Connect Fathom and Instantly
Integrate Fathom with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Instantly.ai when New Action Item from Fathom
Create Lead List in Instantly.ai when New Action Item from Fathom
Test account vitals in Instantly when New Action Item from Fathom
Add Lead to List in Instantly.ai when New Action Item from Fathom
Add Lead to Campaign in Instantly.ai when New Action Item from Fathom
Popular Fathom + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Create Lead in Instantly.ai when New Action Item from Fathom
Use this flowCreate Lead List in Instantly.ai when New Action Item from Fathom
Use this flowTest account vitals in Instantly when New Action Item from Fathom
Use this flowAdd Lead to List in Instantly.ai when New Action Item from Fathom
Use this flowAdd Lead to Campaign in Instantly.ai when New Action Item from Fathom
Use this flowCreate Campaign in Instantly.ai when New Action Item from Fathom
Use this flowCreate Block List in Instantly.ai when New Action Item from Fathom
Use this flowCreate Custom Tag in Instantly.ai when New Action Item from Fathom
Use this flowDelete Custom Tag in Instantly.ai when New Action Item from Fathom
Use this flowUpdate Lead in Instantly.ai when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Instantly.
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 Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
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 Lead
Create a lead in a list or campaign.
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
