Connect Fathom and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Get Inventory Items
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
Ready to use Fathom and Zoho POS automations
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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.
New Bill Is Created
runs when New Bill Is Created
New Item Is Created
runs when New Item Is Created
Do thisActions
Action is the task that follows automatically within your Fathom integrations.
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.
Create Contact
Create a contact with billing, shipping and primary contact info.
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Frequently Asked Questions
To start, connect both your Fathom and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how Fathom data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and Zoho POS 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 Fathom and Zoho POS. 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 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 MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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