Roam Research

Integrate Roam Research with 2800+ apps and services

Supercharge your Roam Research support workflows with Ayudo's AI-powered agents. Connect seamlessly with Slack, Zendesk, and Salesforce to resolve tickets faster and automate customer conversations, delivering instant responses.

Explore Triggers and Actions

New Modified Linked Reference
Trigger new event for each new or modified linked reference in Roam Research.
Write
Generic write for Roam Research pages. [See the documentation](https://roamresearch.com/#/app/developer-documentation/page/mdnjFsqoA).

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Roam Research

Roam Research is a note-taking tool for networked thought, ensuring seamless information flow in customer support, enhancing service delivery and communication.

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Roam Research

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up Roam Research integration in Ayudo?

To use Roam Research integration in Ayudo, add the Roam Research node to your workflow. Authenticate using API key provided in Roam Research. Create support tickets from Roam Research events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Roam Research data in support conversations.

Do I need any special permissions or API keys to integrate Roam Research with Ayudo?

Yes, you'll need an API key from Roam Research's settings. Ensure permissions include reading and writing data, and admin access may be required. Ensure your credentials have access to manage notes and events for full support automation capabilities.

Can I combine Roam Research with other apps in Ayudo workflows?

Yes! Roam Research works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value Roam Research event occurs, create a Zendesk ticket, notify the team via Slack, and have an AI agent reach out proactively. These workflows are designed to enhance support operations.

What are some common use cases for Roam Research integrations with Ayudo?

Common use cases include auto-creating support tickets from Roam Research events, syncing customer data between Roam Research and support tools, triggering AI agent responses based on Roam Research activities, sending proactive support messages via voice/text agents, and updating Roam Research records after support conversations.

How does Ayudo's pricing model benefit me when integrating Roam Research?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs. This makes Roam Research automation cost-effective as your support volume scales.

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