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How Zapier works
Zapier makes it easy to integrate Roam Research with AI by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Roam Research
A trigger is an event that starts your Zap and runs the workflow. For example, with Roam Research, a trigger could be "New or Modified Linked Reference of a Page / Block."
Setup an action from AI by Zapier
An action is what takes place after the automation is triggered. For example, with AI by Zapier, the action could be "Analyze and Return Data."
That’s it! You just connected Roam Research to AI by Zapier
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Connect Roam Research and AI by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Do you want to listen to references for a page or for a block?Required
- Which page or block to watch linked references for?Required
Try It- Content to add to pageRequired
- Which daily note to add to?Required
- Nest under a capture group?
- Content to add to pageRequired
- Which page to add to?Required
- Nest under a capture group?
- PromptRequired
- Output fields
- Do you want to listen to references for a page or for a block?Required
- Which page or block to watch linked references for?Required
Try It- Content to add to pageRequired
- Uid of block to add content underneathRequired
- Do you want to listen to references for a page or for a block?Required
- Which page or block to watch linked references for?Required
- (Advanced) Number of levels of children to fetch
Learn how to automate Roam Research on the Zapier blog
Learn how to automate AI by Zapier on the Zapier blog
About Roam Research
Roam Research is a note-taking tool for networked thought, optimized for finding, collecting, and connecting related ideas.
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