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Roam

Reference

39 actions for Roam workflows.

01. Operations

Act on Roam from a workflow

Operations are the actions a workflow can take in Roam, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Addresses

1 operation

Retrieve detailed information about specific addresses in Roam. Use this when you need to access or verify address data as part of user management or organizational workflows.

Action

Get Address Info

ROAM_GET_ADDRESS_INFO

Retrieve detailed information about a chat participant such as their display name, email, and profile image. This helps you verify contact details and understand who you're communicating with in your chat system.

1 input

Audit

1 operation

Track user activities and system changes by retrieving audit logs. This is essential for compliance monitoring, security reviews, and understanding who performed what actions within your Roam instance.

Action

List User Audit Log

ROAM_LIST_USER_AUDIT_LOG

Retrieve a chronological list of user activities and account changes from your organization's audit logs. This helps you track who did what and when for security monitoring and compliance verification.

3 input

Authentication

1 operation

Validate and retrieve information about current authentication tokens. Use this to verify token validity and manage secure API access in your automation workflows.

Action

Get token info

ROAM_GET_TOKEN_INFO

Retrieves details about your Roam access token, including your bot's chat address, granted permissions, and workspace information to verify your integration setup.

Chats

3 operations

Send messages, retrieve chat histories, and list available conversations within Roam. These operations enable you to build notification systems, message archives, and chat-based automation into your workflows.

Action★ Featured

List Roam Chats

ROAM_LIST_CHATS

Retrieve all your accessible chats including direct messages, group chats, and channels to see what conversations your bot can interact with.

2 input
Action

Get chat history

ROAM_GET_CHAT_HISTORY

Retrieves messages from a specific chat with optional date filtering to help you access conversation history when you need to review past discussions or find specific information shared in chats.

6 input
Action

Post message to chat

ROAM_POST_CHAT

Send messages to chats, groups, or individual users with support for rich formatting, mentions, and interactive elements like buttons and sections.

9 input

Configuration

4 operations

Access SCIM schema definitions, service provider configurations, and resource types that define how Roam handles identity management and provisioning. Use these when setting up user synchronization or validating integration compatibility.

Action

Get Roam SCIM Resource Types

ROAM_GET_RESOURCE_TYPES

Retrieves the complete list of resource types that can be managed through Roam's system, helping you understand what entities you can create, update, or manage via automation.

Action

Get SCIM schema

ROAM_GET_SCIM_SCHEMA

Retrieves the complete definition of a SCIM schema to understand what user and group attributes are available in your communication platform. This helps you verify data structure compatibility before syncing team information.

1 input
Action

Get SCIM service provider config

ROAM_GET_ROAM_SCIM_CONFIG

Retrieves Roam's SCIM service provider configuration to understand what features and authentication methods are available for integrating your systems. This helps you determine compatibility and plan your account management workflows.

Action

List SCIM Schemas

ROAM_LIST_SCHEMAS

Retrieve all available SCIM schemas supported by Roam to understand what user and group data structures you can work with. This helps you discover the standard and custom fields available for managing your team members and organizational groups.

Files

1 operation

Upload files directly into Roam from your automation workflows. This enables document sharing, file integration, and content management as part of larger business processes.

Action

Upload File to Roam

ROAM_UPLOAD_ITEM

Upload files, images, or documents to Roam so they can be shared in chat messages and conversations. This generates a unique item ID that you can attach to your chat posts.

2 input

Groups

9 operations

Manage group membership, create new groups, and modify group properties including SCIM-based operations. Use these operations to automate team organization, bulk group creation, and membership updates across your Roam workspace.

Action★ Featured

List SCIM Groups

ROAM_LIST_GROUPS

Retrieve a complete list of all groups in your Roam organization to manage team structures and permissions. This helps you see who belongs to which groups and maintain organized team hierarchies.

3 input
Action

Add group members

ROAM_ADD_GROUP_MEMBERS

Add new members or admins to a Roam group in bulk, helping you manage group access and delegate responsibilities without manually inviting each person individually.

3 input
Action

Create Group

ROAM_CREATE_GROUP

Create a group address for team chat and communication. This establishes a dedicated space where members can collaborate, with optional admin controls to manage group settings and membership.

6 input
Action

Create Roam SCIM Group

ROAM_CREATE_ROAM_SCIM_GROUP

Creates a new group in your Roam organization to organize users and manage access permissions across your team or projects. This allows you to set up structured team hierarchies and control who can access specific resources.

3 input
Action

Delete Roam Group

ROAM_DELETE_GROUP

Archive a group in Roam while preserving all historical data for compliance and audit purposes. Use this to clean up inactive groups without permanently deleting team communication records.

1 input
Action

List group members

ROAM_LIST_GROUP_MEMBERS

Retrieve all members in a specific group within your Roam workspace to see who has access and manage group participation. This helps you track team composition and collaboration within groups.

3 input
Action

Patch a group

ROAM_PATCH_GROUP

Update group settings and membership by adding, removing, or changing members and group names in your organization.

2 input
Action

Remove group members

ROAM_REMOVE_GROUP_MEMBERS

Remove one or more members from a group in your Roam workspace to manage group composition and access. Useful when team members leave, change roles, or should no longer participate in specific group conversations.

2 input
Action

Replace Roam SCIM Group

ROAM_REPLACE_GROUP

Completely replaces all attributes of a group including its name and membership list, ensuring the group configuration matches exactly what you specify. Use this when you need to enforce a new group structure rather than making incremental changes.

4 input

Meetings

4 operations

Retrieve meeting links, manage lobbies, and update meeting configurations within Roam. These operations help you automate meeting setup, access meeting details, and control meeting parameters programmatically.

Action★ Featured

Get meeting link

ROAM_GET_MEETING_LINK

Retrieve the details and URL of a specific meeting link by its ID, allowing you to share or reference meeting information quickly. This is useful when you need to access previously created meeting links without manually searching through your records.

1 input
Action

List Roam Lobbies

ROAM_LIST_LOBBIES

Retrieve all active lobbies from your Roam account to see what communication channels are available for your business.

1 input
Action

List Roam Meetings

ROAM_LIST_MEETINGS

Retrieve all meetings in your Roam workspace with flexible filtering by date range and pagination options. Use this to get a complete view of scheduled meetings and their details across your team.

4 input
Action

Update a meeting link

ROAM_UPDATE_MEETING_LINK

Modify an existing meeting link's details such as name, start time, or end time without creating a new link. This helps you adjust meeting schedules or details on the fly without disrupting attendee access.

5 input

Messaging

3 operations

Send messages to groups, add message reactions, and indicate typing status for real-time communication features. These operations enable you to build interactive chat-based workflows and enhance user engagement in messaging scenarios.

Action★ Featured

Send message to group

ROAM_SEND_MESSAGE

Send a message to a specific group in Roam to communicate with team members or audience segments. This helps you broadcast updates, announcements, or information to multiple people at once.

4 input
Action

Add Reaction to Message

ROAM_ADD_REACTION

Add an emoji reaction to a message in Roam chat to quickly express sentiment or acknowledgment without typing a full response. This helps teams communicate more efficiently and keeps conversations organized with visual cues.

4 input
Action

Send Typing Indicator

ROAM_SEND_TYPING

Notifies chat participants that you're composing a message, displaying a typing indicator in the conversation. Use this to provide real-time feedback and improve communication clarity in group chats or one-on-one conversations.

1 input

Recordings

1 operation

Access and retrieve information about recorded meetings and sessions in Roam. Use this to build recording management systems, archive automation, or integrate recorded content into downstream workflows.

Action

List Roam Recordings

ROAM_LIST_RECORDINGS

Retrieve all recordings from your Roam system with optional filtering by date range and pagination support to manage large collections of recordings efficiently.

4 input

System

1 operation

Verify that your API connection to Roam is functional and properly configured. Run this diagnostic operation before executing critical automation tasks to ensure connectivity.

Action

Test API Connectivity

ROAM_GET_TEST

Verify that your Roam API connection is working properly and your authentication credentials are valid. This ensures your integration is set up correctly before running other operations.

Transcripts

1 operation

Retrieve transcripts from meetings and recorded sessions in Roam. This enables you to automate transcript processing, searchability, and integration with documentation or compliance systems.

Action

List Roam Transcripts

ROAM_LIST_TRANSCRIPTS

Retrieve a list of all transcripts from your Roam workspace with filtering by date range and pagination support to discover and manage available meeting recordings.

4 input

Users

9 operations

Create, update, delete, and retrieve user information with full SCIM support for identity management. Use these operations to automate user provisioning, directory synchronization, and bulk user administration across your Roam organization.

Action★ Featured

Create Roam User

ROAM_CREATE_USER

Automatically add new team members to your Roam workspace with their email and role assignments. This streamlines employee onboarding by eliminating manual user setup in your communication platform.

8 input
Action★ Featured

List Users

ROAM_LIST_USERS

Retrieve all users in your Roam workspace to see who has access and their current status. Useful for managing team members and understanding workspace participation.

3 input
Action

Delete Roam User

ROAM_DELETE_USER

Remove a user from your Roam workspace while keeping their data intact for records and compliance. This preserves communication history and maintains organizational audit trails.

1 input
Action

Get user by ID (SCIM)

ROAM_GET_SCIM_USER

Retrieve detailed information about a specific user in Roam by their ID, including their name, email, status, and role. Use this to quickly access individual user profiles or verify user details in your workspace.

1 input
Action

Get user info

ROAM_GET_USER_INFO

Retrieve comprehensive details about a specific user in your Roam workspace, including their profile information and account status. Use this to access user data for verification, account management, or personalization purposes.

2 input
Action

List users (SCIM)

ROAM_LIST_ROAM_SCIM_USERS

Retrieve a list of users in your Roam organization to manage team members and access permissions. This is useful for syncing your team directory with other business tools or auditing who has access to your workspace.

3 input
Action

Lookup user by email

ROAM_LOOKUP_USER

Find a user's profile information in your Roam workspace by searching with their email address, retrieving details like their ID and name for further actions.

1 input
Action

Patch user (SCIM)

ROAM_PATCH_USER

Update specific user attributes in your Roam workspace, primarily to activate or archive user accounts without affecting other profile information.

2 input
Action

Replace Roam User

ROAM_REPLACE_USER

Completely updates all attributes for a user in Roam by replacing their entire profile with new information. Use this when you need to make comprehensive changes to a user's account details at once.

9 input
What now

Use Roam in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.