
When this happens...
New Contact
Contact Deleted
Contact Updated
New Tag
New Tag Deleted
Tag Updated
New Business Card Transcribed

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 contact is added to your Contacts+ account.
Triggers when a contact is deleted from your Contacts+ account.
Triggers when a contact is updated from your Contacts+ account.
Triggers when a tag is added from your Contacts+ account.
Triggers when a tag is deleted from your account.
Triggers when a tag is updated.
Action is the task that follows automatically within your Contacts+ integrations.
Creates a contact.
Fetches the authenticated user’s account information .
Gets a list of teams that the user is a member of.
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.
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 Contacts+ and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Contacts+ 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 Contacts+ 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 Contacts+ 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.
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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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