Connect Roam and Billy (The Birthday Bot) to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Roam with Billy (The Birthday Bot) - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lobby Booked" from Roam.

Add your action

An action happens after the trigger—such as "Set Birthday" in Billy (The Birthday Bot).

You’re connected!

Zapier seamlessly connects Roam and Billy (The Birthday Bot), automating your workflow.

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.

- Lobbies to Monitor
  Required
Trigger
Instant
Try It
New Transcript
Triggers when a new transcript is saved in your Roam.
Trigger
Instant
Try It
- Text
  Required
- Bot Code
  Required
- Bot Name
  Required
- Sender Image URL
- Recipient
  Required
Action
Write
- Email
  Required
Action
Search

New Recording
Triggers when a new meeting recording is saved in your Roam.
Trigger
Instant
Try It
- Meeting Name
  Required
- Host email
  Required
- Start (date/time)
- End (date/time)
Action
Write
- Text
  Required
- Bot Code
  Required
- Bot Name
  Required
- Sender Image URL
- Group Name
  Required
Action
Write
- User's Email
  Required
- Type
  Required
- Month (1-12)
  Required
- Day (1-31)
  Required
- Year
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Roam and Billy (The Birthday Bot) 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.

Create more impactful campaigns with automation

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.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Roam to Billy (The Birthday Bot) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Roam

Send notifications to Roam, your Cloud HQ.

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Related categories

Communication

About Billy (The Birthday Bot)

Automate birthdays and work anniversaries celebrations in Slack