Connect BoldDesk and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldDesk
Choose an Action
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Ready to use BoldDesk and Fathom automations
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Actions and Triggers
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.
Do thisActions
Action is the task that follows automatically within your BoldDesk integrations.
Create Ticket
Creates a new support ticket in BoldDesk.
Update Ticket
Updates an existing support ticket with new information.
Create Contact
Create a new contact.
Create Contact Group
Create a new contact group.
Create Ticket Note
Create note to an existing ticket.
Create Ticket Reply
Create reply to an existing ticket
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Frequently Asked Questions
To start, connect both your BoldDesk and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Fathom (or vice versa).
Absolutely. You can customize how BoldDesk data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between BoldDesk and Fathom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoldDesk and Fathom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
Learn MoreAbout 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.
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