Connect Fathom and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting Recording Ready
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Fathom and eMoney Advisor
Enable Integrations or automations with these events of Fathom and eMoney Advisor
Triggers
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
Actions
List Meetings
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.
List Teams
Retrieve the list of teams along with their creation dates.
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 selected team. If no team is selected, returns members from all teams.
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Frequently Asked Questions
To start, connect both your Fathom and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Fathom data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and eMoney Advisor 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 eMoney Advisor. 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.
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 MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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