
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript

Automatically do this!
Create lead
Create expense
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when there's a new action item from a meeting.
Triggers when there's a new Al summary from a meeting.
Triggers when there's a new meeting recording.
Triggers when there's a new transcript from a meeting.
runs when new lead is created
runs when new client is added
Action is the task that follows automatically within your Fathom integrations.
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
Retrieve all teams in your Fathom account.
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.
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.
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Create a new lead to capture a potential client.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Fathom and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Fathom data is recorded in contractor plus. This includes choosing which data fields go into which fields of contractor plus, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and contractor plus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fathom and contractor plus. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreContractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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