Integration
Connect Roam to ZoomInfo
When New Recording fires in Roam, your agent runs Search for Contacts in ZoomInfo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Roam and ZoomInfo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Roam can start in ZoomInfo
When New Recording in Roam
then Search for Contacts in ZoomInfo
When New Transcript in Roam
then Account Summary in ZoomInfo
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 ZoomInfo
Triggers and actions 6 triggers · 13 actions
Trigger
Lobby BookedTriggers when a lobby is booked.
Trigger
New RecordingTriggers when a new meeting recording is saved in your Roam.
Trigger
New TranscriptTriggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event CreatedTriggers when a new On-Air event is created.
Trigger
On-Air: Guest AddedTriggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP ChangedTriggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting LinkCreates 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 EmailLooks 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 GuestAdds 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 EventReturns 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 MessagePosts 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 MessageSends 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
Account SummaryReturns ZoomInfo Copilot's AI-generated account summary for a company. Requires a ZoomInfo Copilot subscription.
Action
Enrich Company TechnologyReturns the technologies a ZoomInfo company is known to use, with each product's vendor and category.
Action
Get API UsageReturns the connected ZoomInfo user's current API usage and limits.
Action
Get Org ChartReturns the people on a ZoomInfo company's org chart with their titles, departments and org-chart tier.
Action
Lookup Field ValuesReturns the allowed values for a ZoomInfo search field, such as management levels, industries, scoop types or intent topics.
Action
Search for ContactsSearches ZoomInfo's contact database by name, job title, company or location and returns the matching contacts (without email or phone details).
Action
Search ScoopsSearches ZoomInfo Scoops — real-time business events such as hires, awards and projects — by company, type, topic and publish date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Roam
Roam to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Roam to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Roam to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Roam to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Roam to JIRAAtlassian JIRA Cloud — issue tracking and project management.
Roam to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into ZoomInfo
HubSpot to ZoomInfoHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ZoomInfoSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ZoomInfoSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ZoomInfoGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ZoomInfoGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ZoomInfoGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Roam and ZoomInfo, 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 ZoomInfo when something happens in Roam?
Any of ZoomInfo's 7 actions, including Account Summary, Enrich Company Technology, Get API Usage and Get Org Chart. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ZoomInfo to Roam?
ZoomInfo has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads ZoomInfo's API documentation and adds it.
Do I have to build a connector for Roam or ZoomInfo?
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 ZoomInfo 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.