Connect Fathom and DocuSeal
Integrate Fathom with DocuSeal to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Template from HTML in DocuSeal when New Action Item from Fathom
Clone Template in Docuseal when New Action Item from Fathom
Archive Template in Docuseal when New Action Item from Fathom
Update Template in Docuseal when New Action Item from Fathom
Create a submission in Docuseal when New Action Item from Fathom
Popular Fathom + DocuSeal 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
DocuSeal
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Create Template from HTML in DocuSeal when New Action Item from Fathom
Use this flowClone Template in Docuseal when New Action Item from Fathom
Use this flowArchive Template in Docuseal when New Action Item from Fathom
Use this flowUpdate Template in Docuseal when New Action Item from Fathom
Use this flowCreate a submission in Docuseal when New Action Item from Fathom
Use this flowList all submitters in Docuseal when New Action Item from Fathom
Use this flowFind Submitter by Email in DocuSeal when New Action Item from Fathom
Use this flowCreate a submission from HTML in Docuseal when New Action Item from Fathom
Use this flowCreate Template from HTML in DocuSeal when New Al Summary in Fathom
Use this flowClone Template in Docuseal when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and DocuSeal.
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 Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
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 Template from HTML
Creates a new document template for future use.
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 DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and DocuSeal 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 DocuSeal 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 DocuSeal. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in DocuSeal, and a separate workflow where DocuSeal 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 DocuSeal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and DocuSeal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
