Connect Fathom and QuickBooks
Integrate Fathom with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Payment in QuickBooks when New Action Item from Fathom
Create Department in QuickBooks when New Action Item from Fathom
Create Invoice in QuickBooks when New Action Item from Fathom
Create Customer in QuickBooks when New Action Item from Fathom
Create Account in Quickbooks when New Action Item from Fathom
Popular Fathom + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Fathom
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an action
QuickBooks
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Customer
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Find Customer by ID
Find Invoices by ID
Find Invoices
Create Payment in QuickBooks when New Action Item from Fathom
Use this flowCreate Department in QuickBooks when New Action Item from Fathom
Use this flowCreate Invoice in QuickBooks when New Action Item from Fathom
Use this flowCreate Customer in QuickBooks when New Action Item from Fathom
Use this flowCreate Account in Quickbooks when New Action Item from Fathom
Use this flowGet BalanceSheet Report from QuickBooks when New Action Item from Fathom
Use this flowGet Customer Balance from QuickBooks when New Action Item from Fathom
Use this flowGet Customer Income from QuickBooks when New Action Item from Fathom
Use this flowFind Customer by ID in QuickBooks when New Action Item from Fathom
Use this flowFind Invoices by ID in QuickBooks when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
Do thisActions
Action is the task that follows automatically within your Fathom integrations.
List meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
Get summary of a transcript
Retrieve a Fathom recording's full transcript. If a Destination URL is provided, Fathom will POST the transcript there asynchronously; otherwise the transcript is returned in the response.
List Team Members
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Create Payment
Records a new payment transaction.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
Learn more
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and QuickBooks accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Fathom and QuickBooks as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach QuickBooks. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Fathom. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Fathom and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and QuickBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
