
When this happens...
New Contact
New List

Automatically do this!
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.
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
Fetches contact lists created since the last check and returns the most recent lists.
Triggers instantly when Fathom finishes processing a meeting recording.
Action is the task that follows automatically within your Constant Contact integrations.
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
Retrieve the list of teams along with their creation dates.
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.

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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 Constant Contact and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Constant Contact 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 Constant Contact 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 Constant Contact 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.
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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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