particular folder in Zoho WorkDrive.

- Action

**Merge a Template and Send Email**

Merges a template with data from a source and send mail.

- Action

**Translate document**

Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job.

- Action

**Update document**

Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes.

- Action

**Upload Document With Text**

Uploads a document file.

- Action

**Upload Document With URL**

Uploads a document with the given URL

## Each app on its own

- [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam)
- [ **Zoho Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer)

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 Zoho Writer

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

Questions

## Roam and Zoho Writer, 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 Zoho Writer when something happens in Roam?

Any of Zoho Writer's 13 actions, including Update document, Upload Document With Text, Upload Document With URL and Add document. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Zoho Writer to Roam?

Yes. When something happens in Zoho Writer, your agent can act in Roam too. This page covers both directions: Zoho Writer's triggers and Roam's actions are listed here as well.

###

### Do I have to build a connector for Roam or Zoho Writer?

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 Zoho Writer 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.