Roam + Salesforce

Roam + Salesforce integrations

Send messages in Roam for updated fields on Salesforce records

Keep your team promptly updated with changes in Salesforce. With this workflow, every time a record field is modified in Salesforce, a message containing the update will be sent in the Roam app. This way, your team on Roam will stay in the loop about Salesforce changes without having to switch between apps. Improve your team's communication and efficiency today with this smooth, seamless integration between Salesforce and Roam.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Send Channel MessageSends a message to a chat group
ActionWrite

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More things you can do with Salesforce and Roam

Discover other triggers and actions you can use with Salesforce and Roam

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Lobbies to Monitor
  Required
Trigger
Instant
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New Transcript
Triggers when a new transcript is saved in your Roam.
Trigger
Instant
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- Event
Trigger
Instant
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- Event
  Required
- Email
  Required
- Name
- Phone
- RSVP Status
Action
Write
- Meeting Name
  Required
- Host email
  Required
- Start (date/time)
- End (date/time)
Action
Write
- Sender Name
- Sender Image URL
- Recipient
  Required
- Message Formatting
  Required
Action
Write
- Guest ID
  Required
- RSVP Status
  Required
Action
Write
- Email
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Recording
Triggers when a new meeting recording is saved in your Roam.
Trigger
Instant
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On-Air: Event Created
Triggers when a new On-Air event is created.
Trigger
Instant
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- Event
- RSVP Status
Trigger
Instant
Try It
- Group Name
  Required
- Description
- Private
- Enforce Threads
- Members
- Admins
Action
Write
- Title
  Required
- Calendar Host Email
  Required
- Start Time
  Required
- End Time
  Required
- Time Zone
  Required
- Description
- Enable SEO
- Auto-Admit Guests
- Disable RSVP
Action
Write
- Sender Name
- Sender Image URL
- Group Name
  Required
- Message Formatting
  Required
Action
Write
- Event ID
  Required
Action
Search
- Event
  Required
Action
Search

About Roam

Send notifications to Roam, your Cloud HQ.

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About Salesforce

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