Connect Email and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Email
Choose an Action
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
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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 Email integrations.
Send Approval Email
Send an approval email with action buttons so recipients can review and approve.
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.
Get summary of a transcript
Retrieve a Fathom recording's full transcript. If a Destination URL is provided, Fathom will POST the transcript there asynchronously; otherwise the transcript is returned in the response.
List Team Members
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
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Frequently Asked Questions
To start, connect both your Email and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Email 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 Email 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 Email 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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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