Connect Fathom and Affinda
Integrate Fathom with Affinda to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete an Organization in Affinda when New Action Item from Fathom
Delete a Collection in Affinda when New Recording Available in Fathom
Delete a Workspace in Affinda when New Recording Available in Fathom
Upload a Document for Parsing to Affinda when New Transcript in Fathom
Create a Collection in Affinda when New Transcript in Fathom
Popular Fathom + Affinda 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
Affinda
Automatically do this!
Upload a Document for Parsing
Create a Collection
Create a Workspace
Create a New Organization
Update a Workspace
Update an Organization
Delete a Collection
Update a Collection
Delete an Organization
Delete a Workspace
Delete an Organization in Affinda when New Action Item from Fathom
Use this flowDelete a Collection in Affinda when New Recording Available in Fathom
Use this flowDelete a Workspace in Affinda when New Recording Available in Fathom
Use this flowUpload a Document for Parsing to Affinda when New Transcript in Fathom
Use this flowCreate a Collection in Affinda when New Transcript in Fathom
Use this flowDelete a Workspace in Affinda when New Al Summary in Fathom
Use this flowUpdate a Collection in Affinda when New Al Summary in Fathom
Use this flowCreate a Workspace in Affinda when New Al Summary in Fathom
Use this flowCreate a New Organization in Affinda when New Transcript in Fathom
Use this flowDelete a Workspace in Affinda when New Transcript in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Affinda.
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.
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
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.
Upload a Document for Parsing
Upload a new document for parsing.
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 Affinda
Affinda is an AI-powered Document Parsing solution provider for the automation of high-volume document workflow including emails, contracts, invoices, forms, financial statements, and more.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Affinda 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 Affinda 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 Affinda. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Affinda, and a separate workflow where Affinda 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 Affinda. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Affinda integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
