Integration
Connect Roll and TouchBasePro
When New Company fires in Roll, your agent runs Send Smart Email in TouchBasePro, or New Subscriber in TouchBasePro to Add task in Roll. 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 Roll and TouchBasePro to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Roll and TouchBasePro can do together
From Roll to TouchBasePro
When New Company in Roll
then Send Smart Email in TouchBasePro
When New Project in Roll
then Add List in TouchBasePro
From TouchBasePro to Roll
When New Subscriber in TouchBasePro
then Add task in Roll
When Updated Subscriber in TouchBasePro
then Create Time Record in Roll
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 Roll and TouchBasePro
Triggers and actions 6 triggers · 17 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Time RecordTriggers when a new time record is created.
Action
Add taskCreate a task via the Roll GraphQL API task add mutation.
Action
Create CompanyCreates a new company.
Action
Create ProjectCreates a new project.
Action
Create Time RecordCreates a new time record.
Action
Find CompanyFinds an existing company.
Action
Find employeeSearch employees via the Roll GraphQL API employees query.
Action
Find ProjectFinds an existing project.
Action
Find Time RecordLooks up Roll time records via the GraphQL time query.
Action
Update projectUpdate a project via the Roll GraphQL API project update mutation.
Action
Update taskUpdate a task via the Roll GraphQL API task update mutation.
Action
Update time recordUpdate a time entry via the Roll GraphQL API time update mutation.
Trigger
New SubscriberTriggers when a new subscriber is added to a list.
Trigger
Unsubscribed SubscriberTriggers when a subscriber unsubscribes from a list.
Trigger
Updated SubscriberTriggers when an active subscriber on a list is added or has their details changed.
Action
Add ListCreates a new subscriber list in your TouchBasePro account and returns its list id.
Action
Add SubscriberAdds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.
Action
Get SubscriberReturns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.
Action
Send Smart EmailSends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.
Action
Unsubscribe SubscriberUnsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.
Action
Update SubscriberUpdates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.
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 Roll
Roll to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Roll to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Roll to StripeStripe is a payment processing platform for online businesses.
Roll to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Roll to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Roll to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into TouchBasePro
HubSpot to TouchBaseProHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TouchBaseProSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TouchBaseProSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TouchBaseProGoogle Sheets
Gmail to TouchBaseProGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TouchBaseProGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Roll and TouchBasePro, answered
What can start an automation from Roll?
Any of Roll's 3 triggers in the catalog, including New Company, New Project and New Time Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TouchBasePro when something happens in Roll?
Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TouchBasePro to Roll?
Yes. When something happens in TouchBasePro, your agent can act in Roll too. This page covers both directions: TouchBasePro's triggers and Roll's actions are listed here as well.
Do I have to build a connector for Roll or TouchBasePro?
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.