Skip to content
Log inSign up

Connect Circleback and Roam Research to power AI-driven automation

  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
Choose a Trigger
Choose an Action
Get started free
Integrate for free
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Circleback with Roam Research - no code necessary. See how you can get setup in minutes.

100%
Help
Circleback logo
Circleback
Circleback logo
Circleback
1. Choose trigger event
Roam Research logo
Roam Research
Roam Research logo
Roam Research
2. Choose action
Circleback logo
1. Select the event
Setup
Test
Circleback logo
Circleback
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Automations" from Circleback.

Add your action

An action happens after the trigger—such as "Add Content to a Daily Note Page" in Roam Research.

You’re connected!

Zapier seamlessly connects Circleback and Roam Research, 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.

    • Automation step
      Required
    Trigger
    Instant
    Try It
    • 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
    Trigger
    Polling
    Try It
    • Content to add as a child block
      Required
    • Uid of block to add content underneath
      Required
    Action
    Write
    • Do you want to fetch data for a page or a block?
      Required
    • Which page or block to fetch?
      Required
    • (Advanced) Number of levels of children to fetch
    Action
    Search
    • 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
    Trigger
    Polling
    Try It
    • Content to add to page
      Required
    • Which daily note to add to?
      Required
    • Nest under a capture group?
    Action
    Write
    • Content to add to Page
      Required
    • Which page to add to?
      Required
    • Nest under a capture group?
    Action
    Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

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 Circleback and Roam Research 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Circleback to Roam Research integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
circleback logo
circleback logo
About Circleback
Circleback provides AI-powered meeting notes and automations.
Learn moreLearn moreHelpHelp
Related categories
Productivity
roam-research logo
roam-research logo
About Roam Research
Roam Research is a note-taking tool for networked thought, optimized for finding, collecting, and connecting related ideas.
Learn moreLearn moreHelpHelp
Related categories
Notes

Connect Circleback to Roam Research on the world's largest no-code automation platform

Google Logo Sign up with Google