Connect Salesforce to Roam Research
Use 10 documented Salesforce triggers to run 10 documented Roam Research actions.
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
Salesforce
Triggers (10)
Actions (24)
Roam Research
Triggers (1)
Actions (10)
Integration Features
Capability Examples
Salesforce trigger → Roam Research action
Case Updated (Instant, of Selectable Type)
Add Content To Daily Note Page
Roam Research trigger → Salesforce action
New Modified Linked Reference
Add Contact to Campaign
How It Works
Connect Apps
Authenticate your Salesforce and Roam Research accounts
Choose a Trigger
Select a documented Salesforce event
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.
Reverse Integration Available
Also connect Roam Research to Salesforce for bidirectional automation
All Salesforce Integrations
Explore all available Salesforce connections
All Roam Research Integrations
Explore all available Roam Research connections
More Roam Research Integrations
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