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Use Zapier

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The Zapier app is available publicly in the list of potential actions. Please reach out via Roam Support Chat if you have any issues accessing it.

Overview​

In this tutorial, we’ll set up a Zapier Zap to send messages to a public group in your Roam.

You must make sure you have access to the Zapier app. Contact us via Roam Support Chat or email developer@ro.am if you are unable to access the app.

Instructions​

  • After setting up your trigger, search the app directory for the latest version of the "Roam" Zapier app. In the event dropdown, choose "Send Message" in the drop down.
  • After selecting the App & Event, click the Sign In button to connect to your Roam account. A new window will open where you are prompted to log in (or not if you are already authenticated). You will then see a list of Roams you are an admin of. List Roams Authorization
  • After making your selection and clicking "Authorize", you will then be redirected back to Zapier. You can then fill in the "Text" box with text or inserting data.
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The text field must be composed of Markdown-compliant text, with each line being new-line separated. Roam does not support mentions via the Zapier app.

Action

For bot code, you need to use some unique identifier that associates messages from the same bot together. This identifier must only be composed of upper and/or lower-case ASCII letters and not other characters (including spaces). For bot name, fill in the user-visible name that the bot posts as. For example, if you are setting up something triggered from Datadog, you can set bot code to "datadog" and bot name to "Datadog Alerts".

  • Select the Group Name from the dropdown and click "Continue".
  • You can test the action in the next step and proceed with any other actions you wish to take.