Connect Fathom and Clientary
Integrate Fathom with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Clientary when New Action Item from Fathom
Create Expense in Clientary when New Action Item from Fathom
Create Task in Clientary when New Action Item from Fathom
Create Entry in Clientary when New Action Item from Fathom
Create Invoice Payment in Clientary when New Action Item from Fathom
Popular Fathom + Clientary 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
Clientary
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Create Client in Clientary when New Action Item from Fathom
Use this flowCreate Expense in Clientary when New Action Item from Fathom
Use this flowCreate Task in Clientary when New Action Item from Fathom
Use this flowCreate Entry in Clientary when New Action Item from Fathom
Use this flowCreate Invoice Payment in Clientary when New Action Item from Fathom
Use this flowUpdate Expense in Clientary when New Action Item from Fathom
Use this flowUpdate a Lead in Clientary when New Action Item from Fathom
Use this flowCreate Client in Clientary when New Al Summary in Fathom
Use this flowCreate Expense in Clientary when New Al Summary in Fathom
Use this flowCreate Task in Clientary when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Clientary.
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 Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
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 Client
Create a new client in Clientary.
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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Clientary 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 Clientary 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 Clientary. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Clientary, and a separate workflow where Clientary 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 Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Clientary integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
