Roam and Salesflare
How to connect Roam
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When on-Air: Guest Added in Roam, find or create contact in Salesflare.
- When on-Air: Guest RSVP Changed in Roam, find or create contact in Salesflare.
About Roam
Send notifications to Roam, your Cloud HQ.
Roam operations on Zapier
Triggers (6)
Start a workflow when this happens
- Lobby Booked — Triggers when a lobby is booked.
- New Recording — Triggers when a new meeting recording is saved in your Roam.
- New Transcript — Triggers when a new transcript is saved in your Roam.
- On-Air: Event Created — Triggers when a new On-Air event is created.
- On-Air: Guest Added — Triggers when a guest is added to an On-Air event.
Show 1 more triggers
- On-Air: Guest RSVP Changed — Triggers when a guest changes their RSVP status on an On-Air event.
Actions (7)
Things Salesflare can make it do
- Create Group — Creates a new group/channel
- Create Meeting Link — Creates a meeting link for your booking
- On-Air: Add Guest — Adds a guest to an On-Air event.
- On-Air: Create Event — Creates a new On-Air event with a title, time, and host.
- On-Air: Update Guest RSVP — Updates the RSVP status of a guest on an On-Air event.
Show 2 more actions
- Send Channel Message — Sends a message to a chat group
- Send Direct Message — Sends a direct message to one or more users.
Searches (3)
Look up existing records
- Find User by Email — Finds a user in Roam by their email address.
- On-Air: Find Event — Finds an On-Air event by its ID.
- On-Air: Get Attendance — Gets the attendance report for an On-Air event, including RSVP data and join times.
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