Roam + RepCard Integrations
Put Roam + RepCard to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Roam and RepCard
See the kind of workflows teams build with Roam and RepCard below — describe the exact one you want above and the Agent builds it on demand.
Roam + RepCard
When a new user is added in RepCard, sync their account information to Roam.
Celebrate closed deals in team channels
When a deal is marked as won in RepCard, automatically send a celebration message to your team channel in Roam.
See details
Alert sales reps to new incoming leads
When a new lead is created in RepCard, send a direct message in Roam to assign and notify the responsible salesperson.
See details
Log team discussions into CRM contact histories
When a new message is posted in Roam, automatically log the details as an activity against the contact record in RepCard.
See details
Browse the full workflow library →
Looking to achieve something else with Roam and RepCard?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Roam and RepCard
Everything Roam and RepCard can do inside a workflow — the triggers that start one and the actions that run when it fires.
Roam Explore Roam →
Roam is a virtual workspace and business communication tool designed to facilitate spontaneous voice and video interactions for remote teams.
Knit's Integrations Agent builds Roam's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Roam's API.
RepCard Explore RepCard →
A digital business card and door-to-door sales management app designed for field sales teams to track leads.
TriggersTriggers when a status is changed for an appointment.
Triggers when a new Appointment is created for any contact.
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Triggers when a user is registered to the event.
Triggers when a status is changed for a contact.
Triggers when a new user is created.
This will add the ticket to RepCard for the selected Event.
Create/Update Leaderboard Stat
This will create an appointment in RepCard.
This will create a contact in RepCard.
This will create an event registration and create a user in RepCard if not exists.
This will create a user in RepCard.
Other Communication apps on Knit
Explore more Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
3veta
3veta is a communication platform designed for consultants and service providers to manage video meetings, scheduling, and payments.
Acquire
A unified customer engagement software that provides live chat, co-browsing, video calls, and messaging tools for support teams.
AnswerFirst
AnswerFirst is a professional answering service and virtual receptionist platform that provides round-the-clock call handling and message dispatch.
B2Chat
B2Chat is a multi-channel messaging platform that consolidates customer conversations from live chat and instant messaging into one platform.
Bundeling
A private communication and networking platform that connects members within communities, sports clubs, and business organizations.
Calldacity
A cloud business phone system that provides automated call routing, virtual phone lines, and voice message management.
Carbon Voice
Carbon Voice is a voice messaging and team communication app designed for sending asynchronous voice notes and text messages.
Chatra
A live chat and messaging software designed for businesses to communicate with website visitors and customers.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Roam + RepCard
Is there a pre-built Roam + RepCard automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Roam and RepCard's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Roam or RepCard connector?
No. The Agent works whether or not Roam or RepCard already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Roam to RepCard help sales teams close deals faster?
Sales reps receive instant channel updates in Roam whenever high-value leads or deal status changes occur in RepCard, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in Roam can be automatically logged as activity notes in RepCard.