Integration

Connect Salesmate to Roam

When something happens in Salesmate, your agent does the next thing in Roam. Describe it in plain language and the automation is built, tested on every branch and kept running.

Salesmate2 triggersSalesmate10 actionsRoam6 triggersRoam6 actions

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What do you want Salesmate and Roam to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Salesmate and Roam

Triggers and actions 8 triggers · 16 actions

Trigger
New De-Activated User
Triggers when a user in Salesmate is de-activated.
Trigger
New User
Triggers when a new user is added to your Salesmate account.
Action
Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
Action
Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update Note
Updates an existing note on a contact in Salesmate.
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.

Each app on its own

The other way round: Roam to Salesmate