Connect Fathom and BoldDesk
Integrate Fathom with BoldDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Ticket in BoldDesk when New Action Item from Fathom
Update Ticket in BoldDesk when New Action Item from Fathom
Create Contact in BoldDesk when New Action Item from Fathom
Create Contact Group in Bolddesk when New Action Item from Fathom
Create Ticket Note in BoldDesk when New Action Item from Fathom
Popular Fathom + BoldDesk 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
BoldDesk
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Activity
List Webhooks
Create Ticket in BoldDesk when New Action Item from Fathom
Use this flowUpdate Ticket in BoldDesk when New Action Item from Fathom
Use this flowCreate Contact in BoldDesk when New Action Item from Fathom
Use this flowCreate Contact Group in Bolddesk when New Action Item from Fathom
Use this flowCreate Ticket Note in BoldDesk when New Action Item from Fathom
Use this flowCreate Ticket Reply in BoldDesk when New Action Item from Fathom
Use this flowUpdate Contact in Bolddesk when New Action Item from Fathom
Use this flowUpdate Contact Group in Bolddesk when New Action Item from Fathom
Use this flowList Activity from BoldDesk when New Action Item from Fathom
Use this flowList Webhooks from BoldDesk when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and BoldDesk.
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.
Create Ticket
Creates a new support ticket in BoldDesk.
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 BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and BoldDesk 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 BoldDesk 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 BoldDesk. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in BoldDesk, and a separate workflow where BoldDesk 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 BoldDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and BoldDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
