
When this happens...
New Row
Updated Row

Automatically do this!
List Meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new row is created
Triggers when a new row is updated within the selected table
Triggers instantly when Fathom finishes processing a meeting recording.
Action is the task that follows automatically within your Coda integrations.
Search for a Coda Row in the selected table using a column match search.
Creates a row in an existing table
Creates a copy of the specified Coda doc.
deletes a Coda doc.
Updates an existing row in the selected table.
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Coda and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Coda triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Coda 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 Coda 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 Coda 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.
Coda is a versatile online tool that combines documents, spreadsheets, and building blocks to create dynamic docs for various needs. It’s used for project management, data tracking, and creating complex documents that function like applications.
Learn MoreFathom 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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