Connect Fathom and Aero Workflow
Integrate Fathom with Aero Workflow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Contacts in Aero-workflow when New Action Item from Fathom
Find Aero Type Names in Aero-workflow when New Action Item from Fathom
Find All Task Aero in Aero-workflow when New Action Item from Fathom
Find All Team Members in Aero-workflow when New Action Item from Fathom
Create Task in Aero Workflow when New Action Item from Fathom
Popular Fathom + Aero Workflow flows
Start from a real workflow other teams are already running.
Choose a trigger
Fathom
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an action
Aero Workflow
Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
Get all Contacts in Aero-workflow when New Action Item from Fathom
Use this flowFind Aero Type Names in Aero-workflow when New Action Item from Fathom
Use this flowFind All Task Aero in Aero-workflow when New Action Item from Fathom
Use this flowFind All Team Members in Aero-workflow when New Action Item from Fathom
Use this flowCreate Task in Aero Workflow when New Action Item from Fathom
Use this flowCreate Email Aero in Aero Workflow when New Action Item from Fathom
Use this flowCreate Contact in Aero Workflow when New Action Item from Fathom
Use this flowCreate Appointment in Aero Workflow when New Action Item from Fathom
Use this flowCreate Company in Aero Workflow when New Action Item from Fathom
Use this flowGet all Companies from Aero Workflow when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Aero Workflow.
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 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.
Get all Contacts
Gets a list of all Contact Names.
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 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
About Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Aero Workflow 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 Fathom and Aero Workflow 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 Aero Workflow. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Aero Workflow, and a separate workflow where Aero Workflow triggers actions in Fathom. 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 Fathom and Aero Workflow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Aero Workflow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
