Connect Fathom and Harpoon
Integrate Fathom with Harpoon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Clients from Harpoon when New Action Item from Fathom
Get a client from Harpoon when New Action Item from Fathom
Create Client in Harpoon when New Action Item from Fathom
Create Expense in Harpoon when New Action Item from Fathom
Create Expense Category in Harpoon when New Action Item from Fathom
Popular Fathom + Harpoon 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
Harpoon
Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
List All Clients from Harpoon when New Action Item from Fathom
Use this flowGet a client from Harpoon when New Action Item from Fathom
Use this flowCreate Client in Harpoon when New Action Item from Fathom
Use this flowCreate Expense in Harpoon when New Action Item from Fathom
Use this flowCreate Expense Category in Harpoon when New Action Item from Fathom
Use this flowCreate Project in Harpoon when New Action Item from Fathom
Use this flowList All Contact in Harpoon when New Action Item from Fathom
Use this flowGet a Contact in Harpoon when New Action Item from Fathom
Use this flowList All Expense Categories in Harpoon when New Action Item from Fathom
Use this flowGet a Expense Category in Harpoon when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Harpoon.
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 Client
Triggers when new client created.
New Project
Triggers when there is a new project.
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.
List All Clients
Get all the clients.
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 Harpoon
Harpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Harpoon 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 Harpoon 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 Harpoon. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Harpoon, and a separate workflow where Harpoon 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 Harpoon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Harpoon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
