Connect Fathom and Box
Integrate Fathom with Box to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Fathom + Box 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
Box
Automatically do this!
Create Folder
Add Comment to file
Add Task to File
Add User as Collaborator
Move/Copy file
Create Folder in Box when New Action Item from Fathom
Use this flowAdd Comment to file in Box when New Action Item from Fathom
Use this flowAdd Task to File in Box when New Action Item from Fathom
Use this flowAdd User as Collaborator in Box when New Action Item from Fathom
Use this flowMove/Copy file in Box when New Action Item from Fathom
Use this flowCreate Folder in Box when New Al Summary in Fathom
Use this flowAdd Comment to file in Box when New Al Summary in Fathom
Use this flowAdd Task to File in Box when New Al Summary in Fathom
Use this flowAdd User as Collaborator in Box when New Al Summary in Fathom
Use this flowMove/Copy file in Box when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Box.
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 Event
Triggered when a new event is performed.
New File
Trigger when a new file add to folder.
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 Folder
Create a new folder at the path you specify
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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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 Box
Box is a cloud-based content management and file-sharing platform designed for businesses and individuals. It enables users to store, share, and collaborate on documents and files securely. Box is widely used for document management, file sharing, and team collaboration in both small businesses and large enterprises.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Box 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 Box 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 Box. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Box, and a separate workflow where Box 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 Box. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Box integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
