
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript

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Delete a Group
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Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
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Send SMS Message
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when there's a new action item from a meeting.
Triggers when there's a new Al summary from a meeting.
Triggers when there's a new meeting recording.
Triggers when there's a new transcript from a meeting.
Triggers when a contact record in ActiveTrail is updated.
Triggers when a contact unsubscribes from receiving further emails.
Action is the task that follows automatically within your Fathom integrations.
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
Retrieve all teams in your Fathom account.
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.
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.
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Delete a Group by ID

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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 Fathom and ActiveTrail accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in ActiveTrail (or vice versa).
Absolutely. You can customize how Fathom data is recorded in ActiveTrail. This includes choosing which data fields go into which fields of ActiveTrail, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and ActiveTrail 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 ActiveTrail. 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.
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 MoreActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
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