
When this happens...
New Meeting Recording Ready

Automatically do this!
Create Invoice
Create Customer
Create Address
Find Company
Create Group
Delete Group
Create Branch
Search Invoice
Download Invoice
Export Ledger
Search Ledger
Get An Account Balance
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers instantly when Fathom finishes processing a meeting recording.
Action is the task that follows automatically within your Fathom integrations.
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.
Retrieve the list of teams along with their creation dates.
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 selected team. If no team is selected, returns members from all teams.
Generates a new invoice in Giddh.

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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 Giddh accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in Giddh (or vice versa).
Absolutely. You can customize how Fathom data is recorded in Giddh. This includes choosing which data fields go into which fields of Giddh, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and Giddh 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 Giddh. 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 MoreGiddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
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