Connect Eagle Doc and Fathom
Integrate Eagle Doc with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Process Finance in Eagle-doc when New Action Item from Fathom
Process Receipts in Eagle-doc when New Action Item from Fathom
Process Invoices in Eagle-doc when New Action Item from Fathom
Process Finance in Eagle-doc when New Al Summary in Fathom
Process Receipts in Eagle-doc when New Al Summary in Fathom
Popular Eagle Doc + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
Eagle Doc
When this happens...
- Request a new Trigger for Eagle Doc
Choose an action
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Process Finance in Eagle-doc when New Action Item from Fathom
Use this flowProcess Receipts in Eagle-doc when New Action Item from Fathom
Use this flowProcess Invoices in Eagle-doc when New Action Item from Fathom
Use this flowProcess Finance in Eagle-doc when New Al Summary in Fathom
Use this flowProcess Receipts in Eagle-doc when New Al Summary in Fathom
Use this flowProcess Invoices in Eagle-doc when New Al Summary in Fathom
Use this flowProcess Finance in Eagle-doc when New Recording Available in Fathom
Use this flowProcess Receipts in Eagle-doc when New Recording Available in Fathom
Use this flowProcess Invoices in Eagle-doc when New Recording Available in Fathom
Use this flowProcess Finance in Eagle-doc when New Transcript in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Eagle Doc and Fathom.
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 Eagle Doc integrations.
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Process Receipts
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Process Invoices
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
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.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Eagle Doc and Fathom 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 Eagle Doc and Fathom 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 Fathom. No coding required.
Yes. You can set up a workflow where Eagle Doc triggers actions in Fathom, and a separate workflow where Fathom triggers actions in Eagle Doc. 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 Eagle Doc and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Eagle Doc and Fathom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
