Connect Fathom and Docstar
Integrate Fathom with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Documents in Docstar when New Action Item from Fathom
Create Page in Docstar when New Action Item from Fathom
List All Pages from Docstar when New Action Item from Fathom
View Page Text and Metadata from Docstar when New Action Item from Fathom
Create Page Endpoint in Docstar when New Action Item from Fathom
Popular Fathom + Docstar 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
Docstar
Automatically do this!
Find Documents
Create Page
List All Pages
View Page Text and Metadata
Create Page Endpoint
Create FAQ Entries
Approve or Reject FAQ
View FAQ Details
Find Documents in Docstar when New Action Item from Fathom
Use this flowCreate Page in Docstar when New Action Item from Fathom
Use this flowList All Pages from Docstar when New Action Item from Fathom
Use this flowView Page Text and Metadata from Docstar when New Action Item from Fathom
Use this flowCreate Page Endpoint in Docstar when New Action Item from Fathom
Use this flowCreate FAQ Entries in Docstar when New Action Item from Fathom
Use this flowApprove or Reject FAQ in Docstar when New Action Item from Fathom
Use this flowView FAQ Details in Docstar when New Action Item from Fathom
Use this flowFind Documents in Docstar when New Al Summary in Fathom
Use this flowCreate Page in Docstar when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Docstar.
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 Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
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.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Docstar 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 Docstar 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 Docstar. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Docstar, and a separate workflow where Docstar 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 Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Docstar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
