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Connect Salesforce to Roam Research

Use 10 documented Salesforce triggers to run 10 documented Roam Research actions.

10 source triggers
10 target actions
Reverse direction supported

Why Connect Salesforce & Roam Research?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Roam Research action

Send the event into one of 10 documented actions, such as Add Content To Daily Note Page, Add Content To Page, Add Content Underneath Block.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Roam Research

Triggers (1)

New Modified Linked Reference

Emit new event for each new or modified linked reference in Roam Research.

polling

Actions (10)

Add Content To Daily Note Page

Adds content as a child block to a daily note page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.

Add Content To Page

Add content as a child block to an existing or new page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.

Add Content Underneath Block

Add content underneath an existing block in your Roam Research graph (access to encrypted and non encrypted graphs). See the documentation

Append Blocks

Generic append blocks for Roam Research pages. See the documentation.

Get Page Or Block Data

Get the data for a page or block in Roam Research (access only to non ecrypted graphs). See the documentation.

Pull

Generic pull for Roam Research pages. See the documentation.

Pull Many

Generic pull many for Roam Research pages. See the documentation.

Query

Generic query for Roam Research pages. See the documentation.

Search Title

Search for a title in Roam Research pages (access only to non ecrypted graphs). See the documentation.

Write

Generic write for Roam Research pages. See the documentation.

Integration Features

10 documented Salesforce triggers
10 documented Roam Research actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Roam Research to Salesforce direction

Capability Examples

Salesforce trigger → Roam Research action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Roam ResearchRoam Research

Add Content To Daily Note Page

Roam Research trigger → Salesforce action

Reverse direction
Roam ResearchRoam Research

New Modified Linked Reference

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Roam Research accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Roam Research operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 10 documented Roam Research actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Roam Research to Salesforce for bidirectional automation

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All Roam Research Integrations

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